Investar Holding Corp: which funds bought and sold

Institutions that bought and sold Investar Holding 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, 78 institutions that filed 13F reports for both quarters added to or opened positions in Investar Holding, and 38 cut or closed them. Together they added a net 417K shares, +5.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 346K shares (+18.1%); index fund managers were net buyers of 262K shares (+10.3%). 25 opened a new position and 11 sold out entirely.

Bought, Q2 2026 78 institutions, 25 of them new holders Sold, Q2 2026 38 institutions, 11 of them sold out

Net change, all compared +417K shares (+5.5%)

Net change, active managers +346K shares (+18.1%), 19 bought, 13 sold

Buyers versus sellers

institutions compared, 132

78 bought 16 38 sold

Active managers and hedge funds 19 bought · 13 sold · +346K

Index fund managers 8 bought · 1 sold · +262K

Other institutions 51 bought · 24 sold · −191K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+220K +888.9%	245K	$7.3M
Citadel Advisors LLC Hedge fund	+218K +437.6%	267K	$8M
Texas Capital Bank Wealth Management Services Inc	+169K New position	169K	$5.1M
Blackrock, Inc. Index funds	+154K +13.9%	1.3M	$37.6M
Jpmorgan Chase & Co	+87K +1663.0%	92K	$2.8M
State Street Corp Index funds	+86K +48.5%	263K	$7.9M
Dimensional Fund Advisors LP	+79K +18.1%	517K	$15.5M
Qube Research & Technologies Ltd Hedge fund	+66K +103.0%	130K	$3.9M
Morgan Stanley	+61K +66.8%	153K	$4.6M
Xtx Topco Ltd	+61K New position	61K	$1.8M
Invesco Ltd.	+60K +524.2%	72K	$2.2M
D. E. Shaw & Co., Inc. Hedge fund	+45K New position	45K	$1.4M
Squarepoint Ops LLC Hedge fund	+41K New position	41K	$1.2M
Marshall Wace, LLP Hedge fund	+41K New position	41K	$1.2M
Goldman Sachs Group Inc	+40K +73.3%	95K	$2.8M
Geode Capital Management, LLC Index funds	+32K +10.5%	332K	$9.9M
Quadrature Capital Ltd Hedge fund	+27K New position	27K	$814,133
Renaissance Technologies LLC Hedge fund	+26K +25.1%	132K	$3.9M
Schonfeld Strategic Advisors LLC Hedge fund	+24K New position	24K	$721,256
Trexquant Investment LP Hedge fund	+24K New position	24K	$712,838

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+220K +888.9%	245K	$7.3M
Citadel Advisors LLC Hedge fund	+218K +437.6%	267K	$8M
Qube Research & Technologies Ltd Hedge fund	+66K +103.0%	130K	$3.9M
D. E. Shaw & Co., Inc. Hedge fund	+45K New position	45K	$1.4M
Squarepoint Ops LLC Hedge fund	+41K New position	41K	$1.2M
Marshall Wace, LLP Hedge fund	+41K New position	41K	$1.2M
Quadrature Capital Ltd Hedge fund	+27K New position	27K	$814,133
Renaissance Technologies LLC Hedge fund	+26K +25.1%	132K	$3.9M
Schonfeld Strategic Advisors LLC Hedge fund	+24K New position	24K	$721,256
Trexquant Investment LP Hedge fund	+24K New position	24K	$712,838

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Fourthstone LLC	−505K −61.0%	322K	$9.7M
Wellington Management Group LLP Active manager	−251K Sold out	0	—
Hightower Advisors, LLC	−138K −64.9%	74K	$2.2M
Alliancebernstein L.P. Active manager	−116K −28.9%	285K	$7.8M
Alti Global, Inc.	−87K Sold out	0	—
Bank Of New York Mellon Corp	−77K −62.7%	46K	$1.4M
Martingale Asset Management L P Active manager	−53K Sold out	0	—
Vanguard Capital Management LLC Index funds	−43K −7.3%	546K	$16.3M
Numerai Gp LLC	−35K −81.4%	7,994	$239,500
Sei Investments Co	−34K −51.6%	32K	$947,455
American Century Companies Inc Active manager	−18K −18.5%	79K	$2.4M
Strs Ohio	−17K −82.9%	3,500	$104,860
Glass Wealth Management Co LLC	−17K −25.1%	50K	$1.5M
Los Angeles Capital Management LLC Active manager	−16K Sold out	0	—
Integrated Quantitative Investments LLC	−11K −33.0%	23K	$674,190
Mangrove Partners Im, LLC Hedge fund	−7,979 Sold out	0	—
Mirabella Financial Services LLP	−7,952 Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−7,647 −20.0%	30K	$913,750
Polymer Capital Management (US) LLC	−7,627 Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−5,689 −4.2%	131K	$3.9M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−251K Sold out	0	—
Alliancebernstein L.P. Active manager	−116K −28.9%	285K	$7.8M
Martingale Asset Management L P Active manager	−53K Sold out	0	—
American Century Companies Inc Active manager	−18K −18.5%	79K	$2.4M
Los Angeles Capital Management LLC Active manager	−16K Sold out	0	—
Mangrove Partners Im, LLC Hedge fund	−7,979 Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−7,647 −20.0%	30K	$913,750
Bridgeway Capital Management, LLC Active manager	−5,689 −4.2%	131K	$3.9M
Copeland Capital Management, LLC Active manager	−2,401 Sold out	0	—
Kennedy Capital Management LLC Active manager	−2,389 −1.7%	139K	$4.2M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Texas Capital Bank Wealth Management Services Inc	169K	$5.1M
Xtx Topco Ltd	61K	$1.8M
D. E. Shaw & Co., Inc.Hedge fund	45K	$1.4M
Squarepoint Ops LLCHedge fund	41K	$1.2M
Marshall Wace, LLPHedge fund	41K	$1.2M
Quadrature Capital LtdHedge fund	27K	$814,133
Schonfeld Strategic Advisors LLCHedge fund	24K	$721,256
Trexquant Investment LPHedge fund	24K	$712,838
Engineers Gate Manager LPHedge fund	18K	$545,392
Quantbot Technologies LPHedge fund	17K	$518,158

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Wellington Management Group LLPActive manager	251K	$6.8M
Alti Global, Inc.	87K	$2.4M
Martingale Asset Management L PActive manager	53K	$1.4M
Los Angeles Capital Management LLCActive manager	16K	$428,303
Mangrove Partners Im, LLCHedge fund	7,979	$217,587
Mirabella Financial Services LLP	7,952	$216,851
Polymer Capital Management (US) LLC	7,627	$207,988
Copeland Capital Management, LLCActive manager	2,401	$65,475
Quadrant Capital Group LLC	121	$3,300
Mai Capital Management	29	$791

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 121
Ten largest holders: 54.5%
Index fund managers: 34.9%
Active managers and hedge funds: 28.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	13	11	5	+346K	+18.1%
Index fund managers	8	1	0	0	+262K	+10.3%
Other institutions	51	24	14	6	−191K	−6.0%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Investar Holding.

Only managers that filed a holdings report for both quarters are compared (132 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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