Who owns STVN
Which tracked institutional funds hold STVN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STVN 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
48 tracked funds added or opened STVN while 22 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
STVN’s largest tracked holder by dollar value, Conestoga Capital Advisors, LLC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STVN 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 117 tracked filers holding STVN, 56 increased or opened the position and 88 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 STVN 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 6
- WELLINGTON MANAGEMENT GROUP LLP$23M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$6M
- Riverwater Partners LLC$4M
- Longaeva Partners L.P.$1M
- PineStone Asset Management Inc.$689K
- Alamea Verwaltungs GmbH$564K
Full exits 12
- T. Rowe Price Investment Management, Inc.$44M
- Invesco Ltd.$8M
- Point72 Asset Management, L.P.$7M
- BALANCE CAPITAL PARTNERS L.P.$5M
- Van Berkom & Associates Inc.$2M
- Pembroke Management, LTD$2M
Largest adds
- NEUBERGER BERMAN GROUP LLC$40M
- CREDIT AGRICOLE S A$18M
- Artisan Partners Limited Partnership$16M
- TimesSquare Capital Management, LLC$15M
- BAMCO INC /NY/$11M
- Conestoga Capital Advisors, LLC$10M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$4M
- ArrowMark Colorado Holdings LLC$2M
- MILLENNIUM MANAGEMENT LLC$2M
- Massar Capital Management, LP$1M
- CITIGROUP INC$1M
- LPL Financial LLC$673K
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 |
|---|---|---|---|---|
| Conestoga Capital Advisors, LLC trimmed | 7,007,613 | $127M | 16.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 5,622,269 | $102M | 13.5% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 3,474,641 | $63M | 8.4% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 2,601,598 | $47M | 6.3% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 2,494,871 | $45M | 6.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,305,306 | $24M | 3.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 1,297,755 | $23M | 3.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,251,844 | $23M | 3.0% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 1,186,375 | $21M | 2.9% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 916,356 | $17M | 2.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 834,220 | $15M | 2.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 791,838 | $14M | 1.9% | 2026-Q2 |
| NICHOLAS COMPANY, INC. trimmed | 743,799 | $13M | 1.8% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 695,649 | $13M | 1.7% | 2026-Q2 |
| COOPER INVESTORS PTY LTD added | 668,494 | $12M | 1.6% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 611,818 | $11M | 1.5% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 611,286 | $11M | 1.5% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 600,514 | $11M | 1.4% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 574,751 | $10M | 1.4% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC added | 524,481 | $9M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 493,945 | $9M | 1.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 434,104 | $8M | 1.0% | 2026-Q2 |
| Roubaix Capital, LLC added | 396,822 | $7M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 374,952 | $7M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 369,225 | $7M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 365,133 | $7M | 0.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 356,658 | $6M | 0.9% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC new | 335,493 | $6M | 0.8% | 2026-Q2 |
| Rhenman & Partners Asset Management AB added | 305,972 | $6M | 0.7% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 268,095 | $5M | 0.6% | 2026-Q2 |
| Riverwater Partners LLC new | 247,454 | $4M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 240,145 | $4M | 0.6% | 2026-Q2 |
| ELWOOD CAPITAL PARTNERS LP added | 215,826 | $4M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 210,799 | $4M | 0.5% | 2026-Q2 |
| Advisors Capital Management, LLC added | 206,541 | $4M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 202,596 | $4M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 193,311 | $3M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 181,942 | $3M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 170,140 | $3M | 0.4% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 165,000 | $3M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 155,586 | $3M | 0.4% | 2026-Q2 |
| Montanaro Asset Management Ltd trimmed | 140,459 | $3M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 134,831 | $2M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 128,093 | $2M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 93,364 | $2M | 0.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 90,115 | $2M | 0.2% | 2026-Q2 |
| CenterBook Partners LP trimmed | 87,299 | $2M | 0.2% | 2026-Q2 |
| Massar Capital Management, LP trimmed | 71,656 | $1M | 0.2% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 68,363 | $1M | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 67,760 | $1M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 67,455 | $1M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 65,249 | $1M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. new | 62,231 | $1M | 0.1% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added | 60,482 | $1M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 46,495 | $840K | 0.1% | 2026-Q2 |
| PineStone Asset Management Inc. new | 38,135 | $689K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 35,727 | $646K | 0.1% | 2026-Q2 |
| Alamea Verwaltungs GmbH new | 31,219 | $564K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 31,015 | $560K | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 30,250 | $547K | 0.1% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed | 26,444 | $478K | 0.1% | 2026-Q2 |
| Allianz SE | 26,050 | $471K | 0.1% | 2026-Q2 |
| Jain Global LLC new | 25,800 | $466K | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 24,903 | $450K | 0.1% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP | 24,000 | $434K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 22,262 | $402K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 21,400 | $387K | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 20,796 | $376K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 18,690 | $370K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 18,690 | $370K | 0.0% | 2026-Q2 |
| First Bank & Trust added | 18,417 | $333K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 18,270 | $330K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 15,941 | $288K | 0.0% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 14,873 | $269K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,599 | $264K | 0.0% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd trimmed | 13,849 | $251K | 0.0% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 13,606 | $246K | 0.0% | 2026-Q2 |
| MARCO INVESTMENT MANAGEMENT LLC | 13,325 | $241K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 12,733 | $230K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 12,068 | $218K | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 11,747 | $212K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 11,536 | $208K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 10,971 | $198K | 0.0% | 2026-Q2 |
| Hardy Reed LLC | 10,660 | $193K | 0.0% | 2026-Q2 |
| Hilltop National Bank | 7,856 | $142K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 7,392 | $134K | 0.0% | 2026-Q2 |
| SUMMIT SECURITIES GROUP LLC trimmed | 4,164 | $75K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 4,084 | $74K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 3,426 | $62K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 3,248 | $59K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,497 | $45K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 2,459 | $44K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP added | 1,561 | $28K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 1,034 | $19K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 808 | $15K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 711 | $13K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 663 | $12K | 0.0% | 2026-Q2 |
| HighMark Wealth Management LLC | 552 | $10K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 332 | $6K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 293 | $5K | 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.