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Bob's Discount Furniture, Inc.: which funds bought and sold

Institutions that bought and sold Bob's Discount Furniture 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, 74 institutions that filed 13F reports for both quarters added to or opened positions in Bob's Discount Furniture, and 45 cut or closed them. Together they added a net 1.7M shares, +1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.4M shares (−14.7%); index fund managers were net buyers of 1.8M shares (+59.5%). 47 opened a new position and 26 sold out entirely.

Bought, Q2 2026 74 institutions, 47 of them new holders Sold, Q2 2026 45 institutions, 26 of them sold out
Net change, all compared +1.7M shares (+1.4%)
Net change, active managers −2.4M shares (−14.7%), 9 bought, 25 sold

Buyers versus sellers

institutions compared, 128
Active managers and hedge funds 9 bought · 25 sold · −2.4M
Index fund managers 9 bought · 0 sold · +1.8M
Other institutions 56 bought · 20 sold · +2.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +2.3M +44.6% 7.5M $118M
Massachusetts Financial Services Co Active manager +1.3M New position 1.3M $20.8M
Blackrock, Inc. Index funds +986K +110.8% 1.9M $29.7M
Chilton Investment Co Inc. +906K New position 906K $14.3M
Western Standard LLC +503K New position 503K $8M
Wasatch Advisors LP Active manager +483K New position 483K $7.6M
Emerald Mutual Fund Advisers Trust +285K +37.3% 1.0M $16.6M
Emerald Advisers, LLC +262K +19.5% 1.6M $25.4M
Geode Capital Management, LLC Index funds +258K +116.2% 480K $7.6M
Portolan Capital Management, LLC +250K New position 250K $4M
UBS Group AG +244K +87.7% 523K $8.3M
Archon Capital Management LLC +232K New position 232K $3.7M
State Street Corp Index funds +225K +319.9% 296K $4.7M
Hood River Capital Management LLC +203K +21.4% 1.2M $18.2M
Lisanti Capital Growth, LLC +201K New position 201K $3.2M
Beaumont Financial Advisors, LLC +187K New position 187K $3M
Barings LLC +180K New position 180K $2.8M
Divisadero Street Capital Management, LP +144K New position 144K $2.3M
Vanguard Portfolio Management LLC Index funds +144K +19.9% 866K $13.7M
Dimension Capital Management LLC +133K New position 133K $2.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund −1.5M −58.3% 1.0M $16.6M
Citadel Advisors LLC Hedge fund −1.2M −99.0% 12K $191,343
Point72 Asset Management, L.P. Hedge fund −677K −57.8% 494K $7.8M
Millennium Management LLC Hedge fund −640K Sold out 0 —
Goldman Sachs Group Inc −570K −81.4% 131K $2.1M
Two Sigma Investments, LP Hedge fund −564K Sold out 0 —
Jane Street Group, LLC −439K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −334K −25.2% 991K $15.7M
Schonfeld Strategic Advisors LLC Hedge fund −277K Sold out 0 —
Hook Mill Capital Partners, LP −276K −26.4% 770K $12.2M
Tabor Asset Management, LP −256K −68.6% 117K $1.9M
Bluecrest Capital Management Ltd Hedge fund −250K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −242K Sold out 0 —
Marshall Wace, LLP Hedge fund −238K Sold out 0 —
Bank Of America Corp −223K −66.6% 112K $1.8M
Morgan Stanley −222K −52.5% 201K $3.2M
Laurion Capital Management LP Hedge fund −150K −33.3% 300K $4.7M
Qube Research & Technologies Ltd Hedge fund −124K Sold out 0 —
Soros Fund Management LLC Hedge fund −120K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −100K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Massachusetts Financial Services CoActive manager 1.3M $20.8M
Chilton Investment Co Inc. 906K $14.3M
Western Standard LLC 503K $8M
Wasatch Advisors LPActive manager 483K $7.6M
Portolan Capital Management, LLC 250K $4M
Archon Capital Management LLC 232K $3.7M
Lisanti Capital Growth, LLC 201K $3.2M
Beaumont Financial Advisors, LLC 187K $3M
Barings LLC 180K $2.8M
Divisadero Street Capital Management, LP 144K $2.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 640K $7.5M
Two Sigma Investments, LPHedge fund 564K $6.6M
Jane Street Group, LLC 439K $5.2M
Schonfeld Strategic Advisors LLCHedge fund 277K $3.2M
Bluecrest Capital Management LtdHedge fund 250K $2.9M
Exoduspoint Capital Management, LPHedge fund 242K $2.8M
Marshall Wace, LLPHedge fund 238K $2.8M
Qube Research & Technologies LtdHedge fund 124K $1.5M
Soros Fund Management LLCHedge fund 120K $1.4M
D. E. Shaw & Co., Inc.Hedge fund 100K $1.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
104
Ten largest holders
88.6%
of 13F-reported shares
Index fund managers
3.8%
of 13F-reported shares
Active managers and hedge funds
11.1%
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 25 7 17 −2.4M −14.7%
Index fund managers 9 0 1 0 +1.8M +59.5%
Other institutions 56 20 39 9 +2.3M +2.2%

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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