undamentalytics Newsletter

Redwire Corp: which funds bought and sold

Institutions that bought and sold Redwire 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, 241 institutions that filed 13F reports for both quarters added to or opened positions in Redwire, and 108 cut or closed them. Together they added a net 18.7M shares, +15.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 10.5M shares (+80.2%); index fund managers were net buyers of 18.9M shares (+65.4%). 113 opened a new position and 53 sold out entirely.

Bought, Q2 2026 241 institutions, 113 of them new holders Sold, Q2 2026 108 institutions, 53 of them sold out
Net change, all compared +18.7M shares (+15.2%)
Net change, active managers +10.5M shares (+80.2%), 19 bought, 17 sold

Buyers versus sellers

institutions compared, 364
Active managers and hedge funds 19 bought · 17 sold · +10.5M
Index fund managers 12 bought · 0 sold · +18.9M
Other institutions 210 bought · 91 sold · −10.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Mirae Asset Global Investments Co., Ltd. +11.9M New position 11.9M $145M
Renaissance Technologies LLC Hedge fund +9.4M New position 9.4M $115M
State Street Corp Index funds +7.7M +111.0% 14.6M $179M
Marex Group Ltd +6.0M +4872.0% 6.1M $75.1M
Blackrock, Inc. Index funds +5.0M +45.1% 16.1M $197M
Van Eck Associates Corp +4.3M +173.0% 6.9M $83.8M
Vanguard Capital Management LLC Index funds +1.9M +33.4% 7.5M $91.4M
Millennium Management LLC Hedge fund +1.7M +348.7% 2.2M $27.3M
Geode Capital Management, LLC Index funds +1.7M +78.7% 3.9M $48.1M
UBS Group AG +1.7M +83.6% 3.8M $45.9M
D. E. Shaw & Co., Inc. Hedge fund +1.6M +71.6% 3.7M $45.7M
Penserra Capital Management LLC +1.3M +71.3% 3.0M $37.3M
BNP Paribas Financial Markets +1.1M +1728.6% 1.1M $13.7M
Vanguard Portfolio Management LLC Index funds +1.0M +139.2% 1.8M $21.7M
Alyeska Investment Group, L.P. Hedge fund +915K New position 915K $11.2M
AQR Capital Management LLC Hedge fund +783K +478.6% 947K $11.6M
Marshall Wace, LLP Hedge fund +708K +677.3% 812K $9.9M
Northern Trust Corp Index funds +700K +83.3% 1.5M $18.8M
Jump Financial, LLC +682K +235.2% 971K $11.9M
Imc-Chicago, LLC +635K +211.6% 934K $11.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Ae Industrial Partners, LP −33.0M −98.2% 617K $7.5M
Bank Of America Corp −5.7M −84.3% 1.1M $13.1M
Citadel Advisors LLC Hedge fund −3.0M −76.4% 915K $11.2M
HRT Financial LP −1.9M Sold out 0 —
Two Sigma Investments, LP Hedge fund −1.9M −62.1% 1.2M $14.1M
Morgan Stanley −1.2M −32.9% 2.4M $29.6M
Clear Street Group Inc. −1.2M −96.5% 42K $512,584
Goldman Sachs Group Inc −897K −32.9% 1.8M $22.3M
Susquehanna International Group, LLP −705K −30.4% 1.6M $19.7M
Trivest Advisors Ltd −635K Sold out 0 —
Group One Trading LLC −584K −44.7% 724K $8.9M
Jane Street Group, LLC −334K −30.0% 777K $9.5M
Burkehill Global Management, LP Hedge fund −225K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −197K −45.6% 235K $2.9M
Alpha Wave Global, LP Hedge fund −163K Sold out 0 —
Register Financial Advisors LLC −125K −34.6% 235K $2.9M
Hightower Advisors, LLC −121K −73.0% 45K $547,948
Arosa Capital Management LP −120K Sold out 0 —
Sei Investments Co −100K −85.2% 17K $213,010
Capelight Capital Asset Management LP −100K −50.0% 100K $1.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Mirae Asset Global Investments Co., Ltd. 11.9M $145M
Renaissance Technologies LLCHedge fund 9.4M $115M
Alyeska Investment Group, L.P.Hedge fund 915K $11.2M
Tidal Investments LLC 631K $7.7M
Trexquant Investment LPHedge fund 465K $5.7M
Sih Partners, LLLP 287K $3.5M
Assenagon Asset Management S.A. 283K $3.5M
Xtx Topco Ltd 262K $3.2M
Woodline Partners LPHedge fund 250K $3.1M
Kessler Investment Group, LLC 230K $2.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
HRT Financial LP 1.9M $16.3M
Trivest Advisors Ltd 635K $5.4M
Burkehill Global Management, LPHedge fund 225K $1.9M
Alpha Wave Global, LPHedge fund 163K $1.4M
Arosa Capital Management LP 120K $1M
Militia Capital Management LLC 99K $844,050
Balyasny Asset Management L.P.Hedge fund 94K $796,756
Polymer Capital Management (HK) Ltd 93K $788,630
Engineers Gate Manager LPHedge fund 76K $642,141
Squarepoint Ops LLCHedge fund 67K $569,662

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
322
Ten largest holders
58.7%
of 13F-reported shares
Index fund managers
33.4%
of 13F-reported shares
Active managers and hedge funds
16.5%
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 19 17 8 8 +10.5M +80.2%
Index fund managers 12 0 1 0 +18.9M +65.4%
Other institutions 210 91 104 45 −10.7M −13.2%

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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