undamentalytics Newsletter

Lifeway Foods, Inc.: which funds bought and sold

Institutions that bought and sold Lifeway Foods 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, 68 institutions that filed 13F reports for both quarters added to or opened positions in Lifeway Foods, and 26 cut or closed them. Together they added a net 3.3M shares, +66.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.8M shares (+135.7%); index fund managers were net buyers of 258K shares (+28.0%). 31 opened a new position and 13 sold out entirely.

Bought, Q2 2026 68 institutions, 31 of them new holders Sold, Q2 2026 26 institutions, 13 of them sold out
Net change, all compared +3.3M shares (+66.1%)
Net change, active managers +1.8M shares (+135.7%), 15 bought, 5 sold

Buyers versus sellers

institutions compared, 110
Active managers and hedge funds 15 bought · 5 sold · +1.8M
Index fund managers 9 bought · 0 sold · +258K
Other institutions 44 bought · 21 sold · +1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +858K +1194.0% 930K $27.8M
Divisadero Street Capital Management, LP +693K +49.2% 2.1M $62.7M
Wellington Management Group LLP Active manager +585K New position 585K $17.5M
Pillsbury Lake Capital LLC +292K New position 292K $8.7M
Awm Investment Company, Inc. +223K New position 223K $6.7M
First Sabrepoint Capital Management LP +170K New position 170K $5.1M
HBK Investments L P Hedge fund +150K New position 150K $4.5M
Two Sigma Investments, LP Hedge fund +109K +90.7% 228K $6.8M
Vanguard Capital Management LLC Index funds +105K +40.0% 367K $10.9M
Squarepoint Ops LLC Hedge fund +78K +167.2% 124K $3.7M
Jane Street Group, LLC +76K +337.7% 99K $2.9M
Vanguard Portfolio Management LLC Index funds +67K +177.4% 105K $3.1M
UBS Group AG +66K +531.3% 79K $2.4M
Riverwater Partners LLC +65K New position 65K $1.9M
Boothbay Fund Management, LLC Hedge fund +64K New position 64K $1.9M
Blackrock, Inc. Index funds +44K +16.0% 322K $9.6M
Saber Capital Managment, LLC +39K New position 39K $1.2M
Bank Of America Corp +38K New position 38K $1.1M
LPL Financial LLC +37K New position 37K $1.1M
Millennium Management LLC Hedge fund +35K +249.4% 50K $1.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Cresset Asset Management, LLC −508K Sold out 0 —
Slotnik Capital, LLC −157K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −56K −21.2% 210K $6.3M
Gabelli Funds LLC Active manager −38K −84.4% 7,000 $208,880
Gabelli & Co Investment Advisers, Inc. −29K Sold out 0 —
R Squared Ltd −15K Sold out 0 —
Marshall Wace, LLP Hedge fund −13K −10.1% 119K $3.5M
Byrne Asset Management LLC −13K Sold out 0 —
Debussy Capital Management LP −11K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −10K Sold out 0 —
Carlson Capital, L.P. −10K Sold out 0 —
State Of Wyoming −9,015 Sold out 0 —
BNP Paribas Financial Markets −6,252 −86.1% 1,009 $30,109
Morgan Stanley −5,539 −18.5% 24K $726,314
Inspire Investing, LLC −4,463 −16.3% 23K $686,201
Strs Ohio −2,200 Sold out 0 —
Tower Research Capital LLC (TRC) −755 −55.0% 618 $18,441
GAMCO Investors, Inc. Et Al Active manager −500 −0.2% 214K $6.4M
Farther Finance Advisors, LLC −280 −99.6% 1 $30
Newedge Advisors, LLC −255 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Wellington Management Group LLPActive manager 585K $17.5M
Pillsbury Lake Capital LLC 292K $8.7M
Awm Investment Company, Inc. 223K $6.7M
First Sabrepoint Capital Management LP 170K $5.1M
HBK Investments L PHedge fund 150K $4.5M
Riverwater Partners LLC 65K $1.9M
Boothbay Fund Management, LLCHedge fund 64K $1.9M
Saber Capital Managment, LLC 39K $1.2M
Bank Of America Corp 38K $1.1M
LPL Financial LLC 37K $1.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Cresset Asset Management, LLC 508K $9.8M
Slotnik Capital, LLC 157K $3M
Gabelli & Co Investment Advisers, Inc. 29K $569,582
R Squared Ltd 15K $297,469
Byrne Asset Management LLC 13K $248,519
Debussy Capital Management LP 11K $212,895
Point72 Asset Management, L.P.Hedge fund 10K $201,252
Carlson Capital, L.P. 10K $193,400
State Of Wyoming 9,015 $174,350
Strs Ohio 2,200 $42,548

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
97
Ten largest holders
68.9%
of 13F-reported shares
Index fund managers
14.3%
of 13F-reported shares
Active managers and hedge funds
38.5%
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 15 5 5 1 +1.8M +135.7%
Index fund managers 9 0 0 0 +258K +28.0%
Other institutions 44 21 26 12 +1.2M +44.4%

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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