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Bigbear.ai Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Bigbear.ai 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, 174 institutions that filed 13F reports for both quarters added to or opened positions in Bigbear.ai Holdings, and 139 cut or closed them. Together they added a net 2.9M shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.7M shares (−23.7%); index fund managers were net buyers of 12.4M shares (+12.8%). 47 opened a new position and 50 sold out entirely.

Bought, Q2 2026 174 institutions, 47 of them new holders Sold, Q2 2026 139 institutions, 50 of them sold out
Net change, all compared +2.9M shares (+1.6%)
Net change, active managers −3.7M shares (−23.7%), 18 bought, 12 sold

Buyers versus sellers

institutions compared, 362
Active managers and hedge funds 18 bought · 12 sold · −3.7M
Index fund managers 11 bought · 0 sold · +12.4M
Other institutions 145 bought · 127 sold · −5.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +4.6M +12.8% 40.6M $149M
Vanguard Capital Management LLC Index funds +1.9M +10.1% 21.2M $77.8M
Geode Capital Management, LLC Index funds +1.8M +17.0% 12.4M $45.5M
State Street Corp Index funds +1.7M +16.0% 12.2M $44.7M
National Bank Of Canada +1.1M +110.6% 2.1M $7.9M
Vanguard Portfolio Management LLC Index funds +821K +8.2% 10.8M $39.5M
Imc-Chicago, LLC +726K +160.5% 1.2M $4.3M
Occudo Quantitative Strategies LP +630K New position 630K $2.3M
Northern Trust Corp Index funds +623K +16.8% 4.3M $15.9M
Cantor Fitzgerald, L. P. +580K +123.1% 1.1M $3.9M
Captrust Financial Advisors +570K +29.2% 2.5M $9.3M
Morgan Stanley +523K +27.9% 2.4M $8.8M
Schonfeld Strategic Advisors LLC Hedge fund +472K New position 472K $1.7M
Charles Schwab Investment Management Inc Index funds +416K +11.5% 4.0M $14.8M
Headlands Technologies LLC +399K +351.8% 512K $1.9M
Clear Street Group Inc. +390K +97.2% 791K $2.9M
Vanguard Fiduciary Trust Co Index funds +374K +13.0% 3.2M $11.9M
Elevatus Welath Management +373K New position 373K $1.4M
Winton Group Ltd Hedge fund +371K New position 371K $1.4M
Jane Street Group, LLC +364K +256.7% 505K $1.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marex Group Ltd −5.1M −96.2% 201K $738,438
Tudor Investment Corp Et Al Hedge fund −2.4M Sold out 0 —
Citadel Advisors LLC Hedge fund −1.9M −26.5% 5.4M $19.7M
Canada Pension Plan Investment Board −1.4M Sold out 0 —
Van Eck Associates Corp −1.3M −13.8% 8.2M $30M
HRT Financial LP −1.2M Sold out 0 —
Vident Advisory, LLC −1.1M Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −830K Sold out 0 —
Fiduciary Alliance LLC −679K Sold out 0 —
Mercer Global Advisors Inc −515K Sold out 0 —
Mirae Asset Global Etfs Holdings Ltd. −499K −8.0% 5.8M $21.2M
Two Sigma Investments, LP Hedge fund −485K −68.6% 222K $813,320
UBS Group AG −469K −4.6% 9.7M $35.6M
Simplex Trading, LLC −440K Sold out 0 —
Goldman Sachs Group Inc −380K −9.8% 3.5M $12.9M
Jpmorgan Chase & Co −342K −26.3% 959K $3.5M
Xtx Topco Ltd −276K Sold out 0 —
First Trust Advisors LP −252K −10.4% 2.2M $8M
Scientech Research LLC −212K Sold out 0 —
Barclays PLC −162K −64.1% 91K $332,909

New positions

largest by value
InstitutionSharesValue June 30, 2026
Occudo Quantitative Strategies LP 630K $2.3M
Schonfeld Strategic Advisors LLCHedge fund 472K $1.7M
Elevatus Welath Management 373K $1.4M
Winton Group LtdHedge fund 371K $1.4M
Group One Trading LLC 326K $1.2M
State Of New Jersey Common Pension Fund D 275K $1M
Algert Global LLCHedge fund 174K $640,121
American Century Companies IncActive manager 125K $457,003
Walleye Capital LLCHedge fund 75K $275,026
Focus Partners Wealth 73K $269,287

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Tudor Investment Corp Et AlHedge fund 2.4M $8.6M
Canada Pension Plan Investment Board 1.4M $5M
HRT Financial LP 1.2M $4.1M
Vident Advisory, LLC 1.1M $3.9M
Point72 Asset Management, L.P.Hedge fund 830K $2.9M
Fiduciary Alliance LLC 679K $2.6M
Mercer Global Advisors Inc 515K $1.8M
Simplex Trading, LLC 440K $1.6M
Xtx Topco Ltd 276K $970,946
Scientech Research LLC 212K $746,272

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
321
Ten largest holders
69.4%
of 13F-reported shares
Index fund managers
58.2%
of 13F-reported shares
Active managers and hedge funds
6.3%
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 18 12 6 2 −3.7M −23.7%
Index fund managers 11 0 0 0 +12.4M +12.8%
Other institutions 145 127 41 48 −5.8M −8.1%

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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