- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 12 Nov 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 11 listed it in both
- Shares listed
- 13,398,888
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 94 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing WFRD in Q3 2024
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Balyasny Asset Management LLCexisting position · 672,650 shares now+298,848
- Marshall Wace LLPexisting position · 724,858 shares now+112,616
- Voloridge Investment Management LLCexisting position · 248,894 shares now+77,906
- Moore Capital Management LPexisting position · 119,292 shares now+53,682
- Winton Group Ltdexisting position · 56,514 shares now+47,044
Reductions
- Janus Henderson Group Ltdexisting position · 513,638 shares now-132,696
- Renaissance Technologies LLCexisting position · 646,853 shares now-11,100
- Capital World Investorsexisting position · 1,176,984 shares now-1,044
New positions and exits
New (1)
- Maverick Capital Ltd$966k
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 3 | $216m | n.a. | n.a. |
| Q3 2021 | 3 | $308m | n.a. | n.a. |
| Q4 2021 | 3 | $426m | n.a. | n.a. |
| Q1 2022 | 5 | $530m | n.a. | n.a. |
| Q2 2022 | 5 | $315m | n.a. | n.a. |
| Q3 2022 | 7 | $492m | n.a. | n.a. |
| Q4 2022 | 11 | $768m | n.a. | n.a. |
| Q1 2023 | 15 | $1.0bn | n.a. | n.a. |
| Q2 2023 | 14 | $921m | n.a. | n.a. |
| Q3 2023 | 18 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 11 | $1.4bn | 5 | 6 |
| Q1 2024 | 10 | $1.7bn | 4 | 5 |
| Q2 2024 | 15 | $1.7bn | 11 | 4 |
| Q3 2024 | 13 | $1.1bn | 9 | 4 |
| Q4 2024 | 10 | $1.2bn | 6 | 6 |
| Q1 2025 | 13 | $772m | 8 | 5 |
| Q2 2025 | 12 | $804m | 8 | 3 |
| Q3 2025 | 12 | $1.1bn | 6 | 6 |
| Q4 2025 | 12 | $993m | 12 | 20 |
| Q1 2026 | 13 | $1.2bn | 14 | 19 |
| Q2 2026 | 10 | $867m | 14 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
WFRD and GE →WFRD and LRCX →WFRD and GEV →Choose a stock to compare with WFRD →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own WFRD, latest filings →Back to the 13F Explorer →