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Security record · archived quarter

BWMX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
+3Δ holders
434.46KShares held
$5.84MReported value
+3New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 0 813.79K $14.64M +1 −1
Q1 2026 23 +3 720.41K $12.15M +6 −3
Q4 2025 20 0 558.74K $7.94M
Q3 2025 9 +3 434.46K $5.84M +3
Q2 2025 4 0 153.65K $1.33M +1 −1
Q1 2025 3 -1 151.13K $1.72M −1
Q4 2024 4 0 178.26K $1.99M
Q3 2024 3 0 98.70K $1.25M
Q2 2024 3 104.22K $1.52M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 84.20K +6.0% $1.13M 0.0% ▲ Add 4 SEC ↗
2 Millennium Management 74.01K New $995,448 0.0% New 1 SEC ↗
3 Marshall Wace 71.42K New $960,545 0.0% New 1 SEC ↗
4 Marshall Wace 71.42K New $960,545 0.0% New 1 SEC ↗
5 Marshall Wace 71.42K New $960,545 0.0% New 1 SEC ↗
6 Goldman Sachs Group 54.39K $731,532 0.0% n/c 1 SEC ↗
7 Citadel Advisors 53.67K +149.2% $721,875 0.0% ▲ Add 2 SEC ↗
8 Renaissance Technologies 40.30K 0.0% $542,035 0.0% Held 6 SEC ↗
9 Morgan Stanley 29.69K $399,317 0.0% n/c 1 SEC ↗
10 Morgan Stanley 29.69K $399,317 0.0% n/c 1 SEC ↗
11 Morgan Stanley 29.69K $399,317 0.0% n/c 1 SEC ↗
12 Arrowstreet Capital 26.13K New $351,449 0.0% New 1 SEC ↗
13 BlackRock (passive) 654 -94.7% $8,796 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Millennium Management $995,448 0.0%
Marshall Wace $960,545 0.0%
Marshall Wace $960,545 0.0%
Marshall Wace $960,545 0.0%
Arrowstreet Capital $351,449 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 4.78M shares, $77.36M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 04 Campos Luis

Director, 10% owner · 21.83K sh @ 17.00 · $371,093

Aug 03 Campos Luis

Director, 10% owner · 3.19K sh @ 17.00 · $54,162

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jun 16 SC 13G — Party Products Holdings LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API