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SMWB icon

Bailard’s Similarweb SMWB Stock Holding History

Bailard’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-61,256
Closed -$507K – 842
2025
Q1 		$507K Buy
61,256
+15,799
+35% +$195K 0.01% 467
2024
Q4 		$644K Buy
+45,457
New +$502K 0.02% 411

Other funds holding SMWB

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bailard's SMWB Position: Q2 2025 in Review

Bailard sold out of Similarweb (SMWB) in Q2 2025, closing a stake of 61,256 shares — an estimated $507K sold.

Bailard first reported a position in SMWB in Q4 2024 and held it in 2 quarters. The position peaked at $644K in Q4 2024. 110 funds tracked by Wall St. Rank hold SMWB as of Q2 2025.

  • Bailard reported no remaining Similarweb position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 61,256 Similarweb shares in Q2 2025, an estimated $507K.
  • Bailard first reported a position in Similarweb in Q4 2024 and held it in 2 quarters.
  • Bailard's Similarweb position peaked at $644K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Similarweb as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.