undamentalytics Newsletter

UFP Industries Inc: which funds bought and sold

Institutions that bought and sold UFP Industries 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, 167 institutions that filed 13F reports for both quarters added to or opened positions in UFP Industries, and 205 cut or closed them. Together they added a net 3,174 shares, +0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 605K shares (−3.9%); index fund managers were net buyers of 42K shares (+0.2%). 37 opened a new position and 50 sold out entirely.

Bought, Q2 2026 167 institutions, 37 of them new holders Sold, Q2 2026 205 institutions, 50 of them sold out
Net change, all compared +3,174 shares (+0.0%)
Net change, active managers −605K shares (−3.9%), 24 bought, 29 sold

Buyers versus sellers

institutions compared, 423
Active managers and hedge funds 24 bought · 29 sold · −605K
Index fund managers 6 bought · 6 sold · +42K
Other institutions 137 bought · 170 sold · +566K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Gendell Jeffrey L +376K +100.0% 751K $68.2M
Morgan Stanley +238K +65.6% 599K $54.4M
Two Sigma Investments, LP Hedge fund +204K +378.5% 258K $23.4M
Qube Research & Technologies Ltd Hedge fund +180K +502.4% 216K $19.6M
FMR LLC Active manager +170K +12.7% 1.5M $137M
Dimensional Fund Advisors LP +159K +8.3% 2.1M $188M
Copeland Capital Management, LLC Active manager +148K +34.5% 578K $52.5M
Goldman Sachs Group Inc +127K +30.1% 549K $49.8M
UBS Group AG +116K +51.5% 341K $30.9M
Public Sector Pension Investment Board +99K New position 99K $9M
Wells Fargo & Company +87K +23.6% 458K $41.5M
Exoduspoint Capital Management, LP Hedge fund +75K New position 75K $6.8M
Squarepoint Ops LLC Hedge fund +53K +182.1% 82K $7.5M
Citadel Advisors LLC Hedge fund +51K +93.4% 106K $9.6M
Geode Capital Management, LLC Index funds +47K +3.1% 1.6M $144M
Vanguard Portfolio Management LLC Index funds +46K +1.4% 3.3M $303M
Northern Trust Corp Index funds +43K +4.0% 1.1M $102M
Hotchkis & Wiley Capital Management LLC Active manager +42K +33.5% 169K $15.3M
Denali Advisors LLC +42K New position 42K $3.8M
BNP Paribas Financial Markets +41K +98.7% 83K $7.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wasatch Advisors LP Active manager −644K −31.6% 1.4M $127M
Franklin Resources Inc Active manager −446K −39.2% 692K $62.8M
Kayne Anderson Rudnick Investment Management LLC Active manager −198K −6.2% 3.0M $271M
T. Rowe Price Investment Management, Inc. Active manager −142K −16.9% 700K $63.5M
Barclays PLC −129K −55.0% 105K $9.6M
Blackrock, Inc. Index funds −118K −1.5% 7.6M $688M
Aptus Capital Advisors, LLC −105K Sold out 0 —
Jane Street Group, LLC −84K −96.5% 3,025 $274,489
Lord, Abbett & Co. LLC −68K Sold out 0 —
Marshall Wace, LLP Hedge fund −66K Sold out 0 —
Ameriprise Financial Inc −60K −11.9% 447K $40.6M
HRT Financial LP −58K Sold out 0 —
Seizert Capital Partners, LLC −52K Sold out 0 —
Y-Intercept (Hong Kong) Ltd −38K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −38K −11.3% 298K $27M
Lighthouse Investment Partners, LLC Hedge fund −36K Sold out 0 —
Russell Investments Group, Ltd. −36K −13.8% 225K $20.5M
AQR Capital Management LLC Hedge fund −36K −7.5% 443K $40.2M
AGF Management Ltd −33K Sold out 0 —
Sei Investments Co −30K −11.3% 233K $21.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Public Sector Pension Investment Board 99K $9M
Exoduspoint Capital Management, LPHedge fund 75K $6.8M
Denali Advisors LLC 42K $3.8M
Rbf Capital, LLC 18K $1.6M
Verition Fund Management LLCHedge fund 15K $1.3M
Occudo Quantitative Strategies LP 14K $1.2M
Summittx Capital, L.P. 12K $1.1M
Ifg Advisory, LLC 10K $938,016
Aquatic Capital Management LLC 9,402 $853,137
Schonfeld Strategic Advisors LLCHedge fund 7,191 $652,510

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Aptus Capital Advisors, LLC 105K $9.6M
Lord, Abbett & Co. LLC 68K $6.3M
Marshall Wace, LLPHedge fund 66K $6.1M
HRT Financial LP 58K $5.4M
Seizert Capital Partners, LLC 52K $4.8M
Y-Intercept (Hong Kong) Ltd 38K $3.5M
Lighthouse Investment Partners, LLCHedge fund 36K $3.3M
AGF Management Ltd 33K $3M
Arrowstreet Capital, Limited PartnershipHedge fund 18K $1.6M
Quadrature Capital LtdHedge fund 15K $1.4M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
381
Ten largest holders
55.4%
of 13F-reported shares
Index fund managers
40.6%
of 13F-reported shares
Active managers and hedge funds
30.8%
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 24 29 4 9 −605K −3.9%
Index fund managers 6 6 0 0 +42K +0.2%
Other institutions 137 170 33 41 +566K +4.5%

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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