First seen by DFX
Sep 13, 2026
date not stated
Wellington Management Group LLP: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Wellington describes itself as one of the largest privately held asset managers, with USD 1.3 trillion of client assets and 3,000+ clients.)
First seen by DFX
Sep 12, 2026
date not stated
Wellington Management Group LLP files Form 13F (known_office, $519,865,527,676 in 7370 positions)
Wellington Management Group LLP reported $535,462,965,059 across 7458 13(f) positions for the quarter ended 2026-03-31
Wellington Management Group LLP exited Duke Energy Corp New (was $3,454,810, 3,323,000 shares)
Wellington Management Group LLP exited Duolingo Inc (was $4,458,403, 25,404 shares)
Wellington Management Group LLP exited Energy Recovery Inc (was $4,055,337, 300,618 shares)
Wellington Management Group LLP exited Evolent Health Inc (was $9,389,106, 13,938,000 shares)
Wellington Management Group LLP exited Evotec Ag (was $5,536,128, 1,797,444 shares)
Wellington Management Group LLP exited Exact Sciences Corp (was $145,737,889, 1,434,993 shares)
Wellington Management Group LLP exited Ezcorp Inc (was $17,538,220, 903,101 shares)
Wellington Management Group LLP exited First Watch Restaurant Group (was $16,128,150, 1,069,506 shares)
Wellington Management Group LLP exited Floor & Decor Hldgs Inc (was $3,085,967, 50,681 shares)
Wellington Management Group LLP exited Ford Mtr Co (was $3,267,892, 3,149,000 shares)
Wellington Management Group LLP exited Grocery Outlet Hldg Corp (was $27,421,652, 2,715,015 shares)
Wellington Management Group LLP reduced Installed Bldg Prods Inc 52,056 -> 28,474 shares ($13,502,806 -> $7,549,881)
Wellington Management Group LLP reduced Merit Med Sys Inc 1,327,013 -> 303,828 shares ($116,962,926 -> $20,942,864)
Wellington Management Group LLP reduced Meritage Homes Corp 1,114,581 -> 677,619 shares ($73,339,430 -> $41,903,959)
Wellington Management Group LLP reduced Versabank New 470,176 -> 321,279 shares ($7,043,236 -> $4,552,523)
Wellington Management Group LLP reduced Viavi Solutions Inc 10,999,595 -> 5,443,294 shares ($196,012,783 -> $181,152,824)
Wellington Management Group LLP reduced Grand Canyon Ed Inc 14,572 -> 10,767 shares ($2,423,469 -> $1,830,713)
Wellington Management Group LLP reduced Granite Constr Inc 3,393,000 -> 1,157,000 shares ($5,419,221 -> $1,909,479)
Wellington Management Group LLP reduced Graphic Packaging Hldg Co 6,586,295 -> 4,530,354 shares ($99,189,604 -> $45,031,719)
Wellington Management Group LLP reduced Grid Dynamics Hldgs Inc 2,356,779 -> 260,000 shares ($21,281,715 -> $1,482,000)
Wellington Management Group LLP reduced Quanta Svcs Inc 338,771 -> 106,211 shares ($142,981,688 -> $58,311,963)
Wellington Management Group LLP reduced Dell Technologies Inc 2,716,211 -> 1,052,640 shares ($341,916,641 -> $172,769,803)
Wellington Management Group LLP reduced Haemonetics Corp Mass 2,579,000 -> 935,000 shares ($2,686,566 -> $897,790)
Wellington Management Group LLP reduced Lincoln Edl Svcs Corp 588,511 -> 356,253 shares ($14,212,541 -> $14,492,372)
Wellington Management Group LLP reduced Monolithic Pwr Sys Inc 384,770 -> 250,511 shares ($348,740,137 -> $273,896,201)
Wellington Management Group LLP reduced Monster Beverage Corp New 8,499,546 -> 5,841,558 shares ($651,660,192 -> $423,279,293)
Wellington Management Group LLP reduced Moodys Corp 82,280 -> 48,972 shares ($42,032,739 -> $21,364,035)
Wellington Management Group LLP reduced Alpha & Omega Semiconductor 1,025,953 -> 694,808 shares ($20,324,129 -> $15,396,945)
Wellington Management Group LLP reduced Seagate Technology Hldngs Pl 129,616 -> 87,598 shares ($35,694,950 -> $34,317,393)
Wellington Management Group LLP reduced Century Communities Inc 1,631,055 -> 913,025 shares ($96,803,114 -> $52,389,375)
Wellington Management Group LLP reduced Cheesecake Factory Inc 2,012,083 -> 225,000 shares ($101,569,949 -> $12,318,751)
Wellington Management Group LLP reduced Helmerich & Payne Inc 74,288 -> 9,171 shares ($2,130,580 -> $330,431)
Wellington Management Group LLP reduced Live Nation Entertainment in 2,560,065 -> 1,885,961 shares ($364,809,264 -> $287,627,912)
Wellington Management Group LLP reduced Live Nation Entertainment in 3,168,000 -> 879,000 shares ($3,378,749 -> $956,680)
Wellington Management Group LLP reduced Tyra Biosciences Inc 104,305 -> 77,169 shares ($2,742,179 -> $2,955,573)
Wellington Management Group LLP reduced US Bancorp 147,356 -> 35,866 shares ($7,862,916 -> $1,865,391)
Wellington Management Group LLP reduced Technipfmc Plc 1,403,619 -> 613,819 shares ($62,545,264 -> $42,433,308)