Wellington Management Group
SWI

Wellington Management Group’s SolarWinds Corporation Common Stock SWI Stock Holding History

Wellington Management Group’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,174,522
Closed -$31M – 2081
2024
Q4 		$31M Buy
2,174,522
+1,049,310
+93% +$14.1M 0.01% 848
2024
Q3 		$14.7M Sell
1,125,212
-10,821
-1% -$133K ﹤0.01% 1061
2024
Q2 		$13.7M Buy
1,136,033
+59,953
+6% +$693K ﹤0.01% 1063
2024
Q1 		$13.6M Sell
1,076,080
-33,497
-3% -$408K ﹤0.01% 1044
2023
Q4 		$13.9M Sell
1,109,577
-509,241
-31% -$5.47M ﹤0.01% 1029
2023
Q3 		$15.3M Buy
1,618,818
+82,602
+5% +$867K ﹤0.01% 994
2023
Q2 		$15.8M Buy
1,536,216
+291,826
+23% +$2.66M ﹤0.01% 1001
2023
Q1 		$10.7M Buy
1,244,390
+616,939
+98% +$5.74M ﹤0.01% 1084
2022
Q4 		$5.87M Buy
627,451
+607,217
+3,001% +$5.3M ﹤0.01% 1230
2022
Q3 		$157K Sell
20,234
-14,220
-41% -$136K ﹤0.01% 1985
2022
Q2 		$353K Sell
34,454
-125,038
-78% -$1.48M ﹤0.01% 1918
2022
Q1 		$2.12M Buy
159,492
+50,692
+47% +$667K ﹤0.01% 1583
2021
Q4 		$1.54M Buy
108,800
+3,737
+4% +$60.5K ﹤0.01% 1722
2021
Q3 		$1.76M Sell
105,063
-53,700
-34% -$993K ﹤0.01% 1702
2021
Q2 		$2.83M Buy
+158,763
New +$2.87M ﹤0.01% 1616
2021
Q1 		– Sell
-89,912
Closed -$1.42M – 2245
2020
Q4 		$1.42M Sell
89,912
-122,828
-58% -$2.69M ﹤0.01% 1555
2020
Q3 		$4.57M Buy
212,740
+119,593
+128% +$2.44M ﹤0.01% 1285
2020
Q2 		$1.74M Buy
93,147
+82,163
+748% +$1.51M ﹤0.01% 1374
2020
Q1 		$182K Buy
+10,984
New +$203K ﹤0.01% 1859

Other funds holding SWI

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group's SWI Position: Q1 2025 in Review

Wellington Management Group sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2025, closing a stake of 2,174,522 shares — an estimated $31M sold.

Wellington Management Group first reported a position in SWI in Q1 2020 and held it in 19 quarters. The position peaked at $31M in Q4 2024. 197 funds tracked by Wall St. Rank hold SWI as of Q1 2025.

  • Wellington Management Group reported no remaining SolarWinds Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 2,174,522 SolarWinds Corporation Common Stock shares in Q1 2025, an estimated $31M.
  • Wellington Management Group first reported a position in SolarWinds Corporation Common Stock in Q1 2020 and held it in 19 quarters.
  • Wellington Management Group's SolarWinds Corporation Common Stock position peaked at $31M in Q4 2024.
  • 197 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.