Who owns PACK (PACK)
Which tracked institutional funds hold PACK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PACK company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on PACK is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 37 trimmed or exited — on balance reducing.
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
PACK’s largest tracked holder by dollar value, JS Capital Management LLC, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PACK 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 2025-Q4 and 2026-Q1, across 117 tracked filers holding PACK, 62 increased or opened the position and 61 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 PACK between the 2025-Q4 and 2026-Q1 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$7M
- KENNEDY CAPITAL MANAGEMENT LLC$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$987K
Full exits 5
- VANGUARD GROUP INC$14M
- PALISADE CAPITAL MANAGEMENT, LP$6M
- Bastion Asset Management Inc.$2M
- Divisadero Street Capital Management, LP$1M
- ARS Investment Partners, LLC$549K
Largest adds
- CenterBook Partners LP$2M
- Samjo Management, LLC$1M
- ALGERT GLOBAL LLC$1M
- First Eagle Investment Management, LLC$706K
- SEI INVESTMENTS CO$329K
- AQR CAPITAL MANAGEMENT LLC$325K
Largest trims
- JS Capital Management LLC$56M
- SOROS CAPITAL MANAGEMENT LLC$9M
- G2 Investment Partners Management LLC$8M
- BlackRock, Inc.$6M
- Schusterman Interests, LLC$6M
- DIMENSIONAL FUND ADVISORS LP$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JS Capital Management LLC | 30,530,897 | $109M | 33.4% | 2026-Q1 |
| SOROS CAPITAL MANAGEMENT LLC | 4,630,292 | $17M | 5.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,124,943 | $11M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,045,306 | $11M | 3.3% | 2026-Q1 |
| Schusterman Interests, LLC | 3,018,616 | $11M | 3.3% | 2026-Q1 |
| Petrus Trust Company, LTA added | 2,966,356 | $11M | 3.2% | 2026-Q1 |
| G2 Investment Partners Management LLC trimmed | 2,820,285 | $10M | 3.1% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 2,140,630 | $8M | 2.3% | 2026-Q1 |
| Portolan Capital Management, LLC trimmed | 1,947,681 | $7M | 2.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,944,298 | $7M | 2.1% | 2026-Q1 |
| CenterBook Partners LP added | 1,807,976 | $6M | 2.0% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,526,000 | $5M | 1.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,493,180 | $5M | 1.6% | 2026-Q1 |
| Samjo Management, LLC added | 1,330,775 | $5M | 1.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,101,177 | $4M | 1.2% | 2026-Q1 |
| Meros Investment Management, LP trimmed | 987,489 | $4M | 1.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 916,856 | $3M | 1.0% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 828,545 | $3M | 0.9% | 2026-Q1 |
| CastleKnight Management LP added | 801,000 | $3M | 0.9% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 788,839 | $3M | 0.9% | 2026-Q1 |
| UBS Group AG added | 779,091 | $3M | 0.9% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 729,196 | $3M | 0.8% | 2026-Q1 |
| FORMULA GROWTH LTD trimmed | 694,527 | $2M | 0.8% | 2026-Q1 |
| Ulysses Management LLC | 692,285 | $2M | 0.8% | 2026-Q1 |
| Simcoe Capital LLC added | 688,882 | $2M | 0.8% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 615,267 | $2M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 558,646 | $2M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 482,845 | $2M | 0.5% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 407,328 | $1M | 0.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 404,536 | $1M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 370,976 | $1M | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 340,304 | $1M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 332,113 | $1M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 276,434 | $987K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 208,496 | $744K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 175,774 | $628K | 0.2% | 2026-Q1 |
| Inspire Investing, LLC added | 144,005 | $514K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 133,759 | $478K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 130,180 | $465K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 126,961 | $453K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 120,751 | $431K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 116,025 | $414K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 113,219 | $404K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 74,080 | $401K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 105,575 | $377K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 105,155 | $376K | 0.1% | 2026-Q1 |
| Quent Capital, LLC | 101,500 | $362K | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC added | 101,485 | $362K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 98,213 | $351K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 87,996 | $314K | 0.1% | 2026-Q1 |
| Boston Partners trimmed | 86,418 | $309K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 81,592 | $291K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 62,839 | $224K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 59,438 | $212K | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 50,866 | $182K | 0.1% | 2026-Q1 |
| nVerses Capital, LLC added | 42,576 | $152K | 0.0% | 2026-Q1 |
| Granite Investment Partners, LLC added | 37,631 | $134K | 0.0% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 36,833 | $131K | 0.0% | 2026-Q1 |
| Creative Planning added | 32,674 | $117K | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 28,147 | $100K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,637,065 | $14M | 4.4% | 2025-Q4 stale |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 1,036,290 | $6M | 1.7% | 2025-Q4 stale |
| Roubaix Capital, LLC added | 995,098 | $5M | 1.7% | 2025-Q1 stale |
| Coliseum Capital Management, LLC trimmed | 1,401,438 | $5M | 1.5% | 2025-Q2 stale |
| Driehaus Capital Management LLC trimmed | 850,073 | $5M | 1.4% | 2025-Q1 stale |
| Bastion Asset Management Inc. trimmed | 313,432 | $2M | 0.5% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 245,784 | $1M | 0.4% | 2025-Q3 stale |
| Divisadero Street Capital Management, LP | 250,001 | $1M | 0.4% | 2025-Q4 stale |
| Resolute Capital Asset Partners LLC new | 160,000 | $867K | 0.3% | 2025-Q1 stale |
| VICTORY CAPITAL MANAGEMENT INC | 145,310 | $788K | 0.2% | 2025-Q1 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 214,493 | $766K | 0.2% | 2025-Q2 stale |
| ARS Investment Partners, LLC added | 101,515 | $549K | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 146,100 | $522K | 0.2% | 2025-Q2 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 92,845 | $503K | 0.2% | 2025-Q1 stale |
| Swiss National Bank | 86,300 | $468K | 0.1% | 2025-Q1 stale |
| PANAGORA ASSET MANAGEMENT INC | 82,704 | $465K | 0.1% | 2025-Q3 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 99,143 | $459K | 0.1% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 69,369 | $376K | 0.1% | 2025-Q1 stale |
| Advisor Resource Council new | 63,657 | $331K | 0.1% | 2025-Q1 stale |
| Ensign Peak Advisors, Inc | 59,194 | $321K | 0.1% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 53,908 | $292K | 0.1% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 52,260 | $283K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 65,027 | $232K | 0.1% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 58,905 | $210K | 0.1% | 2025-Q2 stale |
| CANADA LIFE ASSURANCE Co | 38,016 | $206K | 0.1% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 37,642 | $204K | 0.1% | 2025-Q4 stale |
| Rockefeller Capital Management L.P. trimmed | 35,260 | $198K | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 33,389 | $181K | 0.1% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 32,108 | $181K | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 48,275 | $172K | 0.1% | 2025-Q2 stale |
| CANTOR FITZGERALD, L. P. new | 45,000 | $161K | 0.0% | 2025-Q2 stale |
| Brooklyn Investment Group added | 42,441 | $152K | 0.0% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 26,615 | $144K | 0.0% | 2025-Q4 stale |
| Mink Brook Asset Management LLC new | 25,000 | $140K | 0.0% | 2025-Q3 stale |
| Graham Capital Management, L.P. added | 23,660 | $128K | 0.0% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd trimmed | 23,590 | $128K | 0.0% | 2025-Q1 stale |
| Worth Venture Partners, LLC new | 22,500 | $126K | 0.0% | 2025-Q3 stale |
| Point72 Asia (Singapore) Pte. Ltd. added | 33,958 | $121K | 0.0% | 2025-Q2 stale |
| Corebridge Financial, Inc. added | 21,887 | $119K | 0.0% | 2025-Q1 stale |
| Trexquant Investment LP trimmed | 31,623 | $113K | 0.0% | 2025-Q2 stale |
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.