undamentalytics Newsletter

Neovolta Inc.: which funds bought and sold

Institutions that bought and sold Neovolta 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, 25 institutions that filed 13F reports for both quarters added to or opened positions in Neovolta, and 20 cut or closed them. Together they added a net 5.2M shares, +51.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.3M shares (+477.4%); index fund managers were net buyers of 300K shares (+9.8%). 17 opened a new position and 12 sold out entirely.

Bought, Q2 2026 25 institutions, 17 of them new holders Sold, Q2 2026 20 institutions, 12 of them sold out
Net change, all compared +5.2M shares (+51.2%)
Net change, active managers +3.3M shares (+477.4%), 6 bought, 6 sold

Buyers versus sellers

institutions compared, 52
Active managers and hedge funds 6 bought · 6 sold · +3.3M
Index fund managers 3 bought · 3 sold · +300K
Other institutions 16 bought · 11 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund +1.8M +1467.9% 2.0M $6.2M
Awm Investment Company, Inc. +1.6M New position 1.6M $5.2M
Alyeska Investment Group, L.P. Hedge fund +1.6M New position 1.6M $4.9M
Arosa Capital Management LP +320K New position 320K $1M
Renaissance Technologies LLC Hedge fund +264K New position 264K $830,816
Vanguard Capital Management LLC Index funds +262K +15.6% 1.9M $6.1M
HRT Financial LP +178K New position 178K $561,000
Citadel Advisors LLC Hedge fund +158K New position 158K $499,152
Scientech Research LLC +108K New position 108K $339,179
Mgo One Seven LLC +89K New position 89K $278,775
Geode Capital Management, LLC Index funds +67K +18.1% 438K $1.4M
Raymond James Financial Inc +39K New position 39K $122,189
Centiva Capital, LP Hedge fund +33K New position 33K $103,937
Keel Point, LLC +32K New position 32K $101,918
Blackrock, Inc. Index funds +27K +5.6% 518K $1.6M
Simplex Trading, LLC +23K +2972.7% 24K $74,721
Group One Trading LLC +20K New position 20K $63,910
Independent Financial Group, LLC +19K New position 19K $58,527
Mariner, LLC +16K New position 16K $50,400
Tower Research Capital LLC (TRC) +12K +10564.4% 13K $39,640

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Legacy Wealth Managment, LLC −429K −8.0% 4.9M $15.4M
Millennium Management LLC Hedge fund −260K Sold out 0 —
Susquehanna International Group, LLP −188K −93.9% 12K $38,736
683 Capital Management, LLC Hedge fund −170K Sold out 0 —
Barclays PLC −109K −100.0% 9 $28
UBS Group AG −65K −27.3% 174K $547,470
Hudson Bay Capital Management LP Hedge fund −59K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −51K Sold out 0 —
Truist Financial Corp −42K Sold out 0 —
Bank Of America Corp −38K Sold out 0 —
Omers Administration Corp −34K Sold out 0 —
Goldman Sachs Group Inc −31K −49.1% 32K $102,000
Northern Trust Corp Index funds −30K −26.1% 85K $266,219
Vanguard Fiduciary Trust Co Index funds −14K −5.9% 220K $692,783
Morgan Stanley −13K −58.9% 9,407 $29,632
Charles Schwab Investment Management Inc Index funds −13K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −13K Sold out 0 —
Squarepoint Ops LLC Hedge fund −11K Sold out 0 —
Citigroup Inc −4,953 Sold out 0 —
Royal Bank Of Canada −899 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Awm Investment Company, Inc. 1.6M $5.2M
Alyeska Investment Group, L.P.Hedge fund 1.6M $4.9M
Arosa Capital Management LP 320K $1M
Renaissance Technologies LLCHedge fund 264K $830,816
HRT Financial LP 178K $561,000
Citadel Advisors LLCHedge fund 158K $499,152
Scientech Research LLC 108K $339,179
Mgo One Seven LLC 89K $278,775
Raymond James Financial Inc 39K $122,189
Centiva Capital, LPHedge fund 33K $103,937

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 260K $800,492
683 Capital Management, LLCHedge fund 170K $523,600
Hudson Bay Capital Management LPHedge fund 59K $182,281
Schonfeld Strategic Advisors LLCHedge fund 51K $156,210
Truist Financial Corp 42K $130,641
Bank Of America Corp 38K $117,616
Omers Administration Corp 34K $104,720
Charles Schwab Investment Management IncIndex funds 13K $39,929
Brevan Howard Capital Management LPHedge fund 13K $38,531
Squarepoint Ops LLCHedge fund 11K $34,413

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
40
Ten largest holders
90.3%
of 13F-reported shares
Index fund managers
22.0%
of 13F-reported shares
Active managers and hedge funds
26.1%
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 6 6 4 6 +3.3M +477.4%
Index fund managers 3 3 0 1 +300K +9.8%
Other institutions 16 11 13 5 +1.6M +24.8%

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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