undamentalytics Newsletter

Bloomia Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Bloomia Holdings 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, 6 institutions that filed 13F reports for both quarters added to or opened positions in Bloomia Holdings, and 1 cut or closed them. Together they added a net 177K shares, +88.7% on what they held at the start of the quarter. 3 opened a new position and 0 sold out entirely.

Bought, Q2 2026 6 institutions, 3 of them new holders Sold, Q2 2026 1 institutions, 0 of them sold out
Net change, all compared +177K shares (+88.7%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 10
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 1 bought · 0 sold · +1,399
Other institutions 5 bought · 1 sold · +176K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley +139K +116.2% 258K $925,333
Mercer Global Advisors Inc +24K New position 24K $85,083
Susquehanna International Group, LLP +15K New position 15K $54,374
Geode Capital Management, LLC Index funds +1,399 +7.0% 21K $76,811
Barclays PLC +146 New position 146 $524
UBS Group AG +3 +0.1% 3,576 $12,838

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Osaic Holdings, Inc. −1,500 −68.2% 700 $2,513

New positions

largest by value
InstitutionSharesValue June 30, 2026
Mercer Global Advisors Inc 24K $85,083
Susquehanna International Group, LLP 15K $54,374
Barclays PLC 146 $524

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
10
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
20.3%
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 1 0 0 0 +1,399 +1.9%
Other institutions 5 1 3 0 +176K +140.8%

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.

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