undamentalytics Newsletter

Ideal Power Inc.: which funds bought and sold

Institutions that bought and sold Ideal Power 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, 35 institutions that filed 13F reports for both quarters added to or opened positions in Ideal Power, and 8 cut or closed them. Together they added a net 2.2M shares, +51.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 29K shares (+6.6%); index fund managers were net buyers of 382K shares (+61.0%). 20 opened a new position and 5 sold out entirely.

Bought, Q2 2026 35 institutions, 20 of them new holders Sold, Q2 2026 8 institutions, 5 of them sold out
Net change, all compared +2.2M shares (+51.5%)
Net change, active managers +29K shares (+6.6%), 4 bought, 2 sold

Buyers versus sellers

institutions compared, 49
Active managers and hedge funds 4 bought · 2 sold · +29K
Index fund managers 6 bought · 0 sold · +382K
Other institutions 25 bought · 6 sold · +1.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +423K +178.3% 660K $3.5M
Stifel Financial Corp +387K +475.7% 469K $2.5M
Baird Financial Group, Inc. +326K New position 326K $1.7M
Marshall Wace, LLP Hedge fund +318K New position 318K $1.7M
Vanguard Capital Management LLC Index funds +295K +93.7% 609K $3.3M
Jane Street Group, LLC +245K +1017.5% 269K $1.4M
Awm Investment Company, Inc. +149K +12.5% 1.3M $7.2M
Renaissance Technologies LLC Hedge fund +101K New position 101K $540,041
Bleichroeder LP +100K +33.3% 400K $2.1M
Polar Asset Management Partners Inc. +71K New position 71K $378,952
Bank Of America Corp +61K New position 61K $325,561
Diversify Advisory Services, LLC +60K New position 60K $235,317
Diversify Wealth Management, LLC +60K New position 60K $235,317
Xtx Topco Ltd +42K New position 42K $225,602
Jump Financial, LLC +41K New position 41K $219,760
Morgan Stanley +37K +177.3% 58K $313,003
Walleye Capital LLC Hedge fund +24K New position 24K $130,661
Vanguard Fiduciary Trust Co Index funds +22K +50.8% 64K $343,603
Geode Capital Management, LLC Index funds +21K +21.1% 120K $644,141
Citadel Advisors LLC Hedge fund +21K New position 21K $111,418

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund −386K Sold out 0 —
Aigh Capital Management LLC −287K −24.3% 895K $4.8M
Cable Car Capital, LP Hedge fund −50K Sold out 0 —
UBS Group AG −19K −83.7% 3,661 $19,623
Susquehanna International Group, LLP −12K Sold out 0 —
Fny Investment Advisers, LLC −3,402 Sold out 0 —
Westside Investment Management, Inc. −386 Sold out 0 —
Sbi Securities Co., Ltd. −30 −96.8% 1 $5

New positions

largest by value
InstitutionSharesValue June 30, 2026
Baird Financial Group, Inc. 326K $1.7M
Marshall Wace, LLPHedge fund 318K $1.7M
Renaissance Technologies LLCHedge fund 101K $540,041
Polar Asset Management Partners Inc. 71K $378,952
Bank Of America Corp 61K $325,561
Diversify Advisory Services, LLC 60K $235,317
Diversify Wealth Management, LLC 60K $235,317
Xtx Topco Ltd 42K $225,602
Jump Financial, LLC 41K $219,760
Walleye Capital LLCHedge fund 24K $130,661

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Alyeska Investment Group, L.P.Hedge fund 386K $1.1M
Cable Car Capital, LPHedge fund 50K $141,500
Susquehanna International Group, LLP 12K $33,292
Fny Investment Advisers, LLC 3,402 $9,000
Westside Investment Management, Inc. 386 $1,092

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
44
Ten largest holders
85.3%
of 13F-reported shares
Index fund managers
15.8%
of 13F-reported shares
Active managers and hedge funds
7.3%
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 4 2 4 2 +29K +6.6%
Index fund managers 6 0 0 0 +382K +61.0%
Other institutions 25 6 16 3 +1.8M +55.8%

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.

← Back to Ideal Power Inc. · Insiders · Politicians