BNED

Barnes & Noble Education Inc$12.52 1.49%
Consumer DiscretionaryUSCUSIP 06777U200· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
81
+13 QoQ
13F Value (tracked)
$189.7M
Insider Net · 180d
-$970K
0↑ 4↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)19 adding · 7 trimming
Insider net (180d)-$970K

Price & smart-money activity

$12.52 1.49%5Y -98.5%
$5.63$307.58$609.53$911.48$1,213202120222023202420252026731426310621732101114111617912220106
Hover for who · click for detailEnd-of-day closing prices52w $6.12 – $13.74
Build

Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BNED/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BNED.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

81 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1IMMERSION CORP
$99.0M
11.2M
Held
Q1 2026
2Kanen Wealth Management LLC
$30.2M
3.4M
+0.7%
Added · +24K sh
Q1 2026
3BlackRock, Inc.
$9.6M
1.1M
−0.9%
Reduced · −10K sh
Q1 2026
4MORGAN STANLEY
$9.2M
1.0M
−5.3%
Reduced · −59K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$7.6M
865K
New
+865K sh
Q1 2026
6GOLDMAN SACHS GROUP INC
$4.7M
530K
+4.2%
Added · +21K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$3.8M
435K
−2.5%
Reduced · −11K sh
Q1 2026
8683 Capital Management, LLC
$3.4M
380K
+8.6%
Added · +30K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$3.1M
356K
+120%
Added · +194K sh
Q1 2026
10STATE STREET CORP
$2.8M
317K
+1.2%
Added · +4K sh
Q1 2026
11BNP PARIBAS FINANCIAL MARKETS
$2.0M
227K
+55%
Added · +81K sh
Q1 2026
12CENTAURUS FINANCIAL, INC.
$1.7M
192K
−11%
Reduced · −25K sh
Q1 2026
13VANGUARD FIDUCIARY TRUST CO
$1.2M
136K
New
+136K sh
Q1 2026
14MILLENNIUM MANAGEMENT LLC
$1.2M
136K
−21%
Reduced · −36K sh
Q1 2026
15NORTHERN TRUST CORP
$1.2M
132K
+5.9%
Added · +7K sh
Q1 2026
16BARCLAYS PLC
$1.0M
117K
+142%
Added · +69K sh
Q1 2026
17UBS Group AG
$881K
100K
+25%
Added · +20K sh
Q1 2026
18VANGUARD PORTFOLIO MANAGEMENT LLC
$823K
93K
New
+93K sh
Q1 2026
19DIMENSIONAL FUND ADVISORS LP
$452K
51K
−1.4%
Reduced · −717 sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$424K
48K
−11%
Reduced · −6K sh
Q1 2026
21D. E. Shaw & Co., Inc.
$395K
45K
−8.9%
Reduced · −4K sh
Q1 2026
22AMERICAN CENTURY COMPANIES INC
$386K
44K
+2.4%
Added · +1K sh
Q1 2026
23Bank of New York Mellon Corp
$350K
40K
+1.9%
Added · +761 sh
Q1 2026
24BRIDGEWAY CAPITAL MANAGEMENT, LLC
$344K
39K
Held
Q1 2026
25CITADEL ADVISORS LLC
$337K
38K
−27%
Reduced · −14K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
12
funds
Added
7
funds
Reduced
7
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$970K
4 insiders
Net
-$970K
8 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 10, 2026Snagusky JasonCFOSell (S)2K$26K
Jul 10, 2026SHAR JONATHANCEOGrant (A)60K$0
Jul 10, 2026Neumann ChristopherEVP General Counsel, SecretaryGrant (A)5K$0
Jul 10, 2026Neumann ChristopherEVP General Counsel, SecretarySell (S)3K$32K
Jul 10, 2026Luster GarySVP, Chief Accounting OfficerGrant (A)3K$0
Jul 10, 2026Luster GarySVP, Chief Accounting OfficerSell (S)1K$12K
Jul 7, 2026TORO 18 HOLDINGS LLCDirector, 10% OwnerSell (S)2K$3K
Jul 6, 2026TORO 18 HOLDINGS LLCDirector, 10% OwnerSell (S)5K$8K
Jul 6, 2026TORO 18 HOLDINGS LLCDirector, 10% OwnerSell (S)12K$23K
Jul 2, 2026Snagusky JasonCFOSell (S)826$10K
Jul 2, 2026Snagusky JasonCFOSell (S)1K$18K
Jul 1, 2026SHAR JONATHANCEOSell (S)68K$871K

Institutional ownership over time

80 funds+48 since Q3 2024
04080Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $189.7M

Funds that own BNED also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL28 funds$5.3B
ELI LILLY & COLLY28 funds$2.1B
UNITEDHEALTH GROUP INCUNH28 funds$1.1B
MICROSOFT CORPMSFT27 funds$7.6B
AMAZON.COM INCAMZN27 funds$7.1B
BROADCOM INCAVGO27 funds$4.3B
META PLATFORMS INC-CLASS AMETA27 funds$4.0B
COSTCO WHOLESALE CORPCOST27 funds$1.9B
VISA INC-CLASS A SHARESV27 funds$1.9B
SALESFORCE INCCRM27 funds$810.6M
PEPSICO INCPEP27 funds$642.8M
CAPITAL ONE FINANCIAL CORPCOF27 funds$606.6M

Ranked by how many of BNED's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.