DGI
WEAV icon

Disciplined Growth Investors’s Weave Communications WEAV Stock Holding History

Disciplined Growth Investors’s Portfolio WEAV Stock Details WEAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18M Buy
2,998,909
+722,528
+32% +$3.94M 0.3% 48
2026
Q1 		$10.5M Sell
2,276,381
-34,962
-2% -$204K 0.22% 48
2025
Q4 		$17.5M Buy
2,311,343
+1,045,890
+83% +$6.95M 0.34% 44
2025
Q3 		$8.45M Buy
+1,265,453
New +$9.74M 0.15% 50

Other funds holding WEAV

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

Disciplined Growth Investors's WEAV Position: Q2 2026 in Review

Disciplined Growth Investors increased its Weave Communications (WEAV) stake by 32% in Q2 2026, buying an estimated $3.94M and bringing the position to 2,998,909 shares worth $18M. The position accounts for 0.3% of the portfolio, ranked #48.

Disciplined Growth Investors first reported a position in WEAV in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold WEAV as of Q2 2026.

  • Disciplined Growth Investors held 2,998,909 shares of Weave Communications worth $18M as of Q2 2026.
  • Disciplined Growth Investors bought 722,528 Weave Communications shares in Q2 2026, an estimated $3.94M.
  • Weave Communications made up 0.3% of Disciplined Growth Investors's portfolio in Q2 2026, its #48 holding.
  • Disciplined Growth Investors first reported a position in Weave Communications in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Weave Communications as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.