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Jim Buckham

Wellesley Asset Management

Assets Managed
$952.526B
Holdings
54
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
99038%(2Q avg: 49517.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wellesley Asset Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Wellesley Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 952.526B in assets, with a quarterly growth rate of 99038% and a 2-quarter average growth rate of 49517.1%. The portfolio is managed by Jim Buckham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-9⤦
Box Inc
Recent Activity
Increased 14.02%
4.76%
$45.33B
51.181M shares@ $885.68 avg price
ur-1⤦
Vishay Intertechnology Inc
Recent Activity
Increased 5.98%
4.16%
$39.562B
41.311M shares@ $957.66 avg price
ur-1⤦
Synaptics Inc
Recent Activity
Decreased -12.36%
3.8%
$36.152B
34.325M shares@ $1053.23 avg price
ur-9⤦
Pg&e Corp
Recent Activity
Decreased -7.87%
3.74%
$35.547B
34.085M shares@ $1042.91 avg price
ur-8⤦
Haemonetics Corp Mass
Recent Activity
Decreased -6.33%
3.66%
$34.808B
38.253M shares@ $909.94 avg price
ur-8⤦
Itron Inc
Recent Activity
Decreased -0.37%
3.61%
$34.376B
35.995M shares@ $955.03 avg price
ur-1⤦
Akamai Technologies Inc
Recent Activity
Decreased -1.33%
3.56%
$33.877B
29.005M shares@ $1167.99 avg price
ur-9⤦
Blackline Inc
Recent Activity
Increased 6.83%
3.54%
$33.696B
36.922M shares@ $912.64 avg price
ur-6⤦
Greenbrier Cos Inc
Recent Activity
Decreased -14.88%
3.47%
$33.017B
28.469M shares@ $1159.74 avg price
ur-8⤦
Meritage Homes Corp
Recent Activity
Decreased -0.5%
3.46%
$32.9B
33.972M shares@ $968.46 avg price

1-10 of 54