Bluelinx Holdings Inc.: which funds bought and sold

Institutions that bought and sold Bluelinx 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, 93 institutions that filed 13F reports for both quarters added to or opened positions in Bluelinx, and 65 cut or closed them. Together they sold a net 175K shares, −2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 383K shares (+30.6%); index fund managers were net buyers of 11K shares (+0.5%). 34 opened a new position and 18 sold out entirely.

Bought, Q2 2026 93 institutions, 34 of them new holders Sold, Q2 2026 65 institutions, 18 of them sold out

Net change, all compared −175K shares (−2.3%)

Net change, active managers +383K shares (+30.6%), 29 bought, 10 sold

Buyers versus sellers

institutions compared, 173

93 bought 15 65 sold

Active managers and hedge funds 29 bought · 10 sold · +383K

Index fund managers 3 bought · 6 sold · +11K

Other institutions 61 bought · 49 sold · −568K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+95K +596.6%	111K	$6.8M
Essex Investment Management Co LLC	+87K New position	87K	$5.4M
Blackrock, Inc. Index funds	+76K +8.8%	935K	$57.8M
Qube Research & Technologies Ltd Hedge fund	+52K New position	52K	$3.2M
Jacobs Levy Equity Management, Inc Active manager	+44K +34.7%	170K	$10.5M
Walleye Capital LLC Hedge fund	+42K New position	42K	$2.6M
Nuveen, LLC	+40K +170.9%	63K	$3.9M
Castleknight Management LP Hedge fund	+35K New position	35K	$2.1M
D. E. Shaw & Co., Inc. Hedge fund	+28K New position	28K	$1.7M
Goldman Sachs Group Inc	+27K +42.5%	92K	$5.7M
Gendell Jeffrey L	+25K +3.4%	764K	$47.3M
Bank Of America Corp	+24K +61.8%	62K	$3.8M
UBS Group AG	+24K +219.5%	34K	$2.1M
Man Group PLC Hedge fund	+23K New position	23K	$1.4M
Vanguard Portfolio Management LLC Index funds	+22K +35.2%	83K	$5.1M
SG Americas Securities, LLC	+21K +136.8%	37K	$2.3M
Citadel Advisors LLC Hedge fund	+18K +67.1%	46K	$2.8M
Franklin Resources Inc Active manager	+18K New position	18K	$1.1M
Meros Investment Management, LP	+17K +24.1%	87K	$5.4M
Two Sigma Investments, LP Hedge fund	+16K +18.0%	104K	$6.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+95K +596.6%	111K	$6.8M
Qube Research & Technologies Ltd Hedge fund	+52K New position	52K	$3.2M
Jacobs Levy Equity Management, Inc Active manager	+44K +34.7%	170K	$10.5M
Walleye Capital LLC Hedge fund	+42K New position	42K	$2.6M
Castleknight Management LP Hedge fund	+35K New position	35K	$2.1M
D. E. Shaw & Co., Inc. Hedge fund	+28K New position	28K	$1.7M
Man Group PLC Hedge fund	+23K New position	23K	$1.4M
Citadel Advisors LLC Hedge fund	+18K +67.1%	46K	$2.8M
Franklin Resources Inc Active manager	+18K New position	18K	$1.1M
Two Sigma Investments, LP Hedge fund	+16K +18.0%	104K	$6.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Medina Value Partners, LLC	−169K Sold out	0	—
Towle & Co	−105K Sold out	0	—
Ameriprise Financial Inc	−97K −81.1%	23K	$1.4M
Heartland Advisors Inc	−92K Sold out	0	—
Polar Asset Management Partners Inc.	−83K Sold out	0	—
Empowered Funds, LLC	−71K −64.5%	39K	$2.4M
Dimensional Fund Advisors LP	−67K −13.0%	446K	$27.6M
Jane Street Group, LLC	−62K −70.6%	26K	$1.6M
Charles Schwab Investment Management Inc Index funds	−61K −21.8%	220K	$13.6M
Sei Investments Co	−45K −75.0%	15K	$923,018
LSV Asset Management Active manager	−41K −89.5%	4,800	$297,000
De Lisle Partners LLP	−38K −79.4%	9,873	$610,102
HRT Financial LP	−37K Sold out	0	—
Mutual Advisors, LLC	−24K Sold out	0	—
Massachusetts Financial Services Co Active manager	−17K −79.1%	4,485	$277,532
State Street Corp Index funds	−17K −8.7%	177K	$10.9M
Vanguard Capital Management LLC Index funds	−16K −4.6%	333K	$20.6M
Swiss National Bank	−15K Sold out	0	—
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−14K −96.3%	519	$32,116
Engineers Gate Manager LP Hedge fund	−11K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	−41K −89.5%	4,800	$297,000
Massachusetts Financial Services Co Active manager	−17K −79.1%	4,485	$277,532
Engineers Gate Manager LP Hedge fund	−11K Sold out	0	—
River Road Asset Management, LLC Active manager	−11K −4.5%	233K	$14.4M
American Century Companies Inc Active manager	−7,784 −4.3%	172K	$10.7M
Renaissance Technologies LLC Hedge fund	−3,100 −8.5%	34K	$2.1M
Quantbot Technologies LP Hedge fund	−1,899 −51.9%	1,757	$108,723
Millennium Management LLC Hedge fund	−459 −3.1%	15K	$901,777
Alliancebernstein L.P. Active manager	−400 −5.4%	7,030	$380,885
Balyasny Asset Management L.P. Hedge fund	−97 −1.0%	9,656	$597,513

New positions

largest by value

Institution	Shares	Value June 30, 2026
Essex Investment Management Co LLC	87K	$5.4M
Qube Research & Technologies LtdHedge fund	52K	$3.2M
Walleye Capital LLCHedge fund	42K	$2.6M
Castleknight Management LPHedge fund	35K	$2.1M
D. E. Shaw & Co., Inc.Hedge fund	28K	$1.7M
Man Group PLCHedge fund	23K	$1.4M
Franklin Resources IncActive manager	18K	$1.1M
Jefferies Financial Group Inc.	14K	$888,597
Centerbook Partners LPHedge fund	12K	$729,008
Quadrature Capital LtdHedge fund	11K	$687,177

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Medina Value Partners, LLC	169K	$9.1M
Towle & Co	105K	$5.7M
Heartland Advisors Inc	92K	$5M
Polar Asset Management Partners Inc.	83K	$4.5M
HRT Financial LP	37K	$2M
Mutual Advisors, LLC	24K	$1.3M
Swiss National Bank	15K	$834,372
Engineers Gate Manager LPHedge fund	11K	$607,791
Round Rock Advisors LLC	10K	$542,721
Drw Securities, LLC	3,881	$210,272

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 157
Ten largest holders: 56.3%
Index fund managers: 28.3%
Active managers and hedge funds: 22.3%

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	29	10	16	1	+383K	+30.6%
Index fund managers	3	6	0	0	+11K	+0.5%
Other institutions	61	49	18	17	−568K	−13.5%

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 Bluelinx.

Only managers that filed a holdings report for both quarters are compared (173 here). 6 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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