Tuya Inc.: which funds bought and sold

Institutions that bought and sold Tuya 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, 37 institutions that filed 13F reports for both quarters added to or opened positions in Tuya, and 30 cut or closed them. Together they added a net 3.1M shares, +2.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.2M shares (+15.4%); index fund managers were net sellers of 1.4M shares (−5.9%). 12 opened a new position and 13 sold out entirely.

Bought, Q2 2026 37 institutions, 12 of them new holders Sold, Q2 2026 30 institutions, 13 of them sold out

Net change, all compared +3.1M shares (+2.1%)

Net change, active managers +3.2M shares (+15.4%), 7 bought, 5 sold

Buyers versus sellers

institutions compared, 81

37 bought 14 30 sold

Active managers and hedge funds 7 bought · 5 sold · +3.2M

Index fund managers 2 bought · 4 sold · −1.4M

Other institutions 28 bought · 21 sold · +1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+3.5M +30.7%	14.8M	$26M
Polunin Capital Partners Ltd	+3.0M New position	3.0M	$5.4M
Principal Financial Group Inc	+798K +9.1%	9.6M	$16.9M
Acadian Asset Management LLC Active manager	+675K +29.1%	3.0M	$5.3M
UBS Group AG	+276K +119.1%	508K	$893,897
Hennion & Walsh Asset Management, Inc.	+207K New position	207K	$365,077
California Public Employees Retirement System	+171K +116.4%	317K	$558,335
Mackenzie Financial Corp	+162K +22.7%	877K	$1.5M
Public Employees Retirement System Of Ohio	+142K +41.8%	483K	$850,247
Dimensional Fund Advisors LP	+128K +60.8%	338K	$594,270
Fideuram Asset Management (Ireland) Dac	+123K New position	123K	$245,494
Jain Global LLC Hedge fund	+119K +79.5%	269K	$472,857
Goldman Sachs Group Inc	+106K +124.1%	191K	$336,792
Millennium Management LLC Hedge fund	+102K New position	102K	$179,247
Pictet Asset Management Holding SA	+88K +62.9%	228K	$402,016
Marshall Wace, LLP Hedge fund	+82K +8.5%	1.0M	$1.8M
Sei Investments Co	+48K +256.9%	66K	$116,503
Invesco Ltd.	+46K +29.0%	203K	$357,801
American Century Companies Inc Active manager	+39K New position	39K	$69,495
New York State Common Retirement Fund	+37K New position	37K	$64,696

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+3.5M +30.7%	14.8M	$26M
Acadian Asset Management LLC Active manager	+675K +29.1%	3.0M	$5.3M
Jain Global LLC Hedge fund	+119K +79.5%	269K	$472,857
Millennium Management LLC Hedge fund	+102K New position	102K	$179,247
Marshall Wace, LLP Hedge fund	+82K +8.5%	1.0M	$1.8M
American Century Companies Inc Active manager	+39K New position	39K	$69,495
Two Sigma Investments, LP Hedge fund	+11K New position	11K	$19,888

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Nuveen, LLC	−3.6M −73.5%	1.3M	$2.3M
Vanguard Capital Management LLC Index funds	−1.1M −9.1%	10.7M	$18.8M
D. E. Shaw & Co., Inc. Hedge fund	−592K −28.8%	1.5M	$2.6M
Citadel Advisors LLC Hedge fund	−506K Sold out	0	—
Morgan Stanley	−369K −47.0%	415K	$730,703
Vanguard Fiduciary Trust Co Index funds	−310K −10.1%	2.8M	$4.8M
Arrowstreet Capital, Limited Partnership Hedge fund	−157K −4.6%	3.2M	$5.7M
BNP Paribas Financial Markets	−60K −21.0%	226K	$397,859
Axq Capital, LP	−36K Sold out	0	—
Susquehanna International Group, LLP	−31K Sold out	0	—
Barclays PLC	−23K Sold out	0	—
Two Sigma Securities, LLC	−20K Sold out	0	—
Russell Investments Group, Ltd.	−18K −22.7%	62K	$110,727
SG Americas Securities, LLC	−17K −30.9%	38K	$67,000
Harbour Capital Advisors, LLC	−17K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−16K Sold out	0	—
Headlands Technologies LLC	−15K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−13K Sold out	0	—
Cresset Asset Management, LLC	−10K Sold out	0	—
State Street Corp Index funds	−8,103 −0.5%	1.5M	$2.6M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−592K −28.8%	1.5M	$2.6M
Citadel Advisors LLC Hedge fund	−506K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−157K −4.6%	3.2M	$5.7M
Renaissance Technologies LLC Hedge fund	−16K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−13K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Polunin Capital Partners Ltd	3.0M	$5.4M
Hennion & Walsh Asset Management, Inc.	207K	$365,077
Fideuram Asset Management (Ireland) Dac	123K	$245,494
Millennium Management LLCHedge fund	102K	$179,247
American Century Companies IncActive manager	39K	$69,495
New York State Common Retirement Fund	37K	$64,696
Y-Intercept (Hong Kong) Ltd	20K	$34,580
Xtx Topco Ltd	18K	$31,493
Profund Advisors LLC	14K	$24,684
Two Sigma Investments, LPHedge fund	11K	$19,888

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Citadel Advisors LLCHedge fund	506K	$1.2M
Axq Capital, LP	36K	$82,610
Susquehanna International Group, LLP	31K	$71,936
Barclays PLC	23K	$52,762
Two Sigma Securities, LLC	20K	$46,073
Harbour Capital Advisors, LLC	17K	$40,380
Renaissance Technologies LLCHedge fund	16K	$36,498
Headlands Technologies LLC	15K	$35,375
Schonfeld Strategic Advisors LLCHedge fund	13K	$30,292
Cresset Asset Management, LLC	10K	$24,045

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 68
Ten largest holders: 87.8%
Index fund managers: 14.5%
Active managers and hedge funds: 16.1%

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	7	5	3	3	+3.2M	+15.4%
Index fund managers	2	4	0	0	−1.4M	−5.9%
Other institutions	28	21	9	10	+1.2M	+1.2%

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 Tuya.

Only managers that filed a holdings report for both quarters are compared (81 here). 1 other holder is 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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