undamentalytics Newsletter

Liveone, Inc.: which funds bought and sold

Institutions that bought and sold Liveone 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, 11 institutions that filed 13F reports for both quarters added to or opened positions in Liveone, and 16 cut or closed them. Together they added a net 91K shares, +5.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 124K shares (+16.9%); index fund managers were net buyers of 85K shares (+11.9%). 4 opened a new position and 4 sold out entirely.

Bought, Q2 2026 11 institutions, 4 of them new holders Sold, Q2 2026 16 institutions, 4 of them sold out
Net change, all compared +91K shares (+5.4%)
Net change, active managers +124K shares (+16.9%), 2 bought, 3 sold

Buyers versus sellers

institutions compared, 36
Active managers and hedge funds 2 bought · 3 sold · +124K
Index fund managers 4 bought · 1 sold · +85K
Other institutions 5 bought · 12 sold · −118K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Kennedy Capital Management LLC Active manager +210K +136.2% 364K $2.3M
Blackrock, Inc. Index funds +36K +36.1% 137K $875,878
Vanguard Capital Management LLC Index funds +28K +7.5% 401K $2.6M
Crewe Advisors LLC +15K New position 15K $96,000
Vanguard Fiduciary Trust Co Index funds +15K +25.1% 74K $473,056
Northern Trust Corp Index funds +8,560 +46.8% 27K $171,955
Integrated Wealth Concepts LLC +8,262 New position 8,262 $52,878
Sei Investments Co +2,960 +13.7% 25K $157,043
Simplex Trading, LLC +1,927 New position 1,927 $12,332
Renaissance Technologies LLC Hedge fund +390 +0.6% 64K $410,227
Caitong International Asset Management Co., Ltd +2 New position 2 $13

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Permanens Capital L.P. −79K Sold out 0 —
Jane Street Group, LLC −43K −74.5% 15K $95,162
Citadel Advisors LLC Hedge fund −38K −64.3% 21K $136,467
Millennium Management LLC Hedge fund −25K −35.7% 44K $282,835
FMR LLC Active manager −23K −5.9% 367K $2.3M
Bank Of America Corp −12K Sold out 0 —
UBS Group AG −5,377 −92.0% 469 $3,002
Tower Research Capital LLC (TRC) −2,954 −98.9% 34 $218
Geode Capital Management, LLC Index funds −2,381 −1.8% 129K $828,100
Pingora Partners LLC −2,000 −11.3% 16K $100,109
Royal Bank Of Canada −825 −25.3% 2,437 $16,000
Osaic Holdings, Inc. −600 −27.6% 1,572 $10,060
Essex Investment Management Co LLC −41 −0.2% 24K $156,762
Group One Trading LLC −7 −0.9% 757 $4,845
Citigroup Inc −1 Sold out 0 —
Optiver Holding B.V. −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Crewe Advisors LLC 15K $96,000
Integrated Wealth Concepts LLC 8,262 $52,878
Simplex Trading, LLC 1,927 $12,332
Caitong International Asset Management Co., Ltd 2 $13

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Permanens Capital L.P. 79K $401,997
Bank Of America Corp 12K $62,786
Citigroup Inc 1 $5
Optiver Holding B.V. 1 $5

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
32
Ten largest holders
92.0%
of 13F-reported shares
Index fund managers
45.0%
of 13F-reported shares
Active managers and hedge funds
48.2%
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 2 3 0 0 +124K +16.9%
Index fund managers 4 1 0 0 +85K +11.9%
Other institutions 5 12 4 4 −118K −49.3%

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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