undamentalytics Newsletter

Mayville Engineering Company, Inc.: which funds bought and sold

Institutions that bought and sold Mayville Engineering 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, 97 institutions that filed 13F reports for both quarters added to or opened positions in Mayville Engineering, and 58 cut or closed them. Together they added a net 6.6M shares, +46.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.0M shares (+130.7%); index fund managers were net buyers of 547K shares (+22.6%). 52 opened a new position and 20 sold out entirely.

Bought, Q2 2026 97 institutions, 52 of them new holders Sold, Q2 2026 58 institutions, 20 of them sold out
Net change, all compared +6.6M shares (+46.1%)
Net change, active managers +4.0M shares (+130.7%), 24 bought, 12 sold

Buyers versus sellers

institutions compared, 173
Active managers and hedge funds 24 bought · 12 sold · +4.0M
Index fund managers 9 bought · 0 sold · +547K
Other institutions 64 bought · 46 sold · +2.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +1.3M +29943.9% 1.3M $48M
Driehaus Capital Management LLC Active manager +846K New position 846K $31.7M
Summit Partners Public Asset Management, LLC +800K New position 800K $30M
Portolan Capital Management, LLC +478K +58.2% 1.3M $48.7M
Wellington Management Group LLP Active manager +478K New position 478K $17.9M
Boston Partners Active manager +464K +199.4% 696K $25.8M
Jane Street Group, LLC +356K New position 356K $13.3M
Jpmorgan Chase & Co +342K +6235.0% 347K $13M
First Eagle Investment Management, LLC Active manager +335K +82.9% 739K $27.7M
Ophir Asset Management Pty Ltd +327K New position 327K $12.2M
Blackrock, Inc. Index funds +302K +34.2% 1.2M $44.3M
Nuveen, LLC +234K +494.5% 282K $10.6M
Kennedy Capital Management LLC Active manager +230K +215.0% 336K $12.6M
Awm Investment Company, Inc. +180K New position 180K $6.7M
Osterweis Capital Management Inc +175K New position 175K $6.5M
Tudor Investment Corp Et Al Hedge fund +170K New position 170K $6.4M
Two Sigma Investments, LP Hedge fund +164K +473.1% 199K $7.5M
Lord, Abbett & Co. LLC +152K New position 152K $5.7M
Vanguard Capital Management LLC Index funds +149K +25.0% 744K $27.9M
Citadel Advisors LLC Hedge fund +142K +249.9% 199K $7.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Allspring Global Investments Holdings, LLC −927K −46.4% 1.1M $37.8M
Ameriprise Financial Inc −352K Sold out 0 —
Roubaix Capital, LLC −211K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −185K Sold out 0 —
Evr Research LP −178K −28.7% 442K $16.6M
American Century Companies Inc Active manager −173K −78.3% 48K $1.8M
Dimensional Fund Advisors LP −144K −15.5% 782K $29.3M
Millennium Management LLC Hedge fund −127K −33.4% 254K $9.5M
Centerbook Partners LP Hedge fund −89K −74.2% 31K $1.2M
Panoramic Capital, LLC −70K −50.0% 70K $2.6M
Granahan Investment Management, LLC −63K −16.4% 324K $12.1M
Osaic Holdings, Inc. −59K −60.0% 40K $1.5M
Integrated Quantitative Investments LLC −51K Sold out 0 —
Hightower Advisors, LLC −45K Sold out 0 —
Panagora Asset Management Inc Active manager −37K Sold out 0 —
Legato Capital Management LLC −36K Sold out 0 —
Renaissance Technologies LLC Hedge fund −35K −55.5% 28K $1M
UBS Group AG −34K −29.1% 83K $3.1M
Ancora Advisors LLC −32K Sold out 0 —
Numerai Gp LLC −27K −68.8% 12K $464,879

New positions

largest by value
InstitutionSharesValue June 30, 2026
Driehaus Capital Management LLCActive manager 846K $31.7M
Summit Partners Public Asset Management, LLC 800K $30M
Wellington Management Group LLPActive manager 478K $17.9M
Jane Street Group, LLC 356K $13.3M
Ophir Asset Management Pty Ltd 327K $12.2M
Awm Investment Company, Inc. 180K $6.7M
Osterweis Capital Management Inc 175K $6.5M
Tudor Investment Corp Et AlHedge fund 170K $6.4M
Lord, Abbett & Co. LLC 152K $5.7M
Pillsbury Lake Capital LLC 137K $5.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Ameriprise Financial Inc 352K $6.3M
Roubaix Capital, LLC 211K $3.8M
Arrowstreet Capital, Limited PartnershipHedge fund 185K $3.3M
Integrated Quantitative Investments LLC 51K $909,329
Hightower Advisors, LLC 45K $800,337
Panagora Asset Management IncActive manager 37K $659,932
Legato Capital Management LLC 36K $640,779
Ancora Advisors LLC 32K $576,787
Summittx Capital, L.P. 19K $335,593
Gradient Investments LLC 17K $307,017

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
154
Ten largest holders
44.1%
of 13F-reported shares
Index fund managers
13.8%
of 13F-reported shares
Active managers and hedge funds
33.1%
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 24 12 16 3 +4.0M +130.7%
Index fund managers 9 0 0 0 +547K +22.6%
Other institutions 64 46 36 17 +2.0M +23.0%

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.

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