VRSN β€” VERISIGN INC

Ownership history in BRIGHTON JONES LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in VERISIGN INC (VRSN). 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
0.07% (2025 Q3)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

BRIGHTON JONES LLC Γ— VRSN AI Analytics

πŸ“‰ BRIGHTON JONES LLC underperformed the S&P 500 by –15.5% annually on this VRSN position. Average cost basis: $280.76. Maximum drawdown during holding period: –2.9%.

πŸ“ˆ Position Alpha vs SPY
-15.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 15.5% ann.
2 quarters analyzed

πŸ’° Entry Quality
$280.76
-1.1% vs current ($277.68)

Best entry: $250.74 (2025 Q1)  Β·  Worst: $286.02 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–2.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% 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)    VRSN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,177 +2,258 +28.5% 0.07% $2.8M $277.68
2025 Q2 ADDED 7,919 +6,935 +704.8% 0.06% $2.3M $286.02
2025 Q1 INITIATED 984 β€” β€” 0.01% $250K $250.74

🏒 Other funds also holding VRSN

As of 2025 Q4 β€” sorted by position size

HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 6.91% Axecap Investments, LLC 4.14% Asset Management Advisors, LLC 3Y 7Y 2.99% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 2.38% Te Ahumairangi Investment Management Ltd 3Y 2.26% Ninety One North America, Inc. 3Y 7Y 1.57% Taylor Hoffman Capital Management LLC 1.5% Abacus FCF Advisors LLC 3Y 7Y 1.5% Longaeva Partners L.P. 1.45% SORA INVESTORS LLC 3Y 1.33%
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