Treace Medical Concepts, Inc.: which funds bought and sold

Institutions that bought and sold Treace Medical Concepts 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, 68 institutions that filed 13F reports for both quarters added to or opened positions in Treace Medical Concepts, and 61 cut or closed them. Together they sold a net 4.1M shares, −11.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 233K shares (+1.8%); index fund managers were net sellers of 3.5M shares (−40.3%). 30 opened a new position and 29 sold out entirely.

Bought, Q2 2026 68 institutions, 30 of them new holders Sold, Q2 2026 61 institutions, 29 of them sold out

Net change, all compared −4.1M shares (−11.4%)

Net change, active managers +233K shares (+1.8%), 8 bought, 12 sold

Buyers versus sellers

institutions compared, 145

68 bought 16 61 sold

Active managers and hedge funds 8 bought · 12 sold · +233K

Index fund managers 2 bought · 8 sold · −3.5M

Other institutions 58 bought · 41 sold · −856K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Gagnon Advisors, LLC	+1.5M New position	1.5M	$6.1M
Marshall Wace, LLP Hedge fund	+1.1M +401.5%	1.3M	$5.3M
Vanguard Capital Management LLC Index funds	+567K +38.8%	2.0M	$8.1M
AQR Capital Management LLC Hedge fund	+436K +41.0%	1.5M	$6M
Stifel Financial Corp	+259K +147.0%	435K	$1.7M
Susquehanna International Group, LLP	+197K +1156.5%	214K	$852,592
Jain Global LLC Hedge fund	+169K +401.9%	211K	$839,728
Goldman Sachs Group Inc	+104K +26.9%	492K	$2M
Morgan Stanley	+100K +45.7%	320K	$1.3M
Jacobs Levy Equity Management, Inc Active manager	+100K +37.9%	364K	$1.4M
Aster Capital Management (Difc) Ltd	+92K New position	92K	$365,125
Bank Of America Corp	+91K +2.8%	3.3M	$13.2M
Ieq Capital, LLC	+89K +423.0%	110K	$436,852
Squarepoint Ops LLC Hedge fund	+71K New position	71K	$281,788
Exoduspoint Capital Management, LP Hedge fund	+53K New position	53K	$211,561
BNP Paribas Financial Markets	+51K +289.0%	69K	$272,948
Mariner, LLC	+44K New position	44K	$173,502
HRT Financial LP	+39K New position	39K	$155,000
Catalyst Funds Management Pty Ltd	+29K New position	29K	$114,624
Schonfeld Strategic Advisors LLC Hedge fund	+27K New position	27K	$108,561

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+1.1M +401.5%	1.3M	$5.3M
AQR Capital Management LLC Hedge fund	+436K +41.0%	1.5M	$6M
Jain Global LLC Hedge fund	+169K +401.9%	211K	$839,728
Jacobs Levy Equity Management, Inc Active manager	+100K +37.9%	364K	$1.4M
Squarepoint Ops LLC Hedge fund	+71K New position	71K	$281,788
Exoduspoint Capital Management, LP Hedge fund	+53K New position	53K	$211,561
Schonfeld Strategic Advisors LLC Hedge fund	+27K New position	27K	$108,561
American Century Companies Inc Active manager	+13K New position	13K	$49,861

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Gagnon Securities LLC	−2.2M −41.8%	3.0M	$12.1M
Blackrock, Inc. Index funds	−2.0M −58.7%	1.4M	$5.5M
State Street Corp Index funds	−1.0M −81.0%	234K	$932,399
Renaissance Technologies LLC Hedge fund	−475K −90.8%	48K	$192,234
Geode Capital Management, LLC Index funds	−437K −43.2%	574K	$2.3M
Millennium Management LLC Hedge fund	−409K −35.7%	739K	$2.9M
Gsa Capital Partners LLP	−356K −89.4%	42K	$168,000
Citadel Advisors LLC Hedge fund	−309K −37.4%	517K	$2.1M
Vanguard Portfolio Management LLC Index funds	−285K −65.3%	151K	$601,561
D. E. Shaw & Co., Inc. Hedge fund	−258K −30.7%	583K	$2.3M
Northern Trust Corp Index funds	−249K −61.3%	157K	$624,736
UBS Group AG	−176K −32.5%	366K	$1.5M
Nuveen, LLC	−154K Sold out	0	—
Deutsche Bank Ag\	−147K −58.7%	104K	$412,957
Bank Of New York Mellon Corp	−121K Sold out	0	—
Xtx Topco Ltd	−116K −40.7%	169K	$674,200
Engineers Gate Manager LP Hedge fund	−114K Sold out	0	—
Paradigm Capital Management Inc	−100K Sold out	0	—
State Of Wyoming	−95K Sold out	0	—
Alliancebernstein L.P. Active manager	−65K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−475K −90.8%	48K	$192,234
Millennium Management LLC Hedge fund	−409K −35.7%	739K	$2.9M
Citadel Advisors LLC Hedge fund	−309K −37.4%	517K	$2.1M
D. E. Shaw & Co., Inc. Hedge fund	−258K −30.7%	583K	$2.3M
Engineers Gate Manager LP Hedge fund	−114K Sold out	0	—
Alliancebernstein L.P. Active manager	−65K Sold out	0	—
Price T Rowe Associates Inc Active manager	−26K Sold out	0	—
Acadian Asset Management LLC Active manager	−13K −1.4%	928K	$3.7M
Intech Investment Management LLC Active manager	−13K Sold out	0	—
Centiva Capital, LP Hedge fund	−8,718 −30.8%	20K	$77,980

New positions

largest by value

Institution	Shares	Value June 30, 2026
Gagnon Advisors, LLC	1.5M	$6.1M
Aster Capital Management (Difc) Ltd	92K	$365,125
Squarepoint Ops LLCHedge fund	71K	$281,788
Exoduspoint Capital Management, LPHedge fund	53K	$211,561
Mariner, LLC	44K	$173,502
HRT Financial LP	39K	$155,000
Catalyst Funds Management Pty Ltd	29K	$114,624
Schonfeld Strategic Advisors LLCHedge fund	27K	$108,561
Jefferies Financial Group Inc.	27K	$105,833
Creative Planning	26K	$103,408

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Nuveen, LLC	154K	$206,032
Bank Of New York Mellon Corp	121K	$162,166
Alliancebernstein L.P.Active manager	65K	$158,148
Engineers Gate Manager LPHedge fund	114K	$152,361
Paradigm Capital Management Inc	100K	$134,000
State Of Wyoming	95K	$127,447
Sei Investments Co	60K	$80,576
Winnacle Wealth LLC	28K	$37,940
Price T Rowe Associates IncActive manager	26K	$35,000
Invesco Ltd.	25K	$33,527

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 116
Ten largest holders: 71.0%
Index fund managers: 16.2%
Active managers and hedge funds: 40.4%

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	8	12	4	4	+233K	+1.8%
Index fund managers	2	8	0	0	−3.5M	−40.3%
Other institutions	58	41	26	25	−856K	−5.8%

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 Treace Medical Concepts.

Only managers that filed a holdings report for both quarters are compared (145 here). 2 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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