Barnes & Noble Education, Inc.: which funds bought and sold

Institutions that bought and sold Barnes & Noble Education 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, 62 institutions that filed 13F reports for both quarters added to or opened positions in Barnes & Noble Education, and 38 cut or closed them. Together they added a net 1.9M shares, +7.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 761K shares (+88.0%); index fund managers were net buyers of 184K shares (+5.9%). 30 opened a new position and 9 sold out entirely.

Bought, Q2 2026 62 institutions, 30 of them new holders Sold, Q2 2026 38 institutions, 9 of them sold out

Net change, all compared +1.9M shares (+7.7%)

Net change, active managers +761K shares (+88.0%), 13 bought, 8 sold

Buyers versus sellers

institutions compared, 119

62 bought 19 38 sold

Active managers and hedge funds 13 bought · 8 sold · +761K

Index fund managers 7 bought · 2 sold · +184K

Other institutions 42 bought · 28 sold · +949K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ballast Asset Management, LP	+300K New position	300K	$3.8M
Jpmorgan Chase & Co	+299K +1652.5%	317K	$4.3M
American Century Companies Inc Active manager	+226K +517.1%	270K	$3.4M
Jane Street Group, LLC	+220K +993.3%	242K	$3M
Gsa Capital Partners LLP	+164K New position	164K	$2.1M
Marshall Wace, LLP Hedge fund	+158K New position	158K	$2M
Healthcare Of Ontario Pension Plan Trust Fund	+142K New position	142K	$1.8M
D. E. Shaw & Co., Inc. Hedge fund	+123K +275.9%	168K	$2.1M
AQR Capital Management LLC Hedge fund	+105K +742.9%	119K	$1.5M
Sei Investments Co	+90K +779.9%	101K	$1.3M
Blackrock, Inc. Index funds	+90K +8.2%	1.2M	$14.8M
Squarepoint Ops LLC Hedge fund	+63K New position	63K	$785,100
Geode Capital Management, LLC Index funds	+60K +13.9%	496K	$6.2M
Verdence Capital Advisors LLC	+56K New position	56K	$707,015
State Street Corp Index funds	+49K +15.6%	367K	$4.6M
Dynamic Technology Lab Private Ltd	+47K New position	47K	$589,000
Diametric Capital, LP	+44K +279.6%	60K	$751,113
Walleye Capital LLC Hedge fund	+41K New position	41K	$517,271
Point72 Asset Management, L.P. Hedge fund	+37K New position	37K	$460,914
Trexquant Investment LP Hedge fund	+32K New position	32K	$399,936

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+226K +517.1%	270K	$3.4M
Marshall Wace, LLP Hedge fund	+158K New position	158K	$2M
D. E. Shaw & Co., Inc. Hedge fund	+123K +275.9%	168K	$2.1M
AQR Capital Management LLC Hedge fund	+105K +742.9%	119K	$1.5M
Squarepoint Ops LLC Hedge fund	+63K New position	63K	$785,100
Walleye Capital LLC Hedge fund	+41K New position	41K	$517,271
Point72 Asset Management, L.P. Hedge fund	+37K New position	37K	$460,914
Trexquant Investment LP Hedge fund	+32K New position	32K	$399,936
Centiva Capital, LP Hedge fund	+22K New position	22K	$280,603
Brevan Howard Capital Management LP Hedge fund	+15K New position	15K	$186,428

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	−215K −40.6%	315K	$4M
Vanguard Capital Management LLC Index funds	−60K −7.0%	805K	$10.1M
HRT Financial LP	−58K −60.9%	37K	$465,000
Kanen Wealth Management LLC	−45K −1.3%	3.4M	$42.9M
Windward Management LP	−43K −2.5%	1.7M	$20.8M
Sig Brokerage, LP	−35K Sold out	0	—
BNP Paribas Financial Markets	−33K −14.7%	193K	$2.4M
UBS Group AG	−33K −33.3%	67K	$836,496
Dcf Advisers, LLC	−33K −16.5%	164K	$2.1M
683 Capital Management, LLC Hedge fund	−31K −8.1%	349K	$4.4M
Engineers Gate Manager LP Hedge fund	−21K Sold out	0	—
Imc-Chicago, LLC	−20K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−18K Sold out	0	—
Bank Of America Corp	−17K −4.8%	339K	$4.3M
Renaissance Technologies LLC Hedge fund	−15K Sold out	0	—
Invesco Ltd.	−9,672 −14.9%	55K	$692,207
New York State Common Retirement Fund	−7,500 −88.2%	1,000	$12,560
Cetera Investment Advisers	−6,566 −34.2%	13K	$158,419
Voleon Capital Management LP Hedge fund	−5,831 −6.3%	86K	$1.1M
Group One Trading LLC	−4,021 −26.6%	11K	$139,554

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
683 Capital Management, LLC Hedge fund	−31K −8.1%	349K	$4.4M
Engineers Gate Manager LP Hedge fund	−21K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−18K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−15K Sold out	0	—
Voleon Capital Management LP Hedge fund	−5,831 −6.3%	86K	$1.1M
Citadel Advisors LLC Hedge fund	−3,499 −9.2%	35K	$435,141
Copeland Capital Management, LLC Active manager	−264 −3.2%	8,017	$100,693
FMR LLC Active manager	−82 −2.6%	3,081	$38,697

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ballast Asset Management, LP	300K	$3.8M
Gsa Capital Partners LLP	164K	$2.1M
Marshall Wace, LLPHedge fund	158K	$2M
Healthcare Of Ontario Pension Plan Trust Fund	142K	$1.8M
Squarepoint Ops LLCHedge fund	63K	$785,100
Verdence Capital Advisors LLC	56K	$707,015
Dynamic Technology Lab Private Ltd	47K	$589,000
Walleye Capital LLCHedge fund	41K	$517,271
Point72 Asset Management, L.P.Hedge fund	37K	$460,914
Trexquant Investment LPHedge fund	32K	$399,936

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Sig Brokerage, LP	35K	$305,562
Engineers Gate Manager LPHedge fund	21K	$186,313
Imc-Chicago, LLC	20K	$174,304
Exoduspoint Capital Management, LPHedge fund	18K	$159,655
Renaissance Technologies LLCHedge fund	15K	$135,982
Aquatic Capital Management LLC	665	$5,872
Quadrant Capital Group LLC	297	$2,623
Steward Partners Investment Advisory, LLC	50	$442
Mai Capital Management	5	$45

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 111
Ten largest holders: 80.5%
Index fund managers: 12.5%
Active managers and hedge funds: 6.1%

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	8	9	3	+761K	+88.0%
Index fund managers	7	2	0	0	+184K	+5.9%
Other institutions	42	28	21	6	+949K	+4.6%

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 Barnes & Noble Education.

Only managers that filed a holdings report for both quarters are compared (119 here). 2 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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