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SHLS in the 13F filings

Shoals Technologies Group In · CUSIP 82489W107

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
38,993,700
combined, among listed positions
Reported value
$257m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,864,444.

Managers listing SHLS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
T. Rowe Price Associates Inc19,595,190$129munder 0.1%Added+6,841,40615 May 2026 (the filing on sec.gov)
Invesco Ltd7,776,688$51munder 0.1%Added+1,899,03612 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP2,728,998$18munder 0.1%Added+576,59114 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,776,505$12munder 0.1%Trimmed-1,982,75015 May 2026 (the filing on sec.gov)
Point72 Asset Management LP1,416,205$9.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,053,168$6.9munder 0.1%Added+317,10315 May 2026 (the filing on sec.gov)
Marshall Wace LLP844,255$5.6munder 0.1%Added+676,01015 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP784,559$5.2munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Walleye Capital LLC583,672$3.8munder 0.1%Added+151,02313 May 2026 (the filing on sec.gov)
Millennium Management LLC357,351$2.4munder 0.1%Added+240,74715 May 2026 (the filing on sec.gov)
Two Sigma Investments LP330,888$2.2munder 0.1%Trimmed-42,88415 May 2026 (the filing on sec.gov)
Soros Fund Management LLC288,976$1.9munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Tudor Investment Corp274,387$1.8munder 0.1%Trimmed-105,85415 May 2026 (the filing on sec.gov)
AllianceBernstein LP167,434$1.4munder 0.1%Added+60115 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP197,053$1.3munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP142,047$935kunder 0.1%Trimmed-99,79515 May 2026 (the filing on sec.gov)
Caxton Associates LLP118,137$777kunder 0.1%Trimmed-81,20414 May 2026 (the filing on sec.gov)
Man Group PLC96,646$636kunder 0.1%Trimmed-27,09115 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)94,795$624kunder 0.1%Trimmed-844,47615 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd76,443$504kunder 0.1%Held018 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC71,903$473kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
MFS Investment Management48,630$320kunder 0.1%Trimmed-1,29614 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.44,850$295kunder 0.1%Trimmed-197,10015 May 2026 (the filing on sec.gov)
Verition Fund Management LLC36,659$241kunder 0.1%Trimmed-1,087,51015 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP34,701$228kunder 0.1%Trimmed-22,12315 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

035810202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SHLS by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202110$1.0bnn.a.n.a.
Q2 20219$1.4bnn.a.n.a.
Q3 20216$791mn.a.n.a.
Q4 20214$572mn.a.n.a.
Q1 20225$131mn.a.n.a.
Q2 20224$260mn.a.n.a.
Q3 20224$57mn.a.n.a.
Q4 20227$239mn.a.n.a.
Q1 20239$466mn.a.n.a.
Q2 20238$693mn.a.n.a.
Q3 20237$372mn.a.n.a.
Q4 20234$228m42
Q1 20244$62m41
Q2 20242$15m20
Q3 20242$51m20
Q4 20242$34m01
Q1 20253$28m30
Q2 20251$2.6m10
Q3 20253$11m30
Q4 20252$11m1415
Q1 20263$7.8m1515
Q2 20262$216m1117

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SHLS and NVDA →SHLS and AVGO →SHLS and MU →Choose a stock to compare with SHLS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SHLS, latest filings →Back to the 13F Explorer →