undamentalytics Newsletter

Onto Innovation Inc.: which funds bought and sold

Institutions that bought and sold Onto Innovation 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, 364 institutions that filed 13F reports for both quarters added to or opened positions in Onto Innovation, and 288 cut or closed them. Together they added a net 121K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 262K shares (−1.8%); index fund managers were net buyers of 246K shares (+1.7%). 160 opened a new position and 53 sold out entirely.

Bought, Q2 2026 364 institutions, 160 of them new holders Sold, Q2 2026 288 institutions, 53 of them sold out
Net change, all compared +121K shares (+0.3%)
Net change, active managers −262K shares (−1.8%), 37 bought, 50 sold

Buyers versus sellers

institutions compared, 730
Active managers and hedge funds 37 bought · 50 sold · −262K
Index fund managers 7 bought · 5 sold · +246K
Other institutions 320 bought · 233 sold · +137K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Invesco Ltd. +719K +113.6% 1.4M $512M
Pictet Asset Management Holding SA +700K +4284.3% 716K $271M
Polar Capital Holdings PLC Active manager +407K New position 407K $154M
Phoenix Financial Ltd. +402K New position 402K $152M
Qube Research & Technologies Ltd Hedge fund +362K +603.8% 421K $159M
Analog Century Management LP Hedge fund +333K New position 333K $126M
Two Sigma Investments, LP Hedge fund +320K +102.4% 633K $240M
Tt International Asset Management Ltd +262K New position 262K $92.1M
Price T Rowe Associates Inc Active manager +248K +40.9% 853K $323M
Ossiam +236K New position 236K $89.1M
Summit Partners Public Asset Management, LLC +232K New position 232K $87.8M
Gf Fund Management Co. Ltd. +228K New position 228K $86.3M
Geode Capital Management, LLC Index funds +223K +18.4% 1.4M $543M
Neuberger Berman Group LLC Active manager +192K +10420.1% 194K $73.3M
Artemis Investment Management LLP Active manager +186K New position 186K $70.2M
Northwestern Mutual Wealth Management Co +178K +23351.9% 179K $67.7M
Alliancebernstein L.P. Active manager +145K +188.7% 221K $45.4M
Munro Partners Active manager +136K New position 136K $51.6M
Millennium Management LLC Hedge fund +134K +562.2% 158K $59.8M
First Eagle Investment Management, LLC Active manager +116K +269.0% 159K $60M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC −601K −99.5% 3,315 $1.3M
Pacer Advisors, Inc. −358K −98.4% 5,981 $2.3M
D. E. Shaw & Co., Inc. Hedge fund −351K −48.6% 372K $141M
Channing Capital Management, LLC −333K −92.5% 27K $10.2M
William Blair Investment Management, LLC Active manager −299K −31.0% 665K $252M
Bridgewater Associates, LP Hedge fund −249K −71.6% 99K $37.5M
Marshall Wace, LLP Hedge fund −242K −50.0% 241K $91.4M
Point72 Asset Management, L.P. Hedge fund −231K −19.2% 972K $368M
Geneva Capital Management LLC Active manager −219K −31.1% 487K $184M
BNP Paribas Financial Markets −205K −72.6% 77K $29.2M
UBS Group AG −202K −46.0% 237K $89.8M
Brilliance Asset Management Ltd −194K Sold out 0 —
SG Capital Management LLC −191K −83.2% 39K $14.6M
Voya Investment Management LLC −163K −17.8% 754K $285M
Segall Bryant & Hamill, LLC Active manager −162K −58.8% 114K $43M
Fisher Asset Management, LLC Active manager −158K −24.3% 492K $186M
Junto Capital Management LP Hedge fund −155K −72.6% 59K $22.1M
Jacobs Levy Equity Management, Inc Active manager −153K −80.8% 36K $13.8M
Thrivent Financial For Lutherans −153K −20.6% 587K $222M
Bank Of New York Mellon Corp −140K −24.6% 428K $162M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Polar Capital Holdings PLCActive manager 407K $154M
Phoenix Financial Ltd. 402K $152M
Analog Century Management LPHedge fund 333K $126M
Tt International Asset Management Ltd 262K $92.1M
Ossiam 236K $89.1M
Summit Partners Public Asset Management, LLC 232K $87.8M
Gf Fund Management Co. Ltd. 228K $86.3M
Artemis Investment Management LLPActive manager 186K $70.2M
Munro PartnersActive manager 136K $51.6M
Mizuho Markets Cayman LP 73K $27.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Brilliance Asset Management Ltd 194K $39.8M
Alua Capital Management LP 132K $27M
Alta Park Capital, LP 102K $20.9M
Capital Fund Management S.A.Hedge fund 56K $11.4M
HRT Financial LP 32K $6.5M
Castleark Management LLC 29K $6M
Amf Tjanstepension AB 20K $4.2M
Verition Fund Management LLCHedge fund 18K $3.7M
Magnetar Financial LLCHedge fund 16K $3.3M
Armistice Capital, LLCHedge fund 14K $2.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
687
Ten largest holders
38.1%
of 13F-reported shares
Index fund managers
30.5%
of 13F-reported shares
Active managers and hedge funds
29.4%
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 50 12 8 −262K −1.8%
Index fund managers 7 5 1 0 +246K +1.7%
Other institutions 320 233 147 45 +137K +0.7%

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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