undamentalytics Newsletter

Insperity, Inc.: which funds bought and sold

Institutions that bought and sold Insperity 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, 175 institutions that filed 13F reports for both quarters added to or opened positions in Insperity, and 100 cut or closed them. Together they added a net 1.3M shares, +3.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−20.2%); index fund managers were net buyers of 421K shares (+3.1%). 63 opened a new position and 43 sold out entirely.

Bought, Q2 2026 175 institutions, 63 of them new holders Sold, Q2 2026 100 institutions, 43 of them sold out
Net change, all compared +1.3M shares (+3.0%)
Net change, active managers −2.1M shares (−20.2%), 20 bought, 31 sold

Buyers versus sellers

institutions compared, 312
Active managers and hedge funds 20 bought · 31 sold · −2.1M
Index fund managers 9 bought · 2 sold · +421K
Other institutions 146 bought · 67 sold · +3.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp +1.5M +113.2% 2.9M $118M
Earnest Partners LLC Active manager +1.0M +50.0% 3.1M $128M
Sei Investments Co +569K +43.4% 1.9M $77.7M
Sunriver Management LLC +517K New position 517K $21.4M
AQR Capital Management LLC Hedge fund +485K +162.9% 783K $32.4M
Reinhart Partners, Llc. +356K +12.1% 3.3M $136M
Jones Financial Companies LLLP +346K +183.0% 534K $22.1M
Natixis Advisors, LLC +317K +143.2% 538K $22.2M
Morgan Stanley +244K +57.0% 673K $27.8M
Alpha Wave Global, LP Hedge fund +231K New position 231K $9.5M
Blackrock, Inc. Index funds +230K +4.3% 5.5M $229M
Charles Schwab Investment Management Inc Index funds +195K +13.6% 1.6M $67.3M
Lakewood Capital Management, LP Hedge fund +165K New position 165K $6.8M
Knightsbridge Asset Management, LLC +139K +70.2% 338K $13.7M
Russell Investments Group, Ltd. +133K +120.8% 243K $10M
Logan Capital Management Inc +113K New position 113K $4.7M
Envestnet Asset Management Inc +92K +52.0% 270K $11.1M
Man Group PLC Hedge fund +89K New position 89K $3.7M
Healthcare Of Ontario Pension Plan Trust Fund +87K New position 87K $3.6M
Y-Intercept (Hong Kong) Ltd +75K New position 75K $3.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Hawk Ridge Capital Management LP Hedge fund −1.5M Sold out 0 —
Invesco Ltd. −1.1M −46.4% 1.3M $53.2M
Citadel Advisors LLC Hedge fund −662K Sold out 0 —
Pine Valley Investments Ltd Liability Co −477K Sold out 0 —
Mawer Investment Management Ltd. Active manager −472K −63.1% 275K $11.4M
Two Sigma Investments, LP Hedge fund −288K −44.7% 357K $14.7M
Proshare Advisors LLC Index funds −279K −98.1% 5,260 $217,291
Dimensional Fund Advisors LP −273K −45.4% 328K $13.6M
Voloridge Investment Management, LLC Hedge fund −261K −68.9% 118K $4.9M
Trexquant Investment LP Hedge fund −257K −79.3% 67K $2.8M
D. E. Shaw & Co., Inc. Hedge fund −219K −57.9% 159K $6.6M
UBS Group AG −202K −69.0% 91K $3.8M
Western Standard LLC −110K Sold out 0 —
Canada Pension Plan Investment Board −103K Sold out 0 —
Jump Financial, LLC −101K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −89K Sold out 0 —
Squarepoint Ops LLC Hedge fund −80K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −79K Sold out 0 —
Federated Hermes, Inc. Active manager −66K −19.7% 267K $11M
Goldman Sachs Group Inc −49K −3.0% 1.6M $66.6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Sunriver Management LLC 517K $21.4M
Alpha Wave Global, LPHedge fund 231K $9.5M
Lakewood Capital Management, LPHedge fund 165K $6.8M
Logan Capital Management Inc 113K $4.7M
Man Group PLCHedge fund 89K $3.7M
Healthcare Of Ontario Pension Plan Trust Fund 87K $3.6M
Y-Intercept (Hong Kong) Ltd 75K $3.1M
Icon Advisers Inc 72K $3M
Mariner, LLC 46K $1.9M
Cinctive Capital Management LPHedge fund 43K $1.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Hawk Ridge Capital Management LPHedge fund 1.5M $39.6M
Citadel Advisors LLCHedge fund 662K $17.9M
Pine Valley Investments Ltd Liability Co 477K $12.9M
Western Standard LLC 110K $3M
Canada Pension Plan Investment Board 103K $2.8M
Jump Financial, LLC 101K $2.7M
Point72 Asset Management, L.P.Hedge fund 89K $2.4M
Squarepoint Ops LLCHedge fund 80K $2.2M
Balyasny Asset Management L.P.Hedge fund 79K $2.1M
Prana Capital Management, LPHedge fund 38K $1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
274
Ten largest holders
58.8%
of 13F-reported shares
Index fund managers
33.0%
of 13F-reported shares
Active managers and hedge funds
19.8%
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 20 31 11 15 −2.1M −20.2%
Index fund managers 9 2 0 0 +421K +3.1%
Other institutions 146 67 52 28 +3.0M +17.3%

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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