Wellington Management Group
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Wellington Management Group’s IBEX IBEX Stock Holding History

Wellington Management Group’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.52M Sell
280,379
-22,461
-7% -$727K ﹤0.01% 1318
2025
Q4 		$11.6M Buy
302,840
+28,800
+11% +$1.07M ﹤0.01% 1221
2025
Q3 		$11.1M Sell
274,040
-82,081
-23% -$2.61M ﹤0.01% 1241
2025
Q2 		$10.4M Sell
356,121
-20,354
-5% -$544K ﹤0.01% 1199
2025
Q1 		$9.17M Sell
376,475
-168,700
-31% -$4.05M ﹤0.01% 1221
2024
Q4 		$11.7M Buy
545,175
+23,800
+5% +$468K ﹤0.01% 1146
2024
Q3 		$10.4M Sell
521,375
-258,621
-33% -$4.44M ﹤0.01% 1163
2024
Q2 		$12.6M Hold
779,996
– – ﹤0.01% 1098
2024
Q1 		$12M Buy
779,996
+83,800
+12% +$1.37M ﹤0.01% 1080
2023
Q4 		$13.2M Sell
696,196
-23,000
-3% -$400K ﹤0.01% 1040
2023
Q3 		$11.1M Buy
719,196
+102,500
+17% +$1.92M ﹤0.01% 1076
2023
Q2 		$13.1M Buy
616,696
+61,800
+11% +$1.32M ﹤0.01% 1040
2023
Q1 		$13.5M Sell
554,896
-20,600
-4% -$551K ﹤0.01% 1026
2022
Q4 		$14.3M Hold
575,496
– – ﹤0.01% 991
2022
Q3 		$10.7M Buy
575,496
+170,800
+42% +$2.99M ﹤0.01% 1086
2022
Q2 		$6.83M Buy
404,696
+18,941
+5% +$309K ﹤0.01% 1212
2022
Q1 		$6.15M Buy
385,755
+18,455
+5% +$275K ﹤0.01% 1340
2021
Q4 		$4.73M Buy
367,300
+101,000
+38% +$1.6M ﹤0.01% 1472
2021
Q3 		$4.53M Buy
266,300
+95,407
+56% +$1.85M ﹤0.01% 1533
2021
Q2 		$3.34M Buy
+170,893
New +$3.7M ﹤0.01% 1588

Other funds holding IBEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Wellington Management Group's IBEX Position: Q1 2026 in Review

Wellington Management Group reduced its IBEX (IBEX) stake by 7.4% in Q1 2026, selling an estimated $727K and leaving 280,379 shares worth $7.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Wellington Management Group first reported a position in IBEX in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.3M in Q4 2022. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Wellington Management Group held 280,379 shares of IBEX worth $7.52M as of Q1 2026.
  • Wellington Management Group sold 22,461 IBEX shares in Q1 2026, an estimated $727K.
  • IBEX made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1318 holding.
  • Wellington Management Group first reported a position in IBEX in Q2 2021 and has held it in 20 quarters since.
  • Wellington Management Group's IBEX position peaked at $14.3M in Q4 2022.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.