Twin Disc Inc: which funds bought and sold

Institutions that bought and sold Twin Disc 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, 52 institutions that filed 13F reports for both quarters added to or opened positions in Twin Disc, and 39 cut or closed them. Together they added a net 533K shares, +6.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 174K shares (−5.5%); index fund managers were net buyers of 1.0M shares (+104.2%). 27 opened a new position and 14 sold out entirely.

Bought, Q2 2026 52 institutions, 27 of them new holders Sold, Q2 2026 39 institutions, 14 of them sold out

Net change, all compared +533K shares (+6.0%)

Net change, active managers −174K shares (−5.5%), 12 bought, 13 sold

Buyers versus sellers

institutions compared, 105

52 bought 14 39 sold

Active managers and hedge funds 12 bought · 13 sold · −174K

Index fund managers 9 bought · 0 sold · +1.0M

Other institutions 31 bought · 26 sold · −318K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+568K +323.3%	743K	$17.2M
Geode Capital Management, LLC Index funds	+158K +117.8%	292K	$6.8M
Needham Investment Management LLC	+150K New position	150K	$3.5M
Archon Capital Management LLC	+129K +680.1%	148K	$3.4M
State Street Corp Index funds	+82K +173.9%	130K	$3M
Vanguard Portfolio Management LLC Index funds	+78K New position	78K	$1.8M
Northern Trust Corp Index funds	+65K +221.4%	95K	$2.2M
Panagora Asset Management Inc Active manager	+53K New position	53K	$1.2M
Allspring Global Investments Holdings, LLC	+52K +26.6%	246K	$5.7M
Algert Global LLC Hedge fund	+51K New position	51K	$1.2M
Bank Of New York Mellon Corp	+34K +41.6%	116K	$2.7M
Charles Schwab Investment Management Inc Index funds	+34K New position	34K	$780,262
Quadrature Capital Ltd Hedge fund	+29K New position	29K	$668,647
Trexquant Investment LP Hedge fund	+26K New position	26K	$608,211
Xtx Topco Ltd	+26K New position	26K	$592,644
Informed Momentum Co LLC	+24K +64.9%	60K	$1.4M
Squarepoint Ops LLC Hedge fund	+23K New position	23K	$525,967
Meros Investment Management, LP	+22K +38.7%	80K	$1.9M
Vanguard Capital Management LLC Index funds	+22K +4.1%	551K	$12.8M
Nuveen, LLC	+21K New position	21K	$482,166

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Panagora Asset Management Inc Active manager	+53K New position	53K	$1.2M
Algert Global LLC Hedge fund	+51K New position	51K	$1.2M
Quadrature Capital Ltd Hedge fund	+29K New position	29K	$668,647
Trexquant Investment LP Hedge fund	+26K New position	26K	$608,211
Squarepoint Ops LLC Hedge fund	+23K New position	23K	$525,967
Bridgeway Capital Management, LLC Active manager	+20K +25.7%	97K	$2.3M
Citadel Advisors LLC Hedge fund	+16K +39.3%	57K	$1.3M
Lazard Asset Management LLC Active manager	+15K New position	15K	$338,929
Renaissance Technologies LLC Hedge fund	+9,700 +9.0%	117K	$2.7M
Price T Rowe Associates Inc Active manager	+9,474 New position	9,474	$220,000

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Susquehanna International Group, LLP	−206K Sold out	0	—
Millennium Management LLC Hedge fund	−193K Sold out	0	—
Ameriprise Financial Inc	−127K −28.8%	314K	$7.3M
Mackenzie Financial Corp	−116K Sold out	0	—
Mink Brook Asset Management LLC	−111K Sold out	0	—
Peapod Lane Capital LLC	−108K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−61K −45.2%	74K	$1.7M
Qube Research & Technologies Ltd Hedge fund	−44K Sold out	0	—
Barclays PLC	−43K −94.7%	2,395	$55,564
683 Capital Management, LLC Hedge fund	−32K Sold out	0	—
Skylands Capital, LLC	−25K −59.7%	17K	$385,004
Point72 Asset Management, L.P. Hedge fund	−24K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−23K −1.4%	1.6M	$37.8M
Sei Investments Co	−23K −32.7%	47K	$1.1M
Goldman Sachs Group Inc	−22K −45.2%	26K	$610,044
Schonfeld Strategic Advisors LLC Hedge fund	−21K Sold out	0	—
Jane Street Group, LLC	−20K Sold out	0	—
UBS Group AG	−20K −73.4%	7,066	$163,931
Grace & White Inc	−19K −8.0%	217K	$5M
Hudson Bay Capital Management LP Hedge fund	−17K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−193K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−61K −45.2%	74K	$1.7M
Qube Research & Technologies Ltd Hedge fund	−44K Sold out	0	—
683 Capital Management, LLC Hedge fund	−32K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−24K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−23K −1.4%	1.6M	$37.8M
Schonfeld Strategic Advisors LLC Hedge fund	−21K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−17K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−8,023 −29.1%	20K	$454,372
American Century Companies Inc Active manager	−3,143 −16.5%	16K	$368,625

New positions

largest by value

Institution	Shares	Value June 30, 2026
Needham Investment Management LLC	150K	$3.5M
Vanguard Portfolio Management LLCIndex funds	78K	$1.8M
Panagora Asset Management IncActive manager	53K	$1.2M
Algert Global LLCHedge fund	51K	$1.2M
Charles Schwab Investment Management IncIndex funds	34K	$780,262
Quadrature Capital LtdHedge fund	29K	$668,647
Trexquant Investment LPHedge fund	26K	$608,211
Xtx Topco Ltd	26K	$592,644
Squarepoint Ops LLCHedge fund	23K	$525,967
Nuveen, LLC	21K	$482,166

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Susquehanna International Group, LLP	206K	$3.1M
Millennium Management LLCHedge fund	193K	$2.9M
Mackenzie Financial Corp	116K	$1.7M
Mink Brook Asset Management LLC	111K	$1.7M
Peapod Lane Capital LLC	108K	$1.6M
Qube Research & Technologies LtdHedge fund	44K	$667,842
683 Capital Management, LLCHedge fund	32K	$481,743
Point72 Asset Management, L.P.Hedge fund	24K	$354,703
Schonfeld Strategic Advisors LLCHedge fund	21K	$317,251
Jane Street Group, LLC	20K	$307,865

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 92
Ten largest holders: 67.4%
Index fund managers: 21.4%
Active managers and hedge funds: 32.1%

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	12	13	7	6	−174K	−5.5%
Index fund managers	9	0	2	0	+1.0M	+104.2%
Other institutions	31	26	18	8	−318K	−6.8%

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 Twin Disc.

Only managers that filed a holdings report for both quarters are compared (105 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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