Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wellesley Asset Management (CIK 1533551) reported $952.5M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BXNCP ($45.3M, 4.76%), VSH ($39.6M, 4.15%), SYNA ($36.2M, 3.80%), PCG-PX ($35.5M, 3.73%), HAE ($34.8M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BXNCP | BOX US | $45.3M | 4.76% | 51.2M | Added |
| 2 | VSH | VSH US | $39.6M | 4.15% | 41.3M | Added |
| 3 | SYNA | SYNA US | $36.2M | 3.80% | 34.3M | Trimmed |
| 4 | PCG-PX | PCG US | $35.5M | 3.73% | 34.1M | Trimmed |
| 5 | HAE | HAE US | $34.8M | 3.65% | 38.3M | Trimmed |
| 6 | ITRI | ITRI US | $34.4M | 3.61% | 36.0M | Trimmed |
| 7 | AKAM | AKAM US | $33.9M | 3.56% | 29.0M | Trimmed |
| 8 | BL | BL US | $33.7M | 3.54% | 36.9M | Added |
| 9 | GBX | GBX US | $33.0M | 3.47% | 28.5M | Trimmed |
| 10 | MTH | MTH US | $32.9M | 3.45% | 34.0M | Trimmed |
| 11 | ON | ON US | $32.0M | 3.36% | 32.6M | Trimmed |
| 12 | LIVN US | $30.5M | 3.20% | 27.6M | Trimmed | |
| 13 | GWRE | GWRE US | $30.3M | 3.18% | 32.2M | Added |
| 14 | FOUR-PA | FOUR US | $29.5M | 3.10% | 31.4M | Trimmed |
| 15 | DDOG | DDOG US | $29.4M | 3.09% | 30.3M | Added |
| 16 | PSN | PSN US | $28.0M | 2.94% | 29.7M | Added |
| 17 | MCHPP | MCHP US | $27.7M | 2.91% | 27.9M | New |
| 18 | GPN | GPN US | $26.7M | 2.81% | 32.1M | Added |
| 19 | NVST | NVST US | $25.4M | 2.67% | 25.4M | New |
| 20 | WGO | WGO US | $24.0M | 2.52% | 26.5M | Trimmed |
| 21 | AMPH | AMPH US | $23.6M | 2.48% | 26.0M | Trimmed |
| 22 | PRGS | PRGS US | $22.2M | 2.33% | 26.0M | Added |
| 23 | RGEN | RGEN US | $22.1M | 2.32% | 24.5M | Added |
| 24 | LMAT | LMAT US | $21.2M | 2.23% | 19.8M | Added |
| 25 | DBX | DBX US | $19.9M | 2.09% | 22.4M | Added |
Source: SEC Form 13F filings · as of 2026-03-31