Cannae Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Cannae 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, 100 institutions that filed 13F reports for both quarters added to or opened positions in Cannae Holdings, and 82 cut or closed them. Together they sold a net 1.0M shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 404K shares (−4.2%); index fund managers were net sellers of 1.1M shares (−10.0%). 30 opened a new position and 27 sold out entirely.

Bought, Q2 2026 100 institutions, 30 of them new holders Sold, Q2 2026 82 institutions, 27 of them sold out

Net change, all compared −1.0M shares (−2.8%)

Net change, active managers −404K shares (−4.2%), 11 bought, 19 sold

Buyers versus sellers

institutions compared, 225

100 bought 43 82 sold

Active managers and hedge funds 11 bought · 19 sold · −404K

Index fund managers 3 bought · 6 sold · −1.1M

Other institutions 86 bought · 57 sold · +442K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+588K +341.4%	761K	$11M
Citadel Advisors LLC Hedge fund	+279K +291.4%	374K	$5.4M
HRT Financial LP	+241K +302.6%	321K	$4.6M
Goldman Sachs Group Inc	+196K +42.7%	654K	$9.4M
State Of Wisconsin Investment Board	+158K +13.6%	1.3M	$19M
Assenagon Asset Management S.A.	+147K New position	147K	$2.1M
Prelude Capital Management, LLC	+105K +63.5%	271K	$3.9M
Private Management Group Inc	+101K +4.4%	2.4M	$34.6M
PDT Partners, LLC Hedge fund	+97K +549.3%	114K	$1.6M
Caption Management, LLC	+78K +140.1%	134K	$1.9M
State Street Corp Index funds	+68K +5.1%	1.4M	$20.4M
Gabelli Funds LLC Active manager	+57K +29.9%	248K	$3.6M
Ejf Capital LP	+50K +25.0%	250K	$3.6M
Russell Investments Group, Ltd.	+49K +372.9%	63K	$901,860
Quantinno Capital Management LP	+48K +56.8%	132K	$1.9M
Ieq Capital, LLC	+39K New position	39K	$564,163
Y-Intercept (Hong Kong) Ltd	+39K New position	39K	$558,677
Gsa Capital Partners LLP	+38K New position	38K	$549,000
Tudor Investment Corp Et Al Hedge fund	+37K +29.0%	163K	$2.4M
Allstate Corp	+32K New position	32K	$467,741

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+588K +341.4%	761K	$11M
Citadel Advisors LLC Hedge fund	+279K +291.4%	374K	$5.4M
PDT Partners, LLC Hedge fund	+97K +549.3%	114K	$1.6M
Gabelli Funds LLC Active manager	+57K +29.9%	248K	$3.6M
Tudor Investment Corp Et Al Hedge fund	+37K +29.0%	163K	$2.4M
Jain Global LLC Hedge fund	+28K New position	28K	$399,096
Magnetar Financial LLC Hedge fund	+23K New position	23K	$327,657
Engineers Gate Manager LP Hedge fund	+17K +31.4%	73K	$1M
Price T Rowe Associates Inc Active manager	+16K +16.2%	116K	$1.7M
FMR LLC Active manager	+15K +110.7%	29K	$414,190

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Portfolio Management LLC Index funds	−780K −70.5%	327K	$4.7M
Man Group PLC Hedge fund	−484K Sold out	0	—
Millennium Management LLC Hedge fund	−297K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−204K Sold out	0	—
Vanguard Capital Management LLC Index funds	−197K −10.6%	1.7M	$24M
Bank Of America Corp	−165K −65.2%	88K	$1.3M
Blackrock, Inc. Index funds	−153K −3.6%	4.1M	$59.5M
Bulldog Investors, LLP	−145K −48.0%	157K	$2.3M
Cinctive Capital Management LP Hedge fund	−141K Sold out	0	—
Saba Capital Management, L.P. Hedge fund	−133K −7.7%	1.6M	$22.8M
Xtx Topco Ltd	−133K −51.9%	123K	$1.8M
Newtyn Management, LLC	−97K −3.0%	3.2M	$45.6M
Varcov Co.	−93K Sold out	0	—
State Of New Jersey Common Pension Fund D	−87K −52.0%	80K	$1.2M
Deutsche Bank Ag\	−84K −43.5%	110K	$1.6M
Qube Research & Technologies Ltd Hedge fund	−84K Sold out	0	—
First Trust Advisors LP	−71K −85.8%	12K	$168,528
Nuveen, LLC	−55K −10.6%	462K	$6.7M
Thompson Siegel & Walmsley LLC	−53K −5.5%	908K	$13.1M
Aquatic Capital Management LLC	−53K −78.6%	14K	$205,531

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Man Group PLC Hedge fund	−484K Sold out	0	—
Millennium Management LLC Hedge fund	−297K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−204K Sold out	0	—
Cinctive Capital Management LP Hedge fund	−141K Sold out	0	—
Saba Capital Management, L.P. Hedge fund	−133K −7.7%	1.6M	$22.8M
Qube Research & Technologies Ltd Hedge fund	−84K Sold out	0	—
River Road Asset Management, LLC Active manager	−44K −2.3%	1.9M	$27.6M
Carronade Capital Management, LP Hedge fund	−33K −1.0%	3.2M	$46.5M
Los Angeles Capital Management LLC Active manager	−27K −92.5%	2,232	$32,141
Squarepoint Ops LLC Hedge fund	−26K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Assenagon Asset Management S.A.	147K	$2.1M
Ieq Capital, LLC	39K	$564,163
Y-Intercept (Hong Kong) Ltd	39K	$558,677
Gsa Capital Partners LLP	38K	$549,000
Allstate Corp	32K	$467,741
Wealth Enhancement Advisory Services, LLC	32K	$467,537
Jain Global LLCHedge fund	28K	$399,096
Magnetar Financial LLCHedge fund	23K	$327,657
Anchyra Partners LLC	18K	$261,043
Captrust Financial Advisors	17K	$249,742

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Man Group PLCHedge fund	484K	$5.5M
Millennium Management LLCHedge fund	297K	$3.4M
Exoduspoint Capital Management, LPHedge fund	204K	$2.3M
Cinctive Capital Management LPHedge fund	141K	$1.6M
Varcov Co.	93K	$1.1M
Qube Research & Technologies LtdHedge fund	84K	$952,977
Factorial Partners, LLC	49K	$562,553
Fox Run Management, L.L.C.	48K	$530,677
Dynamic Technology Lab Private Ltd	45K	$516,175
Squarepoint Ops LLCHedge fund	26K	$300,589

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 201
Ten largest holders: 60.0%
Index fund managers: 26.7%
Active managers and hedge funds: 25.5%

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	11	19	2	9	−404K	−4.2%
Index fund managers	3	6	0	0	−1.1M	−10.0%
Other institutions	86	57	28	18	+442K	+2.6%

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 Cannae Holdings.

Only managers that filed a holdings report for both quarters are compared (225 here). 7 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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