Dana Investment Advisors, Inc. BAND — BANDWIDTH INC

Ownership history in Dana Investment Advisors, Inc.  ·  12 quarters on record

AI Ownership Summary

Dana Investment Advisors, Inc. reported BANDWIDTH INC (BAND) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2024 Q3. The latest visible filing shows BAND at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dana Investment Advisors, Inc.'s position in BANDWIDTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAND was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAND stock page Dana Investment Advisors, Inc. fund profile Dana Investment Advisors, Inc. full holdings
How Dana Investment Advisors, Inc. held BAND — position size vs. price
% of Fund (quarterly)    BAND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 448,239 -1,017 -0.2% 0.24% $8.0M 2026-05-14 $52.10
2025 Q4 REDUCED — — — 449,256 -578 -0.1% 0.20% $6.9M 2026-02-05 $13.15
2025 Q3 REDUCED — — — 449,834 -3,225 -0.7% 0.22% $7.5M 2025-11-10 $14.76
2025 Q2 REDUCED — — — 453,059 -7,025 -1.5% 0.24% $7.2M 2025-08-13 $14.44
2025 Q1 ADDED — — — 460,084 +10,219 +2.3% 0.22% $6.0M 2025-05-15 $14.60
2024 Q4 REDUCED 6.0% -23.0% ✅ 449,865 -28,961 -6.0% 0.25% $7.7M 2025-02-06 $18.00
2024 Q3 ADDED — — — 478,826 +400,423 +510.7% 0.28% $8.4M 2024-11-13 $19.29
2024 Q2 REDUCED 82.3% +3.7% ❌ 78,403 -364,070 -82.3% 0.05% $1.3M 2024-08-13 $16.11
2024 Q1 ADDED — — — 442,473 +428,058 +2969.5% 0.27% $8.1M 2024-05-15 $22.39
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAND

As of 2026 Q2 — sorted by position size

Decker Retirement Planning Inc. 1.41% MBL Wealth, LLC 3Y 0.13% Counterpoint Mutual Funds LLC 3Y 0.04% Assenagon Asset Management S.A. 3Y 7Y 0.02% Diversified Trust Co 3Y 7Y 0.01% CX Institutional 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% ADIRONDACK TRUST CO 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Curated Wealth Partners LLC 3Y 0.0%

FAQ About Dana Investment Advisors, Inc. and BAND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dana Investment Advisors, Inc. reported owning BAND?

Dana Investment Advisors, Inc. reported BAND across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BAND position in Dana Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BAND was 0.28% in 2024 Q3.

What is the latest reported BAND position on this page?

The most recent filing on this page is 2026 Q1, when Dana Investment Advisors, Inc. reported 448,239 shares, equal to 0.24% of portfolio, with an estimated market value of $8.0M.

What does the chart on this BAND ownership page compare?

The chart compares Dana Investment Advisors, Inc.'s quarterly BAND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dana Investment Advisors, Inc. time their BAND position?

Based on 13F filing dates vs. subsequent BAND price moves, Dana Investment Advisors, Inc. correctly timed 3 out of 11 reported position changes (27%). The annualised alpha on BAND relative to SPY over the holding period was +1.3%.

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