L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 8 listed it in both
Shares listed
7,107,617
combined, among listed positions
Reported value
$977m
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -867,904.

Managers listing WMS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Baillie Gifford & Co2,047,349$281m0.29%Trimmed-196,6658 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,063,231$146munder 0.1%Trimmed-200,92515 May 2026 (the filing on sec.gov)
Invesco Ltd982,528$135munder 0.1%Trimmed-1,76712 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd592,581$81munder 0.1%Trimmed-6,22918 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC489,307$67m0.47%Trimmed-14,47015 May 2026 (the filing on sec.gov)
Capital World Investors262,854$36munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Millennium Management LLC223,895$31munder 0.1%Added+46,62415 May 2026 (the filing on sec.gov)
AQR Capital Management LLC224,779$30munder 0.1%Added+179,41915 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.154,638$23munder 0.1%Added+22914 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP123,643$17munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Jane Street Group LLC98,186$13munder 0.1%Trimmed-25,78212 May 2026 (the filing on sec.gov)
AllianceBernstein LP91,301$13munder 0.1%Added+41815 May 2026 (the filing on sec.gov)
Man Group PLC95,764$13munder 0.1%Added+21,16915 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)92,469$13munder 0.1%Added+16,40515 May 2026 (the filing on sec.gov)
Citadel Advisors LLC88,723$12munder 0.1%Trimmed-773,97215 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc88,309$12munder 0.1%Added+22,26115 May 2026 (the filing on sec.gov)
Bridgewater Associates LP73,258$10munder 0.1%Added+12,36315 May 2026 (the filing on sec.gov)
Verition Fund Management LLC64,588$8.9m0.06%Added+17,12415 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP55,665$7.6m0.06%Newnew14 May 2026 (the filing on sec.gov)
PDT Partners LLC45,721$6.3m0.37%Held015 May 2026 (the filing on sec.gov)
Winton Group Ltd40,298$5.5m0.19%Newnew12 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC38,497$5.3munder 0.1%Added+31,80915 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP15,818$2.2munder 0.1%Added+14,20515 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP15,460$2.1munder 0.1%Trimmed-24,18715 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.7,740$1.1munder 0.1%Added+6,21415 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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.
6 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

051015201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WMS by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20141$40mn.a.n.a.
Q4 20144$74mn.a.n.a.
Q1 20153$73mn.a.n.a.
Q2 20152$51mn.a.n.a.
Q3 20153$179mn.a.n.a.
Q4 20153$177mn.a.n.a.
Q1 20162$127mn.a.n.a.
Q2 20163$208mn.a.n.a.
Q3 20161$144mn.a.n.a.
Q4 20161$135mn.a.n.a.
Q1 20171$158mn.a.n.a.
Q2 20171$133mn.a.n.a.
Q3 20172$124mn.a.n.a.
Q4 20171$3.2mn.a.n.a.
Q1 20183$132mn.a.n.a.
Q2 20182$147mn.a.n.a.
Q3 20183$158mn.a.n.a.
Q4 20182$124mn.a.n.a.
Q1 20194$160mn.a.n.a.
Q2 20194$191mn.a.n.a.
Q3 20195$266mn.a.n.a.
Q4 20197$307mn.a.n.a.
Q1 20205$185mn.a.n.a.
Q2 20204$272mn.a.n.a.
Q3 20204$331mn.a.n.a.
Q4 20203$182mn.a.n.a.
Q1 20216$337mn.a.n.a.
Q2 20214$546mn.a.n.a.
Q3 20214$540mn.a.n.a.
Q4 20216$714mn.a.n.a.
Q1 20226$681mn.a.n.a.
Q2 20226$454mn.a.n.a.
Q3 202213$856mn.a.n.a.
Q4 20229$248mn.a.n.a.
Q1 20235$307mn.a.n.a.
Q2 20238$583mn.a.n.a.
Q3 20237$550mn.a.n.a.
Q4 20234$582m13
Q1 20249$994m63
Q2 20249$938m65
Q3 20246$866m43
Q4 20247$466m52
Q1 20257$387m25
Q2 20256$420m42
Q3 20257$676m43
Q4 20258$750m1414
Q1 202611$650m2111
Q2 20268$699m924

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WMS and LIN →WMS and GLW →WMS and HWM →Choose a stock to compare with WMS →

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 WMS, latest filings →Back to the 13F Explorer →