undamentalytics Newsletter

Tecogen Inc.: which funds bought and sold

Institutions that bought and sold Tecogen 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, 38 institutions that filed 13F reports for both quarters added to or opened positions in Tecogen, and 28 cut or closed them. Together they added a net 1.7M shares, +21.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 341K shares (−43.2%); index fund managers were net buyers of 84K shares (+6.2%). 20 opened a new position and 13 sold out entirely.

Bought, Q2 2026 38 institutions, 20 of them new holders Sold, Q2 2026 28 institutions, 13 of them sold out
Net change, all compared +1.7M shares (+21.7%)
Net change, active managers −341K shares (−43.2%), 5 bought, 3 sold

Buyers versus sellers

institutions compared, 82
Active managers and hedge funds 5 bought · 3 sold · −341K
Index fund managers 3 bought · 2 sold · +84K
Other institutions 30 bought · 23 sold · +1.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Portolan Capital Management, LLC +1.1M +249.7% 1.6M $8.1M
Gratia Capital, LLC +389K New position 389K $2M
Morgan Stanley +225K +293.2% 302K $1.6M
Huntleigh Advisors, Inc. +220K New position 220K $1.1M
Susquehanna International Group, LLP +206K +188.5% 316K $1.6M
Heartland Advisors Inc +182K New position 182K $950,562
Raymond James Financial Inc +104K +56.2% 290K $1.5M
Citadel Advisors LLC Hedge fund +95K +64.3% 242K $1.3M
Blackrock, Inc. Index funds +67K +36.1% 251K $1.3M
Meros Investment Management, LP +62K +21.2% 353K $1.8M
Imc-Chicago, LLC +48K +352.7% 62K $322,596
Thompson Davis & Co., Inc. +46K +46.3% 145K $755,856
Goldman Sachs Group Inc +44K +176.9% 70K $362,946
HRT Financial LP +44K +293.4% 59K $309,000
UBS Group AG +43K +13.5% 363K $1.9M
Shikiar Asset Management Inc +36K +206.2% 54K $282,000
Apis Capital Advisors, LLC +35K +45.5% 112K $584,640
Xtx Topco Ltd +32K New position 32K $169,185
Gsa Capital Partners LLP +32K +34.3% 126K $660,000
Centiva Capital, LP Hedge fund +28K New position 28K $143,696

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Renaissance Technologies LLC Hedge fund −272K Sold out 0 —
Arosa Capital Management LP −225K −64.3% 125K $652,500
Gendell Jeffrey L −196K −79.7% 50K $260,076
Marshall Wace, LLP Hedge fund −153K −73.6% 55K $286,087
Integrated Wealth Concepts LLC −106K −48.7% 112K $585,058
Hightower Advisors, LLC −93K −70.2% 40K $206,191
Granahan Investment Management, LLC −88K Sold out 0 —
Jane Street Group, LLC −68K −58.2% 49K $256,234
Two Sigma Investments, LP Hedge fund −67K Sold out 0 —
LPL Financial LLC −41K Sold out 0 —
Simplex Trading, LLC −41K −98.8% 479 $2,500
Harbor Capital Advisors, Inc. −40K Sold out 0 —
Jump Financial, LLC −36K Sold out 0 —
Group One Trading LLC −34K −40.6% 50K $260,332
Geode Capital Management, LLC Index funds −11K −5.8% 181K $944,802
Palisades Investment Partners, LLC −11K −3.2% 323K $1.7M
Tower Research Capital LLC (TRC) −10K Sold out 0 —
Bard Associates Inc −6,088 −0.9% 682K $3.6M
Newedge Advisors, LLC −4,419 Sold out 0 —
Royal Bank Of Canada −2,916 −93.6% 200 $1,000

New positions

largest by value
InstitutionSharesValue June 30, 2026
Gratia Capital, LLC 389K $2M
Huntleigh Advisors, Inc. 220K $1.1M
Heartland Advisors Inc 182K $950,562
Xtx Topco Ltd 32K $169,185
Centiva Capital, LPHedge fund 28K $143,696
Crewe Advisors LLC 23K $120,060
Jefferies Financial Group Inc. 19K $100,746
Virtu Financial LLC 16K $85,000
D. E. Shaw & Co., Inc.Hedge fund 15K $80,070
Belvedere Trading LLC 15K $79,375

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Renaissance Technologies LLCHedge fund 272K $697,088
Granahan Investment Management, LLC 88K $226,550
Two Sigma Investments, LPHedge fund 67K $172,590
LPL Financial LLC 41K $105,603
Harbor Capital Advisors, Inc. 40K $102,000
Jump Financial, LLC 36K $90,880
Tower Research Capital LLC (TRC) 10K $26,084
Newedge Advisors, LLC 4,419 $11,313
Eversource Wealth Advisors, LLC 2,500 $6,400
Advisory Services Network, LLC 2,490 $6,374

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
69
Ten largest holders
61.6%
of 13F-reported shares
Index fund managers
15.1%
of 13F-reported shares
Active managers and hedge funds
4.7%
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 5 3 4 2 −341K −43.2%
Index fund managers 3 2 0 0 +84K +6.2%
Other institutions 30 23 16 11 +1.9M +34.5%

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.

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