Skye Global Management’s Ferguson FERG Stock Holding History

Skye Global Management’s Portfolio FERG Stock Details FERG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.9M	Buy	248,000 +38,000	+18%	+$9.17M	1.14%	15
2026 Q1	$49M	Buy	210,000 +78,000	+59%	+$19M	0.98%	17
2025 Q4	$29.4M	Buy	132,000 +4,000	+3%	+$956K	0.54%	24
2025 Q3	$28.7M	Buy	128,000 +16,000	+14%	+$3.62M	0.58%	23
2025 Q2	$24.4M	Buy	112,000 +8,000	+8%	+$1.47M	0.42%	28
2025 Q1	$16.7M	Sell	104,000 -104,000	-50%	-$18M	0.44%	27
2024 Q4	$36.1M	Buy	208,000 +112,000	+117%	+$22.2M	0.75%	22
2024 Q3	$19.1M	Sell	96,000 -256,000	-73%	-$51.9M	0.46%	19
2024 Q2	$68.2M	Buy	352,000 +212,000	+151%	+$44.5M	1.54%	15
2024 Q1	$30.6M	Buy	+140,000	New	+$27.9M	0.73%	16

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Skye Global Management's FERG Position: Q2 2026 in Review

Skye Global Management increased its Ferguson (FERG) stake by 18% in Q2 2026, buying an estimated $9.17M and bringing the position to 248,000 shares worth $58.9M. The position accounts for 1.14% of the portfolio, ranked #15.

Skye Global Management first reported a position in FERG in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.2M in Q2 2024. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Skye Global Management held 248,000 shares of Ferguson worth $58.9M as of Q2 2026.
Skye Global Management bought 38,000 Ferguson shares in Q2 2026, an estimated $9.17M.
Ferguson made up 1.14% of Skye Global Management's portfolio in Q2 2026, its #15 holding.
Skye Global Management first reported a position in Ferguson in Q1 2024 and has held it in 10 quarters since.
Skye Global Management's Ferguson position peaked at $68.2M in Q2 2024.
945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.