Запись по ценной бумаге · архивный квартал
WLDN
Willdan Group, Inc. · Industrials · Engineering & Construction
94Отслеживаемые держатели
-7Δ держателей
7.32MАкций в держании
$561.95MОтчётная стоимость
+3Новые позиции
−10Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -6.9% ·
поток акций +3.8% ·
новые чистые позиции -7.4%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | -2 | 7.42M | $586.50M | +8 | −11 |
| Q1 2026 | 94 | -7 | 7.32M | $561.95M | +3 | −10 |
| Q4 2025 | 101 | 0 | 7.64M | $787.74M | n/a | n/a |
| Q3 2025 | 17 | -1 | 4.20M | $406.15M | +1 | −2 |
| Q2 2025 | 15 | 0 | 3.46M | $216.26M | n/a | n/a |
| Q1 2025 | 12 | 0 | 1.10M | $44.98M | n/a | n/a |
| Q4 2024 | 12 | 0 | 1.20M | $45.55M | n/a | n/a |
| Q3 2024 | 11 | +1 | 1.05M | $42.81M | +1 | n/a |
| Q2 2024 | 10 | n/a | 771.41K | $22.26M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.32M | +0.2% | $100.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 2 | Vanguard Capital Management Llc | 613.33K | n/a | $46.96M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 468.02K | +58.3% | $35.83M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Geode Capital Management ✦ (пассивный) | 354.29K | +3.3% | $27.13M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (пассивный) | 314.70K | +2.9% | $24.09M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 308.95K | +7.5% | $23.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | First Trust Advisors Lp | 286.86K | +20.7% | $21.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 272.35K | +51.4% | $20.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Nuveen, LLC | 242.49K | +31.0% | $18.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Swedbank AB | 236.70K | +35.4% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Allspring Global Investments… | 216.43K | +21.0% | $17.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 149.11K | +2.0% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 13 | Wells Fargo & Company/Mn | 147.99K | -28.7% | $11.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 142.57K | +223.4% | $10.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Qube Research & Technologies Ltd | 134.45K | -19.5% | $10.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 129.85K | -10.3% | $9.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Charles Schwab Investment… | 122.77K | -2.5% | $9.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 121.80K | -7.0% | $9.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 19 | Tudor Investment Corp Et Al | 110.89K | +25.2% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 94.40K | +48.3% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 21 | Point72 Asset Management ✦ | 78.42K | +1394.0% | $6.00M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | Hrt Financial Lp | 78.06K | +18.6% | $5.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Nomura Asset Management… | 71.28K | -34.2% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 44.68K | -10.1% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 60.24K | -6.5% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 26 | Asset Management One Co., Ltd. | 60.13K | -24.8% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Man Group plc | 53.83K | +55.2% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 52.71K | +31.2% | $4.04M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 29 | Deutsche Bank Ag\ | 52.67K | -0.3% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | UBS Group AG | 42.70K | -1.4% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Victory Capital Management Inc | 39.33K | -2.6% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Barclays Plc | 39.28K | +0.6% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | American Century Companies Inc | 36.71K | -1.8% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 36.23K | -12.7% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Principal Financial Group Inc | 35.91K | +88.0% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | JPMorgan Chase ✦ | 32.59K | +7.1% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 37 | Citadel Advisors ✦ | 31.58K | -58.8% | $2.42M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 38 | Raymond James Financial Inc | 30.26K | +38.5% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Envestnet Asset Management Inc | 29.73K | +27.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Sei Investments Co | 29.30K | +30.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Connor, Clark & Lunn Investment… | 29.20K | -33.7% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Swiss National Bank | 29.20K | +1.0% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 27.55K | +7.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Marshall Wace ✦ | 26.95K | -46.9% | $2.06M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 45 | Squarepoint Ops LLC | 24.94K | -11.3% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | LPL Financial LLC | 23.76K | +43.8% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 23.29K | +47.8% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Gotham Asset Management ✦ | 22.68K | -12.2% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 21.54K | -6.2% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Storebrand Asset Management As | 21.06K | -18.0% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Citigroup Inc | 20.74K | +52.9% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Invesco Ltd. | 20.67K | -60.0% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Cetera Investment Advisers | 19.06K | -0.4% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | California State Teachers… | 18.01K | +29.4% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rhumbline Advisers | 17.51K | -0.8% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Millennium Management ✦ | 16.78K | -66.4% | $1.28M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 16.26K | -19.7% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Legal & General Group Plc | 13.84K | +5.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 59 | T. Rowe Price ✦ | 12.84K | +19.0% | $984,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 12.96K | -60.6% | $983,172 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | Federated Hermes, Inc. | 12.75K | -0.1% | $975,834 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Mitsubishi UFJ Asset Management… | 12.71K | +31.6% | $973,307 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | State Of Wisconsin Investment Board | 11.97K | +19.5% | $916,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 11.27K | -26.5% | $863,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 10.90K | -54.6% | $834,504 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 9.07K | -91.0% | $694,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | IMC-Chicago, LLC | 8.86K | Новый | $678,092 | 0.0% | New | 1 | SEC ↗ |
| 68 | Franklin Resources Inc | 8.38K | -20.8% | $641,572 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Stifel Financial Corp | 7.29K | -6.1% | $558,121 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.61K | +1.6% | $505,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 6.38K | -2.8% | $488,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Quantinno Capital Management LP | 6.31K | +84.8% | $483,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Janus Henderson Group Plc | 5.96K | -79.0% | $455,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Jones Financial Companies Lllp | 5.62K | +40021.4% | $448,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Mariner, LLC | 4.77K | -21.4% | $365,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Blair William & Co/Il | 4.55K | +40.0% | $348,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | New York State Common Retirement… | 4.40K | 0.0% | $337,170 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Amundi | 4.36K | +50.7% | $333,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Voya Investment Management Llc | 4.36K | +70.4% | $333,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Creative Planning | 4.33K | -32.3% | $331,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Zurcher Kantonalbank (Zurich… | 4.25K | +54.7% | $325,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Truist Financial Corp | 3.73K | +40.5% | $285,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Canada Pension Plan Investment Board | 3.70K | +68.2% | $283,272 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | State Board Of Administration Of… | 3.48K | 0.0% | $266,812 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Fifth Third Bancorp | 2.70K | Новый | $206,670 | 0.0% | New | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 2.58K | -3.4% | $198,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 87 | Cwm, Llc | 2.20K | -4.3% | $168,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | DZ BANK AG Deutsche Zentral… | 1.25K | -52.5% | $95,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 1.06K | -96.2% | $80,985 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 90 | Rockefeller Capital Management L.P. | 1.01K | +136.6% | $77,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | BNP Paribas Asset Management… | 334 | +31.0% | $25,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Simplex Trading, Llc | 285 | Новый | $21,819 | 0.0% | New | 1 | SEC ↗ |
| 93 | TD Waterhouse Canada Inc. | 11 | -99.6% | $869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 2 | -50.0% | $153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| IMC-Chicago, LLC | $678,092 | 0.0% |
| Fifth Third Bancorp | $206,670 | 0.0% |
| Simplex Trading, Llc | $21,819 | 0.0% |
Закрыто
| Neuberger Berman Group LLC | $6.43M | составлял 0.0% |
| Balyasny Asset Management L.P. | $448,537 | составлял 0.0% |
| Wealth Enhancement Advisory… | $270,968 | составлял 0.0% |
| ProShare Advisors LLC | $266,406 | составлял 0.0% |
| Lazard Asset Management Llc | $262,571 | составлял 0.0% |
| Pictet Asset Management… | $250,754 | составлял 0.0% |
| Commonwealth Equity Services… | $211,470 | составлял 0.0% |
| Group One Trading Llc | $9,329 | составлял 0.0% |
| Optiver Holding B.V. | $6,738 | составлял 0.0% |
| Us Bancorp \De\ | $2,903 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 250 держатели, 11.37M акции, $817.70M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 15
Brisbin Thomas Donald
Director · 4.00K акц. · $316,435
Sep 15
Brisbin Thomas Donald
Director · 900 акц. · $72,819
Sep 08
Brisbin Thomas Donald
Director · 3.44K акц. · $303,285
Sep 03
Brisbin Thomas Donald
Director · 58.76K акц. · $5.18M
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Jul 30
SC 13G/A: BlackRock, Inc.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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