Filing Research | WRBY - WARBY PARKER INC-CLASS A Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	3.1MSH	$94.3M
2	Artemis Investment Management LLP	Shares	969.0KSH	$29.4M
3	Simplify Asset Management Inc.	Shares	587.1KSH	$17.8M
4	Louisiana State Employees Retirement System	Shares	44.1KSH	$1.3M
5	Fiscal Wisdom Wealth Management, LLC	Shares	30.7KSH	$932.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	30.6KSH	$927.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.4KSH	$912.6K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	26.9KSH	$815.2K
9	IFP Advisors, Inc	Shares	19.5KSH	$590.2K
10	Fortis Group Advisors, LLC	Shares	17.8KSH	$540.6K
11	Hennion & Walsh Asset Management, Inc.	Shares	15.6KSH	$472.8K
12	Harbour Capital Advisors, LLC	Shares	14.6KSH	$423.4K
13	Kings Path Partners LLC	Shares	13.4KSH	$406.7K
14	SHAKER INVESTMENTS LLC/OH	Shares	8.7KSH	$264.8K
15	Ballentine Partners, LLC	Shares	7.8KSH	$237.6K
16	PFG Investments, LLC	Shares	7.2KSH	$219.7K
17	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$35.1K
18	GAMMA Investing LLC	Shares	871SH	$26.4K
19	Farther Finance Advisors, LLC	Shares	863SH	$26.2K
20	Golden State Wealth Management, LLC	Shares	589SH	$17.9K
21	SBI Securities Co., Ltd.	Shares	552SH	$16.7K
22	Versant Capital Management, Inc	Shares	261SH	$7.9K
23	SIGNATUREFD, LLC	Shares	236SH	$7.2K
24	1620 INVESTMENT ADVISORS, INC.	Shares	200SH	$6.1K
25	Key FInancial Inc	Shares	200SH	$6.1K
26	True Wealth Design, LLC	Shares	164SH	$5.0K
27	Cedar Mountain Advisors, LLC	Shares	154SH	$4.7K
28	FIRST HORIZON CORP	Shares	128SH	$3.9K
29	MassMutual Private Wealth & Trust, FSB	Shares	104SH	$3.2K
30	Barnes Dennig Private Wealth Management LLC	Shares	82SH	$2.5K
31	State of Alaska, Department of Revenue	Shares	68.3KSH	$2.1K
32	SJS Investment Consulting Inc.	Shares	67SH	$2.0K
33	Handelsbanken Fonder AB	Shares	41.4KSH	$1.3K
34	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40SH	$1.2K
35	AMALGAMATED BANK	Shares	27.1KSH	$823
36	JFS WEALTH ADVISORS, LLC	Shares	15SH	$456
37	Physician Wealth Advisors, Inc.	Shares	13SH	$395
38	GILPIN WEALTH MANAGEMENT, LLC	Shares	12SH	$365
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	10.4KSH	$316
40	FNY Investment Advisers, LLC	Shares	9.9KSH	$301
41	Beaird Harris Wealth Management, LLC	Shares	8SH	$243
42	Davis Capital Management	Shares	6SH	$182

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+78.9K	+$30.5M	$94.3M
2	Simplify Asset Management Inc. added	Shares	+296.2K	+$11.7M	$17.8M
3	Artemis Investment Management LLP added	Shares	+43.1K	+$9.9M	$29.4M
4	Louisiana State Employees Retirement System new	Shares	+44.1K	+$1.3M	$1.3M
5	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+26.9K	+$815.2K	$815.2K
6	Fiscal Wisdom Wealth Management, LLC added	Shares	+3.4K	+$357.5K	$932.2K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+3.4K	+$354.3K	$927.5K
8	SHAKER INVESTMENTS LLC/OH new	Shares	+8.7K	+$264.8K	$264.8K
9	Ballentine Partners, LLC new	Shares	+7.8K	+$237.6K	$237.6K
10	PFG Investments, LLC new	Shares	+7.2K	+$219.7K	$219.7K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.8K	+$218.7K	$912.6K
12	IFP Advisors, Inc added	Shares	+1.4K	+$208.9K	$590.2K
13	Hennion & Walsh Asset Management, Inc. added	Shares	+296	+$150.7K	$472.8K
14	Fortis Group Advisors, LLC trimmed	Shares	-543	+$134.5K	$540.6K
15	Kings Path Partners LLC trimmed	Shares	-275	+$108.6K	$406.7K
16	Harbour Capital Advisors, LLC trimmed	Shares	-600	+$50.4K	$423.4K
17	Golden State Wealth Management, LLC new	Shares	+589	+$17.9K	$17.9K
18	GAMMA Investing LLC added	Shares	+182	+$11.9K	$26.4K
19	SBI Securities Co., Ltd. added	Shares	+150	+$8.3K	$16.7K
20	EverSource Wealth Advisors, LLC trimmed	Shares	-152	+$7.5K	$35.1K
21	Farther Finance Advisors, LLC trimmed	Shares	-228	+$2.8K	$26.2K
22	SIGNATUREFD, LLC trimmed	Shares	-6	+$2.1K	$7.2K
23	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$1.9K	$6.1K
24	Key FInancial Inc unchanged	Shares	0	+$1.9K	$6.1K
25	SJS Investment Consulting Inc. added	Shares	+47	+$1.6K	$2.0K
26	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.4K	$4.7K
27	State of Alaska, Department of Revenue added	Shares	+33.2K	+$1.3K	$2.1K
28	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+40	+$1.2K	$1.2K
29	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$964	$3.2K
30	AMALGAMATED BANK new	Shares	+27.1K	+$823	$823
31	Barnes Dennig Private Wealth Management LLC unchanged	Shares	0	+$760	$2.5K
32	Handelsbanken Fonder AB added	Shares	+9.4K	+$582	$1.3K
33	JFS WEALTH ADVISORS, LLC new	Shares	+15	+$456	$456
34	Physician Wealth Advisors, Inc. new	Shares	+13	+$395	$395
35	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+12	+$365	$365
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+10.4K	+$316	$316
37	Davis Capital Management new	Shares	+6	+$182	$182
38	FNY Investment Advisers, LLC added	Shares	+3.3K	+$162	$301
39	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$74	$243
40	True Wealth Design, LLC trimmed	Shares	-75	-$60	$5.0K
41	Versant Capital Management, Inc trimmed	Shares	-250	-$2.8K	$7.9K
42	Rachor Investment Advisory Services, LLC exited	Shares	-185	-$3.9K	$0
43	Crewe Advisors LLC exited	Shares	-214	-$4.5K	$0
44	EASTERN BANK exited	Shares	-276	-$5.8K	$0
45	FIRST HORIZON CORP trimmed	Shares	-854	-$16.8K	$3.9K
46	Y-Intercept (Hong Kong) Ltd exited	Shares	-20.8K	-$437.6K	$0
47	RATIONAL ADVISORS, INC. exited	Shares	-43.5K	-$947.9K	$0
48	UDINE WEALTH MANAGEMENT, INC. exited	Shares	-65.7K	-$1.4M	$0