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Ovata Capital Management’s Bowman Consulting BWMN Stock Holding History

Ovata Capital Management’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,000
Closed -$873K – 47
2025
Q1 		$873K Sell
40,000
-59,800
-60% -$1.39M 0.33% 27
2024
Q4 		$2.49M Buy
99,800
+25,000
+33% +$609K 0.95% 24
2024
Q3 		$1.8M Hold
74,800
– – 0.76% 20
2024
Q2 		$2.38M Buy
74,800
+49,000
+190% +$1.55M 1.29% 19
2024
Q1 		$898K Buy
+25,800
New +$889K 0.47% 27

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ovata Capital Management's BWMN Position: Q2 2025 in Review

Ovata Capital Management sold out of Bowman Consulting (BWMN) in Q2 2025, closing a stake of 40,000 shares — an estimated $873K sold.

Ovata Capital Management first reported a position in BWMN in Q1 2024 and held it in 5 quarters. The position peaked at $2.49M in Q4 2024. 101 funds tracked by Wall St. Rank hold BWMN as of Q2 2025.

  • Ovata Capital Management reported no remaining Bowman Consulting position as of Q2 2025 after selling out during the quarter.
  • Ovata Capital Management sold 40,000 Bowman Consulting shares in Q2 2025, an estimated $873K.
  • Ovata Capital Management first reported a position in Bowman Consulting in Q1 2024 and held it in 5 quarters.
  • Ovata Capital Management's Bowman Consulting position peaked at $2.49M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2025.

Based on Ovata Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.