undamentalytics Newsletter

An2 Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold An2 Therapeutics 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, 43 institutions that filed 13F reports for both quarters added to or opened positions in An2 Therapeutics, and 28 cut or closed them. Together they added a net 2.7M shares, +12.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.4M shares (+18.3%); index fund managers were net buyers of 2.7M shares (+140.2%). 28 opened a new position and 14 sold out entirely.

Bought, Q2 2026 43 institutions, 28 of them new holders Sold, Q2 2026 28 institutions, 14 of them sold out
Net change, all compared +2.7M shares (+12.3%)
Net change, active managers +1.4M shares (+18.3%), 9 bought, 7 sold

Buyers versus sellers

institutions compared, 80
Active managers and hedge funds 9 bought · 7 sold · +1.4M
Index fund managers 9 bought · 0 sold · +2.7M
Other institutions 25 bought · 21 sold · −1.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.3M +422.5% 1.7M $8.1M
Citadel Advisors LLC Hedge fund +797K +513.2% 952K $4.6M
Commodore Capital LP Hedge fund +600K +25.7% 2.9M $14.2M
Summittx Capital, L.P. +597K New position 597K $2.9M
Balyasny Asset Management L.P. Hedge fund +556K New position 556K $2.7M
Geode Capital Management, LLC Index funds +411K +143.5% 698K $3.4M
Vanguard Capital Management LLC Index funds +228K +22.5% 1.2M $6M
State Street Corp Index funds +196K +170.5% 312K $1.5M
Vanguard Portfolio Management LLC Index funds +180K New position 180K $869,235
Northern Trust Corp Index funds +172K +397.5% 215K $1M
Millennium Management LLC Hedge fund +96K +4.3% 2.3M $11.2M
Goldman Sachs Group Inc +88K New position 88K $425,596
Dimensional Fund Advisors LP +76K New position 76K $368,058
Walleye Capital LLC Hedge fund +72K New position 72K $349,153
Bank Of New York Mellon Corp +68K New position 68K $327,552
Charles Schwab Investment Management Inc Index funds +64K New position 64K $310,825
Vanguard Fiduciary Trust Co Index funds +59K +43.0% 197K $953,093
ADAR1 Capital Management, LLC Hedge fund +45K +324.3% 59K $284,631
Velan Capital Investment Management LP +40K New position 40K $193,600
Nuveen, LLC +35K New position 35K $171,012

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Woodline Partners LP Hedge fund −534K −53.7% 460K $2.2M
Bank Of Nova Scotia −459K Sold out 0 —
Jane Street Group, LLC −304K Sold out 0 —
Bank Of Montreal −260K Sold out 0 —
Bank Of America Corp −248K −63.0% 146K $705,686
Cantor Fitzgerald, L. P. −200K Sold out 0 —
Morgan Stanley −185K −78.9% 49K $238,995
Stonepine Capital Management, LLC −162K −22.7% 552K $2.7M
Ameriprise Financial Inc −159K −22.9% 537K $2.6M
Landscape Capital Management, L.L.C. −131K −43.8% 167K $810,438
Sio Capital Management, LLC −127K −19.4% 530K $2.6M
Centiva Capital, LP Hedge fund −75K Sold out 0 —
Renaissance Technologies LLC Hedge fund −69K −34.8% 130K $627,748
Peapod Lane Capital LLC −60K Sold out 0 —
Prosight Management, LP −41K −8.0% 475K $2.3M
Persistent Asset Partners Ltd −38K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −35K Sold out 0 —
HRT Financial LP −33K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −24K Sold out 0 —
Xtx Topco Ltd −22K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Summittx Capital, L.P. 597K $2.9M
Balyasny Asset Management L.P.Hedge fund 556K $2.7M
Vanguard Portfolio Management LLCIndex funds 180K $869,235
Goldman Sachs Group Inc 88K $425,596
Dimensional Fund Advisors LP 76K $368,058
Walleye Capital LLCHedge fund 72K $349,153
Bank Of New York Mellon Corp 68K $327,552
Charles Schwab Investment Management IncIndex funds 64K $310,825
Velan Capital Investment Management LP 40K $193,600
Nuveen, LLC 35K $171,012

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Bank Of Nova Scotia 459K $1.6M
Jane Street Group, LLC 304K $1M
Bank Of Montreal 260K $889,634
Cantor Fitzgerald, L. P. 200K $684,000
Centiva Capital, LPHedge fund 75K $256,500
Peapod Lane Capital LLC 60K $206,903
Persistent Asset Partners Ltd 38K $130,490
Hudson Bay Capital Management LPHedge fund 35K $118,349
HRT Financial LP 33K $112,000
Qube Research & Technologies LtdHedge fund 24K $82,655

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
66
Ten largest holders
69.7%
of 13F-reported shares
Index fund managers
18.7%
of 13F-reported shares
Active managers and hedge funds
37.9%
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 9 7 5 4 +1.4M +18.3%
Index fund managers 9 0 3 0 +2.7M +140.2%
Other institutions 25 21 20 10 −1.4M −11.8%

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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