WEAV
Weave Communications, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -15.8% ·
flujo de acciones -3.9% ·
nuevas posiciones netas -18.8%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +2 | 32.62M | $195.42M | +5 | −3 |
| Q1 2026 | 72 | +4 | 26.05M | $120.44M | +11 | −7 |
| Q4 2025 | 67 | +1 | 34.84M | $264.43M | +1 | — |
| Q3 2025 | 16 | -3 | 26.28M | $175.56M | — | −3 |
| Q2 2025 | 16 | -1 | 26.02M | $216.51M | — | −1 |
| Q1 2025 | 14 | 0 | 6.28M | $69.62M | — | — |
| Q4 2024 | 14 | +1 | 8.45M | $134.47M | +1 | — |
| Q3 2024 | 12 | +1 | 3.98M | $50.92M | +1 | — |
| Q2 2024 | 11 | — | 3.82M | $34.45M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.63M | -13.2% | $64.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (pasivo) | 5.47M | +3.4% | $36.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (pasivo) | 4.63M | +9.6% | $30.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.71M | +10.4% | $11.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.45M | +25.4% | $9.66M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 1.29M | +28.9% | $8.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 709.53K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 8 | Goldman Sachs Group ✦ | 458.06K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 363.92K | +37.4% | $2.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 298.02K | +160.3% | $1.99M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 153.07K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 12 | GAMCO Investors ✦ | 52.80K | +64.0% | $352,704 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 31.00K | +6.3% | $208,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 18.38K | -81.6% | $122,758 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 14.70K | -92.7% | $98,196 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 14.15K | -59.3% | $94,549 | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Arrowstreet Capital | $5.17M | era 0.0% |
| D. E. Shaw & Co. | $1.62M | era 0.0% |
| Marshall Wace | $1.06M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 178 tenedores, 63.72M acciones, $292.37M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
5.3% de clase · Ver presentación original ante la SEC ↗