Holdings of GEODE CAPITAL MANAGEMENT, LLC
3862 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 32.9 % of the equity sleeve
Sector breakdown
- Technology 29.8 %
- Financials 10.8 %
- Communication 9.5 %
- Consumer discretionary 8.9 %
- Health care 8.4 %
- Industrials 7.8 %
- Consumer staples 4.6 %
- Energy 2.8 %
- Utilities 2.4 %
- Real estate 1.6 %
- Materials 1.6 %
- Unattributed 11.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- KY 0.0 %
- IL 0.0 %
- TW 0.0 %
- NL 0.0 %
- HK 0.0 %
- CN 0.0 %
- PE 0.0 %
- GB 0.0 %
- DK 0.0 %
- FR 0.0 %
- KZ 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3,752 | 1.5T $ | 99.88 % |
| 2 | KY | 42 | 753.3M $ | 0.05 % |
| 3 | IL | 4 | 321.7M $ | 0.02 % |
| 4 | TW | 1 | 258.7M $ | 0.02 % |
| 5 | NL | 3 | 115.9M $ | 0.01 % |
| 6 | HK | 1 | 85.8M $ | 0.01 % |
| 7 | CN | 4 | 68.8M $ | 0.00 % |
| 8 | PE | 1 | 39.5M $ | 0.00 % |
| 9 | GB | 12 | 26.1M $ | 0.00 % |
| 10 | DK | 2 | 18.4M $ | 0.00 % |
| 11 | FR | 5 | 17.3M $ | 0.00 % |
| 12 | KZ | 1 | 12.6M $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,101 | Phinia Inc | 1,169,876 | 80.1M $ | |
| 1,102 | U-Haul Holding Co | 1,792,009 | 80.1M $ | |
| 1,103 | Ralliant Corp | 1,923,259 | 80M $ | |
| 1,104 | Gulfport Energy Corp | 377,669 | 79.9M $ | |
| 1,105 | Appfolio Inc | 506,289 | 79.9M $ | |
| 1,106 | Envista Holdings Corp | 3,149,295 | 79.9M $ | |
| 1,107 | Post Holdings Inc | 806,826 | 79.8M $ | |
| 1,108 | Chemours Co/The | 3,603,921 | 79.4M $ | |
| 1,109 | Thor Industries Inc | 993,553 | 79.4M $ | |
| 1,110 | Alaska Air Group Inc | 2,149,756 | 79.1M $ | |
| 1,111 | ICU Medical Inc | 611,219 | 79M $ | |
| 1,112 | Tarsus Pharmaceuticals Inc | 1,121,091 | 78.7M $ | |
| 1,113 | Plug Power Inc | 34,708,817 | 78.5M $ | |
| 1,114 | Cousins Properties Inc | 3,467,869 | 78.3M $ | |
| 1,115 | Alignment Healthcare Inc | 4,411,340 | 77.7M $ | |
| 1,116 | Allegro MicroSystems Inc | 2,456,820 | 77.5M $ | |
| 1,117 | Advance Auto Parts Inc | 1,468,476 | 77.5M $ | |
| 1,118 | ACADIA Pharmaceuticals Inc | 3,464,689 | 77.1M $ | |
| 1,119 | Dianthus Therapeutics Inc | 916,211 | 76.9M $ | |
| 1,120 | Polaris Inc | 1,408,619 | 76.8M $ | |
| 1,121 | Ryan Specialty Holdings Inc | 2,270,174 | 76.6M $ | |
| 1,122 | NCR Atleos Corp | 1,757,594 | 76.6M $ | |
| 1,123 | Victory Capital Holdings Inc | 1,166,989 | 76.4M $ | |
| 1,124 | Standex International Corp | 298,863 | 76.2M $ | |
| 1,125 | SentinelOne Inc | 5,909,152 | 76.1M $ | |
| 1,126 | Community Financial System Inc | 1,297,741 | 76.1M $ | |
| 1,127 | Archer Aviation Inc | 14,642,283 | 75.7M $ | |
| 1,128 | Artisan Partners Asset Management Inc | 2,076,906 | 75.6M $ | |
| 1,129 | NMI Holdings Inc | 2,014,628 | 75.6M $ | |
| 1,130 | Axcelis Technologies Inc | 811,264 | 75.5M $ | |
| 1,131 | Herc Holdings Inc | 757,543 | 75.4M $ | |
| 1,132 | OPENLANE Inc | 2,576,467 | 75.1M $ | |
| 1,133 | Photronics Inc | 1,854,603 | 75M $ | |
| 1,134 | Seacoast Banking Corp of Florida | 2,471,924 | 74.9M $ | |
| 1,135 | Centrus Energy Corp | 429,185 | 74.5M $ | |
| 1,136 | Dorman Products Inc | 713,186 | 74.4M $ | |
| 1,137 | Blackstone Mortgage Trust Inc | 3,883,692 | 74.4M $ | |
| 1,138 | First Interstate BancSystem Inc | 2,218,319 | 74.1M $ | |
| 1,139 | Bath & Body Works Inc | 3,962,623 | 74M $ | |
| 1,140 | Perdoceo Education Corp | 1,987,611 | 74M $ | |
| 1,141 | Towne Bank/Portsmouth VA | 2,189,461 | 73.7M $ | |
| 1,142 | Catalyst Pharmaceuticals Inc | 2,972,402 | 73.6M $ | |
| 1,143 | First Financial Bancorp | 2,636,269 | 73.5M $ | |
| 1,144 | Integer Holdings Corp | 834,362 | 73.4M $ | |
| 1,145 | Amentum Holdings Inc | 2,814,415 | 73.4M $ | |
| 1,146 | Workiva Inc | 1,227,309 | 73.2M $ | |
| 1,147 | ADT Inc | 11,102,070 | 73M $ | |
| 1,148 | LXP Industrial Trust | 1,576,429 | 72.9M $ | |
| 1,149 | Materion Corp | 503,968 | 72.9M $ | |
| 1,150 | Liquidia Corp | 1,928,969 | 72.8M $ | |
| 1,151 | Synaptics Inc | 1,033,212 | 72.4M $ | |
| 1,152 | MDU Resources Group Inc | 3,491,440 | 72.4M $ | |
| 1,153 | Chesapeake Utilities Corp | 572,539 | 72.4M $ | |
| 1,154 | Twist Bioscience Corp | 1,519,713 | 72.2M $ | |
| 1,155 | Trex Co Inc | 1,975,680 | 72M $ | |
| 1,156 | LeMaitre Vascular Inc | 658,445 | 71.9M $ | |
| 1,157 | LCI Industries | 583,907 | 71.8M $ | |
| 1,158 | Westlake Corp | 614,334 | 71.8M $ | |
| 1,159 | Arcutis Biotherapeutics Inc | 3,045,306 | 71.8M $ | |
| 1,160 | Apple Hospitality REIT Inc | 6,222,763 | 71.6M $ | |
| 1,161 | Denali Therapeutics Inc | 3,727,114 | 71.6M $ | |
| 1,162 | MGE Energy Inc | 925,771 | 71.6M $ | |
| 1,163 | Cargurus Inc | 2,101,036 | 71.6M $ | |
| 1,164 | Bancorp Inc/The | 1,330,805 | 71.5M $ | |
| 1,165 | GPGI INC | 4,177,756 | 71.5M $ | |
| 1,166 | Northern Oil & Gas Inc | 2,442,844 | 71.4M $ | |
| 1,167 | Simmons First National Corp | 3,660,249 | 71.2M $ | |
| 1,168 | Leonardo DRS Inc | 1,598,568 | 71.2M $ | |
| 1,169 | Cinemark Holdings Inc | 2,492,376 | 71.1M $ | |
| 1,170 | Bank of Hawaii Corp | 957,202 | 71.1M $ | |
| 1,171 | Ultra Clean Holdings Inc | 1,140,780 | 70.9M $ | |
| 1,172 | SL Green Realty Corp | 1,917,974 | 70.9M $ | |
| 1,173 | American States Water Co | 934,365 | 70.7M $ | |
| 1,174 | Travere Therapeutics Inc | 2,369,559 | 70.4M $ | |
| 1,175 | Q2 Holdings Inc | 1,488,204 | 70.4M $ | |
| 1,176 | Calix Inc | 1,435,706 | 70.3M $ | |
| 1,177 | Provident Financial Services Inc | 3,321,507 | 70.3M $ | |
| 1,178 | Versant Media Group Inc | 1,896,951 | 70.3M $ | |
| 1,179 | Impinj Inc | 681,968 | 70.1M $ | |
| 1,180 | Western Union Co/The | 7,997,812 | 69.8M $ | |
| 1,181 | Waystar Holding Corp | 2,892,142 | 69.7M $ | |
| 1,182 | Visteon Corp | 763,001 | 69.5M $ | |
| 1,183 | McGrath RentCorp | 630,238 | 69.5M $ | |
| 1,184 | Kennametal Inc | 1,919,005 | 69.3M $ | |
| 1,185 | Boise Cascade Co | 908,767 | 68.9M $ | |
| 1,186 | Haemonetics Corp | 1,218,978 | 68.7M $ | |
| 1,187 | Steven Madden Ltd | 2,023,493 | 68.6M $ | |
| 1,188 | Adeia Inc | 2,848,119 | 68.5M $ | |
| 1,189 | Four Corners Property Trust Inc | 2,890,931 | 68.4M $ | |
| 1,190 | Silgan Holdings Inc | 1,753,415 | 68M $ | |
| 1,191 | Nicolet Bankshares Inc | 456,977 | 67.9M $ | |
| 1,192 | Minerals Technologies Inc | 957,481 | 67.9M $ | |
| 1,193 | Red Rock Resorts Inc | 1,271,146 | 67.8M $ | |
| 1,194 | CSG Systems International Inc | 848,423 | 67.8M $ | |
| 1,195 | Viking Therapeutics Inc | 2,082,067 | 67.8M $ | |
| 1,196 | Urban Edge Properties | 3,383,103 | 67.6M $ | |
| 1,197 | Calumet Inc | 1,872,859 | 67.2M $ | |
| 1,198 | Remitly Global Inc | 4,287,316 | 67.2M $ | |
| 1,199 | Griffon Corp | 923,975 | 67.2M $ | |
| 1,200 | Kilroy Realty Corp | 2,376,212 | 67M $ |