Free · no sign-up · Q2 2026

Which funds own EXTR

Extreme Networks Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $19m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $19m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
First Eagle Investment Management LLC Value · $60.8bn book	$19m	0.0%	582,916	+$14m+233,376	Added
Maverick Capital Ltd Long/short equity · $11.3bn book	$500k	0.0%	14,383	opened14,383	New

Ownership through time

At least 8 of the 95 managers whose filings are on file listed EXTR in Q2 2026, against 3 in Q2 2013. 3 managers more than in Q1 2026: 2 started positions; 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Caxton Associates LLP$1.5m
Maverick Capital Ltd$466k

Largest increases, by shares

First Eagle Investment Management LLC349,540 to 582,916 shares+$7.6m
Arrowstreet Capital LP3,247,680 to 3,358,416 shares+$3.6m
Caxton Associates LLPnew: 46,848 shares+$1.5m
Maverick Capital Ltdnew: 14,383 shares+$466k

Largest decreases, by shares

Renaissance Technologies LLC2,076,080 to 1,862,580 shares-$6.9m
Freestone Grove Partners LP68,007 to 43,058 shares-$808k
Acadian Asset Management LLC999,520 to 975,210 shares-$787k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Arrowstreet Capital LP	Q1 2017	$109m	$109m
Renaissance Technologies LLC	Q4 2013	$66m	$60m
Acadian Asset Management LLC	Q4 2015	$32m	$32m
First Eagle Investment Management LLC	Q1 2026	$19m	$19m
Caxton Associates LLP	Q4 2020	$1.5m	$1.5m
Winton Group Ltd	Q1 2025	$2.7m	$1.4m
Freestone Grove Partners LP	Q1 2026	$1.4m	$1.4m
Maverick Capital Ltd	Q2 2019	$3.3m	$466k
Capital Research Global Investors	Q2 2021	$163m	last listed Q2 2023
Millennium Management LLC	Q2 2023	$77m	last listed Q2 2023
Soros Fund Management LLC	Q2 2013	$32m	last listed Q4 2016
Voloridge Investment Management LLC	Q2 2023	$29m	last listed Q2 2024
Man Group PLC	Q3 2023	$28m	last listed Q4 2023
Starboard Value LP	Q2 2013	$27m	last listed Q3 2013
Two Sigma Investments LP	Q2 2017	$22m	last listed Q4 2023
Two Sigma Advisers LP	Q3 2013	$22m	last listed Q2 2024
Point72 Asset Management LP	Q3 2017	$18m	last listed Q4 2017
Marshall Wace LLP	Q3 2018	$9.9m	last listed Q4 2018

What EXTR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around EXTR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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