Ameresco, Inc.: which funds bought and sold

Institutions that bought and sold Ameresco 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, 95 institutions that filed 13F reports for both quarters added to or opened positions in Ameresco, and 84 cut or closed them. Together they added a net 2.4M shares, +7.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 935K shares (+8.0%); index fund managers were net buyers of 716K shares (+9.5%). 24 opened a new position and 27 sold out entirely.

Bought, Q2 2026 95 institutions, 24 of them new holders Sold, Q2 2026 84 institutions, 27 of them sold out

Net change, all compared +2.4M shares (+7.3%)

Net change, active managers +935K shares (+8.0%), 13 bought, 21 sold

Buyers versus sellers

institutions compared, 206

95 bought 27 84 sold

Active managers and hedge funds 13 bought · 21 sold · +935K

Index fund managers 8 bought · 1 sold · +716K

Other institutions 74 bought · 62 sold · +766K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+1.2M +489.4%	1.5M	$41M
First Eagle Investment Management, LLC Active manager	+943K +169.8%	1.5M	$41.3M
Mackenzie Financial Corp	+371K New position	371K	$10.2M
Jcp Investment Management, LLC	+339K New position	339K	$9.4M
UBS Group AG	+308K +73.6%	726K	$20M
American Century Companies Inc Active manager	+272K +51.7%	798K	$22M
State Street Corp Index funds	+272K +20.4%	1.6M	$44.2M
Legal & General Group PLC	+247K +45.0%	796K	$22M
Blackrock, Inc. Index funds	+195K +7.9%	2.7M	$73.2M
Dimensional Fund Advisors LP	+162K +11.2%	1.6M	$44.2M
Susquehanna International Group, LLP	+159K +560.4%	187K	$5.2M
First Trust Advisors LP	+126K +72.5%	300K	$8.3M
DNB Asset Management As	+123K +13.7%	1.0M	$28.3M
Raiffeisen Bank International AG	+100K New position	100K	$2.7M
Redwood Grove Capital, LLC	+74K +15.8%	544K	$15M
Swedbank AB	+73K +11.3%	718K	$19.8M
Vanguard Capital Management LLC Index funds	+72K +5.3%	1.4M	$39.5M
Geode Capital Management, LLC Index funds	+70K +8.8%	863K	$23.8M
Vanguard Portfolio Management LLC Index funds	+68K +8.1%	914K	$25.2M
Franklin Resources Inc Active manager	+53K +225.6%	77K	$2.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+1.2M +489.4%	1.5M	$41M
First Eagle Investment Management, LLC Active manager	+943K +169.8%	1.5M	$41.3M
American Century Companies Inc Active manager	+272K +51.7%	798K	$22M
Franklin Resources Inc Active manager	+53K +225.6%	77K	$2.1M
Engineers Gate Manager LP Hedge fund	+41K New position	41K	$1.1M
Capital Fund Management S.A. Hedge fund	+29K +84.8%	63K	$1.7M
Segall Bryant & Hamill, LLC Active manager	+14K +11.5%	135K	$3.7M
Winton Group Ltd Hedge fund	+9,439 New position	9,439	$260,516
Price T Rowe Associates Inc Active manager	+7,588 +18.7%	48K	$1.3M
Guinness Asset Management Ltd Active manager	+6,467 +3.5%	193K	$5.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Granahan Investment Management, LLC	−606K −96.3%	24K	$651,967
Royce & Associates LP Active manager	−252K −20.1%	998K	$27.5M
Balyasny Asset Management L.P. Hedge fund	−228K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−211K −56.7%	161K	$4.5M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	−199K −8.9%	2.0M	$56.1M
Wellington Management Group LLP Active manager	−167K −4.7%	3.4M	$93.1M
Empowered Funds, LLC	−162K −71.7%	64K	$1.8M
Citadel Advisors LLC Hedge fund	−148K −69.2%	66K	$1.8M
Goldman Sachs Group Inc	−135K −52.0%	125K	$3.4M
Marshall Wace, LLP Hedge fund	−87K Sold out	0	—
Panagora Asset Management Inc Active manager	−86K −69.1%	39K	$1.1M
Royal Bank Of Canada	−85K −16.9%	419K	$11.6M
Tudor Investment Corp Et Al Hedge fund	−73K −33.7%	143K	$3.9M
Penn Capital Management Company, LLC Active manager	−72K −88.7%	9,146	$252,430
Jane Street Group, LLC	−72K Sold out	0	—
Harbor Capital Advisors, Inc.	−57K Sold out	0	—
Erste Asset Management Gmbh	−55K −37.7%	91K	$2.4M
Qube Research & Technologies Ltd Hedge fund	−54K −49.8%	54K	$1.5M
BNP Paribas Financial Markets	−51K −33.4%	101K	$2.8M
Gsa Capital Partners LLP	−36K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Royce & Associates LP Active manager	−252K −20.1%	998K	$27.5M
Balyasny Asset Management L.P. Hedge fund	−228K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−211K −56.7%	161K	$4.5M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	−199K −8.9%	2.0M	$56.1M
Wellington Management Group LLP Active manager	−167K −4.7%	3.4M	$93.1M
Citadel Advisors LLC Hedge fund	−148K −69.2%	66K	$1.8M
Marshall Wace, LLP Hedge fund	−87K Sold out	0	—
Panagora Asset Management Inc Active manager	−86K −69.1%	39K	$1.1M
Tudor Investment Corp Et Al Hedge fund	−73K −33.7%	143K	$3.9M
Penn Capital Management Company, LLC Active manager	−72K −88.7%	9,146	$252,430

New positions

largest by value

Institution	Shares	Value June 30, 2026
Mackenzie Financial Corp	371K	$10.2M
Jcp Investment Management, LLC	339K	$9.4M
Raiffeisen Bank International AG	100K	$2.7M
Engineers Gate Manager LPHedge fund	41K	$1.1M
Fideuram Asset Management (Ireland) Dac	30K	$797,076
Hartree Partners, LP	25K	$690,000
Aquatic Capital Management LLC	22K	$600,521
Imc-Chicago, LLC	15K	$415,325
LPL Financial LLC	11K	$294,934
Winton Group LtdHedge fund	9,439	$260,516

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Balyasny Asset Management L.P.Hedge fund	228K	$5.8M
Marshall Wace, LLPHedge fund	87K	$2.2M
Jane Street Group, LLC	72K	$1.8M
Harbor Capital Advisors, Inc.	57K	$1.4M
Gsa Capital Partners LLP	36K	$909,000
Moody National Bank Trust Division	35K	$904,256
Steelpeak Wealth, LLC	30K	$760,308
Two Sigma Investments, LPHedge fund	27K	$684,752
Squarepoint Ops LLCHedge fund	17K	$443,853
Atria Investments, Inc	14K	$350,778

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 183
Ten largest holders: 50.6%
Index fund managers: 23.3%
Active managers and hedge funds: 35.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	13	21	2	6	+935K	+8.0%
Index fund managers	8	1	0	0	+716K	+9.5%
Other institutions	74	62	22	21	+766K	+5.6%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ameresco.

Only managers that filed a holdings report for both quarters are compared (206 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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