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Disclosery

Baron Capital: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on WMS, newest first. How the timeline and the estimate are built.

Baron Capital held 680,431 WMS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680,431 shares
    Change vs previous 13F +389,279 shares

    0.16% of the 13F portfolio, value $106,800,450.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 291,152 shares
    Change vs previous 13F -3,526 shares

    0.12% of the 13F portfolio, value $39,925,674.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 294,678 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $42,678,215.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 294,678 shares
    Change vs previous 13F +75 shares

    0.11% of the 13F portfolio, value $40,871,839.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 294,603 shares
    Change vs previous 13F -13,252 shares

    0.09% of the 13F portfolio, value $33,838,101.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 307,855 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $33,448,446.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).