undamentalytics Newsletter

EVI Industries, Inc.: which funds bought and sold

Institutions that bought and sold EVI Industries 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, 29 institutions that filed 13F reports for both quarters added to or opened positions in EVI Industries, and 40 cut or closed them. Together they sold a net 364K shares, −8.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 18K shares (−1.3%); index fund managers were net sellers of 93K shares (−8.8%). 10 opened a new position and 8 sold out entirely.

Bought, Q2 2026 29 institutions, 10 of them new holders Sold, Q2 2026 40 institutions, 8 of them sold out
Net change, all compared −364K shares (−8.0%)
Net change, active managers −18K shares (−1.3%), 6 bought, 4 sold

Buyers versus sellers

institutions compared, 82
Active managers and hedge funds 6 bought · 4 sold · −18K
Index fund managers 1 bought · 8 sold · −93K
Other institutions 22 bought · 28 sold · −253K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Aristides Capital LLC +92K +218.8% 134K $2M
Citadel Advisors LLC Hedge fund +63K +509.2% 76K $1.1M
FMR LLC Active manager +45K +31.2% 188K $2.8M
Renaissance Technologies LLC Hedge fund +40K +243.0% 56K $826,158
Marshall Wace, LLP Hedge fund +35K New position 35K $522,547
Fifth Third Bancorp +25K +16.3% 175K $2.6M
HRT Financial LP +22K New position 22K $319,000
Jane Street Group, LLC +18K New position 18K $273,297
Millennium Management LLC Hedge fund +15K New position 15K $226,341
Bank Of America Corp +15K New position 15K $217,443
HSBC Holdings PLC +12K New position 12K $177,282
Walleye Capital LLC Hedge fund +12K New position 12K $172,024
Dimensional Fund Advisors LP +11K +10.0% 123K $1.8M
Russell Investments Group, Ltd. +2,910 +615.2% 3,383 $50,000
Citigroup Inc +2,801 +1094.1% 3,057 $45,182
Bank Of New York Mellon Corp +1,861 +9.6% 21K $314,268
State Street Corp Index funds +1,028 +1.1% 93K $1.4M
Newedge Advisors, LLC +780 New position 780 $11,528
Royal Bank Of Canada +549 +69.1% 1,344 $20,000
Tower Research Capital LLC (TRC) +366 +38.4% 1,318 $19,480

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Swedbank AB −309K −82.4% 66K $978,096
Royce & Associates LP Active manager −186K −20.9% 704K $10.4M
Blackrock, Inc. Index funds −35K −9.0% 353K $5.2M
Conestoga Capital Advisors, LLC −34K −4.8% 668K $9.9M
Vanguard Capital Management LLC Index funds −33K −11.8% 249K $3.7M
Sei Investments Co −26K −40.0% 40K $586,441
O'Shaughnessy Asset Management, LLC Active manager −23K Sold out 0 —
Goldman Sachs Group Inc −19K −43.9% 24K $351,114
Pathstone Holdings, LLC −16K −35.1% 30K $440,423
King Luther Capital Management Corp Active manager −15K −6.7% 210K $3.1M
Callan Family Office, LLC −15K Sold out 0 —
Geode Capital Management, LLC Index funds −12K −8.3% 131K $1.9M
Raymond James Financial Inc −11K −8.9% 116K $1.7M
Mackenzie Financial Corp −9,923 Sold out 0 —
Empire Life Investments Inc. −5,892 −3.7% 153K $2.3M
Northern Trust Corp Index funds −5,668 −10.8% 47K $689,354
Wells Fargo & Company −4,740 −49.9% 4,763 $70,395
Los Angeles Capital Management LLC Active manager −4,041 Sold out 0 —
Vanguard Portfolio Management LLC Index funds −3,317 −8.4% 36K $532,775
Charles Schwab Investment Management Inc Index funds −2,578 −14.5% 15K $224,360

New positions

largest by value
InstitutionSharesValue June 30, 2026
Marshall Wace, LLPHedge fund 35K $522,547
HRT Financial LP 22K $319,000
Jane Street Group, LLC 18K $273,297
Millennium Management LLCHedge fund 15K $226,341
Bank Of America Corp 15K $217,443
HSBC Holdings PLC 12K $177,282
Walleye Capital LLCHedge fund 12K $172,024
Newedge Advisors, LLC 780 $11,528
Steward Partners Investment Advisory, LLC 89 $1,315
Integrated Wealth Concepts LLC 30 $444

Sold out

largest by value
InstitutionSharesValue March 31, 2026
O'Shaughnessy Asset Management, LLCActive manager 23K $468,380
Callan Family Office, LLC 15K $302,411
Mackenzie Financial Corp 9,923 $204,215
Los Angeles Capital Management LLCActive manager 4,041 $83,164
PNC Financial Services Group, Inc. 29 $597
Root Financial Partners, LLC 5 $103
Mai Capital Management 2 $42
Wealth Preservation Advisors, LLC 2 $41

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
74
Ten largest holders
71.0%
of 13F-reported shares
Index fund managers
23.1%
of 13F-reported shares
Active managers and hedge funds
31.1%
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 6 4 3 2 −18K −1.3%
Index fund managers 1 8 0 0 −93K −8.8%
Other institutions 22 28 7 6 −253K −11.7%

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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