greeksoup/ stock research

Alta Equipment Group Inc. 13F holders

132 funds reported a position in Alta Equipment Group Inc. in their 13F for the quarter ended 30 June 2026, together 21.2 million shares worth $137.1 million. Against the quarter before, 23 opened a position, 62 added, 26 trimmed and 13 sold out; together they bought a net 1.4 million shares. The largest holders: Mill Road Capital Management LLC, BlackRock, Inc. and CastleKnight Management LP.

Funds holding132+7 on Q1 2026
Shares they held21.2Mworth $137.1 million
Net bought on the quarter1.4M sharesabout $9.1 million at the funds' values
Funds buying to selling85 to 39opened or added, to cut or sold
Opened 23Added 62Held 21Trimmed 26Sold out 13
Opened: 23 fundsAdded: 62 fundsHeld: 21 fundsTrimmed: 26 fundsSold out: 13 funds

What each fund did in ALTG against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 102 funds, 22.7 million shares102Q3 2024Q4 2024: 103 funds, 22.6 million shares103Q4 2024Q1 2025: 99 funds, 22.0 million shares99Q1 2025Q2 2025: 101 funds, 21.3 million shares101Q2 2025Q3 2025: 132 funds, 20.8 million shares132Q3 2025Q4 2025: 115 funds, 19.8 million shares115Q4 2025Q1 2026: 125 funds, 19.0 million shares125Q1 2026Q2 2026: 132 funds, 21.2 million shares132Q2 2026

Funds reporting a position in ALTG in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 21 reported a position in Alta Equipment Group Inc.: 1 opened one, 8 added, 4 trimmed and 2 sold out, a net 128,987 shares bought.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 7 reported a position in Alta Equipment Group Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 510,566 shares worth $3.3 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. In the quarter, 7 funds added or opened a position and 0 trimmed or sold out; together they bought a net 196,337 shares, about $1.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management510,566$3.3 million0.0%+35,654added30 June 202613F
Citadel Advisors307,721$2.0 million0.0%+34,046added30 June 202613F
Point72 Asset Management243,692$1.6 million0.0%+65,197added30 June 202613F
Millennium Management172,585$1.1 million0.0%+42,953added30 June 202613F
Two Sigma Investments15,988$103,4420.0%+5,740added30 June 202613F
Renaissance Technologies12,500$80,8750.0%+12,500new30 June 202613F
FMR LLC4,099$26,5210.0%+247added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Mill Road Capital Management LLC4,373,20820.63%$28.3 million13.97%no change13F
BlackRock, Inc.1,661,9677.84%$10.8 million0.00%+42,20213F
CastleKnight Management LP1,617,5257.63%$10.5 million0.38%+632,83713F
Nantahala Capital Management, LLC1,449,5486.84%$9.4 million0.28%13F
Voss Capital, LP1,176,5155.55%$7.6 million0.38%-1,247,58513F
Vanguard Capital Management LLC1,053,5344.97%$6.8 million0.00%+17,06413F
First Eagle Investment Management, LLC1,040,0004.91%$6.7 million0.01%13F
Royce & Associates LP1,010,2964.77%$6.5 million0.05%+449,51313F
State Street Corp.516,6142.44%$3.3 million0.00%+85013F
AQR Capital Management LLC513,8762.42%$3.3 million0.00%+365,84513F
Geode Capital Management, LLC510,5662.41%$3.3 million0.00%+35,65413F
Dimensional Fund Advisors LP462,6372.18%$3.0 million0.00%-30,26013F
Citadel Advisors LLC307,7211.45%$2.0 million0.00%+34,04613F
Acadian Asset Management LLC300,2631.42%$1.9 million0.00%+190,28113F
Tudor Investment Corp. Et Al275,3871.30%$1.8 million0.01%+128,08713F
CIBC Bancorp USA Inc.256,4621.21%$1.7 million0.00%+11513F
Point72 Asset Management, L.P.243,6921.15%$1.6 million0.00%+65,19713F
Goldman Sachs Group Inc.228,8461.08%$1.5 million0.00%+40,65013F
Jacobs Levy Equity Management, Inc.216,7391.02%$1.4 million0.01%+95,62413F
Vanguard Portfolio Management LLC187,0630.88%$1.2 million0.00%+48,93513F
Wolverine Asset Management LLC177,8400.84%$1.2 million0.04%+127,52013F
Millennium Management LLC172,5850.81%$1.1 million0.00%+42,95313F
Northern Trust Corp.156,1300.74%$1.0 million0.00%+32713F
BNP Paribas Financial Markets151,8990.72%$982,7870.00%-6,01913F
RBF Capital, LLC148,7600.70%$962,4770.04%-31,19613F
Register Financial Advisors LLC146,6350.69%$948,7310.29%+37,52413F
Vanguard Fiduciary Trust Co.142,7150.67%$923,3660.00%+8,92513F
Quantinno Capital Management LP139,8660.66%$904,9340.00%+25,83313F
Gsa Capital Partners LLP132,9230.63%$860,0000.05%-2,41513F
Connor, Clark & Lunn Investment Management Ltd.108,2870.51%$700,6170.00%+66,01613F
Bank of America Corp.101,3750.48%$655,8960.00%+55,44113F
Squarepoint Ops LLC100,6570.47%$651,2510.00%-23,98813F
Meixler Investment Management, Ltd.92,7420.44%$600,0410.33%-32513F
Aristeia Capital, L.l.c.89,2860.42%$577,6800.02%new13F
Strs Ohio87,9000.41%$568,7130.00%no change13F
Walleye Capital LLC87,8120.41%$568,1440.00%new13F
Jane Street Group, LLC76,4650.36%$494,7280.00%new13F
Jump Financial, LLC68,4000.32%$442,5480.00%new13F
Russell Investments Group, Ltd.64,6930.31%$418,5630.00%+9,46813F
Bank of New York Mellon Corp58,8220.28%$380,5770.00%+13,57713F
Charles Schwab Investment Management Inc.58,5300.28%$378,6890.00%+5,49213F
Voya Investment Management LLC57,3450.27%$371,0220.00%+1,73013F
Arrowstreet Capital, Limited Partnership56,6140.27%$366,2930.00%-23,80513F
Occudo Quantitative Strategies LP56,2580.27%$363,9890.02%+34,77513F
NewEdge Advisors, LLC50,4570.24%$326,4570.00%-66,96113F
Dynamic Technology Lab Private Ltd47,3480.22%$306,0000.07%new13F
XTX Topco Ltd43,3400.20%$280,4100.00%+24,51913F
UBS Group AG41,1350.19%$266,1440.00%+19,87113F
Ameriprise Financial Inc.39,7020.19%$256,8720.00%-8013F
Bridgeway Capital Management, LLC39,4000.19%$254,9180.00%no change13F
The 50 largest of the 132 funds that reported a position in ALTG in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on ALTG

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls35,200$227,74430 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 July 202613G/AVoss Value Master Fund, LP and 9 others1.1 million3.5%30 June 2026passive, under 20% (13d-1(c))EDGAR
10 July 202613GCastleKnight Master Fund LP and 11 others1.8 million5.5%2 July 2026passive, under 20% (13d-1(c))EDGAR
22 April 202613G/AVoss Value Master Fund, LP and 9 others2.5 million7.8%31 March 2026passive, under 20% (13d-1(c))EDGAR
22 January 202613D/AMill Road Capital III, L.P. and 2 others4.3 million13.3%21 January 2026Item 4 of the Schedule 13D shall hereby be amended by inserting the following new paragraphs after the second paragraph: On January 21, 2026, (a) the Issuer and Deven Petito entered into a Board Observer Agreement (the "Board Observer AgreeEDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
13 August 2026325$7.79SEC
12 August 202622$7.62SEC
6 August 20261,242$7.48SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 1,242 on 6 August 2026. A fail is an operational fact about settlement, not a position.