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 44 of 56
46138J460
Shares:
22439(+5.0%)
Value:
$372.3M(+6.5%)
46138J643
Shares:
18173(+9.8%)
Value:
$369.8M(+11.0%)
92206C771
Shares:
7925
Value:
$367.0M
78463X301
Shares:
3144(+55.0%)
Value:
$363.6M(+55.2%)
92206C714
Shares:
4395(+2.0%)
Value:
$362.7M(+3.6%)
464287549
Shares:
3933(+12.2%)
Value:
$356.6M(-0.3%)
72201R817
Shares:
3670(+13.1%)
Value:
$355.1M(+15.1%)
33739P103
Shares:
5502
Value:
$352.6M
46435G243
Shares:
14050
Value:
$351.1M
46431W838
Shares:
6902(+0.0%)
Value:
$346.7M(+0.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.5K | All Managers (Combined) | $372.7K | |||
6.3K | QoQ -1.15% (-73)YoY NEW(+6.3K) | All Managers (Combined) | $372.6K | YoY NEW(+$372.6K) | |
(cusip46138J460)✕ | 22.4K | All Managers (Combined) | $372.3K | ||
(cusip46138J643)✕ | 18.2K | YoY NEW(+18.2K) | All Managers (Combined) | $369.8K | YoY NEW(+$369.8K) |
(cusip92206C771)✕ | 7.9K | QoQ NEW(+7.9K) YoY NEW(+7.9K) | All Managers (Combined) | $367.0K | QoQ NEW(+$367.0K) YoY NEW(+$367.0K) |
5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $366.2K | YoY NEW(+$366.2K) | |
(cusip78463X301)✕ | 3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $363.6K | YoY NEW(+$363.6K) |
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $363.0K | YoY NEW(+$363.0K) | |
(cusip92206C714)✕ | 4.4K | All Managers (Combined) | $362.7K | ||
6.0K | All Managers (Combined) | $360.6K | |||
2.8K | QoQ -3.21% (-94)YoY NEW(+2.8K) | All Managers (Combined) | $358.9K | YoY NEW(+$358.9K) | |
(cusip464287549)✕ | 3.9K | YoY NEW(+3.9K) | All Managers (Combined) | $356.6K | YoY NEW(+$356.6K) |
(cusip72201R817)✕ | 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $355.1K | YoY NEW(+$355.1K) |
Duolingo, Inc.(DUOLcusip26603R106) | 1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $354.6K | YoY NEW(+$354.6K) |
Jd.Com, Inc.(JDcusip47215P106) | 8.6K | QoQ -3.57% (-320)YoY NEW(+8.6K) | All Managers (Combined) | $354.6K | YoY NEW(+$354.6K) |
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $354.2K | QoQ NEW(+$354.2K) YoY NEW(+$354.2K) | |
(cusip33739P103)✕ | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $352.6K | QoQ NEW(+$352.6K) YoY NEW(+$352.6K) |
(cusip46435G243)✕ | 14.1K | QoQ NEW(+14.1K) YoY NEW(+14.1K) | All Managers (Combined) | $351.1K | QoQ NEW(+$351.1K) YoY NEW(+$351.1K) |
47.7K | QoQ NEW(+47.7K) YoY NEW(+47.7K) | All Managers (Combined) | $349.6K | QoQ NEW(+$349.6K) YoY NEW(+$349.6K) | |
(cusip46431W838)✕ | 6.9K | QoQ +0.02% (+2) | All Managers (Combined) | $346.7K |