undamentalytics Newsletter

Esco Technologies Inc: which funds bought and sold

Institutions that bought and sold Esco Technologies 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, 200 institutions that filed 13F reports for both quarters added to or opened positions in Esco Technologies, and 224 cut or closed them. Together they added a net 688K shares, +2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 715K shares (+12.4%); index fund managers were net buyers of 364K shares (+4.0%). 62 opened a new position and 49 sold out entirely.

Bought, Q2 2026 200 institutions, 62 of them new holders Sold, Q2 2026 224 institutions, 49 of them sold out
Net change, all compared +688K shares (+2.8%)
Net change, active managers +715K shares (+12.4%), 23 bought, 37 sold

Buyers versus sellers

institutions compared, 490
Active managers and hedge funds 23 bought · 37 sold · +715K
Index fund managers 9 bought · 2 sold · +364K
Other institutions 168 bought · 185 sold · −390K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager +375K +114.4% 704K $246M
American Century Companies Inc Active manager +328K +4701.8% 335K $117M
Price T Rowe Associates Inc Active manager +320K +140.1% 549K $192M
FMR LLC Active manager +263K +619.9% 305K $107M
Invesco Ltd. +249K +19.8% 1.5M $527M
Wasatch Advisors LP Active manager +189K +65.7% 478K $167M
Ameriprise Financial Inc +182K +200.3% 272K $95.4M
Hawk Ridge Capital Management LP Hedge fund +133K +78.8% 302K $106M
Geode Capital Management, LLC Index funds +121K +19.2% 755K $264M
Blackrock, Inc. Index funds +117K +3.0% 4.1M $1.4B
Driehaus Capital Management LLC Active manager +102K +55.1% 288K $101M
Franklin Resources Inc Active manager +98K +276.6% 133K $46.6M
Select Equity Group, L.P. Active manager +90K +190.0% 137K $48M
UBS Group AG +89K +268.8% 122K $42.7M
Advent International, L.P. +56K New position 56K $19.6M
OP Asset Management Ltd +53K +144.7% 89K $31.1M
State Street Corp Index funds +52K +5.0% 1.1M $381M
Vanguard Portfolio Management LLC Index funds +47K +3.1% 1.6M $556M
Premier Fund Managers Ltd +37K +2270.5% 38K $13.2M
Axiom Investors LLC Active manager +33K New position 33K $11.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager −275K −36.7% 475K $166M
Neuberger Berman Group LLC Active manager −273K −43.6% 353K $124M
Two Creeks Capital Management, LP −181K Sold out 0 —
Geneva Capital Management LLC Active manager −177K −28.3% 449K $157M
Nomura Asset Management International Inc. −145K −36.3% 254K $89.1M
Fuller & Thaler Asset Management, Inc. −128K −68.0% 60K $21M
Jane Street Group, LLC −123K −98.7% 1,624 $568,465
Conestoga Capital Advisors, LLC −95K −17.5% 447K $156M
Citadel Advisors LLC Hedge fund −92K −98.8% 1,100 $385,044
Royce & Associates LP Active manager −80K −23.3% 262K $91.8M
Qube Research & Technologies Ltd Hedge fund −65K Sold out 0 —
Rockefeller Capital Management L.P. −65K −36.0% 115K $40.3M
Silvercrest Asset Management Group LLC −62K −15.4% 344K $120M
Trexquant Investment LP Hedge fund −58K Sold out 0 —
Nuveen, LLC −49K −13.4% 314K $110M
Barclays PLC −45K −87.8% 6,304 $2.2M
Loomis Sayles & Co L P Active manager −44K −14.6% 257K $89.9M
Bank Of America Corp −41K −22.0% 146K $51.3M
Congruence Capital, LLC −41K −49.2% 43K $14.9M
Tributary Capital Management, LLC −37K −26.3% 104K $36.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Advent International, L.P. 56K $19.6M
Axiom Investors LLCActive manager 33K $11.5M
Jennison Associates LLCActive manager 31K $10.9M
Pinnbrook Capital Management LP 23K $8M
Voloridge Investment Management, LLCHedge fund 18K $6.4M
Cim, LLC 14K $5M
Montanaro Asset Management Ltd 5,000 $1.8M
Westover Capital Advisors, LLC 3,646 $1.3M
Harvest Investment Services, LLC 3,582 $1.3M
Inceptionr LLC 3,574 $1.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Two Creeks Capital Management, LP 181K $50.9M
Qube Research & Technologies LtdHedge fund 65K $18.4M
Trexquant Investment LPHedge fund 58K $16.2M
Jump Financial, LLC 31K $8.9M
HRT Financial LP 31K $8.6M
Tudor Investment Corp Et AlHedge fund 22K $6.2M
J. Goldman & Co LPHedge fund 21K $5.8M
Arrowstreet Capital, Limited PartnershipHedge fund 18K $5M
Summittx Capital, L.P. 17K $4.8M
Freemont Management S.A. 14K $3.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
446
Ten largest holders
48.4%
of 13F-reported shares
Index fund managers
36.9%
of 13F-reported shares
Active managers and hedge funds
24.9%
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 23 37 5 14 +715K +12.4%
Index fund managers 9 2 0 0 +364K +4.0%
Other institutions 168 185 57 35 −390K −3.9%

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.

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