Waverly Advisors’s EquipmentShare.com Inc EQPT Stock Holding History

Waverly Advisors’s Portfolio EQPT Stock Details EQPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55M	Buy	+125,291	New	+$3.58M	0.02%	595

Other funds holding EQPT

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ACA

Anchorage Capital Advisors New York $378M AUM 13.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waverly Advisors's EQPT Position: Q1 2026 in Review

Waverly Advisors opened a new position in EquipmentShare.com Inc (EQPT) in Q1 2026: 125,291 shares worth $2.55M. The stake represents 0.02% of the portfolio and ranks #595 among its holdings.

134 funds tracked by Wall St. Rank hold EQPT as of Q1 2026.

Waverly Advisors held 125,291 shares of EquipmentShare.com Inc worth $2.55M as of Q1 2026.
EquipmentShare.com Inc was a new Waverly Advisors position in Q1 2026.
EquipmentShare.com Inc made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #595 holding.
134 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.