undamentalytics Newsletter

Iperionx Ltd: which funds bought and sold

Institutions that bought and sold Iperionx 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, 44 institutions that filed 13F reports for both quarters added to or opened positions in Iperionx, and 16 cut or closed them. Together they added a net 413K shares, +9.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 681K shares (+94.3%); index fund managers were net buyers of 15K shares (+30.4%). 22 opened a new position and 9 sold out entirely.

Bought, Q2 2026 44 institutions, 22 of them new holders Sold, Q2 2026 16 institutions, 9 of them sold out
Net change, all compared +413K shares (+9.6%)
Net change, active managers +681K shares (+94.3%), 7 bought, 2 sold

Buyers versus sellers

institutions compared, 66
Active managers and hedge funds 7 bought · 2 sold · +681K
Index fund managers 2 bought · 1 sold · +15K
Other institutions 35 bought · 13 sold · −282K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +415K +252.0% 580K $17.2M
Old West Investment Management, LLC +335K +3140.6% 345K $10.3M
Woodline Partners LP Hedge fund +185K +39.4% 654K $19.4M
Jane Street Group, LLC +153K +215.3% 225K $6.7M
Tudor Investment Corp Et Al Hedge fund +80K New position 80K $2.4M
Nuveen, LLC +60K New position 60K $1.8M
Envestnet Asset Management Inc +48K New position 48K $1.4M
Point72 Asset Management, L.P. Hedge fund +44K +180.2% 69K $2M
UBS Group AG +33K +51.4% 97K $2.9M
Bank Of America Corp +29K +124.3% 52K $1.6M
Arax Advisory Partners +22K New position 22K $658,877
Susquehanna International Group, LLP +15K New position 15K $452,074
Blair William & Co +12K New position 12K $357,830
Trexquant Investment LP Hedge fund +12K New position 12K $349,952
Schonfeld Strategic Advisors LLC Hedge fund +8,168 New position 8,168 $242,833
Blackrock, Inc. Index funds +8,128 +17.6% 54K $1.6M
Summit Trail Advisors, LLC +7,862 New position 7,862 $233,737
Vanguard Personalized Indexing Management, LLC Index funds +7,095 New position 7,095 $210,934
Connective Capital Management, LLC +5,367 New position 5,367 $159,561
HRT Financial LP +4,235 +17.6% 28K $841,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Van Eck Associates Corp −566K −26.0% 1.6M $48M
Shay Capital LLC −213K Sold out 0 —
Stifel Financial Corp −121K −18.7% 526K $15.6M
Private Advisor Group, LLC −63K Sold out 0 —
Quadrature Capital Ltd Hedge fund −40K Sold out 0 —
Citadel Advisors LLC Hedge fund −23K Sold out 0 —
Xtx Topco Ltd −15K −52.6% 14K $407,063
Apis Capital Advisors, LLC −14K Sold out 0 —
Goldman Sachs Group Inc −12K −43.6% 15K $454,780
Dld Asset Management, LP −10K Sold out 0 —
Synergy Asset Management, LLC −8,761 Sold out 0 —
Wells Fargo & Company −3,767 −70.0% 1,612 $47,925
Morgan Stanley −1,190 −1.8% 64K $1.9M
Mai Capital Management −154 Sold out 0 —
Rhumbline Advisers Index funds −45 −1.2% 3,746 $111,362
Signature Equity Partners, LLC −40 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Tudor Investment Corp Et AlHedge fund 80K $2.4M
Nuveen, LLC 60K $1.8M
Envestnet Asset Management Inc 48K $1.4M
Arax Advisory Partners 22K $658,877
Susquehanna International Group, LLP 15K $452,074
Blair William & Co 12K $357,830
Trexquant Investment LPHedge fund 12K $349,952
Schonfeld Strategic Advisors LLCHedge fund 8,168 $242,833
Summit Trail Advisors, LLC 7,862 $233,737
Vanguard Personalized Indexing Management, LLCIndex funds 7,095 $210,934

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Shay Capital LLC 213K $5.5M
Private Advisor Group, LLC 63K $1.6M
Quadrature Capital LtdHedge fund 40K $1M
Citadel Advisors LLCHedge fund 23K $610,846
Apis Capital Advisors, LLC 14K $364,560
Dld Asset Management, LP 10K $260,400
Synergy Asset Management, LLC 8,761 $228,136
Mai Capital Management 154 $4,011
Signature Equity Partners, LLC 40 $1,042

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
58
Ten largest holders
89.9%
of 13F-reported shares
Index fund managers
1.4%
of 13F-reported shares
Active managers and hedge funds
29.7%
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 7 2 3 2 +681K +94.3%
Index fund managers 2 1 1 0 +15K +30.4%
Other institutions 35 13 18 7 −282K −8.0%

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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