undamentalytics Newsletter

Novanta Inc: which funds bought and sold

Institutions that bought and sold Novanta 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, 230 institutions that filed 13F reports for both quarters added to or opened positions in Novanta, and 132 cut or closed them. Together they added a net 4.0M shares, +10.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.4M shares (+19.5%); index fund managers were net buyers of 244K shares (+2.0%). 82 opened a new position and 26 sold out entirely.

Bought, Q2 2026 230 institutions, 82 of them new holders Sold, Q2 2026 132 institutions, 26 of them sold out
Net change, all compared +4.0M shares (+10.0%)
Net change, active managers +2.4M shares (+19.5%), 37 bought, 22 sold

Buyers versus sellers

institutions compared, 404
Active managers and hedge funds 37 bought · 22 sold · +2.4M
Index fund managers 8 bought · 3 sold · +244K
Other institutions 185 bought · 107 sold · +1.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager +513K New position 513K $83.2M
Price T Rowe Associates Inc Active manager +438K +24.5% 2.2M $361M
Invesco Ltd. +338K +469.0% 410K $66.5M
Jane Street Group, LLC +328K New position 328K $53.2M
Citadel Advisors LLC Hedge fund +289K +1261.6% 312K $50.6M
Federated Hermes, Inc. Active manager +273K +15374.4% 275K $44.6M
Oberweis Asset Management Inc/ Active manager +244K New position 244K $39.6M
Franklin Resources Inc Active manager +219K New position 219K $35.5M
Nuveen, LLC +202K +175.0% 318K $51.6M
Schroder Investment Management Group Active manager +186K +37.1% 686K $108M
Artisan Partners Limited Partnership Active manager +180K +102.2% 356K $57.7M
Alyeska Investment Group, L.P. Hedge fund +179K New position 179K $29M
UBS Group AG +169K +319.8% 222K $36.1M
Greenhouse Funds LLLP +160K +81.5% 357K $57.9M
Balyasny Asset Management L.P. Hedge fund +157K +459.8% 192K $31.1M
Blackrock, Inc. Index funds +143K +3.1% 4.8M $778M
Mawer Investment Management Ltd. Active manager +107K +22.3% 590K $95.7M
State Street Corp Index funds +98K +7.3% 1.4M $233M
Bridgewater Associates, LP Hedge fund +90K New position 90K $14.6M
New York State Common Retirement Fund +87K +181.1% 135K $21.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Ack Asset Management LLC −375K Sold out 0 —
Wasatch Advisors LP Active manager −237K −23.7% 760K $123M
Conestoga Capital Advisors, LLC −232K −16.0% 1.2M $198M
Geneva Capital Management LLC Active manager −172K −18.5% 759K $123M
Voloridge Investment Management, LLC Hedge fund −150K −75.3% 49K $8M
Capital International Investors Active manager −135K Sold out 0 —
HSBC Holdings PLC −111K −98.8% 1,368 $221,944
Vanguard Portfolio Management LLC Index funds −81K −3.3% 2.4M $389M
Clearline Capital LP Hedge fund −72K −25.2% 212K $34.5M
Champlain Investment Partners, LLC Active manager −66K −16.9% 326K $52.9M
Goldman Sachs Group Inc −66K −14.8% 376K $61M
BAMCO Inc Active manager −65K −7.1% 850K $138M
Royal Bank Of Canada −32K −14.6% 188K $30.4M
Sma Capital LLC −31K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −28K Sold out 0 —
Aristotle Capital Boston, LLC −27K −16.2% 139K $22.6M
Marshall Wace, LLP Hedge fund −26K −14.1% 158K $25.6M
Harvey Partners, LLC −26K −8.1% 294K $47.7M
Victory Capital Management Inc Active manager −23K −10.3% 202K $32.8M
AQR Capital Management LLC Hedge fund −23K −19.4% 95K $15.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager 513K $83.2M
Jane Street Group, LLC 328K $53.2M
Oberweis Asset Management Inc/Active manager 244K $39.6M
Franklin Resources IncActive manager 219K $35.5M
Alyeska Investment Group, L.P.Hedge fund 179K $29M
Bridgewater Associates, LPHedge fund 90K $14.6M
HRT Financial LP 78K $12.7M
Hudson Bay Capital Management LPHedge fund 71K $11.6M
Select Equity Group, L.P.Active manager 61K $9.9M
Ghisallo Capital Management LLCHedge fund 60K $9.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Ack Asset Management LLC 375K $44.3M
Capital International InvestorsActive manager 135K $15.9M
Sma Capital LLC 31K $3.6M
Qube Research & Technologies LtdHedge fund 28K $3.3M
Brevan Howard Capital Management LPHedge fund 22K $2.5M
Trexquant Investment LPHedge fund 14K $1.7M
Caxton Associates LLPHedge fund 12K $1.4M
Dark Forest Capital Management LP 8,076 $953,856
Mariner, LLC 7,334 $864,791
Kerrisdale Advisers, LLC 6,820 $805,510

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
384
Ten largest holders
41.2%
of 13F-reported shares
Index fund managers
28.3%
of 13F-reported shares
Active managers and hedge funds
32.5%
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 37 22 14 6 +2.4M +19.5%
Index fund managers 8 3 0 0 +244K +2.0%
Other institutions 185 107 68 20 +1.4M +8.9%

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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