WADDELL & REED FINANCIAL INC - Q3 2023 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q3 2023
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC32Q1 20214.7%
AMAZON COM INC32Q1 20213.5%
FACEBOOK INC32Q1 20212.7%
MICRON TECHNOLOGY INC32Q1 20211.7%
VISA INC32Q1 20211.6%
HOME DEPOT INC32Q1 20212.1%
MASTERCARD INCORPORATED32Q1 20211.4%
PHILIP MORRIS INTL INC32Q1 20212.4%
VERTEX PHARMACEUTICALS INC32Q1 20211.6%
CITIGROUP INC32Q1 20212.0%

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Latest significant ownerships (13-D/G)
WADDELL & REED FINANCIAL INC Q3 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
PetIQ, Inc.March 10, 20212,747,52610.5%
ACI WORLDWIDE, INC.February 12, 20219,752,5688.4%
ASPEN TECHNOLOGY INC /DE/February 12, 20213,337,9464.9%
Canada Goose Holdings Inc.February 12, 20214,486,0877.6%
CareDx, Inc.February 12, 20211,741,9673.5%
Evogene Ltd.February 12, 20212,757,2237.8%
MARRONE BIO INNOVATIONS INCFebruary 12, 202127,798,54816.5%
TACTILE SYSTEMS TECHNOLOGY INCFebruary 12, 20211,202,8526.2%
UNIVERSAL DISPLAY CORP \PA\February 12, 20212,460,4305.2%
Vericel CorpFebruary 12, 20212,768,7056.1%

View WADDELL & REED FINANCIAL INC's complete significant-ownership history.

Latest filings
TypeFiled
15-12B2021-05-13
13F-HR2021-05-12
25-NSE2021-05-03
S-8 POS2021-05-03
S-8 POS2021-05-03
S-8 POS2021-05-03
S-8 POS2021-05-03
42021-04-30
42021-04-30
42021-04-30

View WADDELL & REED FINANCIAL INC's complete filings history.

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