CIK: 1538383
WESTSIDE INVESTMENT MANAGEMENT, INC.
Address: 2444 WILSHIRE BLVD STE 303, SANTA MONICA, CA 90403
α Alpha 0.6400↭ Flow 0.3100Mixed Active/Passive
1,572holdings (Q4 2025)
$0.63B13F reported value
+188 NEW+578 INCREASED-428 DECREASED-77 EXITED301 UNCHANGED
Total (Q4 25): $625,123,549
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$0.42B+$0.08B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $0.63B | $0.00B | -0.1% |
| Q3 25 | $0.63B | +$0.09B | +16.1% |
| Q2 25 | $0.54B | +$0.07B | +14.9% |
| Q1 25 | $0.47B | $-0.01B | -1.1% |
| Q4 24 | $0.47B | +$0.00B | +1.0% |
| Q3 24 | $0.47B | +$0.03B | +7.5% |
| Q2 24 | $0.44B | +$0.02B | +4.7% |
| Q1 24 | $0.42B | +$0.03B | +6.7% |
| Q4 23 | $0.39B | +$0.04B | +12.6% |
| Q3 23 | $0.35B | $-0.01B | -1.9% |
| Q2 23 | $0.35B | +$0.01B | +4.0% |
| Q1 23 | $0.34B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 1944 | $625,123,549 | 13F-HR | 23-Jan-2026 | 0001538383-26-000001 |
| Q3 25 | 30-Sep-2025 | 1763 | $625,928,872 | 13F-HR | 4-Nov-2025 | 0001538383-25-000006 |
| Q2 25 | 30-Jun-2025 | 1672 | $539,208,655 | 13F-HR | 5-Aug-2025 | 0001538383-25-000005 |
| Q1 25 | 31-Mar-2025 | 1241 | $469,437,152 | 13F-HR | 25-Apr-2025 | 0001538383-25-000002 |
| Q4 24 | 31-Dec-2024 | 1250 | $474,504,225 | 13F-HR | 17-Jan-2025 | 0001538383-25-000001 |
| Q3 24 | 30-Sep-2024 | 1745 | $469,620,635 | 13F-HR | 20-Nov-2024 | 0001538383-24-000005 |
| Q2 24 | 30-Jun-2024 | 1267 | $436,912,892 | 13F-HR | 17-Jul-2024 | 0001538383-24-000004 |
| Q1 24 | 31-Mar-2024 | 1138 | $417,167,614 | 13F-HR | 19-Apr-2024 | 0001538383-24-000002 |
| Q4 23 | 31-Dec-2023 | 1087 | $391,103,599 | 13F-HR | 12-Jan-2024 | 0001538383-24-000001 |
| Q3 23 | 30-Sep-2023 | 1372 | $347,288,812 | 13F-HR | 15-Nov-2023 | 0001538383-23-000004 |
| Q2 23 | 30-Jun-2023 | 1044 | $354,167,055 | 13F-HR | 14-Jul-2023 | 0001538383-23-000003 |
| Q1 23 | 31-Mar-2023 | 1059 | $340,566,323 | 13F-HR | 17-May-2023 | 0001538383-23-000002 |
| Q4 22 | 31-Dec-2022 | 1068 | $40,612,983 | 13F-HR | 31-Jan-2023 | 0001538383-23-000001 |
| Q3 22 | 30-Sep-2022 | 1431 | $41,837,000 | 13F-HR | 9-Nov-2022 | 0001538383-22-000004 |
| Q2 22 | 30-Jun-2022 | 1329 | $43,184,000 | 13F-HR | 15-Jul-2022 | 0001538383-22-000003 |
| Q1 22 | 31-Mar-2022 | 1011 | $45,562,000 | 13F-HR | 25-Apr-2022 | 0001538383-22-000002 |
| Q4 21 | 31-Dec-2021 | 1015 | $43,844,000 | 13F-HR | 15-Feb-2022 | 0001538383-22-000001 |
| Q3 21 | 30-Sep-2021 | 978 | $43,381,000 | 13F-HR | 27-Oct-2021 | 0001538383-21-000005 |
| Q2 21 | 30-Jun-2021 | 952 | $43,140,000 | 13F-HR | 28-Jul-2021 | 0001538383-21-000004 |
| Q1 21 | 31-Mar-2021 | 1101 | $37,898,000 | 13F-HR | 14-Apr-2021 | 0001538383-21-000003 |
| Q4 20 | 31-Dec-2020 | 955 | $36,477,000 | 13F-HR | 15-Jan-2021 | 0001538383-21-000002 |
| Q3 20 | 30-Sep-2020 | 971 | $219,817,000 | 13F-HR | 14-Oct-2020 | 0001538383-20-000006 |
| Q2 20 | 30-Jun-2020 | 892 | $169,730,000 | 13F-HR | 21-Jul-2020 | 0001538383-20-000005 |
| Q1 20 | 31-Mar-2020 | 889 | $146,376,000 | 13F-HR | 16-Apr-2020 | 0001538383-20-000003 |
| Q2 19 | 30-Jun-2019 | 45219 | $45,219,098,000 | 13F-HR | 24-Jul-2019 | 0001538383-19-000005 |
| Q4 18 | 31-Dec-2018 | 906 | $273,067,000 | 13F-HR | 5-Feb-2019 | 0001538383-19-000001 |
| Q3 18 | 30-Sep-2018 | 742 | $312,769,808,000,000 | 13F-HR | 8-Nov-2018 | 0001538383-18-000004 |
| Q2 18 | 30-Jun-2018 | 7658 | $284,150,000 | 13F-HR | 13-Aug-2018 | 0001538383-18-000003 |
| Q1 18 | 31-Mar-2018 | 809 | $182,027,000 | 13F-HR | 16-Apr-2018 | 0001538383-18-000002 |
| Q4 17 | 31-Dec-2017 | 844 | $184,592,000 | 13F-HR | 15-Feb-2018 | 0001538383-18-000001 |
| Q1 17 | 31-Mar-2017 | 764 | $209,418,254 | 13F-HR | 11-May-2017 | 0001538383-17-000004 |
| Q1 17 | 31-Mar-2017 | 630 | $146,967,788 | 13F-HR | 11-May-2017 | 0001538383-17-000005 |