undamentalytics Newsletter

Adtran Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Adtran Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 144 institutions that filed 13F reports for both quarters added to or opened positions in Adtran Holdings, and 101 cut or closed them. Together they added a net 6.7M shares, +8.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.2M shares (+17.9%); index fund managers were net buyers of 1.5M shares (+6.8%). 50 opened a new position and 28 sold out entirely.

Bought, Q2 2026 144 institutions, 50 of them new holders Sold, Q2 2026 101 institutions, 28 of them sold out
Net change, all compared +6.7M shares (+8.5%)
Net change, active managers +4.2M shares (+17.9%), 23 bought, 27 sold

Buyers versus sellers

institutions compared, 274
Active managers and hedge funds 23 bought · 27 sold · +4.2M
Index fund managers 8 bought · 2 sold · +1.5M
Other institutions 113 bought · 72 sold · +1.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG +2.7M +1080.3% 2.9M $40.9M
Two Sigma Investments, LP Hedge fund +1.8M +157.8% 2.9M $40.3M
Renaissance Technologies LLC Hedge fund +1.6M +774.2% 1.8M $24.7M
Assenagon Asset Management S.A. +1.4M +300.8% 1.8M $25.5M
Qube Research & Technologies Ltd Hedge fund +1.1M +418.2% 1.4M $19.4M
First Eagle Investment Management, LLC Active manager +1.1M +82.4% 2.5M $34.7M
Jpmorgan Chase & Co +1.1M +72.7% 2.6M $36.1M
Millennium Management LLC Hedge fund +826K +43.6% 2.7M $37.8M
State Street Corp Index funds +732K +31.1% 3.1M $42.9M
Hennessy Advisors Inc +526K New position 526K $7.3M
Counterpoint Mutual Funds LLC +497K +1519.3% 530K $7.4M
Bank Of America Corp +478K +130.2% 845K $11.8M
Boston Partners Active manager +470K +39.8% 1.7M $22.7M
FMR LLC Active manager +396K +64.3% 1.0M $14.1M
Nuveen, LLC +365K +108.9% 700K $9.7M
Vanguard Portfolio Management LLC Index funds +364K +7.6% 5.1M $71.4M
Arrowstreet Capital, Limited Partnership Hedge fund +331K +72.7% 787K $10.9M
Healthcare Of Ontario Pension Plan Trust Fund +330K New position 330K $4.6M
Y-Intercept (Hong Kong) Ltd +318K +610.8% 370K $5.1M
Balyasny Asset Management L.P. Hedge fund +275K New position 275K $3.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Shannon River Fund Management LLC Hedge fund −1.2M Sold out 0 —
SG Americas Securities, LLC −1.1M −82.0% 237K $3.3M
Divisar Capital Management LLC −918K −51.9% 852K $11.8M
William Blair Investment Management, LLC Active manager −891K −44.8% 1.1M $15.3M
Needham Investment Management LLC −779K −63.4% 450K $6.3M
Invesco Ltd. −754K −76.1% 237K $3.3M
Paradigm Capital Management Inc −733K Sold out 0 —
Sei Investments Co −702K −63.5% 403K $5.6M
DNB Asset Management As −504K −16.1% 2.6M $36.4M
Kerrisdale Advisers, LLC −481K −87.2% 71K $980,214
Tieton Capital Management, LLC −465K −44.9% 571K $7.9M
Barclays PLC −449K −48.3% 479K $6.7M
Jacobs Levy Equity Management, Inc Active manager −404K −87.4% 58K $807,117
White Pine Capital LLC −377K −57.5% 279K $3.9M
Citadel Advisors LLC Hedge fund −364K −92.5% 30K $411,704
Westerly Capital Management, LLC −300K −37.5% 500K $7M
Cramer Rosenthal Mcglynn LLC −287K Sold out 0 —
Squarepoint Ops LLC Hedge fund −271K −30.5% 617K $8.6M
Manatuck Hill Partners, LLC −250K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −235K −90.3% 25K $350,850

New positions

largest by value

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
248
Ten largest holders
42.2%
of 13F-reported shares
Index fund managers
27.4%
of 13F-reported shares
Active managers and hedge funds
31.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 27 5 7 +4.2M +17.9%
Index fund managers 8 2 0 0 +1.5M +6.8%
Other institutions 113 72 45 21 +1.0M +3.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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