Fernbridge Capital Management’s Advanced Drainage Systems WMS Stock Holding History

Fernbridge Capital Management’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-130,565	Closed	-$15M	–	28
2025 Q2	$15M	Sell	130,565 -67,221	-34%	-$7.53M	0.71%	23
2025 Q1	$21.5M	Sell	197,786 -45,962	-19%	-$5.36M	1.19%	15
2024 Q4	$28.2M	Sell	243,748 -9,801	-4%	-$1.36M	1.48%	18
2024 Q3	$39.8M	Buy	253,549 +131,781	+108%	+$20.6M	2.45%	13
2024 Q2	$19.5M	Buy	+121,768	New	+$20.3M	1.3%	21
2024 Q1	–	Sell	-210,527	Closed	-$29.6M	–	23
2023 Q4	$29.6M	Sell	210,527 -158,662	-43%	-$19.1M	2.51%	15
2023 Q3	$42M	Buy	369,189 +5,078	+1%	+$620K	4.06%	11
2023 Q2	$41.4M	Buy	364,111 +135,971	+60%	+$12.8M	4.1%	7
2023 Q1	$19.2M	Buy	+228,140	New	+$20.1M	2.16%	17

Other funds holding WMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Fernbridge Capital Management's WMS Position: Q3 2025 in Review

Fernbridge Capital Management sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 130,565 shares — an estimated $15M sold.

Fernbridge Capital Management first reported a position in WMS in Q1 2023 and held it in 9 quarters. The position peaked at $42M in Q3 2023. 498 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

Fernbridge Capital Management reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
Fernbridge Capital Management sold 130,565 Advanced Drainage Systems shares in Q3 2025, an estimated $15M.
Fernbridge Capital Management first reported a position in Advanced Drainage Systems in Q1 2023 and held it in 9 quarters.
Fernbridge Capital Management's Advanced Drainage Systems position peaked at $42M in Q3 2023.
498 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Fernbridge Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.