Lakewood Capital Management’s Bandwidth Inc BAND Stock Holding History

Lakewood Capital Management’s Portfolio BAND Stock Details BAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	65,721 -115,000	-64%	-$1.69M	0.07%	65
2025 Q4	$2.79M	Hold	180,721	–	–	0.18%	56
2025 Q3	$3.01M	Hold	180,721	–	–	0.23%	46
2025 Q2	$2.87M	Hold	180,721	–	–	0.21%	44
2025 Q1	$2.37M	Hold	180,721	–	–	0.21%	44
2024 Q4	$3.08M	Hold	180,721	–	–	0.28%	39
2024 Q3	$3.16M	Sell	180,721 -175,000	-49%	-$3.1M	0.25%	43
2024 Q2	$6M	Hold	355,721	–	–	0.49%	39
2024 Q1	$6.5M	Buy	355,721 +91,204	+34%	+$1.44M	0.53%	35
2023 Q4	$3.83M	Hold	264,517	–	–	0.32%	38
2023 Q3	$2.98M	Buy	+264,517	New	+$3.6M	0.27%	33

Other funds holding BAND

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

CPIM

Cypress Point Investment Management Mill Valley, California $424M AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Lakewood Capital Management's BAND Position: Q1 2026 in Review

Lakewood Capital Management reduced its Bandwidth Inc (BAND) stake by 64% in Q1 2026, selling an estimated $1.69M and leaving 65,721 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #65.

Lakewood Capital Management first reported a position in BAND in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.5M in Q1 2024. 155 funds tracked by Wall St. Rank hold BAND as of Q1 2026.

Lakewood Capital Management held 65,721 shares of Bandwidth Inc worth $1.17M as of Q1 2026.
Lakewood Capital Management sold 115,000 Bandwidth Inc shares in Q1 2026, an estimated $1.69M.
Bandwidth Inc made up 0.07% of Lakewood Capital Management's portfolio in Q1 2026, its #65 holding.
Lakewood Capital Management first reported a position in Bandwidth Inc in Q3 2023 and has held it in 11 quarters since.
Lakewood Capital Management's Bandwidth Inc position peaked at $6.5M in Q1 2024.
155 funds tracked by Wall St. Rank held Bandwidth Inc as of Q1 2026.

Based on Lakewood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.