undamentalytics Newsletter

Soar AI, Inc.: which funds bought and sold

Institutions that bought and sold Soar AI 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, 8 institutions that filed 13F reports for both quarters added to or opened positions in Soar AI, and 5 cut or closed them. Together they added a net 536K shares, +132.1% on what they held at the start of the quarter. 3 opened a new position and 4 sold out entirely.

Bought, Q2 2026 8 institutions, 3 of them new holders Sold, Q2 2026 5 institutions, 4 of them sold out
Net change, all compared +536K shares (+132.1%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 15
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 3 bought · 0 sold · +501K
Other institutions 5 bought · 5 sold · +35K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds +418K +4273.8% 428K $69,311
Stonex Group Inc. +80K New position 80K $12,976
Geode Capital Management, LLC Index funds +50K +36.0% 191K $30,967
Northern Trust Corp Index funds +32K +199.1% 48K $7,806
Citigroup Inc +26K +1215.3% 28K $4,593
Ifp Advisors, Inc +5,000 New position 5,000 $811
Xtx Topco Ltd +2,508 +9.6% 29K $4,643
Sbi Securities Co., Ltd. +125 New position 125 $20

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC −65K Sold out 0 —
Susquehanna International Group, LLP −12K Sold out 0 —
UBS Group AG −722 −0.9% 80K $13,034
Quadrant Capital Group LLC −11 Sold out 0 —
National Bank Of Canada −3 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Stonex Group Inc. 80K $12,976
Ifp Advisors, Inc 5,000 $811
Sbi Securities Co., Ltd. 125 $20

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 65K $15,029
Susquehanna International Group, LLP 12K $2,873
Quadrant Capital Group LLC 11 $3
National Bank Of Canada 3 $1

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
11
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
76.3%
of 13F-reported shares
Active managers and hedge funds
0.0%
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 0 0 0 0 0 —
Index fund managers 3 0 0 0 +501K +229.2%
Other institutions 5 5 3 4 +35K +18.9%

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.

← Back to Soar AI, Inc. · Insiders · Politicians