Stonex Group Inc.: which funds bought and sold

Institutions that bought and sold Stonex 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, 263 institutions that filed 13F reports for both quarters added to or opened positions in Stonex Group, and 178 cut or closed them. Together they sold a net 1.3M shares, −2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.7M shares (+12.2%); index fund managers were net buyers of 1.0M shares (+4.1%). 105 opened a new position and 28 sold out entirely.

Bought, Q2 2026 263 institutions, 105 of them new holders Sold, Q2 2026 178 institutions, 28 of them sold out

Net change, all compared −1.3M shares (−2.0%)

Net change, active managers +1.7M shares (+12.2%), 27 bought, 18 sold

Buyers versus sellers

institutions compared, 488

263 bought 47 178 sold

Active managers and hedge funds 27 bought · 18 sold · +1.7M

Index fund managers 9 bought · 2 sold · +1.0M

Other institutions 227 bought · 158 sold · −4.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Wasatch Advisors LP Active manager	+1.2M New position	1.2M	$140M
Jacobs Levy Equity Management, Inc Active manager	+951K +276.0%	1.3M	$154M
Blackrock, Inc. Index funds	+328K +3.0%	11.3M	$1.3B
FMR LLC Active manager	+294K +77.1%	676K	$80.1M
Renaissance Technologies LLC Hedge fund	+276K +3423.0%	284K	$33.7M
Candriam S.C.A.	+269K +224.0%	389K	$46.1M
Vanguard Portfolio Management LLC Index funds	+262K +7.0%	4.0M	$474M
Voya Investment Management LLC	+260K +797.1%	293K	$34.7M
Empowered Funds, LLC	+259K +847.4%	289K	$34.3M
Franklin Resources Inc Active manager	+227K +273.0%	310K	$36.8M
Russell Investments Group, Ltd.	+193K +157.3%	316K	$37.4M
Vanguard Capital Management LLC Index funds	+179K +5.9%	3.2M	$380M
Bessemer Group Inc	+125K +63.7%	321K	$38M
Neuberger Berman Group LLC Active manager	+125K +2812.8%	129K	$15.3M
Raymond James Financial Inc	+120K +65.2%	305K	$36.1M
State Street Corp Index funds	+119K +4.3%	2.9M	$344M
Apollon Wealth Management, LLC	+106K New position	106K	$12.6M
Swedbank AB	+97K New position	97K	$11.5M
Geode Capital Management, LLC Index funds	+88K +4.4%	2.1M	$247M
Wells Fargo & Company	+84K +56.6%	233K	$27.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wasatch Advisors LP Active manager	+1.2M New position	1.2M	$140M
Jacobs Levy Equity Management, Inc Active manager	+951K +276.0%	1.3M	$154M
FMR LLC Active manager	+294K +77.1%	676K	$80.1M
Renaissance Technologies LLC Hedge fund	+276K +3423.0%	284K	$33.7M
Franklin Resources Inc Active manager	+227K +273.0%	310K	$36.8M
Neuberger Berman Group LLC Active manager	+125K +2812.8%	129K	$15.3M
Exoduspoint Capital Management, LP Hedge fund	+67K New position	67K	$7.9M
Walleye Capital LLC Hedge fund	+57K New position	57K	$6.8M
Marshall Wace, LLP Hedge fund	+38K +714.5%	43K	$5.1M
Algert Global LLC Hedge fund	+28K New position	28K	$3.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Van Berkom & Associates Inc.	−2.0M −73.1%	746K	$88.4M
Ameriprise Financial Inc	−573K −38.5%	915K	$108M
Nine Ten Capital Management LLC	−495K −85.4%	85K	$10M
Dimensional Fund Advisors LP	−455K −21.6%	1.7M	$196M
American Century Companies Inc Active manager	−436K −12.8%	3.0M	$351M
Price T Rowe Associates Inc Active manager	−354K −10.2%	3.1M	$370M
Rockefeller Capital Management L.P.	−331K −40.9%	479K	$56.7M
Champlain Investment Partners, LLC Active manager	−292K −55.2%	237K	$28.1M
Altravue Capital, LLC	−252K −15.5%	1.4M	$163M
Punch & Associates Investment Management, Inc.	−249K −26.4%	694K	$82.2M
Private Capital Management, LLC	−233K Sold out	0	—
Ashford Capital Management Inc	−191K −40.8%	276K	$32.7M
Motley Fool Wealth Management, LLC	−173K −98.3%	3,068	$363,598
T. Rowe Price Investment Management, Inc. Active manager	−171K −6.8%	2.3M	$277M
Hennessy Advisors Inc	−141K −20.0%	565K	$66.9M
Boston Partners Active manager	−115K −13.6%	725K	$85.4M
Tidal Investments LLC	−113K −29.0%	277K	$32.8M
Public Employees Retirement Association Of Colorado	−113K −36.4%	198K	$23.4M
Perpetual Ltd	−111K −33.6%	219K	$26M
Caisse De Depot Et Placement Du Quebec	−110K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−436K −12.8%	3.0M	$351M
Price T Rowe Associates Inc Active manager	−354K −10.2%	3.1M	$370M
Champlain Investment Partners, LLC Active manager	−292K −55.2%	237K	$28.1M
T. Rowe Price Investment Management, Inc. Active manager	−171K −6.8%	2.3M	$277M
Boston Partners Active manager	−115K −13.6%	725K	$85.4M
Man Group PLC Hedge fund	−110K −78.8%	29K	$3.5M
Tweedy, Browne Co LLC Active manager	−54K Sold out	0	—
Polar Capital Holdings PLC Active manager	−50K −49.1%	52K	$6.1M
Citadel Advisors LLC Hedge fund	−20K −72.9%	7,379	$874,412
Los Angeles Capital Management LLC Active manager	−17K −88.7%	2,156	$255,487

New positions

largest by value

Institution	Shares	Value June 30, 2026
Wasatch Advisors LPActive manager	1.2M	$140M
Apollon Wealth Management, LLC	106K	$12.6M
Swedbank AB	97K	$11.5M
Exoduspoint Capital Management, LPHedge fund	67K	$7.9M
Generali Investments Cee, Investicni Spolecnost, A.S.	60K	$7.1M
Walleye Capital LLCHedge fund	57K	$6.8M
Denali Advisors LLC	47K	$5.6M
Lisanti Capital Growth, LLC	35K	$4.1M
Algert Global LLCHedge fund	28K	$3.3M
B. Metzler Seel. Sohn & Co. AG	26K	$3.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Private Capital Management, LLC	233K	$18.8M
Caisse De Depot Et Placement Du Quebec	110K	$8.9M
Tweedy, Browne Co LLCActive manager	54K	$4.4M
Leuthold Group, LLC	47K	$3.8M
Lrt Capital Management, LLC	31K	$2.5M
Canada Pension Plan Investment Board	27K	$2.2M
Hussman Strategic Advisors, Inc.	22K	$1.8M
Integrated Quantitative Investments LLC	17K	$1.4M
Equitable Trust Co	6,435	$518,983
Neo Ivy Capital Management	6,189	$499,142

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 469
Ten largest holders: 52.1%
Index fund managers: 38.7%
Active managers and hedge funds: 23.5%

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	27	18	9	2	+1.7M	+12.2%
Index fund managers	9	2	0	0	+1.0M	+4.1%
Other institutions	227	158	96	26	−4.1M	−14.5%

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 Stonex Group.

Only managers that filed a holdings report for both quarters are compared (488 here). 15 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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