Advanced Drainage Systems, Inc.
MX ˙ BMV ˙ US00790R1041
SecurityMX:WMS / Advanced Drainage Systems, Inc.
InstitutionPhoenix Holdings Ltd.
Latest Disclosed Ownership1,554 shares
Latest Disclosed Value $ 212,952
Phoenix Holdings Ltd. reports 6.55% decrease in ownership of WMS / Advanced Drainage Systems, Inc.

On May 11, 2026 - Phoenix Holdings Ltd. filed a 13F-HR form disclosing ownership of 1,554 shares of Advanced Drainage Systems, Inc. (MX:WMS) valued at $212,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,663 shares of Advanced Drainage Systems, Inc.. This represents a change in shares of -6.55% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 1,554 -109 -6.55 213 -11.67 0.0013
2026-02-05 2025-12-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 1,663 -107 -6.05 241 -2.04 0.0016
2025-11-13 2025-09-30 13F/A-2 ADVANCED DRAIN SYS INC DEL COM 00790R104 1,770 -527 -22.94 246 -6.84 0.0030
2025-11-13 2025-09-30 13F/A-1 ADVANCED DRAIN SYS INC DEL COM 00790R104 1,770 -527 246 0.0020
2025-11-03 2025-09-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 1,770 -527 246 0.0020
2025-07-30 2025-06-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,297 -166 -6.74 264 -1.87 0.0035
2025-05-07 2025-03-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,463 121 5.17 269 -0.74 0.0041
2025-02-13 2024-12-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,342 -113 -4.60 271 -30.05 0.0037
2024-11-05 2024-09-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,455 262 11.95 387 9.35 0.0057
2024-08-12 2024-06-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,193 36 1.67 354 -4.59 0.0054
2024-05-15 2024-03-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,157 -439 -16.91 370 0.27 0.0051
2024-02-14 2023-12-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,596 -90 -3.35 370 20.20 0.0061
2023-12-04 2023-09-30 13F/A-2 ADVANCED DRAIN SYS INC DEL COM 00790R104 2,686 -805 -23.06 307 -22.86 0.0056
2023-12-04 2023-09-30 13F/A-1 ADVANCED DRAIN SYS INC DEL COM 00790R104 2,686 -805 307 0.0035
2023-11-13 2023-09-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,686 -805 307 0.0036
2023-08-07 2023-06-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 3,491 -54 -1.52 399 35.37 0.0081
2023-05-11 2023-03-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 3,545 911 34.59 294 34.86 0.0066
2023-02-13 2022-12-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,634 -190 -6.73 218 -37.89 0.0042
2022-11-10 2022-09-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,824 -252 -8.19 351 27.64 0.0077
2022-08-15 2022-06-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 3,076 -251 -7.54 275 -30.73 0.0056
2022-05-10 2022-03-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 3,327 -1,029 -23.62 397 -32.02 0.0052
2022-02-07 2021-12-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 4,356 -308 -6.60 584 14.73 0.0096
2021-10-27 2021-09-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 4,664 -10,323 -68.88 509 -70.85 0.0088
2021-08-10 2021-06-30 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 14,987 2,260 17.76 1,746 36.94 0.0332
2021-05-10 2021-03-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 12,727 10,137 391.39 1,275 493.02 0.0288
2021-02-11 2020-12-31 13F ADVANCED DRAIN SYS INC DEL COM 00790R104 2,590 2,590 215 0.0058
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.