CONGRESS ASSET MANAGEMENT CO
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 14,207,841
- Description
- Boston Massachusetts based high conviction growth platform with an independent operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes concentrated position governance, active stewardship and governance oversight, and durable growth thesis development for structural growth strategies. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through exposure correlation monitoring and oversight rigor.
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 1/9/2026 | 381 | 14,207,841 | 13F-HR | CONGRESS ASSET MANAGEMENT CO |
| Q3 2025 | 10/10/2025 | 392 | 15,027,575 | 13F-HR | CONGRESS ASSET MANAGEMENT CO |
| Q2 2025 | 7/16/2025 | 382 | 14,579,177 | 13F-HR | CONGRESS ASSET MANAGEMENT CO |
| Q1 2025 | 4/11/2025 | 365 | 13,368,848 | 13F-HR | CONGRESS ASSET MANAGEMENT CO |
| Q4 2024 | 1/30/2025 | 386 | 14,795,436 | 13F-HR | CONGRESS ASSET MANAGEMENT CO |
| Q3 2024 | 10/28/2024 | 357 | 14,667,138 | 13F-HR | CONGRESS ASSET MANAGEMENT CO |
| Q2 2024 | 8/2/2024 | 364 | 13,954,189 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q1 2024 | 4/11/2024 | 357 | 14,022,049 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q4 2023 | 3/4/2024 | 371 | 12,703,428 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q3 2023 | 11/1/2023 | 374 | 11,307,435 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q2 2023 | 7/27/2023 | 373 | 11,512,573 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q1 2023 | 4/21/2023 | 368 | 10,732,781 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q4 2022 | 1/18/2023 | 375 | 9,972,531 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q3 2022 | 11/8/2022 | 365 | 9,327,403 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q2 2022 | 8/2/2022 | 366 | 10,447,349 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q1 2022 | 4/20/2022 | 361 | 11,757,814 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q4 2021 | 1/28/2022 | 366 | 13,132,890 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q3 2021 | 11/8/2021 | 357 | 12,812,792 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q2 2021 | 8/5/2021 | 362 | 11,955,776 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q1 2021 | 5/5/2021 | 355 | 11,073,431 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q4 2020 | 1/26/2021 | 349 | 10,616,783 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q3 2020 | 11/3/2020 | 334 | 9,235,838 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q2 2020 | 7/23/2020 | 323 | 8,414,687 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q1 2020 | 4/21/2020 | 329 | 6,565,694 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q4 2019 | 2/10/2020 | 344 | 8,213,527 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q1 2014 | 5/14/2014 | 242 | 3,995,124 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
| Q4 2013 | 2/14/2014 | 229 | 3,814,166 | 13F-HR | CONGRESS ASSET MANAGEMENT CO /MA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.21 M | 100.0% | 0 | 819.7 K | -819.7 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
14,207,841
Holdings
381
QoQ value change ($000)
-819,734
(-5.5%)
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.