Wellesley Asset Management — 13F holdings

Wellesley Asset Management reported 64 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. BOX INC — $47.0M (4.3%)
2. ITRON INC — $42.7M (3.9%)
3. BLACKLINE INC — $39.8M (3.6%)
4. LIVANOVA PLC — $39.0M (3.6%)
5. AEROVIRONMENT INC — $37.6M (3.4%)
6. HAEMONETICS CORP MASS — $36.6M (3.3%)
7. MERITAGE HOMES CORP — $33.2M (3.0%)
8. PG&E CORP — $32.8M (3.0%)
9. GREENBRIER COS INC — $30.6M (2.8%)
10. SOUTHERN CO — $30.2M (2.8%)