undamentalytics Newsletter

Freshpet, Inc.: which funds bought and sold

Institutions that bought and sold Freshpet 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, 154 institutions that filed 13F reports for both quarters added to or opened positions in Freshpet, and 183 cut or closed them. Together they added a net 2.3M shares, +3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 130K shares (+0.5%); index fund managers were net buyers of 176K shares (+1.2%). 46 opened a new position and 58 sold out entirely.

Bought, Q2 2026 154 institutions, 46 of them new holders Sold, Q2 2026 183 institutions, 58 of them sold out
Net change, all compared +2.3M shares (+3.9%)
Net change, active managers +130K shares (+0.5%), 33 bought, 28 sold

Buyers versus sellers

institutions compared, 367
Active managers and hedge funds 33 bought · 28 sold · +130K
Index fund managers 7 bought · 4 sold · +176K
Other institutions 114 bought · 151 sold · +2.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund +556K +68.9% 1.4M $80.6M
Dimensional Fund Advisors LP +513K +55.9% 1.4M $84.6M
Engaged Capital LLC Hedge fund +485K New position 485K $28.7M
Alberta Investment Management Corp +449K +45.2% 1.4M $85.3M
Two Sigma Investments, LP Hedge fund +425K New position 425K $25.1M
Alyeska Investment Group, L.P. Hedge fund +328K +146.5% 552K $32.7M
Alliancebernstein L.P. Active manager +328K +21.2% 1.9M $111M
Adage Capital Partners Gp, L.L.C. Hedge fund +325K +100.0% 650K $38.4M
Wellington Management Group LLP Active manager +298K +11.8% 2.8M $167M
Artisan Partners Limited Partnership Active manager +294K +98.3% 593K $35M
Jennison Associates LLC Active manager +288K +44.3% 939K $55.5M
FMR LLC Active manager +261K +60.7% 691K $40.9M
Man Group PLC Hedge fund +228K +3073.5% 236K $13.9M
Goldman Sachs Group Inc +212K +40.3% 739K $43.7M
Mackenzie Financial Corp +195K New position 195K $11.6M
Emerald Advisers, LLC +193K +40.2% 674K $39.8M
Armistice Capital, LLC Hedge fund +167K +15.3% 1.3M $74.5M
Emerald Mutual Fund Advisers Trust +145K +48.2% 446K $26.4M
Capital Fund Management S.A. Hedge fund +136K +197.1% 205K $12.1M
Walleye Capital LLC Hedge fund +129K +211.8% 190K $11.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wasatch Advisors LP Active manager −1.3M −31.9% 2.8M $167M
Point72 Asset Management, L.P. Hedge fund −858K Sold out 0 —
AQR Capital Management LLC Hedge fund −660K −90.9% 66K $3.9M
Holocene Advisors, LP Hedge fund −371K −95.2% 19K $1.1M
Riverbridge Partners LLC Active manager −248K −26.8% 675K $39.9M
Jpmorgan Chase & Co −239K −41.9% 331K $20.2M
Jane Street Group, LLC −219K −76.7% 67K $3.9M
Gilder Gagnon Howe & Co LLC Active manager −183K −22.6% 626K $37M
Mitsubishi Ufj Trust & Banking Corp −156K Sold out 0 —
Franklin Resources Inc Active manager −156K −22.6% 532K $31.5M
Woodline Partners LP Hedge fund −137K Sold out 0 —
Squarepoint Ops LLC Hedge fund −113K −84.2% 21K $1.3M
Exoduspoint Capital Management, LP Hedge fund −102K Sold out 0 —
Sei Investments Co −92K −37.6% 153K $9.1M
Toronto Dominion Bank −81K −100.0% 1 $74
Segall Bryant & Hamill, LLC Active manager −77K Sold out 0 —
Verition Fund Management LLC Hedge fund −67K −62.7% 40K $2.4M
Hood River Capital Management LLC −63K Sold out 0 —
Kayne Anderson Rudnick Investment Management LLC Active manager −61K −34.2% 117K $6.9M
Renaissance Technologies LLC Hedge fund −58K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Engaged Capital LLCHedge fund 485K $28.7M
Two Sigma Investments, LPHedge fund 425K $25.1M
Mackenzie Financial Corp 195K $11.6M
Monimus Capital Management, LP 119K $7M
Cinctive Capital Management LPHedge fund 74K $4.4M
Granahan Investment Management, LLC 63K $3.7M
Ossiam 60K $3.5M
Millennium Management LLCHedge fund 36K $2.1M
Connors Investor Services Inc 31K $1.8M
Divisadero Street Capital Management, LP 30K $1.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 858K $50.6M
Mitsubishi Ufj Trust & Banking Corp 156K $9.2M
Woodline Partners LPHedge fund 137K $8.1M
Exoduspoint Capital Management, LPHedge fund 102K $6M
Segall Bryant & Hamill, LLCActive manager 77K $4.5M
Hood River Capital Management LLC 63K $3.7M
Renaissance Technologies LLCHedge fund 58K $3.4M
Lisanti Capital Growth, LLC 53K $3.1M
J. Goldman & Co LPHedge fund 52K $3.1M
Lighthouse Investment Partners, LLCHedge fund 47K $2.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
315
Ten largest holders
42.5%
of 13F-reported shares
Index fund managers
23.2%
of 13F-reported shares
Active managers and hedge funds
41.4%
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 33 28 10 12 +130K +0.5%
Index fund managers 7 4 0 0 +176K +1.2%
Other institutions 114 151 36 46 +2.0M +10.2%

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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