undamentalytics Newsletter

Poet Technologies Inc.: which funds bought and sold

Institutions that bought and sold Poet Technologies 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, 112 institutions that filed 13F reports for both quarters added to or opened positions in Poet Technologies, and 60 cut or closed them. Together they added a net 17.8M shares, +108.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.0M shares (+54.4%); index fund managers were net buyers of 43K shares (+32.6%). 76 opened a new position and 32 sold out entirely.

Bought, Q2 2026 112 institutions, 76 of them new holders Sold, Q2 2026 60 institutions, 32 of them sold out
Net change, all compared +17.8M shares (+108.6%)
Net change, active managers +3.0M shares (+54.4%), 11 bought, 7 sold

Buyers versus sellers

institutions compared, 182
Active managers and hedge funds 11 bought · 7 sold · +3.0M
Index fund managers 3 bought · 1 sold · +43K
Other institutions 98 bought · 52 sold · +14.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cloudalpha Capital Management Limited/Hong Kong +3.9M New position 3.9M $39.7M
Renaissance Technologies LLC Hedge fund +3.5M New position 3.5M $35.7M
Imc-Chicago, LLC +2.6M +2758.4% 2.7M $27.8M
Goldman Sachs Group Inc +2.2M +2494.8% 2.3M $23.7M
Arrowstreet Capital, Limited Partnership Hedge fund +1.7M +8408.4% 1.7M $17.3M
Elequin Capital, LP +1.6M New position 1.6M $16.9M
National Bank Of Canada +1.2M +401.5% 1.5M $15.4M
Cantor Fitzgerald, L. P. +1.1M New position 1.1M $10.9M
Clear Street Group Inc. +982K New position 982K $10.1M
Nomura Holdings Inc +734K New position 734K $7.5M
Jane Street Group, LLC +710K +788.6% 800K $8.2M
Trexquant Investment LP Hedge fund +680K +116.3% 1.3M $13M
Bank Of Montreal +655K +5855.2% 666K $6.8M
Tairen Capital Ltd +540K New position 540K $5.6M
UBS Group AG +479K +401.3% 599K $6.2M
Susquehanna International Group, LLP +386K +493.1% 464K $4.8M
Palisades Investment Partners, LLC +348K New position 348K $3.6M
Virtu Financial LLC +345K New position 345K $3.6M
Tuttle Capital Management, LLC +281K New position 281K $2.9M
Soviero Asset Management, LP +260K New position 260K $2.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Mmcap International Inc. Spc −1.5M Sold out 0 —
Citadel Advisors LLC Hedge fund −1.5M −57.8% 1.1M $11M
Group One Trading LLC −1.2M Sold out 0 —
Raymond James Financial Inc −1.0M −95.7% 46K $474,617
Tudor Investment Corp Et Al Hedge fund −978K Sold out 0 —
Millennium Management LLC Hedge fund −675K −94.0% 43K $446,748
Gsa Capital Partners LLP −336K −92.5% 27K $281,000
Kultura Capital Management LP −326K Sold out 0 —
Walleye Trading LLC −290K Sold out 0 —
Federation Des Caisses Desjardins Du Quebec −215K −34.2% 413K $4.3M
Walleye Capital LLC Hedge fund −172K −53.5% 149K $1.5M
Royal Bank Of Canada −138K −75.6% 45K $458,000
Wells Fargo & Company −114K −64.9% 62K $634,039
Paragon Capital Management Ltd −101K −21.3% 371K $3.8M
Quadrature Capital Ltd Hedge fund −81K Sold out 0 —
Jpmorgan Chase & Co −76K −99.2% 612 $6,028
Cedar Wealth Management, LLC −67K Sold out 0 —
Caption Management, LLC −52K Sold out 0 —
Klcm Advisors, Inc. −50K −66.7% 25K $257,000
Summittx Capital, L.P. −49K −64.7% 27K $275,658

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Mmcap International Inc. Spc 1.5M $8.9M
Group One Trading LLC 1.2M $7.1M
Tudor Investment Corp Et AlHedge fund 978K $5.8M
Kultura Capital Management LP 326K $1.9M
Walleye Trading LLC 290K $1.7M
Quadrature Capital LtdHedge fund 81K $480,700
Cedar Wealth Management, LLC 67K $395,337
Caption Management, LLC 52K $306,724
Bank Of America Corp 44K $262,845
Advisory Services Network, LLC 24K $141,669

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
153
Ten largest holders
60.4%
of 13F-reported shares
Index fund managers
0.5%
of 13F-reported shares
Active managers and hedge funds
24.3%
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 11 7 7 2 +3.0M +54.4%
Index fund managers 3 1 1 1 +43K +32.6%
Other institutions 98 52 68 29 +14.8M +136.9%

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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