Kodiak Gas Services, Inc.: which funds bought and sold
Institutions that bought and sold Kodiak Gas Services 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, 272 institutions that filed 13F reports for both quarters added to or opened positions in Kodiak Gas Services, and 117 cut or closed them. Together they added a net 14.8M shares, +16.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.8M shares (+18.8%); index fund managers were net buyers of 7.5M shares (+28.9%). 105 opened a new position and 31 sold out entirely.
Bought, Q2 2026 272 institutions, 105 of them new holders Sold, Q2 2026 117 institutions, 31 of them sold out
Net change, all compared +14.8M shares (+16.5%)
Net change, active managers +4.8M shares (+18.8%), 42 bought, 24 sold
Buyers versus sellers
272 bought 38 117 sold
Active managers and hedge funds 42 bought · 24 sold · +4.8M
Index fund managers 11 bought · 0 sold · +7.5M
Other institutions 219 bought · 93 sold · +2.6M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +2.9M +23.5% | 15.2M | $1.1B |
| Vanguard Portfolio Management LLC Index funds | +2.2M +113.6% | 4.1M | $310M |
| Wellington Management Group LLP Active manager | +1.1M +85.0% | 2.4M | $183M |
| Price T Rowe Associates Inc Active manager | +985K +48.1% | 3.0M | $228M |
| Lone Pine Capital LLC Hedge fund | +845K New position | 845K | $63.5M |
| State Street Corp Index funds | +694K +20.2% | 4.1M | $310M |
| Vanguard Capital Management LLC Index funds | +660K +17.7% | 4.4M | $329M |
| Driehaus Capital Management LLC Active manager | +656K New position | 656K | $49.3M |
| T. Rowe Price Investment Management, Inc. Active manager | +653K New position | 653K | $49M |
| Conestoga Capital Advisors, LLC | +646K New position | 646K | $48.5M |
| Squarepoint Ops LLC Hedge fund | +567K +2505.2% | 590K | $44.3M |
| Kayne Anderson Capital Advisors LP | +506K +81.2% | 1.1M | $84.8M |
| American Century Companies Inc Active manager | +502K +20.5% | 2.9M | $222M |
| Geode Capital Management, LLC Index funds | +499K +25.0% | 2.5M | $187M |
| Copeland Capital Management, LLC Active manager | +476K New position | 476K | $35.8M |
| Westfield Capital Management Co LP Active manager | +402K New position | 402K | $30.2M |
| Nuveen, LLC | +362K +76.9% | 833K | $62.6M |
| Oberweis Asset Management Inc/ Active manager | +356K New position | 356K | $26.7M |
| Hood River Capital Management LLC | +336K New position | 336K | $25.2M |
| Morgan Stanley | +332K +35.7% | 1.3M | $94.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +1.1M +85.0% | 2.4M | $183M |
| Price T Rowe Associates Inc Active manager | +985K +48.1% | 3.0M | $228M |
| Lone Pine Capital LLC Hedge fund | +845K New position | 845K | $63.5M |
| Driehaus Capital Management LLC Active manager | +656K New position | 656K | $49.3M |
| T. Rowe Price Investment Management, Inc. Active manager | +653K New position | 653K | $49M |
| Squarepoint Ops LLC Hedge fund | +567K +2505.2% | 590K | $44.3M |
| American Century Companies Inc Active manager | +502K +20.5% | 2.9M | $222M |
| Copeland Capital Management, LLC Active manager | +476K New position | 476K | $35.8M |
| Westfield Capital Management Co LP Active manager | +402K New position | 402K | $30.2M |
| Oberweis Asset Management Inc/ Active manager | +356K New position | 356K | $26.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Deprince Race & Zollo Inc Active manager | −886K −98.3% | 16K | $1.2M |
| Citadel Advisors LLC Hedge fund | −727K −38.2% | 1.2M | $88.5M |
| Nomura Asset Management International Inc. | −672K −45.0% | 820K | $61.6M |
| SG Americas Securities, LLC | −630K −99.0% | 6,083 | $457,000 |
| Dimensional Fund Advisors LP | −581K −18.7% | 2.5M | $190M |
| Renaissance Technologies LLC Hedge fund | −532K −63.4% | 307K | $23.1M |
| Barclays PLC | −515K −86.3% | 82K | $6.1M |
| FMR LLC Active manager | −491K −10.8% | 4.1M | $306M |
| Steadfast Capital Management LP Hedge fund | −386K Sold out | 0 | — |
| Goldman Sachs Group Inc | −369K −17.4% | 1.7M | $131M |
| Walleye Capital LLC Hedge fund | −344K −85.8% | 57K | $4.3M |
| Citigroup Inc | −329K −79.6% | 84K | $6.3M |
| Holocene Advisors, LP Hedge fund | −322K Sold out | 0 | — |
| Ghisallo Capital Management LLC Hedge fund | −300K −60.0% | 200K | $15M |
| Ripple Effect Asset Management LP | −157K −34.4% | 301K | $22.6M |
| Ruffer LLP Active manager | −148K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −132K Sold out | 0 | — |
| Invesco Ltd. | −127K −1.5% | 8.1M | $605M |
| Jane Street Group, LLC | −124K −95.3% | 6,073 | $456,265 |
| Canada Pension Plan Investment Board | −119K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Deprince Race & Zollo Inc Active manager | −886K −98.3% | 16K | $1.2M |
| Citadel Advisors LLC Hedge fund | −727K −38.2% | 1.2M | $88.5M |
| Renaissance Technologies LLC Hedge fund | −532K −63.4% | 307K | $23.1M |
| FMR LLC Active manager | −491K −10.8% | 4.1M | $306M |
| Steadfast Capital Management LP Hedge fund | −386K Sold out | 0 | — |
| Walleye Capital LLC Hedge fund | −344K −85.8% | 57K | $4.3M |
| Holocene Advisors, LP Hedge fund | −322K Sold out | 0 | — |
| Ghisallo Capital Management LLC Hedge fund | −300K −60.0% | 200K | $15M |
| Ruffer LLP Active manager | −148K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −132K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Lone Pine Capital LLCHedge fund | 845K | $63.5M |
| Driehaus Capital Management LLCActive manager | 656K | $49.3M |
| T. Rowe Price Investment Management, Inc.Active manager | 653K | $49M |
| Conestoga Capital Advisors, LLC | 646K | $48.5M |
| Copeland Capital Management, LLCActive manager | 476K | $35.8M |
| Westfield Capital Management Co LPActive manager | 402K | $30.2M |
| Oberweis Asset Management Inc/Active manager | 356K | $26.7M |
| Hood River Capital Management LLC | 336K | $25.2M |
| Cushing Asset Management, LP Dba Nxg Investment Management | 300K | $22.5M |
| Aberdeen Group PLC | 259K | $19.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Steadfast Capital Management LPHedge fund | 386K | $22.5M |
| Holocene Advisors, LPHedge fund | 322K | $18.8M |
| Ruffer LLPActive manager | 148K | $8.6M |
| Voloridge Investment Management, LLCHedge fund | 132K | $7.7M |
| Canada Pension Plan Investment Board | 119K | $6.9M |
| Verbena Value LP | 117K | $6.8M |
| Winton Group LtdHedge fund | 43K | $2.5M |
| Brevan Howard Capital Management LPHedge fund | 36K | $2.1M |
| Natixis | 18K | $1.1M |
| Dark Forest Capital Management LP | 18K | $1M |
Who holds the shares
- Institutions reporting
- 404
- Ten largest holders
- 48.7% of 13F-reported shares
- Index fund managers
- 31.9% of 13F-reported shares
- Active managers and hedge funds
- 28.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 42 | 24 | 18 | 7 | +4.8M | +18.8% |
| Index fund managers | 11 | 0 | 1 | 0 | +7.5M | +28.9% |
| Other institutions | 219 | 93 | 86 | 24 | +2.6M | +6.7% |
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