undamentalytics Newsletter

CSW Industrials, Inc.: which funds bought and sold

Institutions that bought and sold CSW Industrials 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, 157 institutions that filed 13F reports for both quarters added to or opened positions in CSW Industrials, and 158 cut or closed them. Together they sold a net 408K shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 366K shares (−8.2%); index fund managers were net buyers of 132K shares (+2.4%). 37 opened a new position and 27 sold out entirely.

Bought, Q2 2026 157 institutions, 37 of them new holders Sold, Q2 2026 158 institutions, 27 of them sold out
Net change, all compared −408K shares (−2.5%)
Net change, active managers −366K shares (−8.2%), 20 bought, 22 sold

Buyers versus sellers

institutions compared, 376
Active managers and hedge funds 20 bought · 22 sold · −366K
Index fund managers 7 bought · 4 sold · +132K
Other institutions 130 bought · 132 sold · −174K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
CI Investments Inc. +155K +343.1% 200K $55.8M
Blackrock, Inc. Index funds +76K +3.2% 2.5M $686M
Metlife Investment Management, LLC +75K +862.3% 84K $23.3M
Select Equity Group, L.P. Active manager +58K +51.3% 172K $47.8M
Jane Street Group, LLC +50K New position 50K $13.9M
Congress Asset Management Co Active manager +48K +19.1% 301K $83.6M
State Street Corp Index funds +34K +5.3% 675K $188M
Capital World Investors Active manager +30K +4.3% 747K $208M
Geode Capital Management, LLC Index funds +22K +5.8% 412K $115M
Hightower Advisors, LLC +19K +1431.5% 21K $5.8M
Gw&K Investment Management, LLC +19K +10.8% 192K $53.4M
Tidal Investments LLC +13K +30.9% 56K $15.7M
Sei Investments Co +13K +15.5% 94K $26.2M
Mawer Investment Management Ltd. Active manager +12K +62.6% 31K $8.6M
Rockefeller Capital Management L.P. +12K +23.7% 60K $16.7M
Roubaix Capital, LLC +11K New position 11K $3.1M
Dimensional Fund Advisors LP +11K +3.5% 317K $88.3M
Mirae Asset Global Etfs Holdings Ltd. +10K +8.1% 141K $39.1M
Xtx Topco Ltd +9,947 +713.6% 11K $3.2M
Van Berkom & Associates Inc. +8,589 New position 8,589 $2.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wasatch Advisors LP Active manager −181K −20.7% 693K $193M
First Trust Advisors LP −171K −39.1% 266K $74.1M
Vaughan Nelson Investment Management, L.P. Active manager −142K Sold out 0 —
Invesco Ltd. −131K −76.2% 41K $11.3M
Conestoga Capital Advisors, LLC −107K −18.4% 472K $131M
UBS Group AG −56K −49.4% 57K $16M
Riverbridge Partners LLC Active manager −42K −36.5% 73K $20.4M
T. Rowe Price Investment Management, Inc. Active manager −29K −11.0% 234K $65.1M
Kayne Anderson Rudnick Investment Management LLC Active manager −27K −7.2% 348K $96.9M
Capital International Investors Active manager −25K −13.3% 165K $45.8M
Champlain Investment Partners, LLC Active manager −24K −14.9% 139K $38.5M
Price T Rowe Associates Inc Active manager −22K −15.8% 119K $33M
WCM Investment Management, LLC Active manager −22K Sold out 0 —
Morgan Stanley −22K −3.7% 574K $160M
Natixis Advisors, LLC −22K −27.6% 57K $15.8M
Geneva Capital Management LLC Active manager −14K −21.2% 53K $14.7M
Public Employees Retirement System Of Ohio −13K −99.2% 105 $29,222
Bank Of America Corp −13K −10.6% 107K $29.8M
Raymond James Financial Inc −12K −10.4% 107K $29.9M
Millennium Management LLC Hedge fund −9,843 −65.1% 5,277 $1.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jane Street Group, LLC 50K $13.9M
Roubaix Capital, LLC 11K $3.1M
Van Berkom & Associates Inc. 8,589 $2.4M
Holocene Advisors, LPHedge fund 7,070 $2M
Walleye Capital LLCHedge fund 4,935 $1.4M
Quantbot Technologies LPHedge fund 4,278 $1.2M
Magnetar Financial LLCHedge fund 4,252 $1.2M
Artesa Financial Group, LLC 4,231 $1.2M
Natixis 4,000 $1.1M
Aquatic Capital Management LLC 3,825 $1.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Vaughan Nelson Investment Management, L.P.Active manager 142K $37M
WCM Investment Management, LLCActive manager 22K $5.7M
Vest Financial, LLC 5,171 $1.3M
Avior Wealth Management, LLC 2,502 $651,971
K.J. Harrison & Partners Inc 2,400 $625,392
Franklin Resources IncActive manager 1,318 $343,445
Saturna Capital Corp 1,313 $342,142
Inceptionr LLC 1,153 $300,449
Farringdon Capital, Ltd. 1,152 $300,188
Marshall Wace, LLPHedge fund 1,120 $291,850

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
353
Ten largest holders
49.0%
of 13F-reported shares
Index fund managers
35.0%
of 13F-reported shares
Active managers and hedge funds
25.2%
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 20 22 8 4 −366K −8.2%
Index fund managers 7 4 0 0 +132K +2.4%
Other institutions 130 132 29 23 −174K −2.7%

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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