undamentalytics Newsletter

Cirrus Logic, Inc.: which funds bought and sold

Institutions that bought and sold Cirrus Logic 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, 321 institutions that filed 13F reports for both quarters added to or opened positions in Cirrus Logic, and 208 cut or closed them. Together they added a net 1.6M shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 713K shares (+5.5%); index fund managers were net buyers of 326K shares (+2.0%). 88 opened a new position and 51 sold out entirely.

Bought, Q2 2026 321 institutions, 88 of them new holders Sold, Q2 2026 208 institutions, 51 of them sold out
Net change, all compared +1.6M shares (+3.1%)
Net change, active managers +713K shares (+5.5%), 38 bought, 27 sold

Buyers versus sellers

institutions compared, 615
Active managers and hedge funds 38 bought · 27 sold · +713K
Index fund managers 6 bought · 5 sold · +326K
Other institutions 277 bought · 176 sold · +547K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +567K +338.0% 735K $109M
Blackrock, Inc. Index funds +416K +7.9% 5.7M $841M
Qube Research & Technologies Ltd Hedge fund +341K New position 341K $50.6M
Assenagon Asset Management S.A. +272K +175.2% 428K $63.5M
Invesco Ltd. +237K +34.6% 921K $137M
State Street Corp Index funds +224K +11.5% 2.2M $322M
Woodline Partners LP Hedge fund +219K New position 219K $32.6M
FMR LLC Active manager +186K +29.3% 819K $122M
Los Angeles Capital Management LLC Active manager +172K +180.4% 268K $39.8M
Goldman Sachs Group Inc +166K +65.2% 421K $62.5M
Robeco Institutional Asset Management B.V. +166K +31.7% 689K $102M
Fideuram Asset Management (Ireland) Dac +133K New position 133K $22.3M
Renaissance Technologies LLC Hedge fund +131K +57.9% 358K $53.1M
Ameriprise Financial Inc +131K +153.3% 216K $32.1M
American Century Companies Inc Active manager +121K +58.8% 327K $48.6M
Connor, Clark & Lunn Investment Management Ltd. +117K +516.5% 139K $20.7M
AQR Capital Management LLC Hedge fund +105K +10.3% 1.1M $164M
Fuller & Thaler Asset Management, Inc. +99K +6.1% 1.7M $253M
Acadian Asset Management LLC Active manager +93K +11.2% 928K $138M
Defiance Etfs, LLC +88K +26.6% 421K $61.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −662K −50.4% 652K $96.9M
Mackenzie Financial Corp −661K −76.0% 209K $31.1M
Vanguard Portfolio Management LLC Index funds −360K −9.5% 3.4M $508M
DNB Asset Management As −217K −98.8% 2,644 $392,713
Lazard Asset Management LLC Active manager −178K −71.3% 72K $10.6M
Price T Rowe Associates Inc Active manager −159K −76.3% 49K $7.3M
Caisse De Depot Et Placement Du Quebec −122K −22.7% 414K $61.5M
Squarepoint Ops LLC Hedge fund −103K −53.6% 89K $13.3M
Royce & Associates LP Active manager −99K −19.7% 404K $60M
Jupiter Asset Management Ltd Active manager −95K −75.4% 31K $4.6M
Bank Of America Corp −94K −7.7% 1.1M $168M
Voloridge Investment Management, LLC Hedge fund −78K Sold out 0 —
Cx Institutional −73K −99.2% 622 $92,000
Summit Partners Public Asset Management, LLC −72K −35.9% 128K $19M
Amundi −71K −59.1% 49K $7.3M
LMR Partners LLP Hedge fund −66K −64.5% 36K $5.4M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −63K −15.3% 351K $52.2M
Pacer Advisors, Inc. −59K −14.3% 351K $52.1M
Schroder Investment Management Group Active manager −44K −78.1% 12K $1.8M
Allianz Asset Management Gmbh −42K −4.1% 988K $144M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 341K $50.6M
Woodline Partners LPHedge fund 219K $32.6M
Fideuram Asset Management (Ireland) Dac 133K $22.3M
ING Groep NV 52K $7.7M
Y-Intercept (Hong Kong) Ltd 36K $5.3M
Caprock Group, LLC 21K $3.2M
Janney Montgomery Scott LLC 20K $2.9M
Independent Solutions Wealth Management, LLC 18K $2.7M
Arrowstreet Capital, Limited PartnershipHedge fund 16K $2.4M
Future Fund LLC 14K $2.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Voloridge Investment Management, LLCHedge fund 78K $11.3M
Citadel Advisors LLCHedge fund 41K $5.9M
Skandinaviska Enskilda Banken AB (Publ) 15K $2.2M
Picton Mahoney Asset Management 14K $2.1M
Quantbot Technologies LPHedge fund 14K $2.1M
Exoduspoint Capital Management, LPHedge fund 9,476 $1.4M
Twin Capital Management Inc 9,124 $1.3M
Allstate Corp 7,463 $1.1M
AXA S.A. 6,667 $964,182
Sierra Summit Advisors LLC 6,461 $934,390

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
575
Ten largest holders
43.0%
of 13F-reported shares
Index fund managers
31.6%
of 13F-reported shares
Active managers and hedge funds
25.9%
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 38 27 9 9 +713K +5.5%
Index fund managers 6 5 0 0 +326K +2.0%
Other institutions 277 176 79 42 +547K +2.5%

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.

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