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Manager record

Wellesley Asset Management

Portsmouth, NH · CIK 1533551 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.10BReported 13F valueQ2 2026 · as filed
64Holdings listed
+15.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.0B$1.0BQ2 202564 holdingsQ3 2025: $998.8M$998.8MQ3 202556 holdingsQ4 2025: $960.8M$960.8MQ4 202554 holdingsQ1 2026: $952.5M$952.5MQ1 202654 holdingsQ2 2026: $1.1B$1.1BQ2 202664 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$1.10B · 64 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$952.53M · 54 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$672.21M · 54 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR/A · period Q4 2025

$960.81M · 54 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$998.84M · 56 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$1.05B · 64 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology