undamentalytics Newsletter

Envela Corp: which funds bought and sold

Institutions that bought and sold Envela 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, 59 institutions that filed 13F reports for both quarters added to or opened positions in Envela, and 29 cut or closed them. Together they added a net 48K shares, +1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 210K shares (+30.0%); index fund managers were net buyers of 57K shares (+5.0%). 30 opened a new position and 7 sold out entirely.

Bought, Q2 2026 59 institutions, 30 of them new holders Sold, Q2 2026 29 institutions, 7 of them sold out
Net change, all compared +48K shares (+1.0%)
Net change, active managers +210K shares (+30.0%), 15 bought, 7 sold

Buyers versus sellers

institutions compared, 100
Active managers and hedge funds 15 bought · 7 sold · +210K
Index fund managers 8 bought · 1 sold · +57K
Other institutions 36 bought · 21 sold · −219K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Lazard Asset Management LLC Active manager +98K New position 98K $2.8M
Blackrock, Inc. Index funds +98K +31.1% 411K $11.9M
Invesco Ltd. +73K New position 73K $2.1M
Osaic Holdings, Inc. +67K New position 67K $1.9M
Acadian Asset Management LLC Active manager +58K New position 58K $1.7M
Raymond James Financial Inc +52K New position 52K $1.5M
Jacobs Levy Equity Management, Inc Active manager +45K New position 45K $1.3M
Nuveen, LLC +43K +35.7% 163K $4.7M
Dimensional Fund Advisors LP +41K +47.9% 128K $3.7M
Integrated Quantitative Investments LLC +40K New position 40K $1.2M
State Street Corp Index funds +30K +27.1% 140K $4M
American Century Companies Inc Active manager +22K New position 22K $627,880
Prudential Financial Inc +21K New position 21K $609,657
Point72 Asset Management, L.P. Hedge fund +18K New position 18K $522,324
Baader Bank Aktiengesellschaft +16K New position 16K $462,080
Squarepoint Ops LLC Hedge fund +13K +80.1% 30K $862,039
Millennium Management LLC Hedge fund +13K +58.2% 34K $983,682
Geode Capital Management, LLC Index funds +12K +8.1% 165K $4.8M
Ritholtz Wealth Management +9,828 New position 9,828 $283,833
UBS Group AG +9,522 +40.2% 33K $959,711

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Topline Capital Management, LLC −367K −47.0% 413K $11.9M
Vanguard Capital Management LLC Index funds −102K −26.1% 290K $8.4M
Allspring Global Investments Holdings, LLC −76K −36.5% 133K $3.8M
Sei Investments Co −69K −58.7% 49K $1.4M
Jane Street Group, LLC −60K Sold out 0 —
Bridgeway Capital Management, LLC Active manager −44K −49.3% 45K $1.3M
Mink Brook Asset Management LLC −29K −2.3% 1.2M $36.1M
Centiva Capital, LP Hedge fund −22K −50.3% 22K $637,179
HRT Financial LP −16K Sold out 0 —
Informed Momentum Co LLC −15K −15.1% 83K $2.4M
Panagora Asset Management Inc Active manager −12K Sold out 0 —
Zacks Investment Management −10K −29.4% 25K $719,314
Brevan Howard Capital Management LP Hedge fund −10K Sold out 0 —
Marshall Wace, LLP Hedge fund −7,656 −41.7% 11K $308,699
BNP Paribas Financial Markets −6,011 −26.2% 17K $488,707
Barclays PLC −3,058 −68.2% 1,425 $41,154
New York State Common Retirement Fund −2,100 −36.8% 3,600 $103,968
Arrowstreet Capital, Limited Partnership Hedge fund −2,091 −1.3% 163K $4.7M
Morgan Stanley −1,669 −5.6% 28K $814,532
Wells Fargo & Company −1,090 −10.4% 9,418 $271,992

New positions

largest by value
InstitutionSharesValue June 30, 2026
Lazard Asset Management LLCActive manager 98K $2.8M
Invesco Ltd. 73K $2.1M
Osaic Holdings, Inc. 67K $1.9M
Acadian Asset Management LLCActive manager 58K $1.7M
Raymond James Financial Inc 52K $1.5M
Jacobs Levy Equity Management, IncActive manager 45K $1.3M
Integrated Quantitative Investments LLC 40K $1.2M
American Century Companies IncActive manager 22K $627,880
Prudential Financial Inc 21K $609,657
Point72 Asset Management, L.P.Hedge fund 18K $522,324

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 60K $1M
HRT Financial LP 16K $264,000
Panagora Asset Management IncActive manager 12K $192,223
Brevan Howard Capital Management LPHedge fund 10K $167,916
Advisory Services Network, LLC 600 $9,996
Allworth Financial LP 16 $267
Mai Capital Management 3 $50

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
94
Ten largest holders
67.5%
of 13F-reported shares
Index fund managers
24.0%
of 13F-reported shares
Active managers and hedge funds
18.1%
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 15 7 9 2 +210K +30.0%
Index fund managers 8 1 0 0 +57K +5.0%
Other institutions 36 21 21 5 −219K −7.0%

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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