BOBS — BOBS DISC FURNITURE INC
As of Q2 2026, 25 SEC-registered investment managers reported holding BOBS (BOBS DISC FURNITURE INC) in their latest 13F filings, with a combined reported value of $235.00M across 14.87M shares. That is -1.0% by share count (-146.82K shares) versus the previous quarter, while reported value moved +33.2%. Ownership is concentrated: the five largest holders account for 81.9% of reported value and the top ten for 93.6%.
Compared with the prior quarter, 9 opened new positions, 8 added to existing stakes, 7 trimmed, 7 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BOBS is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 7.46M | $118.06M | 0.01% | Add |
| BlackRock Inc history | 1.88M | $29.67M | 0.00% | Add |
| MFS Investment Management history | 1.31M | $20.78M | 0.01% | New |
| Balyasny Asset Management history | 991.16K | $15.68M | 0.02% | Reduce |
| UBS Group AG history | 522.78K | $8.27M | 0.00% | Add |
| Point72 Asset Management history | 493.97K | $7.81M | 0.03% | Reduce |
| Geode Capital Management history | 479.99K | $7.60M | 0.00% | Add |
| Lazard Asset Management history | 308.88K | $4.89M | 0.01% | Reduce |
| Fidelity International (FIL) history | 260.48K | $4.12M | 0.00% | Hold |
| Morgan Stanley history | 201.17K | $3.18M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 168.24K | $2.66M | 0.00% | Add |
| Northern Trust Corp history | 156.51K | $2.48M | 0.00% | Add |
| Renaissance Technologies history | 131.16K | $2.07M | 0.00% | New |
| Goldman Sachs Group history | 130.53K | $2.06M | 0.00% | Reduce |
| Bank of America Corp history | 111.82K | $1.77M | 0.00% | Reduce |
| Norges Bank Investment Management history | 101.73K | $1.61M | 0.00% | New |
| BNY Mellon history | 44.22K | $699.61K | 0.00% | New |
| Citigroup Inc history | 21.05K | $333.03K | 0.00% | New |
| Deutsche Bank AG history | 19.39K | $306.83K | 0.00% | New |
| Wells Fargo & Co history | 18.03K | $285.24K | 0.00% | Add |
| Invesco Ltd history | 14.14K | $223.65K | 0.00% | New |
| Citadel Advisors history | 12.10K | $191.34K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.14K | $133.77K | 0.00% | New |
| Legal & General Investment Management America history | 7.19K | $113.68K | 0.00% | Add |
| T. Rowe Price Associates history | 16.33K | $259 | 0.00% | New |
Q1 2026 — 23 funds
New Positions (Q2 2026)
- MFS Investment Management 1.31M sh · $20.78M
- Renaissance Technologies 131.16K sh · $2.07M
- Norges Bank Investment Management 101.73K sh · $1.61M
- BNY Mellon 44.22K sh · $699.61K
- Citigroup Inc 21.05K sh · $333.03K
- Deutsche Bank AG 19.39K sh · $306.83K
- Invesco Ltd 14.14K sh · $223.65K
- JPMorgan Chase & Co 8.14K sh · $133.77K
- T. Rowe Price Associates 16.33K sh · $259
Fully Exited (vs previous quarter)
- Millennium Management sold 639.81K sh · $7.52M
- Two Sigma Investments sold 564.12K sh · $6.63M
- Janus Henderson Group sold 543.86K sh · $6.39M
- Davidson Kempner Capital Management sold 302.00K sh · $3.55M
- Marshall Wace sold 238.19K sh · $2.80M
- Soros Fund Management sold 120.00K sh · $1.41M
- D. E. Shaw & Co sold 100.10K sh · $1.18M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 |
|---|---|---|
| Fidelity Management & Research (FMR) | 7.46M | 5.16M |
| BlackRock Inc | 1.88M | 889.84K |
| MFS Investment Management | 1.31M | — |
| Balyasny Asset Management | 991.16K | 1.32M |
| UBS Group AG | 522.78K | 278.48K |
| Point72 Asset Management | 493.97K | 1.17M |
| Geode Capital Management | 479.99K | 222.03K |
| Lazard Asset Management | 308.88K | 363.60K |
| Fidelity International (FIL) | 260.48K | 260.48K |
| Morgan Stanley | 201.17K | 423.16K |
| Charles Schwab Investment Management | 168.24K | 122.25K |
| Northern Trust Corp | 156.51K | 42.31K |
| Renaissance Technologies | 131.16K | — |
| Goldman Sachs Group | 130.53K | 700.69K |
| Bank of America Corp | 111.82K | 334.54K |
| Norges Bank Investment Management | 101.73K | — |
| BNY Mellon | 44.22K | — |
| Citigroup Inc | 21.05K | — |
| Deutsche Bank AG | 19.39K | — |
| Wells Fargo & Co | 18.03K | 300 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details