undamentalytics Newsletter

Helport AI Ltd: which funds bought and sold

Institutions that bought and sold Helport AI 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, 5 institutions that filed 13F reports for both quarters added to or opened positions in Helport AI, and 4 cut or closed them. Together they added a net 29K shares, +19.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 19K shares (+24.4%); index fund managers were net buyers of 10K shares. 5 opened a new position and 2 sold out entirely.

Bought, Q2 2026 5 institutions, 5 of them new holders Sold, Q2 2026 4 institutions, 2 of them sold out
Net change, all compared +29K shares (+19.2%)
Net change, active managers +19K shares (+24.4%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 13
Active managers and hedge funds 1 bought · 1 sold · +19K
Index fund managers 1 bought · 0 sold · +10K
Other institutions 3 bought · 3 sold · −450

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Xtx Topco Ltd +44K New position 44K $25,887
Magnetar Financial LLC Hedge fund +29K New position 29K $16,934
Two Sigma Securities, LLC +12K New position 12K $7,122
Geode Capital Management, LLC Index funds +10K New position 10K $6,059
Clear Street Group Inc. +247 New position 247 $145

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Citigroup Inc −22K −91.1% 2,107 $1,238
UBS Group AG −18K −86.9% 2,732 $1,606
Goldman Sachs Group Inc −17K Sold out 0 —
Citadel Advisors LLC Hedge fund −10K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Xtx Topco Ltd 44K $25,887
Magnetar Financial LLCHedge fund 29K $16,934
Two Sigma Securities, LLC 12K $7,122
Geode Capital Management, LLCIndex funds 10K $6,059
Clear Street Group Inc. 247 $145

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Goldman Sachs Group Inc 17K $25,724
Citadel Advisors LLCHedge fund 10K $15,539

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
11
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
5.8%
of 13F-reported shares
Active managers and hedge funds
53.8%
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 1 1 1 1 +19K +24.4%
Index fund managers 1 0 1 0 +10K —
Other institutions 3 3 3 1 −450 −0.6%

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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