Value Line Inc: which funds bought and sold

Institutions that bought and sold Value Line 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, 15 institutions that filed 13F reports for both quarters added to or opened positions in Value Line, and 18 cut or closed them. Together they added a net 15K shares, +2.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3,092 shares (+1.7%); index fund managers were net buyers of 7,140 shares (+4.8%). 2 opened a new position and 1 sold out entirely.

Bought, Q2 2026 15 institutions, 2 of them new holders Sold, Q2 2026 18 institutions, 1 of them sold out

Net change, all compared +15K shares (+2.9%)

Net change, active managers +3,092 shares (+1.7%), 1 bought, 2 sold

Buyers versus sellers

institutions compared, 53

15 bought 20 18 sold

Active managers and hedge funds 1 bought · 2 sold · +3,092

Index fund managers 3 bought · 4 sold · +7,140

Other institutions 11 bought · 12 sold · +4,390

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+11K +12.6%	94K	$3.8M
Goldman Sachs Group Inc	+6,368 New position	6,368	$257,777
Neuberger Berman Group LLC Active manager	+3,395 +2.9%	120K	$4.9M
Russell Investments Group, Ltd.	+1,354 +210.6%	1,997	$80,838
UBS Group AG	+433 +236.6%	616	$24,936
Wells Fargo & Company	+417 +1.6%	27K	$1.1M
Vanguard Portfolio Management LLC Index funds	+407 +8.8%	5,042	$204,100
Morgan Stanley	+356 +28.6%	1,599	$64,738
Citigroup Inc	+319 +759.5%	361	$14,613
Royal Bank Of Canada	+142 +39.4%	502	$21,000
Vanguard Fiduciary Trust Co Index funds	+94 +2.3%	4,135	$167,385
Harbor Capital Advisors, Inc.	+85 +151.8%	141	$6,000
Arax Advisory Partners	+28 New position	28	$1,133
Essential Partners LLC	+2 +100.0%	4	$162
Allworth Financial LP	+1 +100.0%	2	$81

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Neuberger Berman Group LLC Active manager	+3,395 +2.9%	120K	$4.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Dimensional Fund Advisors LP	−3,522 −6.5%	51K	$2.1M
Northern Trust Corp Index funds	−2,583 −30.7%	5,832	$236,079
Oppenheimer & Co Inc	−1,000 −4.5%	21K	$850,809
Rhumbline Advisers Index funds	−877 −59.9%	586	$23,715
Geode Capital Management, LLC Index funds	−374 −1.5%	24K	$962,269
Tower Research Capital LLC (TRC)	−347 −61.3%	219	$8,865
Renaissance Technologies LLC Hedge fund	−300 −2.8%	11K	$429,088
Gamma Investing LLC	−78 −68.4%	36	$1,457
Barclays PLC	−58 −12.7%	398	$16,110
BNP Paribas Financial Markets	−42 −17.1%	203	$8,217
California State Teachers Retirement System	−32 −74.4%	11	$445
Vanguard Capital Management LLC Index funds	−30 −0.4%	7,335	$296,921
Jones Financial Companies LLLP	−14 −50.0%	14	$544
Optiver Holding B.V.	−13 Sold out	0	—
Sterling Capital Management LLC	−6 −66.7%	3	$121
FMR LLC Active manager	−3 −6.2%	45	$1,821
Ifp Advisors, Inc	−2 −50.0%	2	$81
Jpmorgan Chase & Co	−1 −0.3%	357	$14,412

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−300 −2.8%	11K	$429,088
FMR LLC Active manager	−3 −6.2%	45	$1,821

New positions

largest by value

Institution	Shares	Value June 30, 2026
Goldman Sachs Group Inc	6,368	$257,777
Arax Advisory Partners	28	$1,133

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Optiver Holding B.V.	13	$459

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 52
Ten largest holders: 84.6%
Index fund managers: 29.5%
Active managers and hedge funds: 34.9%

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	1	2	0	0	+3,092	+1.7%
Index fund managers	3	4	0	0	+7,140	+4.8%
Other institutions	11	12	2	1	+4,390	+2.4%

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 Value Line.

Only managers that filed a holdings report for both quarters are compared (53 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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