LCM
BAND

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
2024
Q2 		– Sell
-40,000
Closed -$730K – 45
2024
Q1 		$730K Sell
40,000
-40,000
-50% -$630K 0.06% 43
2023
Q4 		$1.16M Hold
80,000
– – 0.1% 40
2023
Q3 		$902K Buy
+80,000
New +$1.09M 0.08% 37

Other funds holding BAND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
Dimensional Fund Advisors
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
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.