undamentalytics Newsletter

1stdibs.com, Inc.: which funds bought and sold

Institutions that bought and sold 1stdibs.com 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, 49 institutions that filed 13F reports for both quarters added to or opened positions in 1stdibs.com, and 42 cut or closed them. Together they sold a net 1.2M shares, −8.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 128K shares (−2.8%); index fund managers were net buyers of 1.8M shares (+81.3%). 19 opened a new position and 16 sold out entirely.

Bought, Q2 2026 49 institutions, 19 of them new holders Sold, Q2 2026 42 institutions, 16 of them sold out
Net change, all compared −1.2M shares (−8.7%)
Net change, active managers −128K shares (−2.8%), 12 bought, 15 sold

Buyers versus sellers

institutions compared, 103
Active managers and hedge funds 12 bought · 15 sold · −128K
Index fund managers 8 bought · 1 sold · +1.8M
Other institutions 29 bought · 26 sold · −2.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.1M +386.9% 1.4M $6.9M
Geode Capital Management, LLC Index funds +300K +94.8% 616K $3M
Acadian Asset Management LLC Active manager +237K +34.5% 923K $4.5M
Vanguard Portfolio Management LLC Index funds +162K New position 162K $795,255
Citadel Advisors LLC Hedge fund +156K +240.3% 221K $1.1M
Gsa Capital Partners LLP +142K +658.3% 163K $801,000
State Street Corp Index funds +141K +99.8% 282K $1.4M
Northern Trust Corp Index funds +104K +120.5% 191K $934,803
Trexquant Investment LP Hedge fund +103K +395.2% 130K $634,609
Jacobs Levy Equity Management, Inc Active manager +103K +57.2% 284K $1.4M
Fil Ltd Active manager +100K +10.0% 1.1M $5.4M
Squarepoint Ops LLC Hedge fund +79K New position 79K $388,913
Bank Of New York Mellon Corp +64K New position 64K $315,545
Charles Schwab Investment Management Inc Index funds +58K +186.9% 89K $435,762
Joel Isaacson & Co., LLC +38K +3.8% 1.0M $5.1M
Morgan Stanley +36K +35.3% 138K $675,950
Archon Capital Management LLC +32K New position 32K $154,473
Nuveen, LLC +31K New position 31K $152,067
Deutsche Bank Ag\ +23K New position 23K $114,322
Wells Fargo & Company +20K New position 20K $98,074

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Kanen Wealth Management LLC −2.1M Sold out 0 —
Susquehanna International Group, LLP −417K Sold out 0 —
G2 Investment Partners Management LLC −354K −78.6% 96K $472,840
Millennium Management LLC Hedge fund −297K −71.4% 119K $584,639
683 Capital Management, LLC Hedge fund −176K Sold out 0 —
Truffle Hound Capital, LLC −159K −88.3% 21K $103,307
Harspring Capital Management, LLC −100K −15.4% 550K $2.7M
Vanguard Capital Management LLC Index funds −100K −8.2% 1.1M $5.5M
Qube Research & Technologies Ltd Hedge fund −93K −75.8% 30K $145,613
Boothbay Fund Management, LLC Hedge fund −81K −78.5% 22K $108,476
Two Sigma Investments, LP Hedge fund −71K −15.4% 387K $1.9M
Topline Capital Management, LLC −63K −86.1% 10K $50,254
Point72 Asset Management, L.P. Hedge fund −59K Sold out 0 —
Jane Street Group, LLC −42K −47.7% 47K $227,923
Hudson Bay Capital Management LP Hedge fund −40K Sold out 0 —
Rbf Capital, LLC −39K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −38K Sold out 0 —
Goldman Sachs Group Inc −31K −22.4% 107K $525,962
Xtx Topco Ltd −29K Sold out 0 —
HRT Financial LP −28K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Vanguard Portfolio Management LLCIndex funds 162K $795,255
Squarepoint Ops LLCHedge fund 79K $388,913
Bank Of New York Mellon Corp 64K $315,545
Archon Capital Management LLC 32K $154,473
Nuveen, LLC 31K $152,067
Deutsche Bank Ag\ 23K $114,322
Wells Fargo & Company 20K $98,074
Price T Rowe Associates IncActive manager 20K $98,000
Rhumbline AdvisersIndex funds 18K $85,800
New York State Common Retirement Fund 17K $84,770

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Kanen Wealth Management LLC 2.1M $11.4M
Susquehanna International Group, LLP 417K $2.3M
683 Capital Management, LLCHedge fund 176K $966,823
Point72 Asset Management, L.P.Hedge fund 59K $322,630
Hudson Bay Capital Management LPHedge fund 40K $218,064
Rbf Capital, LLC 39K $215,050
Schonfeld Strategic Advisors LLCHedge fund 38K $210,826
Xtx Topco Ltd 29K $157,900
HRT Financial LP 28K $156,000
Omers Administration Corp 22K $121,550

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
87
Ten largest holders
67.9%
of 13F-reported shares
Index fund managers
30.8%
of 13F-reported shares
Active managers and hedge funds
34.1%
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 12 15 2 6 −128K −2.8%
Index fund managers 8 1 2 0 +1.8M +81.3%
Other institutions 29 26 15 10 −2.9M −38.9%

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.

← Back to 1stdibs.com, Inc. · Insiders · Politicians