92 tracked 13F filers disclose a position in BNED as of the latest SEC 13F filings, a combined $275.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | IMMERSION CORP | $140.8M | 11.2M | —Held | Q2 2026 | |
| 2 | Kanen Wealth Management LLC | $30.2M | 3.4M | ▲+0.7% Added · +24K sh | Q1 2026 | |
| 3 | Windward Management LP | $20.8M | 1.7M | ▼−2.5% Reduced · −43K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | $9.6M | 1.1M | ▼−0.9% Reduced · −10K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $9.2M | 1.0M | ▼−5.3% Reduced · −59K sh | Q1 2026 | |
| 6 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $11.2M | 892K | ▲+1.1% Added · +10K sh | Q2 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $7.6M | 865K | →First observed position No prior filed position | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $4.7M | 530K | ▲+4.2% Added · +21K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 496K | ▲+14% Added · +60K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $4.6M | 367K | ▲+16% Added · +49K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $3.1M | 356K | ▲+120% Added · +194K sh | Q1 2026 | |
| 12 | 683 Capital Management, LLC | $4.4M | 349K | ▼−8.1% Reduced · −31K sh | Q2 2026 | |
| 13 | Ballast Asset Management, LP | $3.8M | 300K | ▲New +300K sh | Q2 2026 | |
| 14 | BNP PARIBAS FINANCIAL MARKETS | $2.0M | 227K | ▲+55% Added · +81K sh | Q1 2026 | |
| 15 | CENTAURUS FINANCIAL, INC. | $2.4M | 189K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 136K | →First observed position No prior filed position | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $1.2M | 136K | ▼−21% Reduced · −36K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $1.2M | 132K | ▲+5.9% Added · +7K sh | Q1 2026 | |
| 19 | BARCLAYS PLC | $1.0M | 117K | ▲+142% Added · +69K sh | Q1 2026 | |
| 20 | UBS Group AG | $881K | 100K | ▲+25% Added · +20K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $823K | 93K | →First observed position No prior filed position | Q1 2026 | |
| 22 | Diametric Capital, LP | $751K | 60K | ▲+280% Added · +44K sh | Q2 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $452K | 51K | ▼−1.4% Reduced · −717 sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $424K | 48K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 25 | Dynamic Technology Lab Private Ltd | $589K | 47K | ▲New +47K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 15 funds opened a new position in BNED and 11 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 38 funds | $105.6B |
| NVIDIA CORPNVDA | 37 funds | $160.1B |
| AMAZON.COM INCAMZN | 36 funds | $69.6B |
| ELI LILLY & COLLY | 36 funds | $30.2B |
| MASTERCARD INC - AMA | 36 funds | $23.7B |
| UNITEDHEALTH GROUP INCUNH | 36 funds | $11.5B |
| COMFORT SYSTEMS USA INCFIX | 36 funds | $3.1B |
| TERADYNE INCTER | 36 funds | $2.9B |
| ENOVA INTERNATIONAL INCENVA | 36 funds | $342.6M |
| ALPHABET INC-CL AGOOGL | 35 funds | $60.0B |
| JPMORGAN CHASE & COJPM | 35 funds | $24.0B |
| LAM RESEARCH CORPLRCX | 35 funds | $11.4B |
Ranked by how many of BNED's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 17, 2026 | Snagusky Jason | CFO | Sell (S) | 5K | $63K |
| Jul 10, 2026 | Snagusky Jason | CFO | Sell (S) | 2K | $26K |
| Jul 10, 2026 | Neumann Christopher | EVP General Counsel, Secretary | Sell (S) | 3K | $32K |
| Jul 10, 2026 | Luster Gary | SVP, Chief Accounting Officer | Sell (S) | 1K | $12K |
| Jul 2, 2026 | Snagusky Jason | CFO | Sell (S) | 826 | $10K |
| Jul 2, 2026 | Snagusky Jason | CFO | Sell (S) | 1K | $18K |
| Jul 1, 2026 | SHAR JONATHAN | CEO | Sell (S) | 68K | $871K |
| Mar 13, 2026 | Snagusky Jason | CFO | Sell (S) | 17 | $138 |
| Mar 13, 2026 | SHAR JONATHAN | CEO | Sell (S) | 81 | $657 |
| Mar 13, 2025 | IMMERSION CORP | Director, 10% Owner | Buy (P) | 143K | $1.2M |
| Mar 12, 2025 | IMMERSION CORP | Director, 10% Owner | Buy (P) | 59K | $502K |
| Dec 16, 2024 | Fanatics Leader Topco, Inc. | 10% Owner | Sell (S) | 1.5M | $16.9M |
Connected entities for BNED
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BNED/capital-change-brief"
Use Arkolith's capital_change_brief for BNED. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BNED. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.