undamentalytics Newsletter

National Beverage Corp: which funds bought and sold

Institutions that bought and sold National Beverage 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, 146 institutions that filed 13F reports for both quarters added to or opened positions in National Beverage, and 97 cut or closed them. Together they added a net 618K shares, +2.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 52K shares (−0.7%); index fund managers were net buyers of 323K shares (+3.5%). 44 opened a new position and 31 sold out entirely.

Bought, Q2 2026 146 institutions, 44 of them new holders Sold, Q2 2026 97 institutions, 31 of them sold out
Net change, all compared +618K shares (+2.6%)
Net change, active managers −52K shares (−0.7%), 23 bought, 15 sold

Buyers versus sellers

institutions compared, 281
Active managers and hedge funds 23 bought · 15 sold · −52K
Index fund managers 8 bought · 2 sold · +323K
Other institutions 115 bought · 80 sold · +347K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +184K +4.5% 4.3M $133M
American Century Companies Inc Active manager +173K +240.9% 245K $7.6M
Creative Planning +103K +63.8% 264K $8.2M
Algert Global LLC Hedge fund +97K +54.5% 274K $8.5M
State Street Corp Index funds +70K +7.7% 972K $30.3M
Two Sigma Investments, LP Hedge fund +67K +11.3% 664K $20.7M
Millennium Management LLC Hedge fund +65K +96.9% 133K $4.1M
Jump Financial, LLC +65K New position 65K $2M
Geode Capital Management, LLC Index funds +59K +6.9% 907K $28.3M
Arrowstreet Capital, Limited Partnership Hedge fund +58K +71.7% 138K $4.3M
Dimensional Fund Advisors LP +57K +3.6% 1.6M $51.2M
First Trust Advisors LP +56K +229.7% 81K $2.5M
Landscape Capital Management, L.L.C. +56K +93.0% 115K $3.6M
Jefferies Financial Group Inc. +50K New position 50K $1.6M
Marshall Wace, LLP Hedge fund +43K New position 43K $1.4M
Engineers Gate Manager LP Hedge fund +43K New position 43K $1.3M
Point72 Asset Management, L.P. Hedge fund +42K New position 42K $1.3M
Quantinno Capital Management LP +40K +143.9% 67K $2.1M
Numerai Gp LLC +38K New position 38K $1.2M
Susquehanna Portfolio Strategies, LLC +33K +134.7% 57K $1.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Kayne Anderson Rudnick Investment Management LLC Active manager −301K −12.9% 2.0M $63.6M
Citadel Advisors LLC Hedge fund −151K Sold out 0 —
Renaissance Technologies LLC Hedge fund −107K −3.6% 2.8M $88.6M
Qube Research & Technologies Ltd Hedge fund −65K −59.3% 45K $1.4M
Assenagon Asset Management S.A. −63K Sold out 0 —
Collaborative Fund Advisors, LLC −57K Sold out 0 —
HRT Financial LP −54K Sold out 0 —
Healthcare Of Ontario Pension Plan Trust Fund −51K Sold out 0 —
Voloridge Investment Management, LLC Hedge fund −40K −79.7% 10K $319,675
Goldman Sachs Group Inc −39K −7.3% 499K $15.6M
Linden Thomas Advisory Services, LLC −35K −79.8% 8,876 $276,931
SG Americas Securities, LLC −35K −49.1% 36K $1.1M
Vanguard Portfolio Management LLC Index funds −32K −2.0% 1.6M $49.1M
Edgestream Partners, L.P. Hedge fund −31K Sold out 0 —
Envestnet Asset Management Inc −24K −17.2% 117K $3.7M
HSBC Holdings PLC −22K Sold out 0 —
Gsa Capital Partners LLP −20K −66.5% 10K $319,000
Denali Advisors LLC −13K −5.7% 223K $7M
Avior Wealth Management, LLC −13K Sold out 0 —
FMR LLC Active manager −12K −13.0% 78K $2.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jump Financial, LLC 65K $2M
Jefferies Financial Group Inc. 50K $1.6M
Marshall Wace, LLPHedge fund 43K $1.4M
Engineers Gate Manager LPHedge fund 43K $1.3M
Point72 Asset Management, L.P.Hedge fund 42K $1.3M
Numerai Gp LLC 38K $1.2M
Wesbanco Bank Inc 23K $717,600
J.W. Cole Advisors, Inc. 23K $702,406
Capstone Investment Advisors, LLCHedge fund 22K $692,047
Y-Intercept (Hong Kong) Ltd 21K $665,496

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Citadel Advisors LLCHedge fund 151K $5.1M
Assenagon Asset Management S.A. 63K $2.1M
Collaborative Fund Advisors, LLC 57K $1.9M
HRT Financial LP 54K $1.8M
Healthcare Of Ontario Pension Plan Trust Fund 51K $1.7M
Edgestream Partners, L.P.Hedge fund 31K $1.1M
HSBC Holdings PLC 22K $746,734
Avior Wealth Management, LLC 13K $431,326
Lazard Asset Management LLCActive manager 12K $390,071
Jane Street Group, LLC 10K $341,346

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
256
Ten largest holders
66.9%
of 13F-reported shares
Index fund managers
38.9%
of 13F-reported shares
Active managers and hedge funds
29.6%
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 15 9 4 −52K −0.7%
Index fund managers 8 2 0 0 +323K +3.5%
Other institutions 115 80 35 27 +347K +4.9%

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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