undamentalytics Newsletter

Nextnav Inc.: which funds bought and sold

Institutions that bought and sold Nextnav 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, 147 institutions that filed 13F reports for both quarters added to or opened positions in Nextnav, and 63 cut or closed them. Together they added a net 14.5M shares, +17.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.9M shares (+35.4%); index fund managers were net buyers of 1.6M shares (+7.8%). 53 opened a new position and 15 sold out entirely.

Bought, Q2 2026 147 institutions, 53 of them new holders Sold, Q2 2026 63 institutions, 15 of them sold out
Net change, all compared +14.5M shares (+17.1%)
Net change, active managers +4.9M shares (+35.4%), 28 bought, 11 sold

Buyers versus sellers

institutions compared, 236
Active managers and hedge funds 28 bought · 11 sold · +4.9M
Index fund managers 9 bought · 1 sold · +1.6M
Other institutions 110 bought · 51 sold · +8.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Fortress Investment Group LLC +4.0M +28.1% 18.2M $324M
Pointstate Capital LP Hedge fund +3.1M New position 3.1M $55.5M
T. Rowe Price Investment Management, Inc. Active manager +1.9M New position 1.9M $33.8M
Citadel Advisors LLC Hedge fund +1.7M +330.3% 2.2M $39M
Whitefort Capital Management, LP +1.5M +2531.5% 1.6M $28.5M
Blackrock, Inc. Index funds +868K +11.6% 8.3M $149M
Warberg Asset Management LLC +860K New position 860K $15.3M
Van Eck Associates Corp +805K +41.8% 2.7M $48.7M
Milfam LLC +753K +29.9% 3.3M $58.3M
Millennium Management LLC Hedge fund +535K +40.0% 1.9M $33.4M
Tudor Investment Corp Et Al Hedge fund +529K +274.4% 722K $12.9M
D. E. Shaw & Co., Inc. Hedge fund +522K +710.4% 596K $10.6M
FMR LLC Active manager +521K +465.8% 633K $11.3M
Trexquant Investment LP Hedge fund +446K New position 446K $7.9M
Point72 Asset Management, L.P. Hedge fund +400K +87.7% 856K $15.3M
Owl Creek Asset Management, L.P. Hedge fund +342K New position 342K $6.1M
Bank Of America Corp +292K +112.4% 552K $9.8M
Ayal Capital Advisors Ltd +282K New position 282K $5M
Garnet Equity Capital Holdings, Inc. +250K New position 250K $4.5M
Scoggin Management LP +250K New position 250K $4.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wolf Hill Capital Management, LP Hedge fund −4.3M −61.1% 2.7M $48.8M
Empyrean Capital Partners, LP Hedge fund −1.4M Sold out 0 —
UBS Group AG −1.3M −49.1% 1.3M $23.8M
Philosophy Capital Management LLC −550K Sold out 0 —
Plustick Management LLC −458K −26.8% 1.3M $22.3M
Clutterbuck Capital Management LLC −337K −3.6% 9.0M $160M
Walleye Capital LLC Hedge fund −300K Sold out 0 —
Interval Partners, LP Hedge fund −221K −50.7% 214K $3.8M
Walleye Trading LLC −160K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −120K −39.8% 182K $3.2M
Barclays PLC −115K −20.3% 452K $8.1M
Goldman Sachs Group Inc −104K −16.6% 523K $9.3M
Sender Co & Partners, Inc. −104K −51.1% 99K $1.8M
Cannell & Spears LLC −73K −59.1% 50K $895,957
First Trust Advisors LP −62K −21.0% 234K $4.2M
Digitalbridge Group, Inc. −62K −51.5% 58K $1M
Brc Group Holdings, Inc. −50K Sold out 0 —
Numerai Gp LLC −41K −32.8% 83K $1.5M
Deltec Asset Management LLC −35K Sold out 0 —
Cruiser Capital Advisors, LLC −28K −31.9% 61K $1.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Pointstate Capital LPHedge fund 3.1M $55.5M
T. Rowe Price Investment Management, Inc.Active manager 1.9M $33.8M
Warberg Asset Management LLC 860K $15.3M
Trexquant Investment LPHedge fund 446K $7.9M
Owl Creek Asset Management, L.P.Hedge fund 342K $6.1M
Ayal Capital Advisors Ltd 282K $5M
Garnet Equity Capital Holdings, Inc. 250K $4.5M
Scoggin Management LP 250K $4.5M
Bluecrest Capital Management LtdHedge fund 225K $4M
Exoduspoint Capital Management, LPHedge fund 197K $3.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Empyrean Capital Partners, LPHedge fund 1.4M $22.9M
Philosophy Capital Management LLC 550K $8.8M
Walleye Capital LLCHedge fund 300K $4.8M
Walleye Trading LLC 160K $2.6M
Brc Group Holdings, Inc. 50K $801,000
Deltec Asset Management LLC 35K $560,700
Aquatic Capital Management LLC 20K $317,484
Mirabella Financial Services LLP 16K $251,754
Franklin Resources IncActive manager 12K $198,840
Advisory Services Network, LLC 1,000 $16,020

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
226
Ten largest holders
58.8%
of 13F-reported shares
Index fund managers
22.0%
of 13F-reported shares
Active managers and hedge funds
18.6%
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 28 11 15 3 +4.9M +35.4%
Index fund managers 9 1 0 0 +1.6M +7.8%
Other institutions 110 51 38 12 +8.0M +15.8%

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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