undamentalytics Newsletter

Deluxe Corp: which funds bought and sold

Institutions that bought and sold Deluxe 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, 111 institutions that filed 13F reports for both quarters added to or opened positions in Deluxe, and 124 cut or closed them. Together they added a net 587K shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 94K shares (−1.2%); index fund managers were net buyers of 588K shares (+3.5%). 31 opened a new position and 38 sold out entirely.

Bought, Q2 2026 111 institutions, 31 of them new holders Sold, Q2 2026 124 institutions, 38 of them sold out
Net change, all compared +587K shares (+1.5%)
Net change, active managers −94K shares (−1.2%), 18 bought, 19 sold

Buyers versus sellers

institutions compared, 279
Active managers and hedge funds 18 bought · 19 sold · −94K
Index fund managers 7 bought · 2 sold · +588K
Other institutions 86 bought · 103 sold · +94K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Qube Research & Technologies Ltd Hedge fund +421K +371.1% 535K $12.8M
Hennessy Advisors Inc +339K New position 339K $8.1M
Empowered Funds, LLC +253K +57.1% 695K $16.6M
Blackrock, Inc. Index funds +232K +3.4% 7.0M $166M
Geode Capital Management, LLC Index funds +222K +19.4% 1.4M $32.7M
First Trust Advisors LP +158K +106.9% 306K $7.3M
Jane Street Group, LLC +140K +116.3% 261K $6.2M
Burney Co/ +119K New position 119K $2.8M
Vanguard Capital Management LLC Index funds +112K +6.1% 2.0M $46.7M
Vanguard Portfolio Management LLC Index funds +101K +4.0% 2.6M $63.1M
Dimensional Fund Advisors LP +94K +3.4% 2.8M $68M
State Street Corp Index funds +91K +3.3% 2.9M $68.3M
UBS Group AG +84K +54.7% 238K $5.7M
Two Sigma Investments, LP Hedge fund +77K New position 77K $1.8M
United Capital Financial Advisors, LLC +61K +88.8% 131K $3.1M
Advisors Asset Management, Inc. +54K +80.1% 122K $2.9M
Quantinno Capital Management LP +54K +157.6% 89K $2.1M
Northern Trust Corp Index funds +41K +8.0% 552K $13.2M
Kendall Capital Management +33K +73.3% 79K $1.9M
Atom Investors LP +30K New position 30K $710,167

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Sei Investments Co −247K −67.3% 120K $2.9M
Deprince Race & Zollo Inc Active manager −241K −12.2% 1.7M $41.4M
Prudential Financial Inc −215K −23.3% 708K $16.9M
Charles Schwab Investment Management Inc Index funds −210K −19.6% 858K $20.5M
Goldman Sachs Group Inc −173K −15.9% 913K $21.8M
Segall Bryant & Hamill, LLC Active manager −99K −65.3% 53K $1.3M
Kiker Wealth Management, LLC −99K Sold out 0 —
Russell Investments Group, Ltd. −95K −16.7% 477K $11.4M
Morgan Stanley −90K −17.9% 412K $9.8M
Bank Of America Corp −71K −21.5% 261K $6.2M
Jackson Creek Investment Advisors LLC −69K Sold out 0 —
Lazard Asset Management LLC Active manager −63K −38.5% 101K $2.4M
Squarepoint Ops LLC Hedge fund −61K −58.1% 44K $1M
Artemis Investment Management LLP Active manager −60K −18.2% 271K $6.5M
AQR Capital Management LLC Hedge fund −55K −8.5% 592K $14.1M
Picton Mahoney Asset Management −55K −99.8% 101 $2,412
Renaissance Technologies LLC Hedge fund −51K Sold out 0 —
Engineers Gate Manager LP Hedge fund −48K −49.3% 50K $1.2M
New York State Common Retirement Fund −47K −22.9% 158K $3.8M
Virginia Retirement Systems Et Al −39K −42.2% 54K $1.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Hennessy Advisors Inc 339K $8.1M
Burney Co/ 119K $2.8M
Two Sigma Investments, LPHedge fund 77K $1.8M
Atom Investors LP 30K $710,167
Brevan Howard Capital Management LPHedge fund 27K $651,017
Watershed Asset Management, L.L.C. 19K $461,863
Mitsubishi Ufj Trust & Banking Corp 13K $310,870
Algert Global LLCHedge fund 13K $309,962
Graham Capital Management, L.P.Hedge fund 12K $279,062
Cambria Investment Management, L.P. 11K $272,089

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Kiker Wealth Management, LLC 99K $2.7M
Jackson Creek Investment Advisors LLC 69K $1.9M
Renaissance Technologies LLCHedge fund 51K $1.4M
Alps Advisors Inc 33K $922,342
Millennium Management LLCHedge fund 31K $862,911
Horizon Investments, LLC 25K $697,588
Susquehanna International Group, LLP 22K $604,117
Banque Cantonale Vaudoise 20K $545,000
Natixis Advisors, LLC 19K $526,000
Caxton Associates LLPHedge fund 18K $501,889

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
244
Ten largest holders
60.0%
of 13F-reported shares
Index fund managers
43.7%
of 13F-reported shares
Active managers and hedge funds
18.7%
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 18 19 5 7 −94K −1.2%
Index fund managers 7 2 0 0 +588K +3.5%
Other institutions 86 103 26 31 +94K +0.6%

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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