Madison Asset Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -583,114 shares of $MKSI (~$134,005,428). This was a decrease of ~63% from their previous position.
- A decrease of -697,074 shares of $PCAR (~$80,512,047). This was a decrease of ~31% from their previous position.
- An addition of 160,289 shares of $TYL (~$54,879,748). This was an increase of ~inf% over their previous position.
- An addition of 85,542 shares of $META (~$47,923,195). This was an increase of ~2293% over their previous position.
- A decrease of -140,409 shares of $GOOG (~$39,450,717). This was a decrease of ~18% from their previous position.
- An addition of 981,380 shares of $BSY (~$34,466,066). This was an increase of ~inf% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Madison Asset Management, LLC for more details.
