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Casella Waste Systems Inc: which funds bought and sold

Institutions that bought and sold Casella Waste Systems 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, 225 institutions that filed 13F reports for both quarters added to or opened positions in Casella Waste Systems, and 177 cut or closed them. Together they added a net 2.2M shares, +3.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.4M shares (+5.5%); index fund managers were net buyers of 801K shares (+3.8%). 56 opened a new position and 51 sold out entirely.

Bought, Q2 2026 225 institutions, 56 of them new holders Sold, Q2 2026 177 institutions, 51 of them sold out
Net change, all compared +2.2M shares (+3.0%)
Net change, active managers +1.4M shares (+5.5%), 31 bought, 26 sold

Buyers versus sellers

institutions compared, 458
Active managers and hedge funds 31 bought · 26 sold · +1.4M
Index fund managers 8 bought · 3 sold · +801K
Other institutions 186 bought · 148 sold · +47K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Wasatch Advisors LP Active manager +949K +36.8% 3.5M $342M
American Century Companies Inc Active manager +806K +1423.9% 862K $83.6M
Neuberger Berman Group LLC Active manager +481K +50.4% 1.4M $139M
Citadel Advisors LLC Hedge fund +421K +1211.1% 456K $44.2M
T. Rowe Price Investment Management, Inc. Active manager +379K +22.3% 2.1M $202M
Bank Of America Corp +369K +84.2% 808K $78.4M
Blackrock, Inc. Index funds +343K +3.8% 9.4M $911M
Earnest Partners LLC Active manager +267K +23.5% 1.4M $136M
Australiansuper Pty Ltd +264K New position 264K $25.6M
BAMCO Inc Active manager +247K +34.3% 965K $93.6M
Schroder Investment Management Group Active manager +229K +51.2% 677K $63.9M
Granahan Investment Management, LLC +186K +74.3% 436K $42.3M
Jpmorgan Chase & Co +185K +13.6% 1.5M $146M
Franklin Resources Inc Active manager +173K +49.9% 519K $50.3M
Select Equity Group, L.P. Active manager +171K +43.6% 563K $54.6M
Credit Agricole S A +160K +86.0% 347K $33.6M
Picton Mahoney Asset Management +151K +148.2% 254K $24.6M
P2 Capital Partners, LLC +147K New position 147K $14.3M
SG Capital Management LLC +147K +517.2% 176K $17M
State Street Corp Index funds +131K +5.5% 2.5M $244M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
William Blair Investment Management, LLC Active manager −989K −78.7% 268K $26M
Conestoga Capital Advisors, LLC −468K −16.7% 2.3M $227M
Woodline Partners LP Hedge fund −415K Sold out 0 —
Capital World Investors Active manager −392K Sold out 0 —
Global Alpha Capital Management Ltd. −326K Sold out 0 —
Capital Research Global Investors Active manager −302K −12.9% 2.0M $197M
Zimmer Partners, LP Hedge fund −258K Sold out 0 —
Geneva Capital Management LLC Active manager −252K −21.7% 911K $88.4M
Goldman Sachs Group Inc −224K −21.3% 827K $80.2M
Nomura Asset Management International Inc. −211K −25.2% 625K $60.6M
Thornburg Investment Management Inc Active manager −203K Sold out 0 —
Invesco Ltd. −194K −11.8% 1.5M $141M
Ameriprise Financial Inc −146K −18.7% 635K $61.5M
Fred Alger Management, LLC Active manager −132K −25.1% 395K $38.3M
UBS Group AG −129K −13.9% 804K $77.9M
Blair William & Co −118K −40.8% 172K $16.7M
Allspring Global Investments Holdings, LLC −100K −13.8% 622K $59.3M
Summit Creek Advisors LLC −88K −47.2% 99K $9.6M
Argent Capital Management LLC −73K Sold out 0 —
Timessquare Capital Management, LLC −71K −12.3% 504K $48.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Australiansuper Pty Ltd 264K $25.6M
P2 Capital Partners, LLC 147K $14.3M
Castleark Management LLC 100K $9.7M
Silvant Capital Management LLC 87K $8.4M
Man Group PLCHedge fund 38K $3.7M
Trexquant Investment LPHedge fund 27K $2.6M
Element Capital Management LLCHedge fund 18K $1.8M
Moody National Bank Trust Division 15K $1.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 6,915 $670,547
Squarepoint Ops LLCHedge fund 5,798 $562,232

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Woodline Partners LPHedge fund 415K $33M
Capital World InvestorsActive manager 392K $31.1M
Global Alpha Capital Management Ltd. 326K $25.9M
Zimmer Partners, LPHedge fund 258K $20.4M
Thornburg Investment Management IncActive manager 203K $16.1M
Argent Capital Management LLC 73K $5.8M
Congress Asset Management CoActive manager 65K $5.2M
Exoduspoint Capital Management, LPHedge fund 52K $4.1M
Campbell & Co Investment Adviser LLC 49K $3.9M
Y-Intercept (Hong Kong) Ltd 47K $3.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
414
Ten largest holders
41.2%
of 13F-reported shares
Index fund managers
28.4%
of 13F-reported shares
Active managers and hedge funds
33.8%
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 31 26 5 10 +1.4M +5.5%
Index fund managers 8 3 0 0 +801K +3.8%
Other institutions 186 148 51 41 +47K +0.2%

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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