undamentalytics Newsletter

Cato Corp: which funds bought and sold

Institutions that bought and sold Cato 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, 17 institutions that filed 13F reports for both quarters added to or opened positions in Cato, and 17 cut or closed them. Together they sold a net 219K shares, −3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 71K shares (−5.3%); index fund managers were net buyers of 14K shares (+1.0%). 4 opened a new position and 5 sold out entirely.

Bought, Q2 2026 17 institutions, 4 of them new holders Sold, Q2 2026 17 institutions, 5 of them sold out
Net change, all compared −219K shares (−3.6%)
Net change, active managers −71K shares (−5.3%), 4 bought, 3 sold

Buyers versus sellers

institutions compared, 47
Active managers and hedge funds 4 bought · 3 sold · −71K
Index fund managers 3 bought · 2 sold · +14K
Other institutions 10 bought · 12 sold · −163K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Marquette Asset Management, LLC +103K New position 103K $334,783
Newedge Advisors, LLC +42K New position 42K $137,492
Blackrock, Inc. Index funds +15K +3.8% 406K $1.3M
Renaissance Technologies LLC Hedge fund +14K +2.5% 562K $1.8M
Peapod Lane Capital LLC +12K +1.6% 779K $2.5M
Bridgeway Capital Management, LLC Active manager +9,292 +6.3% 156K $504,763
Vanguard Capital Management LLC Index funds +7,531 +1.1% 712K $2.3M
Acadian Asset Management LLC Active manager +6,034 +25.5% 30K $95,000
Osaic Holdings, Inc. +3,574 New position 3,574 $11,585
Royal Bank Of Canada +1,805 +128.7% 3,208 $10,000
Aristides Capital LLC +1,190 +2.6% 46K $150,074
Squarepoint Ops LLC Hedge fund +758 +1.6% 49K $157,947
Federation Des Caisses Desjardins Du Quebec +586 +38.3% 2,118 $6,854
Vanguard Fiduciary Trust Co Index funds +559 +0.7% 83K $268,606
Barclays PLC +25 +0.7% 3,737 $12,108
Goldman Sachs Group Inc +22 +0.1% 26K $84,120
Caitong International Asset Management Co., Ltd +1 New position 1 $3

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Dimensional Fund Advisors LP −130K −21.7% 469K $1.5M
Two Sigma Investments, LP Hedge fund −70K Sold out 0 —
UBS Group AG −65K −92.5% 5,333 $17,279
Susquehanna International Group, LLP −41K Sold out 0 —
Rbf Capital, LLC −39K −32.2% 83K $268,359
Xtx Topco Ltd −24K Sold out 0 —
Millennium Management LLC Hedge fund −23K −48.0% 25K $80,352
Simplex Trading, LLC −10K −93.6% 701 $2,271
Prelude Capital Management, LLC −10K Sold out 0 —
Citadel Advisors LLC Hedge fund −7,399 −21.5% 27K $87,632
Aldebaran Capital, LLC −6,701 −0.6% 1.2M $3.8M
Northern Trust Corp Index funds −5,956 −15.4% 33K $105,858
State Street Corp Index funds −2,700 −3.8% 69K $223,061
Tower Research Capital LLC (TRC) −1,581 Sold out 0 —
Connor, Clark & Lunn Investment Management Ltd. −259 −1.1% 24K $77,478
BNP Paribas Financial Markets −44 −15.8% 234 $758
Morgan Stanley −1 −0.1% 1,006 $3,262

New positions

largest by value
InstitutionSharesValue June 30, 2026
Marquette Asset Management, LLC 103K $334,783
Newedge Advisors, LLC 42K $137,492
Osaic Holdings, Inc. 3,574 $11,585
Caitong International Asset Management Co., Ltd 1 $3

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Two Sigma Investments, LPHedge fund 70K $197,859
Susquehanna International Group, LLP 41K $115,405
Xtx Topco Ltd 24K $67,804
Prelude Capital Management, LLC 10K $28,741
Tower Research Capital LLC (TRC) 1,581 $4,474

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
42
Ten largest holders
84.3%
of 13F-reported shares
Index fund managers
24.9%
of 13F-reported shares
Active managers and hedge funds
21.4%
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 4 3 0 1 −71K −5.3%
Index fund managers 3 2 0 0 +14K +1.0%
Other institutions 10 12 4 4 −163K −5.0%

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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