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Portfolio (Quarterly) Guide ↗

MACKAY SHIELDS LLC

· CIK 0000061227
13F Portfolio $2.9B AUM 340 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 7 Added 91 Reduced 14 Exited
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WELLS FARGO CO NEW 14,770.0 $18.0M 0.63% -634.0 -4.1% $1216.40
62 LUMENTUM HLDGS INC 4,796,000.0 $17.8M 0.62% -113K -2.3% $3.71
63 VERTEX INC 18,123,000.0 $17.2M 0.60% -200K -1.1% $0.95
64 SYNAPTICS INC 16,169,000.0 $17.1M 0.60% NEW $1.06
65 WORKIVA INC 16,850,000.0 $16.7M 0.58% -220K -1.3% $0.99
66 IONIS PHARMACEUTICALS INC 10,410,000.0 $16.6M 0.58% -17.4M -62.5% $1.59
67 IMPINJ INC 9,890,000.0 $16.1M 0.56% -75K -0.8% $1.63
68 GLOBAL PMTS INC 17,619,000.0 $15.8M 0.56% -8.9M -33.6% $0.90
69 CHEESECAKE FACTORY INC 15,451,000.0 $15.3M 0.54% -359K -2.3% $0.99
70 JAZZ INVESTMENTS I LTD 13,087,000.0 $15.2M 0.53% -279K -2.1% $1.16
71 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 1,232,873.0 $14.7M 0.51% $11.90 +2.0%
72 TELADOC HEALTH INC 15,194,000.0 $14.5M 0.51% -119K -0.8% $0.95
73 BILL HOLDINGS INC 15,102,000.0 $13.9M 0.49% NEW $0.92
74 MGP INGREDIENTS INC NEW 14,222,000.0 $13.8M 0.48% -438K -3.0% $0.97
75 NBH NEUBERGER MUN FD INC Financial Services 1,233,578.0 $12.5M 0.44% $10.12 +1.5%
76 BLACKROCK MUNIHLDGS NY QLTY 1,191,469.0 $12.2M 0.43% $10.23
77 RAPID7 INC 12,790,000.0 $11.7M 0.41% -115K -0.9% $0.91
78 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 1,174,171.0 $11.6M 0.41% $9.91 -1.2%
79 FIVE9 INC 12,805,000.0 $11.6M 0.40% -540K -4.0% $0.90
80 AEROVIRONMENT INC 10,210,000.0 $11.1M 0.39% +122K +1.2% $1.09
Page 4 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.3%
Energy 21.8%
Communication Services 2.6%
Consumer Defensive 0.3%