undamentalytics Newsletter

Rambus Inc: which funds bought and sold

Institutions that bought and sold Rambus 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, 318 institutions that filed 13F reports for both quarters added to or opened positions in Rambus, and 292 cut or closed them. Together they sold a net 4.0M shares, −3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.2M shares (+17.9%); index fund managers were net sellers of 4.6M shares (−11.6%). 128 opened a new position and 65 sold out entirely.

Bought, Q2 2026 318 institutions, 128 of them new holders Sold, Q2 2026 292 institutions, 65 of them sold out
Net change, all compared −4.0M shares (−3.9%)
Net change, active managers +4.2M shares (+17.9%), 38 bought, 38 sold

Buyers versus sellers

institutions compared, 673
Active managers and hedge funds 38 bought · 38 sold · +4.2M
Index fund managers 3 bought · 9 sold · −4.6M
Other institutions 277 bought · 245 sold · −3.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +7.1M +215.2% 10.5M $1.4B
D. E. Shaw & Co., Inc. Hedge fund +727K +5676.7% 740K $98.2M
Manufacturers Life Insurance Company, The +695K +678.5% 797K $106M
Susquehanna International Group, LLP +470K +547.8% 556K $73.8M
HRT Financial LP +423K New position 423K $56.2M
Citadel Advisors LLC Hedge fund +384K +2325.9% 400K $53.1M
Westfield Capital Management Co LP Active manager +371K +2572.6% 386K $51.2M
Maple Rock Capital Partners Inc. Hedge fund +343K New position 343K $45.5M
Millennium Management LLC Hedge fund +332K +234.6% 473K $62.8M
Jpmorgan Chase & Co +265K +14.4% 2.1M $261M
Gilder Gagnon Howe & Co LLC Active manager +257K New position 257K $34.2M
Rafferty Asset Management, LLC Index funds +239K +32.0% 984K $131M
Morgan Stanley +231K +19.0% 1.4M $192M
William Blair Investment Management, LLC Active manager +200K New position 200K $26.6M
Mackenzie Financial Corp +189K +351.1% 242K $32.1M
Duquesne Family Office LLC Hedge fund +173K New position 173K $23M
Tudor Investment Corp Et Al Hedge fund +157K New position 157K $20.9M
Allianz Asset Management Gmbh +154K +172.9% 243K $28.2M
Two Sigma Investments, LP Hedge fund +146K +188.0% 223K $29.6M
Royal Bank Of Canada +140K +473.7% 169K $22.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager −2.4M Sold out 0 —
Blackrock, Inc. Index funds −2.3M −14.4% 14.0M $1.9B
Edgepoint Investment Group Inc. Active manager −862K −44.2% 1.1M $144M
Geode Capital Management, LLC Index funds −827K −26.5% 2.3M $305M
Hood River Capital Management LLC −727K Sold out 0 —
Voya Investment Management LLC −666K −87.0% 100K $13.2M
Ameriprise Financial Inc −654K −67.1% 321K $42.6M
UBS Group AG −583K −60.9% 374K $49.6M
Vanguard Portfolio Management LLC Index funds −576K −8.7% 6.1M $806M
Congress Asset Management Co Active manager −498K −39.0% 778K $103M
Citigroup Inc −475K −47.2% 532K $70.7M
State Street Corp Index funds −459K −10.5% 3.9M $519M
Barclays PLC −450K −41.0% 646K $85.7M
Wellington Management Group LLP Active manager −438K −51.1% 419K $55.6M
Panagora Asset Management Inc Active manager −426K −97.7% 10K $1.4M
Nuveen, LLC −396K −44.4% 496K $65.9M
Northern Trust Corp Index funds −385K −28.9% 949K $126M
Schwartz Investment Counsel Inc −320K −76.2% 100K $13.3M
Franklin Resources Inc Active manager −249K −77.1% 74K $9.8M
Emerald Advisers, LLC −241K −48.8% 253K $33.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
HRT Financial LP 423K $56.2M
Maple Rock Capital Partners Inc.Hedge fund 343K $45.5M
Gilder Gagnon Howe & Co LLCActive manager 257K $34.2M
William Blair Investment Management, LLCActive manager 200K $26.6M
Duquesne Family Office LLCHedge fund 173K $23M
Tudor Investment Corp Et AlHedge fund 157K $20.9M
Nomura Holdings Inc 101K $13.4M
Qube Research & Technologies LtdHedge fund 90K $11.9M
Catalyst Funds Management Pty Ltd 89K $11.8M
Treasurer Of The State Of North Carolina 46K $6.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
T. Rowe Price Investment Management, Inc.Active manager 2.4M $206M
Hood River Capital Management LLC 727K $62.6M
Steadfast Capital Management LPHedge fund 153K $13.2M
TD Asset Management Inc 120K $10.3M
Tairen Capital Ltd 120K $10.3M
Osterweis Capital Management Inc 85K $7.3M
Fred Alger Management, LLCActive manager 67K $5.8M
Munro PartnersActive manager 64K $5.5M
Thornburg Investment Management IncActive manager 58K $5M
Holocene Advisors, LPHedge fund 50K $4.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
615
Ten largest holders
55.1%
of 13F-reported shares
Index fund managers
35.0%
of 13F-reported shares
Active managers and hedge funds
27.8%
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 38 38 18 9 +4.2M +17.9%
Index fund managers 3 9 0 0 −4.6M −11.6%
Other institutions 277 245 110 56 −3.6M −9.3%

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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