undamentalytics Newsletter

Warby Parker Inc.: which funds bought and sold

Institutions that bought and sold Warby Parker 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, 186 institutions that filed 13F reports for both quarters added to or opened positions in Warby Parker, and 136 cut or closed them. Together they added a net 16.0M shares, +14.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 846K shares (+1.9%); index fund managers were net buyers of 11.2M shares (+46.3%). 60 opened a new position and 59 sold out entirely.

Bought, Q2 2026 186 institutions, 60 of them new holders Sold, Q2 2026 136 institutions, 59 of them sold out
Net change, all compared +16.0M shares (+14.8%)
Net change, active managers +846K shares (+1.9%), 22 bought, 33 sold

Buyers versus sellers

institutions compared, 352
Active managers and hedge funds 22 bought · 33 sold · +846K
Index fund managers 11 bought · 0 sold · +11.2M
Other institutions 153 bought · 103 sold · +3.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +8.1M +110.9% 15.3M $464M
State Street Corp Index funds +1.8M +72.7% 4.2M $127M
Jpmorgan Chase & Co +1.0M +10.1% 11.1M $335M
Vanguard Portfolio Management LLC Index funds +652K +12.2% 6.0M $182M
J. Goldman & Co LP Hedge fund +644K +59.5% 1.7M $52.3M
Discovery Capital Management, LLC / Ct Hedge fund +588K New position 588K $17.8M
Bank Of America Corp +546K +39.7% 1.9M $58.4M
Bessemer Group Inc +546K New position 546K $16.6M
Jennison Associates LLC Active manager +503K +52.3% 1.5M $44.4M
Principal Financial Group Inc +492K New position 492K $14.9M
Bluespring Wealth Management, LLC +485K New position 485K $14.7M
Woodline Partners LP Hedge fund +477K +43.9% 1.6M $47.4M
First Eagle Investment Management, LLC Active manager +441K +326.4% 576K $17.5M
UBS Group AG +401K +51.9% 1.2M $35.6M
Goldman Sachs Group Inc +368K +28.4% 1.7M $50.5M
BNP Paribas Financial Markets +359K +66.4% 899K $27.3M
Public Sector Pension Investment Board +346K New position 346K $10.5M
Portolan Capital Management, LLC +343K +68.5% 844K $25.6M
Ranger Investment Management, L.P. Active manager +343K +50.6% 1.0M $30.9M
Millennium Management LLC Hedge fund +301K +57.1% 829K $25.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
12 West Capital Management LP −1.3M Sold out 0 —
Bank Of New York Mellon Corp −967K −63.5% 556K $16.9M
Senator Investment Group LP Hedge fund −450K −90.0% 50K $1.5M
Renaissance Technologies LLC Hedge fund −344K −62.1% 209K $6.4M
Exoduspoint Capital Management, LP Hedge fund −296K Sold out 0 —
Chilton Investment Co Inc. −294K −92.9% 23K $683,894
Gilder Gagnon Howe & Co LLC Active manager −264K −84.4% 49K $1.5M
Nishkama Capital, LLC −261K Sold out 0 —
Citigroup Inc −258K −57.3% 192K $5.8M
Alliancebernstein L.P. Active manager −250K −68.2% 117K $2.5M
Citadel Advisors LLC Hedge fund −229K −40.7% 334K $10.1M
Morgan Stanley −212K −12.1% 1.5M $46.9M
Verition Fund Management LLC Hedge fund −206K Sold out 0 —
AQR Capital Management LLC Hedge fund −177K −18.8% 765K $23.2M
Bridgewater Associates, LP Hedge fund −172K Sold out 0 —
Baillie Gifford & Co Active manager −169K Sold out 0 —
Two Sigma Investments, LP Hedge fund −165K −74.9% 55K $1.7M
Tao Capital Management LP −134K Sold out 0 —
Price T Rowe Associates Inc Active manager −128K −8.6% 1.4M $41.3M
SG Americas Securities, LLC −124K −96.6% 4,409 $134,000

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
12 West Capital Management LP 1.3M $27.5M
Exoduspoint Capital Management, LPHedge fund 296K $6.2M
Nishkama Capital, LLC 261K $5.5M
Verition Fund Management LLCHedge fund 206K $4.3M
Bridgewater Associates, LPHedge fund 172K $3.6M
Baillie Gifford & CoActive manager 169K $3.6M
Tao Capital Management LP 134K $2.8M
Corient Private Wealth LP 117K $2.5M
Niles Investment Management, LLC 110K $2.3M
Twinbeech Capital LP 85K $1.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
299
Ten largest holders
57.2%
of 13F-reported shares
Index fund managers
28.5%
of 13F-reported shares
Active managers and hedge funds
36.4%
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 22 33 2 16 +846K +1.9%
Index fund managers 11 0 0 0 +11.2M +46.3%
Other institutions 153 103 58 43 +3.9M +9.8%

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.

← Back to Warby Parker Inc. · Insiders · Politicians