Janus Henderson Group
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Janus Henderson Group’s Builders FirstSource BLDR Stock Holding History

Janus Henderson Group’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.7M Sell
688,745
-44,111
-6% -$4.71M 0.03% 384
2025
Q4 		$75.4M Buy
732,856
+58,590
+9% +$6.58M 0.03% 338
2025
Q3 		$81.8M Sell
674,266
-184,992
-22% -$24.5M 0.04% 310
2025
Q2 		$100M Buy
859,258
+441,808
+106% +$51M 0.05% 261
2025
Q1 		$52M Buy
417,450
+405,313
+3,339% +$59M 0.03% 369
2024
Q4 		$1.73M Sell
12,137
-449
-4% -$79.5K ﹤0.01% 1382
2024
Q3 		$2.44M Sell
12,586
-7,196
-36% -$1.19M ﹤0.01% 1211
2024
Q2 		$2.74M Sell
19,782
-231
-1% -$39.2K ﹤0.01% 1111
2024
Q1 		$4.17M Buy
20,013
+3,483
+21% +$644K ﹤0.01% 946
2023
Q4 		$2.76M Buy
16,530
+3,294
+25% +$438K ﹤0.01% 1077
2023
Q3 		$1.65M Buy
13,236
+4,234
+47% +$584K ﹤0.01% 1293
2023
Q2 		$1.22M Sell
9,002
-80,929
-90% -$9M ﹤0.01% 1504
2023
Q1 		$7.98M Buy
89,931
+38,272
+74% +$3.03M 0.01% 750
2022
Q4 		$3.35M Sell
51,659
-57,901
-53% -$3.62M ﹤0.01% 960
2022
Q3 		$6.45M Buy
109,560
+48,666
+80% +$3.04M ﹤0.01% 929
2022
Q2 		$3.27M Buy
60,894
+845
+1% +$51.8K ﹤0.01% 936
2022
Q1 		$3.88M Sell
60,049
-9,614
-14% -$698K ﹤0.01% 1065
2021
Q4 		$5.97M Buy
69,663
+15,680
+29% +$1.06M ﹤0.01% 1028
2021
Q3 		$2.79M Sell
53,983
-43,266
-44% -$2.11M ﹤0.01% 1178
2021
Q2 		$4.15M Buy
97,249
+66,951
+221% +$3.1M ﹤0.01% 1103
2021
Q1 		$1.41M Buy
30,298
+14,158
+88% +$603K ﹤0.01% 1231
2020
Q4 		$659K Sell
16,140
-16,954
-51% -$601K ﹤0.01% 1244
2020
Q3 		$1.08M Sell
33,094
-13,798
-29% -$375K ﹤0.01% 1133
2020
Q2 		$971K Buy
46,892
+9,872
+27% +$178K ﹤0.01% 1121
2020
Q1 		$453K Buy
37,020
+10,413
+39% +$235K ﹤0.01% 1187
2019
Q4 		$676K Buy
26,607
+3,661
+16% +$87.5K ﹤0.01% 1265
2019
Q3 		$472K Buy
22,946
+633
+3% +$11.8K ﹤0.01% 1294
2019
Q2 		$376K Buy
22,313
+1,522
+7% +$22.8K ﹤0.01% 1283
2019
Q1 		$277K Buy
20,791
+1,593
+8% +$20.9K ﹤0.01% 1298
2018
Q4 		$209K Buy
19,198
+414
+2% +$5.2K ﹤0.01% 1311
2018
Q3 		$276K Buy
+18,784
New +$318K ﹤0.01% 1396

Other funds holding BLDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group's BLDR Position: Q1 2026 in Review

Janus Henderson Group reduced its Builders FirstSource (BLDR) stake by 6% in Q1 2026, selling an estimated $4.71M and leaving 688,745 shares worth $56.7M. The position accounts for 0.03% of the portfolio, ranked #384.

Janus Henderson Group first reported a position in BLDR in Q3 2018 and has held it in 31 quarters since. The position peaked at $100M in Q2 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Janus Henderson Group held 688,745 shares of Builders FirstSource worth $56.7M as of Q1 2026.
  • Janus Henderson Group sold 44,111 Builders FirstSource shares in Q1 2026, an estimated $4.71M.
  • Builders FirstSource made up 0.03% of Janus Henderson Group's portfolio in Q1 2026, its #384 holding.
  • Janus Henderson Group first reported a position in Builders FirstSource in Q3 2018 and has held it in 31 quarters since.
  • Janus Henderson Group's Builders FirstSource position peaked at $100M in Q2 2025.
  • 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.