Waverly Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 1,171
- Total Value
- 8198989293
- Accession Number
- 0001398344-25-009517
- Form Type
- 13F-HR
- CIK
- 0001568787
- Manager Name
- Waverly Advisors, LLC
Data Enrichment
69% identified808 identified363 unidentified
Holdings
1,171 positions
Manager:
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Page 35 of 56
46429B267
Shares:
31029(+18.6%)
Value:
$713.2M(+18.6%)
78468R721
Shares:
15546(+18.7%)
Value:
$700.7M(+17.2%)
464287861
Shares:
11981(-1.1%)
Value:
$697.3M(+10.6%)
69374H816
Shares:
14539(+33.3%)
Value:
$697.1M(+29.8%)
88023U101
Shares:
11221(-8.2%)
Value:
$671.9M(-3.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | QoQ -3.97% (-53)YoY NEW(+1.3K) | All Managers (Combined) | $717.3K | YoY NEW(+$717.3K) | |
20.4K | All Managers (Combined) | $713.5K | |||
(cusip46429B267)✕ | 31.0K | All Managers (Combined) | $713.2K | ||
6.2K | QoQ +0.72% (-45)YoY +1.33% (-82) | All Managers (Combined) | $709.9K | ||
43.8K | QoQ -2.05% (-918)YoY NEW(+43.8K) | All Managers (Combined) | $708.7K | YoY NEW(+$708.7K) | |
19.4K | QoQ +1.04% (+201)YoY +4.40% (-818) | All Managers (Combined) | $706.7K | ||
3.0K | QoQ -5.68% (-182)YoY NEW(+3.0K) | All Managers (Combined) | $703.0K | YoY NEW(+$703.0K) | |
(cusip78468R721)✕ | 15.5K | All Managers (Combined) | $700.7K | ||
160.2K | QoQ NEW(+160.2K) YoY NEW(+160.2K) | All Managers (Combined) | $699.9K | QoQ NEW(+$699.9K) YoY NEW(+$699.9K) | |
2.7K | All Managers (Combined) | $699.2K | |||
32.5K | All Managers (Combined) | $698.8K | |||
(cusip464287861)✕ | 12.0K | All Managers (Combined) | $697.3K | ||
(cusip69374H816)✕ | 14.5K | All Managers (Combined) | $697.1K | ||
19.0K | QoQ NEW(+19.0K) YoY NEW(+19.0K) | All Managers (Combined) | $688.5K | QoQ NEW(+$688.5K) YoY NEW(+$688.5K) | |
15.6K | QoQ -3.10% (-500)YoY NEW(+15.6K) | All Managers (Combined) | $679.4K | YoY NEW(+$679.4K) | |
58.9K | QoQ -0.90% (-538)YoY NEW(+58.9K) | All Managers (Combined) | $678.6K | YoY NEW(+$678.6K) | |
26.6K | QoQ -1.05% (-284)YoY NEW(+26.6K) | All Managers (Combined) | $678.4K | YoY NEW(+$678.4K) | |
86.9K | All Managers (Combined) | $677.5K | |||
Fair Isaac Corp(FICOcusip303250104) | 366 | QoQ +3.38% (-12)YoY NEW(+366) | All Managers (Combined) | $675.0K | YoY NEW(+$675.0K) |
(cusip88023U101)✕ | 11.2K | QoQ -8.15% (-996)YoY NEW(+11.2K) | All Managers (Combined) | $671.9K | YoY NEW(+$671.9K) |