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Institutional Ownership · SEC Form 13F

Who owns Runway Growth Finance (RWAY)


Which tracked institutional funds hold RWAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RWAY company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

93
Institutional holders
19M
Shares held (tracked funds)
53.0%
Of shares outstanding

How the tape is positioned

7 tracked funds added or opened RWAY while 17 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

RWAY’s largest tracked holder by dollar value, OAKTREE CAPITAL MANAGEMENT LP, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in RWAY 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 93 tracked filers holding RWAY, 58 increased or opened the position and 39 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 RWAY 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 3

  • BANK OF AMERICA CORP /DE/$983K
  • Evanson Financial, LLC$844K
  • MILLENNIUM MANAGEMENT LLC$816K

Full exits 2

  • HighTower Advisors, LLC$10M
  • Evanson Asset Management, LLC$1M

Largest adds

  • MORGAN STANLEY$1M
  • O'SHAUGHNESSY ASSET MANAGEMENT, LLC$470K
  • ARES MANAGEMENT LLC$420K
  • UMB Bank, n.a.$371K

Largest trims

  • OAKTREE CAPITAL MANAGEMENT LP$9M
  • TWO SIGMA INVESTMENTS, LP$4M
  • Bulldog Investors, LLP$3M
  • North Ground Capital$3M
  • Alpine Global Management, LLC$2M
  • UBS Group AG$2M

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).

FundSharesReported value% of valueQuarter
OAKTREE CAPITAL MANAGEMENT LP7,029,667$39M31.0%2026-Q2
Sound Income Strategies, LLC added2,003,042$11M8.8%2026-Q2
ARES MANAGEMENT LLC added1,517,179$9M6.7%2026-Q2
Bulldog Investors, LLP trimmed1,019,054$6M4.5%2026-Q2
North Ground Capital trimmed728,000$4M3.2%2026-Q2
ALLIUM FINANCIAL ADVISORS, LLC trimmed715,665$4M3.2%2026-Q2
FRANKLIN RESOURCES INC added573,697$3M2.5%2026-Q2
Summit Financial, LLC added543,246$3M2.4%2026-Q2
Alpine Global Management, LLC trimmed500,192$3M2.2%2026-Q2
MORGAN STANLEY added486,912$3M2.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added431,542$2M1.9%2026-Q2
Legal & General Group Plc278,034$2M1.2%2026-Q2
SBE LLC DBA CEDAR COVE WEALTH PARTNERS added275,536$2M1.2%2026-Q2
Man Group plc added186,066$1M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added175,284$983K0.8%2026-Q2
Crewe Advisors LLC172,002$965K0.8%2026-Q2
UMB Bank, n.a. added156,944$880K0.7%2026-Q2
Evanson Financial, LLC new150,467$844K0.7%2026-Q2
MILLENNIUM MANAGEMENT LLC added145,448$816K0.6%2026-Q2
MARSHALL WACE, LLP trimmed141,904$796K0.6%2026-Q2
UBS Group AG trimmed128,176$719K0.6%2026-Q2
Virtus Investment Advisers, LLC added121,023$679K0.5%2026-Q2
BlackRock, Inc. added118,235$663K0.5%2026-Q2
D. E. Shaw & Co., Inc. trimmed110,095$618K0.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added97,622$548K0.4%2026-Q2
Tidal Investments LLC added94,891$532K0.4%2026-Q2
Hennion & Walsh Asset Management, Inc. trimmed93,050$522K0.4%2026-Q2
PVG ASSET MANAGEMENT CORP added90,209$506K0.4%2026-Q2
CREDIT INDUSTRIEL ET COMMERCIAL new82,759$464K0.4%2026-Q2
STIFEL FINANCIAL CORP trimmed75,251$422K0.3%2026-Q2
Closed-End Fund Advisors, Inc. added70,585$396K0.3%2026-Q2
PNC Financial Services Group, Inc.70,476$395K0.3%2026-Q2
Summit Trail Advisors, LLC68,104$382K0.3%2026-Q2
SMH CAPITAL ADVISORS INC added56,770$318K0.3%2026-Q2
Magnetar Financial LLC trimmed48,754$274K0.2%2026-Q2
Squarepoint Ops LLC added42,843$240K0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed37,042$208K0.2%2026-Q2
US BANCORP \DE\36,630$205K0.2%2026-Q2
Sunbeam Capital Management, LLC added32,575$183K0.1%2026-Q2
ExodusPoint Capital Management, LP trimmed30,653$172K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added29,461$165K0.1%2026-Q2
LPL Financial LLC added29,459$165K0.1%2026-Q2
STEEL GROVE CAPITAL ADVISORS, LLC added28,105$158K0.1%2026-Q2
XTX Topco Ltd added26,723$150K0.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added22,004$123K0.1%2026-Q2
KMT WEALTH MANAGEMENT, LLC new21,049$118K0.1%2026-Q2
Kingsbury Capital Investment Advisors LLC trimmed21,049$118K0.1%2026-Q2
nVerses Capital, LLC added20,343$114K0.1%2026-Q2
NORDEN GROUP LLC trimmed17,420$98K0.1%2026-Q2
ROYAL BANK OF CANADA trimmed16,227$91K0.1%2026-Q2
Blue Line Capital, LLC / IL added15,638$88K0.1%2026-Q2
Cetera Investment Advisers added15,101$85K0.1%2026-Q2
MGO ONE SEVEN LLC added14,954$84K0.1%2026-Q2
WINTON GROUP Ltd new14,945$84K0.1%2026-Q2
JPMORGAN CHASE & CO added15,187$83K0.1%2026-Q2
Catalyst Capital Advisors LLC14,000$79K0.1%2026-Q2
Tower Research Capital LLC (TRC) added13,756$77K0.1%2026-Q2
Nuveen, LLC new11,740$66K0.1%2026-Q2
IMC-Chicago, LLC new11,354$64K0.1%2026-Q2
Jain Global LLC new10,900$61K0.0%2026-Q2
Jump Financial, LLC trimmed10,758$60K0.0%2026-Q2
Perigon Wealth Management, LLC10,000$56K0.0%2026-Q2
Regatta Research & Money Management new8,734$49K0.0%2026-Q2
OSAIC HOLDINGS, INC. added3,886$22K0.0%2026-Q2
Steward Partners Investment Advisory, LLC new2,500$14K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed2,393$13K0.0%2026-Q2
CITIGROUP INC1,907$11K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed1,500$8K0.0%2026-Q2
State of Wyoming trimmed1,444$8K0.0%2026-Q2
Caitong International Asset Management Co., Ltd added1,422$8K0.0%2026-Q2
Key Capital Management, INC trimmed1,242$7K0.0%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD878$5K0.0%2026-Q2
RHUMBLINE ADVISERS new830$5K0.0%2026-Q2
Financial Network Wealth Advisors LLC751$4K0.0%2026-Q2
Independence Bank of Kentucky548$3K0.0%2026-Q2
GROUP ONE TRADING LLC trimmed546$3K0.0%2026-Q2
NewEdge Advisors, LLC new498$3K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed468$3K0.0%2026-Q2
Elequin Capital, LP new394$2K0.0%2026-Q2
Global Retirement Partners, LLC new332$2K0.0%2026-Q2
Russell Investments Group, Ltd. new293$2K0.0%2026-Q2
Arax Advisory Partners new184$1K0.0%2026-Q2
Hilton Head Capital Partners, LLC77$4320.0%2026-Q2
Allworth Financial LP added76$4270.0%2026-Q2
Federation des caisses Desjardins du Quebec50$2810.0%2026-Q2
IFP Advisors, Inc new44$2470.0%2026-Q2
SBI Securities Co., Ltd.37$2080.0%2026-Q2
EverSource Wealth Advisors, LLC new26$1460.0%2026-Q2
Essential Partners LLC new25$1400.0%2026-Q2
Optiver Holding B.V. new18$1010.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC new11$600.0%2026-Q2
GAMMA Investing LLC new10$560.0%2026-Q2
Fortitude Family Office, LLC new3$170.0%2026-Q2
HighTower Advisors, LLC added1,394,580$10M7.5%2026-Q1 stale (1 quarter behind)
TWO SIGMA ADVISERS, LP trimmed627,800$6M4.4%2025-Q4 stale (2 quarters behind)
Thrivent Financial for Lutherans new112,253$1M0.8%2025-Q4 stale (2 quarters behind)
BARD ASSOCIATES INC trimmed141,366$1M1.1%2025-Q3 stale (3 quarters behind)
HRT FINANCIAL LP added117,903$1M1.0%2025-Q2 stale (4 quarters behind)
Round Rock Advisors, LLC added91,452$981K0.8%2025-Q2 stale (4 quarters behind)

1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Evanson Asset Management, LLC (last filed 2026-Q1, 150,467 shares) reconciles to its 1 current affiliate (150,467 shares) — 0.000% apart.

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.

HoldersTotal shares

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.

Learn how to read institutional ownership