Polaris Inc.: which funds bought and sold
Institutions that bought and sold Polaris 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, 251 institutions that filed 13F reports for both quarters added to or opened positions in Polaris, and 198 cut or closed them. Together they sold a net 4.3M shares, −7.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.1M shares (−19.1%); index fund managers were net buyers of 663K shares (+3.6%). 84 opened a new position and 53 sold out entirely.
Bought, Q2 2026 251 institutions, 84 of them new holders Sold, Q2 2026 198 institutions, 53 of them sold out
Net change, all compared −4.3M shares (−7.8%)
Net change, active managers −3.1M shares (−19.1%), 21 bought, 40 sold
Buyers versus sellers
251 bought 74 198 sold
Active managers and hedge funds 21 bought · 40 sold · −3.1M
Index fund managers 10 bought · 1 sold · +663K
Other institutions 220 bought · 157 sold · −1.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Balyasny Asset Management L.P. Hedge fund | +1.1M New position | 1.1M | $73.9M |
| AQR Capital Management LLC Hedge fund | +391K +18.0% | 2.6M | $176M |
| Cooper Creek Partners Management LLC | +386K New position | 386K | $26.4M |
| Jacobs Levy Equity Management, Inc Active manager | +367K +56.3% | 1.0M | $69.8M |
| Quantinno Capital Management LP | +329K +89.5% | 696K | $47.6M |
| Blackrock, Inc. Index funds | +270K +3.8% | 7.3M | $501M |
| Allianz Asset Management Gmbh | +193K +186.0% | 296K | $20.3M |
| Russell Investments Group, Ltd. | +180K +76.7% | 414K | $28.4M |
| State Street Corp Index funds | +121K +4.7% | 2.7M | $184M |
| Alyeska Investment Group, L.P. Hedge fund | +111K New position | 111K | $7.6M |
| Wellington Management Group LLP Active manager | +107K +78.5% | 243K | $16.7M |
| Vanguard Portfolio Management LLC Index funds | +106K +3.8% | 2.9M | $198M |
| First Trust Advisors LP | +103K +1545.7% | 110K | $7.5M |
| Massachusetts Financial Services Co Active manager | +84K +40.0% | 295K | $20.2M |
| Edgestream Partners, L.P. Hedge fund | +76K New position | 76K | $5.2M |
| Ieq Capital, LLC | +64K +201.7% | 96K | $6.5M |
| Neo Ivy Capital Management | +61K New position | 61K | $4.2M |
| Ifg Advisory, LLC | +60K New position | 60K | $4.1M |
| Kennedy Capital Management LLC Active manager | +57K +30.1% | 248K | $17M |
| Caisse De Depot Et Placement Du Quebec | +57K +221.3% | 82K | $5.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Balyasny Asset Management L.P. Hedge fund | +1.1M New position | 1.1M | $73.9M |
| AQR Capital Management LLC Hedge fund | +391K +18.0% | 2.6M | $176M |
| Jacobs Levy Equity Management, Inc Active manager | +367K +56.3% | 1.0M | $69.8M |
| Alyeska Investment Group, L.P. Hedge fund | +111K New position | 111K | $7.6M |
| Wellington Management Group LLP Active manager | +107K +78.5% | 243K | $16.7M |
| Massachusetts Financial Services Co Active manager | +84K +40.0% | 295K | $20.2M |
| Edgestream Partners, L.P. Hedge fund | +76K New position | 76K | $5.2M |
| Kennedy Capital Management LLC Active manager | +57K +30.1% | 248K | $17M |
| D. E. Shaw & Co., Inc. Hedge fund | +54K +667.5% | 62K | $4.3M |
| Franklin Resources Inc Active manager | +53K +64.1% | 136K | $9.3M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | −2.3M −58.7% | 1.6M | $110M |
| Goldman Sachs Group Inc | −915K −47.5% | 1.0M | $69.3M |
| Morgan Stanley | −716K −41.2% | 1.0M | $69.8M |
| Citadel Advisors LLC Hedge fund | −705K −83.3% | 141K | $9.7M |
| Millennium Management LLC Hedge fund | −496K −70.1% | 212K | $14.5M |
| Pacer Advisors, Inc. | −426K −98.6% | 6,088 | $417,000 |
| Arrowstreet Capital, Limited Partnership Hedge fund | −409K −94.3% | 25K | $1.7M |
| Rwwm, Inc. | −389K −43.8% | 499K | $34.2M |
| UBS Group AG | −333K −32.1% | 707K | $48.4M |
| Freestone Grove Partners LP Hedge fund | −327K −79.1% | 86K | $5.9M |
| Man Group PLC Hedge fund | −209K −75.1% | 69K | $4.7M |
| Artisan Partners Limited Partnership Active manager | −209K −35.7% | 376K | $25.8M |
| Dimensional Fund Advisors LP | −206K −13.3% | 1.3M | $91.7M |
| Bank Of America Corp | −192K −43.0% | 254K | $17.4M |
| Marshall Wace, LLP Hedge fund | −140K −60.6% | 91K | $6.2M |
| Squarepoint Ops LLC Hedge fund | −88K Sold out | 0 | — |
| Invenomic Capital Management LP Hedge fund | −88K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −77K −76.0% | 24K | $1.7M |
| Walleye Capital LLC Hedge fund | −76K −92.2% | 6,430 | $440,069 |
| Thomist Capital Management, LP | −69K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | −2.3M −58.7% | 1.6M | $110M |
| Citadel Advisors LLC Hedge fund | −705K −83.3% | 141K | $9.7M |
| Millennium Management LLC Hedge fund | −496K −70.1% | 212K | $14.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −409K −94.3% | 25K | $1.7M |
| Freestone Grove Partners LP Hedge fund | −327K −79.1% | 86K | $5.9M |
| Man Group PLC Hedge fund | −209K −75.1% | 69K | $4.7M |
| Artisan Partners Limited Partnership Active manager | −209K −35.7% | 376K | $25.8M |
| Marshall Wace, LLP Hedge fund | −140K −60.6% | 91K | $6.2M |
| Squarepoint Ops LLC Hedge fund | −88K Sold out | 0 | — |
| Invenomic Capital Management LP Hedge fund | −88K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Balyasny Asset Management L.P.Hedge fund | 1.1M | $73.9M |
| Cooper Creek Partners Management LLC | 386K | $26.4M |
| Alyeska Investment Group, L.P.Hedge fund | 111K | $7.6M |
| Edgestream Partners, L.P.Hedge fund | 76K | $5.2M |
| Neo Ivy Capital Management | 61K | $4.2M |
| Ifg Advisory, LLC | 60K | $4.1M |
| Forum Finance Group S.A. | 53K | $2.9M |
| Bw Gestao De Investimentos Ltda. | 37K | $2.5M |
| Fox Run Management, L.L.C. | 30K | $2.1M |
| Hussman Strategic Advisors, Inc. | 21K | $1.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Squarepoint Ops LLCHedge fund | 88K | $4.8M |
| Invenomic Capital Management LPHedge fund | 88K | $4.8M |
| Thomist Capital Management, LP | 69K | $3.7M |
| Paralel Advisors LLC | 65K | $3.6M |
| Kingsview Wealth Management, LLC | 61K | $3.3M |
| Exoduspoint Capital Management, LPHedge fund | 56K | $3.1M |
| Ontario Teachers Pension Plan Board | 54K | $3M |
| HSBC Holdings PLC | 53K | $2.9M |
| Trexquant Investment LPHedge fund | 51K | $2.8M |
| Campbell & Co Investment Adviser LLC | 37K | $2M |
Who holds the shares
- Institutions reporting
- 478
- Ten largest holders
- 49.8% of 13F-reported shares
- Index fund managers
- 37.7% of 13F-reported shares
- Active managers and hedge funds
- 25.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 21 | 40 | 8 | 11 | −3.1M | −19.1% |
| Index fund managers | 10 | 1 | 0 | 0 | +663K | +3.6% |
| Other institutions | 220 | 157 | 76 | 42 | −1.9M | −9.2% |