undamentalytics Newsletter

Shoals Technologies Group, Inc.: which funds bought and sold

Institutions that bought and sold Shoals Technologies Group 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, 141 institutions that filed 13F reports for both quarters added to or opened positions in Shoals Technologies Group, and 127 cut or closed them. Together they sold a net 3.1M shares, −1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.0M shares (−15.7%); index fund managers were net buyers of 7.7M shares (+15.7%). 47 opened a new position and 39 sold out entirely.

Bought, Q2 2026 141 institutions, 47 of them new holders Sold, Q2 2026 127 institutions, 39 of them sold out
Net change, all compared −3.1M shares (−1.8%)
Net change, active managers −8.0M shares (−15.7%), 19 bought, 29 sold

Buyers versus sellers

institutions compared, 305
Active managers and hedge funds 19 bought · 29 sold · −8.0M
Index fund managers 7 bought · 4 sold · +7.7M
Other institutions 115 bought · 94 sold · −2.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +8.9M +44.7% 28.7M $284M
Greenvale Capital LLP +4.3M New position 4.3M $42.1M
Ack Asset Management LLC +2.3M New position 2.3M $22.3M
Price T Rowe Associates Inc Active manager +2.0M +10.2% 21.6M $214M
Silvercrest Asset Management Group LLC +1.1M New position 1.1M $11.1M
T. Rowe Price Investment Management, Inc. Active manager +1.0M +20.0% 6.0M $59.8M
Handelsbanken Fonder AB +912K +31.9% 3.8M $37.3M
UBS Group AG +858K +45.8% 2.7M $27.1M
Renaissance Technologies LLC Hedge fund +817K +3766.4% 839K $8.3M
Trexquant Investment LP Hedge fund +798K New position 798K $7.9M
Rice Hall James & Associates, LLC +650K New position 650K $6.4M
Aventail Capital Group, LP +568K New position 568K $5.6M
Stansberry Asset Management, LLC +472K +547.1% 559K $5.5M
Sora Investors LLC +441K +262.6% 609K $6M
Oribel Capital Management, LP +420K New position 420K $4.2M
Heartland Advisors Inc +410K +38.8% 1.5M $14.5M
Dimensional Fund Advisors LP +322K +7.5% 4.6M $45.4M
Squarepoint Ops LLC Hedge fund +295K +410.9% 367K $3.6M
Westwood Holdings Group Inc Active manager +295K +46.8% 927K $9.2M
Scalar Gauge Management, LLC +250K New position 250K $2.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
First Trust Advisors LP −6.0M −82.2% 1.3M $12.9M
Arrowstreet Capital, Limited Partnership Hedge fund −1.8M −65.3% 947K $9.4M
Schroder Investment Management Group Active manager −1.8M −37.7% 2.9M $28.6M
Centerbook Partners LP Hedge fund −1.6M −79.5% 426K $4.2M
Point72 Asset Management, L.P. Hedge fund −1.4M Sold out 0 —
Vanguard Portfolio Management LLC Index funds −1.4M −23.6% 4.5M $44.6M
Citadel Advisors LLC Hedge fund −1.3M −74.9% 445K $4.4M
Redwood Grove Capital, LLC −1.3M −42.0% 1.8M $17.4M
BNP Paribas Asset Management Holding S.A. −1.1M −19.8% 4.3M $42.3M
Palo Duro Investment Partners, LP −996K −60.6% 647K $6.4M
Marshall Wace, LLP Hedge fund −844K Sold out 0 —
Freestone Grove Partners LP Hedge fund −785K Sold out 0 —
Kr Capital LP −732K Sold out 0 —
Nishkama Capital, LLC −710K −35.6% 1.3M $12.7M
American Century Companies Inc Active manager −659K −55.6% 526K $5.2M
Invesco Ltd. −620K −8.0% 7.2M $70.9M
Ardsley Advisory Partners LP −595K −26.3% 1.7M $16.5M
Walleye Capital LLC Hedge fund −546K −93.6% 38K $372,052
Citigroup Inc −505K −79.7% 128K $1.3M
Jupiter Asset Management Ltd Active manager −503K −38.8% 794K $7.9M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 1.4M $9.3M
Marshall Wace, LLPHedge fund 844K $5.6M
Freestone Grove Partners LPHedge fund 785K $5.2M
Kr Capital LP 732K $4.8M
4D Advisors, LLC 500K $3.3M
Two Sigma Investments, LPHedge fund 331K $2.2M
Soros Fund Management LLCHedge fund 289K $1.9M
Tudor Investment Corp Et AlHedge fund 274K $1.8M
Militia Capital Management LLC 235K $1.5M
SEB Asset Management AB 200K $1.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
270
Ten largest holders
54.7%
of 13F-reported shares
Index fund managers
32.2%
of 13F-reported shares
Active managers and hedge funds
24.6%
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 29 5 13 −8.0M −15.7%
Index fund managers 7 4 0 0 +7.7M +15.7%
Other institutions 115 94 42 26 −2.8M −3.6%

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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