Henry James International Management Inc. SFTBY SOFTBANK GROUP CORP

Ownership history in Henry James International Management Inc.  ·  31 quarters on record

AI Ownership Summary

Henry James International Management Inc. reported SOFTBANK GROUP CORP (SFTBY) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2025 Q3. The latest visible filing shows SFTBY at 0.64% 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 SFTBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Henry James International Management Inc.'s position in SOFTBANK GROUP CORP, 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

SFTBY was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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.

How Henry James International Management Inc. held SFTBY — position size vs. price
% of Fund (quarterly)    SFTBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 145,488 +109,116 +300.0% 0.64% $1.8M 2026-04-10 $11.82
2025 Q4 REDUCED 12.8% -14.7% 36,372 -5,318 -12.8% 0.65% $2.1M 2026-02-17 $14.51
2025 Q3 ADDED 41,690 +406 +1.0% 0.81% $2.6M 2025-10-27 $20.92
2025 Q2 UNCHANGED 41,284 0% 0.49% $1.5M 2025-08-14 $13.08
2025 Q1 ADDED 41,284 +150 +0.4% 0.36% $1.0M 2025-04-25 $6.35
2024 Q4 ADDED 41,134 +397 +1.0% 0.43% $1.2M 2025-02-05 $8.09
2024 Q3 ADDED 40,737 +23,678 +138.8% 0.42% $1.2M 2024-10-30 $7.68
2024 Q2 UNCHANGED 17,059 0% 0.19% $549K 2024-07-12 $9.11
2024 Q1 UNCHANGED 17,059 0% 0.16% $507K 2024-05-08 $6.38
2023 Q4 UNCHANGED 17,059 0% 0.14% $376K 2024-02-06 $5.59
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Henry James International Management Inc. and SFTBY

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

How long has Henry James International Management Inc. reported owning SFTBY?

Henry James International Management Inc. reported SFTBY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SFTBY position in Henry James International Management Inc.'s portfolio?

The largest reported portfolio weight for SFTBY was 0.81% in 2025 Q3.

What is the latest reported SFTBY position on this page?

The most recent filing on this page is 2026 Q1, when Henry James International Management Inc. reported 145,488 shares, equal to 0.64% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SFTBY ownership page compare?

The chart compares Henry James International Management Inc.'s quarterly SFTBY 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 Henry James International Management Inc. time their SFTBY position?

Based on 13F filing dates vs. subsequent SFTBY price moves, Henry James International Management Inc. correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on SFTBY relative to SPY over the holding period was -2.2%.

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