Wellesley Investment Advisors

Latest statistics and disclosures from Wellesley Asset Management's latest quarterly 13F-HR filing:

• Top 5 stock holdings are Box, Vishay Intertechnology, Synaptics, Pg&e Corp, Haemonetics Corp Mass, and represent 20.09% of Wellesley Asset Management's stock portfolio.
• Added to shares of these 10 stocks: Microchip Technology (+$28B), Guidewire Software (+$27B), Envista Holdings Corporation (+$25B), Datadog (+$22B), Box (+$19B), Lemaitre Vascular (+$18B), Dropbox (+$16B), BlackLine 1.000 01-Jun-2029 (+$16B), Akamai Technologies (+$15B), Parsons Corp 2.625 01-Mar-2029 (+$15B).
• Started 12 new stock positions in Jazz Investments I, Nutanix, Southern, Bridgebio Pharma, Bridgebio Pharma, Aerovironment, Microchip Technology, Envista Holdings Corporation, Lci Inds, Cheesecake Factory. Array Technologies, Live Nation Entertainment In.
• Reduced shares in these 10 stocks: Ford Mtr Co Del (-$28B), Spotify Usa (-$15B), Enovis Corporation (-$12B), Firstenergy Corp (-$11B), John Bean Technologies Corp (-$10B), Alarm Com Hldgs (-$8.6B), Alliant Energy Corp (-$6.8B), MKS (-$3.6B), Tyler Technologies (-$3.5B), Capital Southwest Corp (-$3.4B).
• Sold out of its positions in Alliant Energy Corp, Csg Sys Intl, Capital Southwest Corp, Enovis Corporation, Duke Energy Corp, Firstenergy Corp, Ford Mtr Co Del, John Bean Technologies Corp, MKS, Ormat Technologies. Spotify Usa, Tyler Technologies.
• Wellesley Asset Management was a net buyer of stock by $311B.
• Wellesley Asset Management has $953B in assets under management (AUM), dropping by 41.70%.
• Central Index Key (CIK): 0001533551