EDGEWOOD MANAGEMENT LLC
All 13F Filings
- Location
- Greenwich, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 20,999,475
- Description
- Greenwich Connecticut based institutional asset management platform with a manager led operating structure and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for research led investment portfolios. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through mandate level transparency and portfolio discipline.
- Website
- https://www.edgewood.com/
- Founded
- 1974
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 89 | 20,999,475 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q3 2025 | 11/12/2025 | 88 | 28,220,641 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2025 | 8/13/2025 | 83 | 31,453,341 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2025 | 5/14/2025 | 84 | 28,725,902 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2024 | 2/13/2025 | 83 | 34,834,961 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q3 2024 | 11/12/2024 | 78 | 37,077,308 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2024 | 8/13/2024 | 80 | 36,888,537 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2024 | 5/14/2024 | 79 | 37,230,066 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2023 | 2/13/2024 | 79 | 34,639,793 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q3 2023 | 11/13/2023 | 79 | 30,596,671 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2023 | 8/11/2023 | 82 | 32,971,006 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2023 | 5/12/2023 | 83 | 31,226,226 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2022 | 2/13/2023 | 83 | 28,131,940 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q3 2022 | 11/10/2022 | 80 | 28,688,121 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2022 | 8/12/2022 | 77 | 33,885,628 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2022 | 5/11/2022 | 84 | 49,867 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2021 | 2/11/2022 | 85 | 60,919 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q3 2021 | 11/12/2021 | 84 | 59,571 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2021 | 8/12/2021 | 82 | 59,110 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2021 | 5/13/2021 | 83 | 50,513 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2020 | 2/12/2021 | 81 | 50,444 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q3 2020 | 11/12/2020 | 78 | 45,458 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2020 | 8/12/2020 | 76 | 41,385 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2020 | 5/13/2020 | 79 | 30,122,343 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2019 | 2/14/2020 | 84 | 33,505,855 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q2 2014 | 8/8/2014 | 81 | 9,860,058 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q1 2014 | 5/12/2014 | 81 | 9,394,722 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
| Q4 2013 | 2/11/2014 | 81 | 8,942,009 | 13F-HR | EDGEWOOD MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.98 M | 99.9% | 0 | 7.232 M | -7.232 M |
| ETFs | 18.36 K | 0.1% | 10.98 K | 0 | 10.98 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
20,999,475
Holdings
89
QoQ value change ($000)
-7,221,166
(-25.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.