undamentalytics Newsletter

Ethos Technologies Inc.: which funds bought and sold

Institutions that bought and sold Ethos Technologies 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, 36 institutions that filed 13F reports for both quarters added to or opened positions in Ethos Technologies, and 41 cut or closed them. Together they sold a net 1.2M shares, −6.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−23.9%); index fund managers were net sellers of 27K shares (−2.8%). 24 opened a new position and 21 sold out entirely.

Bought, Q2 2026 36 institutions, 24 of them new holders Sold, Q2 2026 41 institutions, 21 of them sold out
Net change, all compared −1.2M shares (−6.4%)
Net change, active managers −1.3M shares (−23.9%), 8 bought, 13 sold

Buyers versus sellers

institutions compared, 92
Active managers and hedge funds 8 bought · 13 sold · −1.3M
Index fund managers 3 bought · 2 sold · −27K
Other institutions 25 bought · 26 sold · +136K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Divisadero Street Capital Management, LP +1.6M New position 1.6M $29.7M
Renaissance Technologies LLC Hedge fund +263K +328.1% 343K $6.2M
Bard Associates Inc +248K New position 248K $4.5M
Bank Of America Corp +180K New position 180K $3.3M
Glynn Capital Management LLC +119K New position 119K $2.2M
G2 Investment Partners Management LLC +72K New position 72K $1.3M
D. E. Shaw & Co., Inc. Hedge fund +70K +232.7% 100K $1.8M
Lighthouse Investment Partners, LLC Hedge fund +67K New position 67K $1.2M
Blair William & Co +63K New position 63K $1.1M
Two Sigma Investments, LP Hedge fund +46K +37.8% 168K $3M
Royal Bank Of Canada +42K +195.4% 64K $1.2M
Marshall Wace, LLP Hedge fund +40K New position 40K $716,712
Jones Financial Companies LLLP +21K New position 21K $413,471
Millennium Management LLC Hedge fund +20K New position 20K $359,698
Boothbay Fund Management, LLC Hedge fund +17K New position 17K $315,981
Picton Mahoney Asset Management +17K New position 17K $301,215
Wealth Enhancement Advisory Services, LLC +12K New position 12K $247,870
Staley Capital Advisers Inc +12K New position 12K $220,510
Susquehanna International Group, LLP +11K New position 11K $195,495
Acadian Asset Management LLC Active manager +9,989 New position 9,989 $181,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Granahan Investment Management, LLC −581K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −399K Sold out 0 —
Citadel Advisors LLC Hedge fund −390K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −355K −88.7% 45K $822,322
Healthcare Of Ontario Pension Plan Trust Fund −350K −50.0% 350K $6.3M
Goldman Sachs Group Inc −300K −60.9% 192K $3.5M
Glade Brook Capital Partners LLC −286K −25.0% 858K $15.6M
Federated Hermes, Inc. Active manager −168K −43.7% 216K $3.9M
Jane Street Group, LLC −164K Sold out 0 —
Alphabet Inc. −148K −3.9% 3.6M $65.7M
Balyasny Asset Management L.P. Hedge fund −111K Sold out 0 —
Teacher Retirement System Of Texas −100K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −100K Sold out 0 —
Empire Financial Management Company, LLC −77K −75.3% 25K $458,942
LMR Partners LLP Hedge fund −75K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −70K Sold out 0 —
Victory Capital Management Inc Active manager −61K Sold out 0 —
Man Group PLC Hedge fund −55K Sold out 0 —
Ghisallo Capital Management LLC Hedge fund −50K Sold out 0 —
UBS Group AG −46K −10.0% 417K $7.6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Divisadero Street Capital Management, LP 1.6M $29.7M
Bard Associates Inc 248K $4.5M
Bank Of America Corp 180K $3.3M
Glynn Capital Management LLC 119K $2.2M
G2 Investment Partners Management LLC 72K $1.3M
Lighthouse Investment Partners, LLCHedge fund 67K $1.2M
Blair William & Co 63K $1.1M
Marshall Wace, LLPHedge fund 40K $716,712
Jones Financial Companies LLLP 21K $413,471
Millennium Management LLCHedge fund 20K $359,698

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Granahan Investment Management, LLC 581K $6.5M
Exoduspoint Capital Management, LPHedge fund 399K $4.5M
Citadel Advisors LLCHedge fund 390K $4.4M
Jane Street Group, LLC 164K $1.8M
Balyasny Asset Management L.P.Hedge fund 111K $1.2M
Teacher Retirement System Of Texas 100K $1.1M
Hudson Bay Capital Management LPHedge fund 100K $1.1M
LMR Partners LLPHedge fund 75K $837,750
Tudor Investment Corp Et AlHedge fund 70K $776,907
Victory Capital Management IncActive manager 61K $681,370

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
72
Ten largest holders
78.3%
of 13F-reported shares
Index fund managers
5.4%
of 13F-reported shares
Active managers and hedge funds
23.6%
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 8 13 5 9 −1.3M −23.9%
Index fund managers 3 2 0 0 −27K −2.8%
Other institutions 25 26 19 12 +136K +1.1%

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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