undamentalytics Newsletter

ESAB Corp: which funds bought and sold

Institutions that bought and sold ESAB 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, 175 institutions that filed 13F reports for both quarters added to or opened positions in ESAB, and 169 cut or closed them. Together they added a net 5.4M shares, +9.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.6M shares (+5.7%); index fund managers were net buyers of 228K shares (+1.6%). 50 opened a new position and 58 sold out entirely.

Bought, Q2 2026 175 institutions, 50 of them new holders Sold, Q2 2026 169 institutions, 58 of them sold out
Net change, all compared +5.4M shares (+9.2%)
Net change, active managers +1.6M shares (+5.7%), 31 bought, 30 sold

Buyers versus sellers

institutions compared, 393
Active managers and hedge funds 31 bought · 30 sold · +1.6M
Index fund managers 7 bought · 4 sold · +228K
Other institutions 137 bought · 135 sold · +3.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Invesco Ltd. +2.0M +238.6% 2.8M $273M
Price T Rowe Associates Inc Active manager +1.5M +22.1% 8.1M $801M
Capital Research Global Investors Active manager +1.2M +201.2% 1.9M $184M
Fil Ltd Active manager +947K +67.9% 2.3M $231M
SG Capital Management LLC +454K New position 454K $44.8M
Cannell & Spears LLC +354K New position 354K $34.9M
FMR LLC Active manager +300K +24.2% 1.5M $152M
Voya Investment Management LLC +271K +6531.1% 275K $27.1M
Cooke & Bieler LP Active manager +265K +26.3% 1.3M $125M
Ceredex Value Advisors LLC +252K +213.4% 371K $36.5M
J. Goldman & Co LP Hedge fund +244K New position 244K $24M
Dimensional Fund Advisors LP +240K +19.8% 1.5M $144M
Medina Value Partners, LLC +225K New position 225K $22.2M
William Blair Investment Management, LLC Active manager +202K +66.8% 504K $49.7M
Bessemer Group Inc +167K +13.6% 1.4M $137M
Boston Partners Active manager +138K +59.9% 368K $36M
Blackrock, Inc. Index funds +135K +2.6% 5.3M $525M
First Trust Advisors LP +134K +66.1% 337K $33.3M
Davenport & Co LLC +123K +18.3% 798K $78.5M
UBS Group AG +119K +55.8% 333K $32.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund −903K Sold out 0 —
Van Berkom & Associates Inc. −652K −49.7% 660K $65.1M
Champlain Investment Partners, LLC Active manager −549K −42.1% 756K $74.6M
T. Rowe Price Investment Management, Inc. Active manager −535K −6.6% 7.6M $752M
Interval Partners, LP Hedge fund −462K −81.2% 107K $10.6M
Qube Research & Technologies Ltd Hedge fund −320K Sold out 0 —
AQR Capital Management LLC Hedge fund −205K −87.7% 29K $2.8M
D. E. Shaw & Co., Inc. Hedge fund −189K −84.2% 35K $3.5M
Loomis Sayles & Co L P Active manager −160K Sold out 0 —
Neuberger Berman Group LLC Active manager −151K −8.9% 1.5M $152M
Schonfeld Strategic Advisors LLC Hedge fund −148K −83.5% 29K $2.9M
Morgan Stanley −140K −28.4% 352K $34.8M
Jpmorgan Chase & Co −107K −7.1% 1.4M $139M
Timessquare Capital Management, LLC −103K −15.2% 575K $56.7M
Granite Investment Partners, LLC −78K Sold out 0 —
Caisse De Depot Et Placement Du Quebec −54K −44.8% 66K $6.5M
Roubaix Capital, LLC −52K Sold out 0 —
Marshall Wace, LLP Hedge fund −51K −52.2% 47K $4.6M
Van Eck Associates Corp −44K Sold out 0 —
Durable Capital Partners LP Hedge fund −34K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
SG Capital Management LLC 454K $44.8M
Cannell & Spears LLC 354K $34.9M
J. Goldman & Co LPHedge fund 244K $24M
Medina Value Partners, LLC 225K $22.2M
Stanley Capital Management, LLC 113K $11.2M
First Eagle Investment Management, LLCActive manager 103K $10.1M
Rokos Capital Management LLPHedge fund 100K $9.8M
Cooper Creek Partners Management LLC 85K $8.4M
Balyasny Asset Management L.P.Hedge fund 53K $5.2M
Citadel Advisors LLCHedge fund 42K $4.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 903K $87.3M
Qube Research & Technologies LtdHedge fund 320K $30.9M
Loomis Sayles & Co L PActive manager 160K $15.5M
Granite Investment Partners, LLC 78K $7.6M
Roubaix Capital, LLC 52K $5M
Van Eck Associates Corp 44K $4.2M
Durable Capital Partners LPHedge fund 34K $3.3M
Twinbeech Capital LP 33K $3.2M
Tudor Investment Corp Et AlHedge fund 29K $2.8M
Mariner, LLC 22K $2.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
344
Ten largest holders
56.1%
of 13F-reported shares
Index fund managers
22.8%
of 13F-reported shares
Active managers and hedge funds
46.0%
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 30 8 14 +1.6M +5.7%
Index fund managers 7 4 0 0 +228K +1.6%
Other institutions 137 135 42 44 +3.6M +22.6%

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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