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Gumshoe Capital Management’s Weave Communications WEAV Stock Holding History

Gumshoe Capital Management’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 		$12.9M Sell
2,159,064
-909,874
-30% -$4.96M 11.82% 4
2026
Q1 		$14.2M Buy
3,068,938
+77,503
+3% +$451K 11.52% 4
2025
Q4 		$22.7M Buy
+2,991,435
New +$19.9M 21.45% 3

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
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

Gumshoe Capital Management's WEAV Position: Q2 2026 in Review

Gumshoe Capital Management reduced its Weave Communications (WEAV) stake by 30% in Q2 2026, selling an estimated $4.96M and leaving 2,159,064 shares worth $12.9M. The position accounts for 11.82% of the portfolio, ranked #4.

Gumshoe Capital Management first reported a position in WEAV in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.7M in Q4 2025. 185 funds tracked by Wall St. Rank hold WEAV as of Q2 2026.

  • Gumshoe Capital Management held 2,159,064 shares of Weave Communications worth $12.9M as of Q2 2026.
  • Gumshoe Capital Management sold 909,874 Weave Communications shares in Q2 2026, an estimated $4.96M.
  • Weave Communications made up 11.82% of Gumshoe Capital Management's portfolio in Q2 2026, its #4 holding.
  • Gumshoe Capital Management first reported a position in Weave Communications in Q4 2025 and has held it in 3 quarters since.
  • Gumshoe Capital Management's Weave Communications position peaked at $22.7M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Weave Communications as of Q2 2026.

Based on Gumshoe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.