undamentalytics Newsletter

Perimeter Solutions, Inc.: which funds bought and sold

Institutions that bought and sold Perimeter Solutions 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, 191 institutions that filed 13F reports for both quarters added to or opened positions in Perimeter Solutions, and 113 cut or closed them. Together they added a net 8.4M shares, +6.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 653K shares (+1.5%); index fund managers were net buyers of 3.3M shares (+11.2%). 57 opened a new position and 43 sold out entirely.

Bought, Q2 2026 191 institutions, 57 of them new holders Sold, Q2 2026 113 institutions, 43 of them sold out
Net change, all compared +8.4M shares (+6.8%)
Net change, active managers +653K shares (+1.5%), 22 bought, 29 sold

Buyers versus sellers

institutions compared, 339
Active managers and hedge funds 22 bought · 29 sold · +653K
Index fund managers 10 bought · 1 sold · +3.3M
Other institutions 159 bought · 83 sold · +4.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +1.9M +1188.3% 2.1M $73.2M
Neuberger Berman Group LLC Active manager +1.8M +13706.6% 1.8M $64.7M
Franklin Resources Inc Active manager +1.6M +828.5% 1.8M $65.2M
Principal Financial Group Inc +1.5M +11.9% 14.0M $499M
Invesco Ltd. +1.4M +132.5% 2.4M $87.2M
Blackrock, Inc. Index funds +1.3M +12.4% 12.2M $434M
Driehaus Capital Management LLC Active manager +1.3M New position 1.3M $47.3M
Qube Research & Technologies Ltd Hedge fund +962K +166.5% 1.5M $54.9M
Wellington Management Group LLP Active manager +622K New position 622K $22.2M
Credit Agricole S A +591K +455.7% 720K $25.7M
FMR LLC Active manager +563K +6.2% 9.6M $342M
Conestoga Capital Advisors, LLC +536K New position 536K $19.1M
Fred Alger Management, LLC Active manager +503K New position 503K $17.9M
Geode Capital Management, LLC Index funds +434K +11.4% 4.2M $151M
Vanguard Capital Management LLC Index funds +412K +6.7% 6.6M $235M
Silvercrest Asset Management Group LLC +404K New position 404K $14.4M
State Street Corp Index funds +367K +11.3% 3.6M $129M
Jpmorgan Chase & Co +332K +11.8% 3.1M $103M
Vanguard Portfolio Management LLC Index funds +259K +17.9% 1.7M $60.8M
Focus Partners Wealth +249K +23.3% 1.3M $47.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Windacre Partnership LLC Hedge fund −5.7M −26.1% 16.1M $576M
Corient Private Wealth LP −717K −37.7% 1.2M $42.2M
Skye Global Management LP Hedge fund −652K Sold out 0 —
Senator Investment Group LP Hedge fund −575K −24.3% 1.8M $64M
Renaissance Technologies LLC Hedge fund −465K −78.7% 126K $4.5M
Dimensional Fund Advisors LP −448K −9.4% 4.3M $154M
Goldman Sachs Group Inc −431K −44.0% 549K $19.6M
Arrowstreet Capital, Limited Partnership Hedge fund −388K −23.9% 1.2M $44.1M
East Coast Asset Management, Llc. −267K −19.7% 1.1M $38.9M
Voleon Capital Management LP Hedge fund −263K −64.1% 148K $5.3M
Pennant Investors, LP −249K −26.6% 689K $24.6M
Brown Brothers Harriman & Co −205K −7.9% 2.4M $85.7M
Victory Capital Management Inc Active manager −186K −91.6% 17K $611,504
Bessemer Group Inc −176K −16.6% 889K $31.7M
Point72 Asset Management, L.P. Hedge fund −166K Sold out 0 —
Bank Of America Corp −145K −8.3% 1.6M $56.8M
Primecap Management Co Active manager −138K −8.4% 1.5M $53.4M
Morgan Stanley −134K −7.2% 1.7M $62.1M
First Trust Advisors LP −96K −25.5% 280K $10M
Algert Global LLC Hedge fund −95K −32.0% 202K $7.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Driehaus Capital Management LLCActive manager 1.3M $47.3M
Wellington Management Group LLPActive manager 622K $22.2M
Conestoga Capital Advisors, LLC 536K $19.1M
Fred Alger Management, LLCActive manager 503K $17.9M
Silvercrest Asset Management Group LLC 404K $14.4M
Hillsdale Investment Management Inc. 223K $8M
King Luther Capital Management CorpActive manager 173K $6.2M
Centerbook Partners LPHedge fund 162K $5.8M
Jane Street Group, LLC 161K $5.7M
Xtx Topco Ltd 110K $3.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Skye Global Management LPHedge fund 652K $15.9M
Point72 Asset Management, L.P.Hedge fund 166K $4M
American Century Companies IncActive manager 93K $2.3M
Millennium Management LLCHedge fund 77K $1.9M
Twinbeech Capital LP 68K $1.7M
Tudor Investment Corp Et AlHedge fund 65K $1.6M
Magnetar Financial LLCHedge fund 61K $1.5M
Pennant Select, LLC 59K $1.4M
Cresset Asset Management, LLC 40K $984,199
Y-Intercept (Hong Kong) Ltd 30K $727,814

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
303
Ten largest holders
57.0%
of 13F-reported shares
Index fund managers
23.7%
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 22 29 10 14 +653K +1.5%
Index fund managers 10 1 0 0 +3.3M +11.2%
Other institutions 159 83 47 29 +4.4M +8.7%

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.

← Back to Perimeter Solutions, Inc. · Insiders · Politicians