undamentalytics Newsletter

Gevo, Inc.: which funds bought and sold

Institutions that bought and sold Gevo 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, 74 institutions that filed 13F reports for both quarters added to or opened positions in Gevo, and 67 cut or closed them. Together they added a net 4.3M shares, +5.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.9M shares (−35.5%); index fund managers were net buyers of 6.6M shares (+12.6%). 17 opened a new position and 28 sold out entirely.

Bought, Q2 2026 74 institutions, 17 of them new holders Sold, Q2 2026 67 institutions, 28 of them sold out
Net change, all compared +4.3M shares (+5.0%)
Net change, active managers −2.9M shares (−35.5%), 9 bought, 16 sold

Buyers versus sellers

institutions compared, 175
Active managers and hedge funds 9 bought · 16 sold · −2.9M
Index fund managers 10 bought · 2 sold · +6.6M
Other institutions 55 bought · 49 sold · +666K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
State Street Corp Index funds +4.4M +48.1% 13.4M $20.1M
Invesco Ltd. +2.2M +66.5% 5.6M $8.4M
UBS Group AG +1.2M +53.1% 3.3M $5M
Blackrock, Inc. Index funds +1.0M +5.8% 18.3M $27.5M
Millennium Management LLC Hedge fund +448K New position 448K $671,292
Geode Capital Management, LLC Index funds +392K +6.7% 6.3M $9.4M
Vanguard Portfolio Management LLC Index funds +370K +7.2% 5.5M $8.2M
Man Group PLC Hedge fund +333K New position 333K $499,232
Barclays PLC +322K +92.5% 671K $1M
Inspire Investing, LLC +268K +140.7% 458K $686,852
J. Derek Lewis & Associates Inc. +243K +45.4% 778K $1.2M
Los Angeles Capital Management LLC Active manager +207K +64.5% 529K $793,335
Susquehanna International Group, LLP +158K +58.0% 430K $645,468
Caprock Group, LLC +153K New position 153K $229,500
Atom Investors LP +147K New position 147K $220,035
Northern Trust Corp Index funds +143K +8.1% 1.9M $2.8M
First Trust Advisors LP +122K +22.9% 653K $979,575
Vanguard Capital Management LLC Index funds +121K +1.2% 10.3M $15.4M
Wells Fargo & Company +115K +46.2% 365K $547,700
Hightower Advisors, LLC +113K New position 113K $169,703

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc −2.4M −61.2% 1.5M $2.3M
Renaissance Technologies LLC Hedge fund −2.2M Sold out 0 —
Citadel Advisors LLC Hedge fund −853K −41.3% 1.2M $1.8M
Nuveen, LLC −797K −22.1% 2.8M $4.2M
Morgan Stanley −419K −60.3% 276K $414,019
Credit Agricole S A −414K Sold out 0 —
Informed Momentum Co LLC −333K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −207K −92.2% 18K $26,372
BNP Paribas Financial Markets −204K −46.0% 240K $359,349
Point72 Asset Management, L.P. Hedge fund −195K Sold out 0 —
Walleye Capital LLC Hedge fund −134K Sold out 0 —
Two Sigma Investments, LP Hedge fund −106K −27.0% 287K $429,957
Engineers Gate Manager LP Hedge fund −81K Sold out 0 —
State Of Wyoming −64K −45.7% 76K $113,600
Caxton Associates LLP Hedge fund −56K Sold out 0 —
Marshall Wace, LLP Hedge fund −54K Sold out 0 —
Headlands Technologies LLC −46K −78.5% 13K $18,836
Vanguard Global Advisers, LLC −38K −29.0% 92K $137,945
Grantham, Mayo, Van Otterloo & Co. LLC Active manager −35K −2.4% 1.4M $2.2M
AQR Capital Management LLC Hedge fund −33K −55.1% 27K $40,882

New positions

largest by value
InstitutionSharesValue June 30, 2026
Millennium Management LLCHedge fund 448K $671,292
Man Group PLCHedge fund 333K $499,232
Caprock Group, LLC 153K $229,500
Atom Investors LP 147K $220,035
Hightower Advisors, LLC 113K $169,703
Abel Hall, LLC 38K $57,240
Decker Retirement Planning Inc. 20K $30,023
Wealth Enhancement Advisory Services, LLC 20K $29,484
Gts Securities LLC 16K $23,933
Walkner Condon Financial Advisors LLC 16K $23,856

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Renaissance Technologies LLCHedge fund 2.2M $6M
Credit Agricole S A 414K $1.1M
Informed Momentum Co LLC 333K $909,030
Point72 Asset Management, L.P.Hedge fund 195K $532,861
Walleye Capital LLCHedge fund 134K $365,547
Engineers Gate Manager LPHedge fund 81K $221,630
Caxton Associates LLPHedge fund 56K $153,426
Marshall Wace, LLPHedge fund 54K $146,874
Exoduspoint Capital Management, LPHedge fund 33K $90,811
Schonfeld Strategic Advisors LLCHedge fund 31K $85,049

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
148
Ten largest holders
77.0%
of 13F-reported shares
Index fund managers
63.9%
of 13F-reported shares
Active managers and hedge funds
5.7%
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 9 16 2 9 −2.9M −35.5%
Index fund managers 10 2 0 0 +6.6M +12.6%
Other institutions 55 49 15 19 +666K +2.5%

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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