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Otter Creek Advisors’s Nasdaq NDAQ Stock Holding History

Otter Creek Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.31M Sell
26,091
-5,633
-18% -$522K 2.29% 23
2025
Q2 		$2.84M Sell
31,724
-34,203
-52% -$2.73M 2.01% 28
2025
Q1 		$5M Sell
65,927
-4,535
-6% -$357K 3% 9
2024
Q4 		$5.45M Buy
+70,462
New +$5.45M 3.75% 4

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Otter Creek Advisors's NDAQ Position: Q3 2025 in Review

Otter Creek Advisors reduced its Nasdaq (NDAQ) stake by 18% in Q3 2025, selling an estimated $522K and leaving 26,091 shares worth $2.31M. The position accounts for 2.29% of the portfolio, ranked #23.

Otter Creek Advisors first reported a position in NDAQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.45M in Q4 2024. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • Otter Creek Advisors held 26,091 shares of Nasdaq worth $2.31M as of Q3 2025.
  • Otter Creek Advisors sold 5,633 Nasdaq shares in Q3 2025, an estimated $522K.
  • Nasdaq made up 2.29% of Otter Creek Advisors's portfolio in Q3 2025, its #23 holding.
  • Otter Creek Advisors first reported a position in Nasdaq in Q4 2024 and has held it in 4 quarters since.
  • Otter Creek Advisors's Nasdaq position peaked at $5.45M in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.