| 0.18% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 898K | $25.4M | +4.1% | 3.449% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 647K | $18.3M | +14.2% | 2.485% | 0.00% |
| 6 | WESTERLY CAPITAL MANAGEMENT, LLC | 645K | $18.2M | +29.0% | 2.477% | 3.36% |
| 7 | STATE STREET CORP | 444K | $12.5M | +9.1% | 1.704% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 424K | $12.0M | +7.4% | 1.628% | 0.00% |
| 9 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 404K | $11.4M | 0.0% | 1.550% | 0.07% |
| 10 | MORGAN STANLEY | 288K | $8.1M | +30.8% | 1.105% | 0.00% |
| 11 | Stoic Point Capital Management LLC | 264K | $7.4M | +5.0% | 1.012% | 6.18% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 240K | $6.8M | +6.9% | 0.921% | 0.00% |
| 13 | NORTHERN TRUST CORP | 205K | $5.8M | +17.0% | 0.788% | 0.00% |
| 14 | SEI INVESTMENTS CO | 193K | $5.5M | +19.7% | 0.742% | 0.00% |
| 15 | LAKEWOOD CAPITAL MANAGEMENT, LP | 190K | $5.4M | 0.0% | 0.730% | 0.28% |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 187K | $5.3M | -16.5% | 0.717% | 0.02% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 181K | $5.1M | +10.8% | 0.697% | 0.00% |
| 18 | RBF Capital, LLC | 180K | $5.1M | 0.0% | 0.691% | 0.21% |
| 19 | Nuveen, LLC | 173K | $4.9M | +27.6% | 0.663% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 150K | $4.2M | +20.7% | 0.577% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 141K | $4.0M | +90.5% | 0.540% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 141K | $4.0M | +1.7% | 0.540% | 0.00% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 104K | $2.9M | -38.7% | 0.400% | 0.00% |
| 24 | AWM Investment Company, Inc. | 100K | $2.8M | 0.0% | 0.384% | 0.25% |
| 25 | CANNELL CAPITAL LLC | 97K | $2.7M | -1.0% | 0.371% | 1.83% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HIPO — a direct measure of their conviction.
| 36.54% |
| +0.45 pp |
| $216M |
| 2.0% |
| Q4 2024 | 97 | +11% | 36.09% | 0.05 pp | $220M | +58% |
| Q3 2024 | 87 | — | 36.14% | — | $139M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
18 institutions opened new positions in HIPO during Q2 2026, while 11 fully exited. 86 added to existing positions and 26 trimmed.
HIPO institutional ownership rose by 3.07 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 62.0% of all reported 13F value in HIPO, and the top 25 account for 83.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.