Custom Truck One Source, Inc.: which funds bought and sold

Institutions that bought and sold Custom Truck One Source 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, 109 institutions that filed 13F reports for both quarters added to or opened positions in Custom Truck One Source, and 77 cut or closed them. Together they added a net 4.3M shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.7M shares (+13.2%); index fund managers were net buyers of 1.3M shares (+10.7%). 33 opened a new position and 20 sold out entirely.

Bought, Q2 2026 109 institutions, 33 of them new holders Sold, Q2 2026 77 institutions, 20 of them sold out

Net change, all compared +4.3M shares (+2.0%)

Net change, active managers +1.7M shares (+13.2%), 19 bought, 18 sold

Buyers versus sellers

institutions compared, 203

109 bought 17 77 sold

Active managers and hedge funds 19 bought · 18 sold · +1.7M

Index fund managers 8 bought · 1 sold · +1.3M

Other institutions 82 bought · 58 sold · +1.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	+1.4M +264.1%	1.9M	$22.2M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.1M +108.4%	2.2M	$26M
Algert Global LLC Hedge fund	+978K +499.8%	1.2M	$13.9M
First Eagle Investment Management, LLC Active manager	+958K +125.1%	1.7M	$20.4M
Jpmorgan Chase & Co	+817K +106.1%	1.6M	$19M
Dimensional Fund Advisors LP	+570K +10.2%	6.2M	$72.9M
Mirae Asset Global Etfs Holdings Ltd.	+482K +8.5%	6.2M	$72.7M
Walleye Capital LLC Hedge fund	+463K New position	463K	$5.5M
Vanguard Portfolio Management LLC Index funds	+447K +88.2%	955K	$11.3M
D. E. Shaw & Co., Inc. Hedge fund	+441K +241.2%	624K	$7.4M
Morgan Stanley	+361K +40.2%	1.3M	$14.9M
Blackrock, Inc. Index funds	+321K +7.5%	4.6M	$54M
Mackenzie Financial Corp	+297K +50.4%	886K	$10.5M
Federated Hermes, Inc. Active manager	+296K New position	296K	$3.5M
Geode Capital Management, LLC Index funds	+257K +17.5%	1.7M	$20.4M
Y.D. More Investments Ltd	+255K New position	255K	$3M
First Trust Advisors LP	+210K +16.1%	1.5M	$17.8M
Occudo Quantitative Strategies LP	+201K New position	201K	$2.4M
BNP Paribas Financial Markets	+176K +121.7%	321K	$3.8M
Voleon Capital Management LP Hedge fund	+122K +55.4%	342K	$4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+1.1M +108.4%	2.2M	$26M
Algert Global LLC Hedge fund	+978K +499.8%	1.2M	$13.9M
First Eagle Investment Management, LLC Active manager	+958K +125.1%	1.7M	$20.4M
Walleye Capital LLC Hedge fund	+463K New position	463K	$5.5M
D. E. Shaw & Co., Inc. Hedge fund	+441K +241.2%	624K	$7.4M
Federated Hermes, Inc. Active manager	+296K New position	296K	$3.5M
Voleon Capital Management LP Hedge fund	+122K +55.4%	342K	$4M
Acadian Asset Management LLC Active manager	+110K New position	110K	$1.3M
AQR Capital Management LLC Hedge fund	+103K +15.9%	754K	$8.9M
Bridgeway Capital Management, LLC Active manager	+63K +7.5%	908K	$10.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Allspring Global Investments Holdings, LLC	−1.2M −31.2%	2.7M	$29.7M
Alyeska Investment Group, L.P. Hedge fund	−1.2M −41.9%	1.6M	$19.4M
Canvas Wealth Advisors, LLC	−1.0M −14.8%	6.0M	$70.7M
Jane Street Group, LLC	−661K Sold out	0	—
Clearbridge Investments, LLC Active manager	−398K −28.3%	1.0M	$11.9M
Boston Partners Active manager	−391K −19.4%	1.6M	$19.2M
Heartland Advisors Inc	−300K −30.0%	700K	$8.3M
Millennium Management LLC Hedge fund	−258K Sold out	0	—
Citadel Advisors LLC Hedge fund	−257K −91.7%	23K	$275,220
Private Capital Management, LLC	−203K −62.0%	125K	$1.5M
Tudor Investment Corp Et Al Hedge fund	−200K −87.4%	29K	$339,289
Intrinsic Edge Capital Management LLC	−194K −22.1%	686K	$8.1M
Trexquant Investment LP Hedge fund	−179K Sold out	0	—
HRT Financial LP	−157K −38.2%	255K	$3M
Sapient Capital LLC	−96K −75.0%	32K	$377,211
Aristeia Capital, L.L.C. Hedge fund	−84K Sold out	0	—
Biondo Investment Advisors, LLC	−69K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−63K −26.0%	179K	$2.1M
Gsa Capital Partners LLP	−56K −60.0%	37K	$440,000
Numerai Gp LLC	−48K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alyeska Investment Group, L.P. Hedge fund	−1.2M −41.9%	1.6M	$19.4M
Clearbridge Investments, LLC Active manager	−398K −28.3%	1.0M	$11.9M
Boston Partners Active manager	−391K −19.4%	1.6M	$19.2M
Millennium Management LLC Hedge fund	−258K Sold out	0	—
Citadel Advisors LLC Hedge fund	−257K −91.7%	23K	$275,220
Tudor Investment Corp Et Al Hedge fund	−200K −87.4%	29K	$339,289
Trexquant Investment LP Hedge fund	−179K Sold out	0	—
Aristeia Capital, L.L.C. Hedge fund	−84K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−63K −26.0%	179K	$2.1M
Graham Capital Management, L.P. Hedge fund	−45K −74.3%	15K	$182,087

New positions

largest by value

Institution	Shares	Value June 30, 2026
Walleye Capital LLCHedge fund	463K	$5.5M
Federated Hermes, Inc.Active manager	296K	$3.5M
Y.D. More Investments Ltd	255K	$3M
Occudo Quantitative Strategies LP	201K	$2.4M
Acadian Asset Management LLCActive manager	110K	$1.3M
Tidal Investments LLC	84K	$987,340
Xtx Topco Ltd	73K	$865,496
Zacks Investment Management	58K	$687,921
Dark Forest Capital Management LP	55K	$651,735
Schonfeld Strategic Advisors LLCHedge fund	45K	$535,701

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	661K	$4.3M
Millennium Management LLCHedge fund	258K	$1.7M
Trexquant Investment LPHedge fund	179K	$1.2M
Aristeia Capital, L.L.C.Hedge fund	84K	$549,449
Biondo Investment Advisors, LLC	69K	$453,330
Numerai Gp LLC	48K	$318,290
Fox Run Management, L.L.C.	39K	$243,080
Prevail Innovative Wealth Advisors, LLC	33K	$218,262
Renaissance Technologies LLCHedge fund	32K	$207,980
9823 Capital, L.P.	28K	$181,272

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 186
Ten largest holders: 85.4%
Index fund managers: 5.8%
Active managers and hedge funds: 6.5%

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	19	18	7	4	+1.7M	+13.2%
Index fund managers	8	1	0	0	+1.3M	+10.7%
Other institutions	82	58	26	16	+1.4M	+0.7%

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.

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 Custom Truck One Source.

Only managers that filed a holdings report for both quarters are compared (203 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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