Who owns BOBS
Which tracked institutional funds hold BOBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOBS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
54 tracked funds added or opened BOBS while 29 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BOBS’s largest tracked holder by dollar value, Bain Capital Investors LLC, sizes it at 31.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 31.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BOBS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 105 tracked filers holding BOBS, 77 increased or opened the position and 49 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BOBS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$21M
- Jupiter Topco LLC$18M
- CHILTON INVESTMENT CO INC.$14M
- Western Standard LLC$8M
- WASATCH ADVISORS LP$8M
- Portolan Capital Management, LLC$4M
Full exits 18
- MILLENNIUM MANAGEMENT LLC$8M
- TWO SIGMA INVESTMENTS, LP$7M
- JANUS HENDERSON GROUP PLC$6M
- JANE STREET GROUP, LLC$5M
- Davidson Kempner Capital Management LP$4M
- Schonfeld Strategic Advisors LLC$3M
Largest adds
- Bain Capital Investors LLC$388M
- FMR LLC$58M
- BlackRock, Inc.$19M
- EMERALD ADVISERS, LLC$10M
- Sunriver Management LLC$8M
- EMERALD MUTUAL FUND ADVISERS TRUST$8M
Largest trims
- CITADEL ADVISORS LLC$14M
- Alyeska Investment Group, L.P.$13M
- GOLDMAN SACHS GROUP INC$6M
- Point72 Asset Management, L.P.$6M
- Tabor Asset Management, LP$3M
- BANK OF AMERICA CORP /DE/$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bain Capital Investors LLC | 95,370,751 | $1.5B | 74.3% | 2026-Q2 |
| FMR LLC added | 7,462,590 | $118M | 5.8% | 2026-Q2 |
| BlackRock, Inc. added | 1,875,643 | $30M | 1.5% | 2026-Q2 |
| Sunriver Management LLC added | 1,616,590 | $26M | 1.3% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 1,607,068 | $25M | 1.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 1,313,225 | $21M | 1.0% | 2026-Q2 |
| Hood River Capital Management LLC added | 1,150,496 | $18M | 0.9% | 2026-Q2 |
| Jupiter Topco LLC new | 1,123,437 | $18M | 0.9% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 1,049,648 | $17M | 0.8% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 1,049,247 | $17M | 0.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 991,160 | $16M | 0.8% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. new | 905,958 | $14M | 0.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 878,244 | $14M | 0.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 866,468 | $14M | 0.7% | 2026-Q2 |
| Hook Mill Capital Partners, LP trimmed | 770,058 | $12M | 0.6% | 2026-Q2 |
| UBS Group AG added | 522,784 | $8M | 0.4% | 2026-Q2 |
| Western Standard LLC new | 502,997 | $8M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 493,970 | $8M | 0.4% | 2026-Q2 |
| WASATCH ADVISORS LP new | 482,835 | $8M | 0.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 479,990 | $8M | 0.4% | 2026-Q2 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC added | 393,864 | $6M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 364,320 | $6M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 308,880 | $5M | 0.2% | 2026-Q2 |
| Laurion Capital Management LP trimmed | 300,000 | $5M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC | 300,000 | $5M | 0.2% | 2026-Q2 |
| STATE STREET CORP added | 295,996 | $5M | 0.2% | 2026-Q2 |
| FIL Ltd | 260,479 | $4M | 0.2% | 2026-Q2 |
| HBK INVESTMENTS L P | 250,000 | $4M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP | 250,000 | $4M | 0.2% | 2026-Q2 |
| Portolan Capital Management, LLC new | 249,906 | $4M | 0.2% | 2026-Q2 |
| Pembroke Management, LTD added | 248,792 | $4M | 0.2% | 2026-Q2 |
| Archon Capital Management LLC new | 232,257 | $4M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 221,686 | $4M | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 201,169 | $3M | 0.2% | 2026-Q2 |
| Lisanti Capital Growth, LLC new | 201,015 | $3M | 0.2% | 2026-Q2 |
| Beaumont Financial Advisors, LLC new | 187,240 | $3M | 0.1% | 2026-Q2 |
| BARINGS LLC new | 180,000 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 174,583 | $3M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 168,237 | $3M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 156,511 | $2M | 0.1% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 150,000 | $2M | 0.1% | 2026-Q2 |
| Divisadero Street Capital Management, LP new | 144,391 | $2M | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 134,506 | $2M | 0.1% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC new | 132,608 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 131,159 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 130,526 | $2M | 0.1% | 2026-Q2 |
| Concentric Capital Strategies, LP new | 123,116 | $2M | 0.1% | 2026-Q2 |
| Tabor Asset Management, LP trimmed | 117,399 | $2M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 116,547 | $2M | 0.1% | 2026-Q2 |
| Longaeva Partners L.P. trimmed | 115,000 | $2M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 111,823 | $2M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP added | 104,277 | $2M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC new | 102,080 | $2M | 0.1% | 2026-Q2 |
| NORGES BANK new | 101,730 | $2M | 0.1% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. | 100,000 | $2M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 80,448 | $1M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 77,936 | $1M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC | 75,889 | $1M | 0.1% | 2026-Q2 |
| Polar Asset Management Partners Inc. trimmed | 75,000 | $1M | 0.1% | 2026-Q2 |
| Hound Partners, LLC trimmed | 72,000 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 65,991 | $1M | 0.1% | 2026-Q2 |
| Swiss National Bank new | 48,400 | $766K | 0.0% | 2026-Q2 |
| Chicago Capital, LLC added | 48,297 | $764K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp new | 44,223 | $700K | 0.0% | 2026-Q2 |
| Walleye Capital LLC trimmed | 43,348 | $686K | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 41,915 | $663K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 38,237 | $605K | 0.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 30,150 | $477K | 0.0% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 26,767 | $423K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 25,642 | $406K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 23,556 | $373K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 21,051 | $333K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 19,395 | $307K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 18,030 | $285K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 17,356 | $275K | 0.0% | 2026-Q2 |
| Atom Investors LP new | 16,770 | $265K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 16,333 | $259K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 16,000 | $253K | 0.0% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 15,000 | $237K | 0.0% | 2026-Q2 |
| Invesco Ltd. new | 14,137 | $224K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC new | 12,144 | $192K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,095 | $191K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 9,000 | $142K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) new | 8,147 | $129K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 8,137 | $134K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 7,186 | $114K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 6,900 | $109K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 6,736 | $107K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,216 | $98K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 6,172 | $98K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 5,789 | $92K | 0.0% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS new | 5,500 | $87K | 0.0% | 2026-Q2 |
| STRS OHIO new | 3,800 | $60K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 3,031 | $48K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,194 | $35K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 1,781 | $28K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 1,569 | $25K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,158 | $18K | 0.0% | 2026-Q2 |
| Park Place Capital Corp new | 875 | $14K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 500 | $8K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.