L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 11 listed it in both
Shares listed
18,940,967
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 92 comparable managers: 12 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -4,644,263.

Managers listing WFRD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
T. Rowe Price Associates Inc5,156,773$404munder 0.1%Added+281,98417 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors4,066,700$318m0.06%Trimmed-1,606,90311 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,206,552$251munder 0.1%Trimmed-346,11217 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,029,343$81munder 0.1%Trimmed-388,41317 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP902,102$71m0.15%Trimmed-706,99417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC883,950$69munder 0.1%Trimmed-275,24217 Feb 2026 (the filing on sec.gov)
Greenlight Capital743,620$58m2.04%Trimmed-217,19017 Feb 2026 (the filing on sec.gov)
Invesco Ltd725,332$57munder 0.1%Trimmed-47,72819 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC430,161$34munder 0.1%Trimmed-276,00717 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC256,667$20munder 0.1%Trimmed-511,03917 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC240,253$19munder 0.1%Trimmed-195,10012 Feb 2026 (the filing on sec.gov)
Capital World Investors209,733$16munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC190,827$15m0.05%Trimmed-45,76717 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP186,984$15m0.05%Added+129,17613 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC118,378$9.3munder 0.1%Added+71,22010 Feb 2026 (the filing on sec.gov)
Man Group PLC98,609$7.7munder 0.1%Added+94,93617 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP85,617$6.7munder 0.1%Trimmed-62,54717 Feb 2026 (the filing on sec.gov)
MFS Investment Management71,747$5.6munder 0.1%Added+18,22422 Jan 2026 (the filing on sec.gov)
Two Sigma Investments LP51,096$4.0munder 0.1%Trimmed-9817 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP50,000$3.9m0.06%Newnew17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP47,407$3.7munder 0.1%Trimmed-406,18917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC35,000$2.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd33,375$2.6munder 0.1%Trimmed-178,34017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC19,481$1.5munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Winton Group Ltd18,702$1.5m0.05%Trimmed-2,45011 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

0510152020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WFRD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20213$216mn.a.n.a.
Q3 20213$308mn.a.n.a.
Q4 20213$426mn.a.n.a.
Q1 20225$530mn.a.n.a.
Q2 20225$315mn.a.n.a.
Q3 20227$492mn.a.n.a.
Q4 202211$768mn.a.n.a.
Q1 202315$1.0bnn.a.n.a.
Q2 202314$921mn.a.n.a.
Q3 202318$1.3bnn.a.n.a.
Q4 202311$1.4bn56
Q1 202410$1.7bn45
Q2 202415$1.7bn114
Q3 202413$1.1bn94
Q4 202410$1.2bn66
Q1 202513$772m85
Q2 202512$804m83
Q3 202512$1.1bn66
Q4 202512$993m1220
Q1 202613$1.2bn1419
Q2 202610$867m1419

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 →