RXO, Inc.: which funds bought and sold

Institutions that bought and sold RXO 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, 158 institutions that filed 13F reports for both quarters added to or opened positions in RXO, and 111 cut or closed them. Together they sold a net 2.3M shares, −1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.5M shares (−8.9%); index fund managers were net buyers of 1.9M shares (+3.3%). 56 opened a new position and 30 sold out entirely.

Bought, Q2 2026 158 institutions, 56 of them new holders Sold, Q2 2026 111 institutions, 30 of them sold out

Net change, all compared −2.3M shares (−1.3%)

Net change, active managers −8.5M shares (−8.9%), 23 bought, 22 sold

Buyers versus sellers

institutions compared, 326

158 bought 57 111 sold

Active managers and hedge funds 23 bought · 22 sold · −8.5M

Index fund managers 9 bought · 2 sold · +1.9M

Other institutions 126 bought · 87 sold · +4.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Maple Rock Capital Partners Inc. Hedge fund	+2.6M New position	2.6M	$71.3M
Hood River Capital Management LLC	+2.0M +45.5%	6.5M	$179M
Blackrock, Inc. Index funds	+970K +4.0%	25.1M	$693M
Goldman Sachs Group Inc	+874K +78.8%	2.0M	$54.7M
Driehaus Capital Management LLC Active manager	+769K New position	769K	$21.2M
Emerald Advisers, LLC	+736K +167.9%	1.2M	$32.4M
Mawer Investment Management Ltd. Active manager	+657K New position	657K	$18.1M
Federated Hermes, Inc. Active manager	+653K New position	653K	$18M
Encompass Capital Advisors LLC	+611K New position	611K	$16.9M
D. E. Shaw & Co., Inc. Hedge fund	+542K New position	542K	$15M
Anchor Capital Management Company, LLC	+505K New position	505K	$13.9M
Emerald Mutual Fund Advisers Trust	+485K +175.8%	761K	$21M
Morgan Stanley	+457K +36.6%	1.7M	$47.1M
Arrowmark Colorado Holdings LLC	+397K New position	397K	$11M
Dimensional Fund Advisors LP	+392K +19.2%	2.4M	$67.4M
Geode Capital Management, LLC Index funds	+282K +7.1%	4.3M	$118M
Vanguard Portfolio Management LLC Index funds	+256K +2.8%	9.3M	$256M
Northern Trust Corp Index funds	+213K +14.2%	1.7M	$47.2M
Cornerstone Wealth Group, LLC	+169K +61.3%	444K	$12.3M
Jpmorgan Chase & Co	+165K +113.1%	312K	$8.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Maple Rock Capital Partners Inc. Hedge fund	+2.6M New position	2.6M	$71.3M
Driehaus Capital Management LLC Active manager	+769K New position	769K	$21.2M
Mawer Investment Management Ltd. Active manager	+657K New position	657K	$18.1M
Federated Hermes, Inc. Active manager	+653K New position	653K	$18M
D. E. Shaw & Co., Inc. Hedge fund	+542K New position	542K	$15M
Royce & Associates LP Active manager	+110K +23.8%	573K	$15.8M
Millennium Management LLC Hedge fund	+103K New position	103K	$2.8M
Citadel Advisors LLC Hedge fund	+101K +14.2%	807K	$22.3M
Man Group PLC Hedge fund	+70K +75.1%	164K	$4.5M
Price T Rowe Associates Inc Active manager	+38K +19.4%	231K	$6.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Finepoint Capital LP Hedge fund	−4.7M −46.8%	5.4M	$148M
Fil Ltd Active manager	−3.9M −59.9%	2.6M	$72.4M
Frontier Capital Management Co LLC Active manager	−1.6M −61.3%	1.0M	$28.3M
UBS Group AG	−1.2M −57.1%	909K	$25.1M
Massachusetts Financial Services Co Active manager	−1.0M −94.8%	55K	$1.5M
Kennedy Capital Management LLC Active manager	−588K −34.7%	1.1M	$30.6M
Voloridge Investment Management, LLC Hedge fund	−455K Sold out	0	—
Divisar Capital Management LLC	−390K −37.1%	663K	$18.3M
Penn Capital Management Company, LLC Active manager	−373K −27.6%	975K	$27M
Marshall Wace, LLP Hedge fund	−296K −95.2%	15K	$409,767
Boston Partners Active manager	−289K −11.6%	2.2M	$60.9M
New York State Common Retirement Fund	−229K −25.9%	654K	$18M
683 Capital Management, LLC Hedge fund	−180K Sold out	0	—
Swedbank AB	−179K −15.5%	979K	$27M
Fred Alger Management, LLC Active manager	−157K −30.9%	352K	$9.7M
Verition Fund Management LLC Hedge fund	−150K Sold out	0	—
Invesco Ltd.	−149K −10.9%	1.2M	$33.5M
Natixis	−139K Sold out	0	—
Holocene Advisors, LP Hedge fund	−120K −85.9%	20K	$547,634
AQR Capital Management LLC Hedge fund	−120K −18.9%	515K	$14M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Finepoint Capital LP Hedge fund	−4.7M −46.8%	5.4M	$148M
Fil Ltd Active manager	−3.9M −59.9%	2.6M	$72.4M
Frontier Capital Management Co LLC Active manager	−1.6M −61.3%	1.0M	$28.3M
Massachusetts Financial Services Co Active manager	−1.0M −94.8%	55K	$1.5M
Kennedy Capital Management LLC Active manager	−588K −34.7%	1.1M	$30.6M
Voloridge Investment Management, LLC Hedge fund	−455K Sold out	0	—
Penn Capital Management Company, LLC Active manager	−373K −27.6%	975K	$27M
Marshall Wace, LLP Hedge fund	−296K −95.2%	15K	$409,767
Boston Partners Active manager	−289K −11.6%	2.2M	$60.9M
683 Capital Management, LLC Hedge fund	−180K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Maple Rock Capital Partners Inc.Hedge fund	2.6M	$71.3M
Driehaus Capital Management LLCActive manager	769K	$21.2M
Mawer Investment Management Ltd.Active manager	657K	$18.1M
Federated Hermes, Inc.Active manager	653K	$18M
Encompass Capital Advisors LLC	611K	$16.9M
D. E. Shaw & Co., Inc.Hedge fund	542K	$15M
Anchor Capital Management Company, LLC	505K	$13.9M
Arrowmark Colorado Holdings LLC	397K	$11M
Millennium Management LLCHedge fund	103K	$2.8M
Treasurer Of The State Of North Carolina	81K	$2.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Voloridge Investment Management, LLCHedge fund	455K	$6.6M
683 Capital Management, LLCHedge fund	180K	$2.6M
Verition Fund Management LLCHedge fund	150K	$2.2M
Natixis	139K	$2M
Congress Asset Management CoActive manager	93K	$1.4M
Entrypoint Capital, LLC	61K	$887,069
Motley Fool Wealth Management, LLC	52K	$760,856
Highvista Strategies LLC	43K	$629,216
Walleye Trading LLC	40K	$591,525
Trexquant Investment LPHedge fund	24K	$353,117

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 302
Ten largest holders: 74.0%
Index fund managers: 33.0%
Active managers and hedge funds: 48.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	23	22	12	7	−8.5M	−8.9%
Index fund managers	9	2	0	0	+1.9M	+3.3%
Other institutions	126	87	44	23	+4.4M	+15.7%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on RXO.

Only managers that filed a holdings report for both quarters are compared (326 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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