NAVI β€” NAVISITE INC COM NEW

Ownership history in BRIDGEWAY CAPITAL MANAGEMENT, LLC  Β·  31 quarters on record

This page tracks every 13F SEC filing in which BRIDGEWAY CAPITAL MANAGEMENT, LLC reported a position in NAVISITE INC COM NEW (NAVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.42% (2015 Q2)
πŸ“Š Avg. % of fund
0.26%
πŸ“… First filed
2010 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
31

Position Intelligence

BRIDGEWAY CAPITAL MANAGEMENT, LLC Γ— NAVI AI Analytics

πŸ“‰ BRIDGEWAY CAPITAL MANAGEMENT, LLC underperformed the S&P 500 by –21.9% annually on this NAVI position. Timing score: 35% (7/20 decisions correct). Average cost basis: $10.94. Maximum drawdown during holding period: –46.4%.

πŸ“ˆ Position Alpha vs SPY
-21.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 21.9% ann.
11 quarters analyzed

⏱️ Timing Score
35%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct

πŸ’° Entry Quality
$10.94
+16.6% vs current ($12.76)

Best entry: $6.84 (2015 Q3)  Β·  Worst: $16.70 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–46.4%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
64%
buy-side decisions

14 adds Β· 8 trims. Bought during 8 of 12 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.22% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NAVI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 817,974 -56,936 -6.5% 0.22% $10.6M $12.76
2025 Q3 ADDED 874,910 +21,820 +2.6% 0.25% $11.5M $12.74
2025 Q2 REDUCED 853,090 -3,625 -0.4% 0.29% $12.0M $13.50
2025 Q1 REDUCED 856,715 -60,517 -6.6% 0.27% $10.8M $11.95
2024 Q4 ADDED 917,232 +22,765 +2.5% 0.27% $12.2M $12.43
2024 Q3 ADDED 894,467 +22,646 +2.6% 0.30% $13.9M $14.43
2024 Q2 ADDED 871,821 +30,420 +3.6% 0.30% $12.7M $13.34
2024 Q1 ADDED 841,401 +29,575 +3.6% 0.30% $14.6M $15.77
2023 Q4 ADDED 811,826 +65,576 +8.8% 0.32% $15.1M $16.70
2023 Q3 ADDED 746,250 +24,332 +3.4% 0.31% $12.9M $15.30
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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