undamentalytics Newsletter

Z Squared Inc.: which funds bought and sold

Institutions that bought and sold Z Squared 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, 44 institutions that filed 13F reports for both quarters added to or opened positions in Z Squared, and 1 cut or closed them. Together they added a net 6.6M shares, +26934.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 58K shares (+235.9%); index fund managers were net buyers of 5.8M shares. 44 opened a new position and 1 sold out entirely.

Bought, Q2 2026 44 institutions, 44 of them new holders Sold, Q2 2026 1 institutions, 1 of them sold out
Net change, all compared +6.6M shares (+26934.9%)
Net change, active managers +58K shares (+235.9%), 4 bought, 1 sold

Buyers versus sellers

institutions compared, 45
Active managers and hedge funds 4 bought · 1 sold · +58K
Index fund managers 8 bought · 0 sold · +5.8M
Other institutions 32 bought · 0 sold · +709K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +2.5M New position 2.5M $26.7M
Vanguard Capital Management LLC Index funds +1.7M New position 1.7M $17.7M
Geode Capital Management, LLC Index funds +713K New position 713K $7.5M
Northern Trust Corp Index funds +347K New position 347K $3.7M
Vanguard Portfolio Management LLC Index funds +303K New position 303K $3.2M
Vanguard Fiduciary Trust Co Index funds +128K New position 128K $1.4M
Nuveen, LLC +104K New position 104K $1.1M
Charles Schwab Investment Management Inc Index funds +104K New position 104K $1.1M
Bank Of New York Mellon Corp +92K New position 92K $969,160
United Capital Financial Advisors, LLC +86K New position 86K $910,536
UBS Group AG +70K New position 70K $742,166
Rhumbline Advisers Index funds +50K New position 50K $525,280
Deutsche Bank Ag\ +44K New position 44K $461,997
Wells Fargo & Company +40K New position 40K $423,792
Price T Rowe Associates Inc Active manager +36K New position 36K $382,000
Wellington Management Group LLP Active manager +33K New position 33K $350,198
Metlife Investment Management, LLC +26K New position 26K $278,307
Bank Of America Corp +25K New position 25K $266,499
Invesco Ltd. +24K New position 24K $252,407
Citigroup Inc +21K New position 21K $217,969

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −25K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Blackrock, Inc.Index funds 2.5M $26.7M
Vanguard Capital Management LLCIndex funds 1.7M $17.7M
Geode Capital Management, LLCIndex funds 713K $7.5M
Northern Trust CorpIndex funds 347K $3.7M
Vanguard Portfolio Management LLCIndex funds 303K $3.2M
Vanguard Fiduciary Trust CoIndex funds 128K $1.4M
Nuveen, LLC 104K $1.1M
Charles Schwab Investment Management IncIndex funds 104K $1.1M
Bank Of New York Mellon Corp 92K $969,160
United Capital Financial Advisors, LLC 86K $910,536

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 25K $275,037

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
44
Ten largest holders
91.6%
of 13F-reported shares
Index fund managers
88.1%
of 13F-reported shares
Active managers and hedge funds
1.2%
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 4 1 4 1 +58K +235.9%
Index fund managers 8 0 8 0 +5.8M —
Other institutions 32 0 32 0 +709K —

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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