GW&K Investment Management, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$11.3M
Holdings
1,019
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AEIS
ADVANCED ENERGY INDUSTRIES
Q1 2026: Exited (was 96.9k shares)
1.7%
02
$MTSI
MACOM TECHNOLOGY SOLUTIONS H
Q1 2026: Exited (was 168.6k shares)
1.6%
03
$RBC
RBC BEARINGS INC
Q1 2026: Exited (was 53.4k shares)
1.3%
04
$ITT
ITT INC
Q1 2026: Exited (was 1.60M shares)
1.3%
05
$SPXC
SPX TECHNOLOGIES INC
Q1 2026: Exited (was 969.8k shares)
1.2%
06
$FIX
COMFORT SYSTEMS USA INC
Q1 2026: Exited (was 203.7k shares)
1.2%
07
$GMED
GLOBUS MEDICAL INC - A
Q1 2026: Exited (was 215.2k shares)
1.1%
08
$APG
API GROUP CORP
Q1 2026: Exited (was 469.7k shares)
1.1%
09
$STRL
STERLING INFRASTRUCTURE INC
Q1 2026: Exited (was 39.1k shares)
1.1%
10
$LOPE
GRAND CANYON EDUCATION INC
Q1 2026: Exited (was 80.7k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.