Holocene Advisors’s Badger Meter BMI Stock Holding History

Holocene Advisors’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.68M	Buy	24,140 +18,053	+297%	+$2.83M	0.01%	458
2025 Q4	$1.06M	Buy	+6,087	New	+$1.1M	﹤0.01%	591
2020 Q4	–	Sell	-12,426	Closed	-$812K	–	749
2020 Q3	$812K	Buy	12,426 +4,825	+63%	+$308K	0.01%	524
2020 Q2	$478K	Sell	7,601 -5,799	-43%	-$344K	﹤0.01%	520
2020 Q1	$718K	Sell	13,400 -9,320	-41%	-$568K	0.01%	489
2019 Q4	$1.48M	Sell	22,720 -2,358	-9%	-$140K	0.01%	484
2019 Q3	$1.35M	Buy	+25,078	New	+$1.35M	0.01%	416
2019 Q1	–	Sell	-10,906	Closed	-$537K	–	657
2018 Q4	$537K	Buy	10,906 +3,750	+52%	+$192K	0.01%	407
2018 Q3	$379K	Buy	7,156 +91	+1%	+$4.73K	0.01%	601
2018 Q2	$316K	Buy	+7,065	New	+$313K	0.01%	470

Other funds holding BMI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Holocene Advisors's BMI Position: Q1 2026 in Review

Holocene Advisors increased its Badger Meter (BMI) stake by 297% in Q1 2026, buying an estimated $2.83M and bringing the position to 24,140 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #458.

Holocene Advisors first reported a position in BMI in Q2 2018 and has held it in 10 quarters since. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Holocene Advisors held 24,140 shares of Badger Meter worth $3.68M as of Q1 2026.
Holocene Advisors bought 18,053 Badger Meter shares in Q1 2026, an estimated $2.83M.
Badger Meter made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #458 holding.
Holocene Advisors first reported a position in Badger Meter in Q2 2018 and has held it in 10 quarters since.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.