Bob's Discount Furniture, Inc. (BOBS) — Institutional Holders, Q2 2026
103 institutional investment managers reported a BOBS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BOBS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- FMRAdded · +2,302,748 sh+$36.4M
- MASSACHUSETTS FINANCIAL SERVICESNew · +1,313,225 sh+$20.8M
- BlackRockAdded · +985,800 sh+$15.6M
- CHILTON INVESTMENTNew · +905,958 sh+$14.3M
- Western StandardNew · +502,997 sh+$8.0M
Biggest sellers
- Alyeska Investment Group, L.P.Trimmed · -1,464,296 sh-$23.2M
- CITADEL ADVISORSTrimmed · -1,169,098 sh-$18.5M
- Point72 Asset Management, L.P.Trimmed · -677,449 sh-$10.7M
- MILLENNIUM MANAGEMENTSold out · -639,808 sh-$10.1M
- GOLDMAN SACHS GROUPTrimmed · -570,161 sh-$9.0M
BOBS 13F holders ranked 1–100 of 103
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BAIN CAPITAL INVESTORS#1 · 95,370,751 sh | 95,370,751 | $1.5B | 31.33% | 0.0% |
| 2 | FMR#2 · 7,462,590 sh | 7,462,590 | $118.1M | <0.01% | +44.6% |
| 3 | BlackRock#3 · 1,875,643 sh | 1,875,643 | $29.7M | <0.01% | +110.8% |
| 4 | Sunriver Management#4 · 1,616,590 sh | 1,616,590 | $25.6M | 4.02% | +6.5% |
| 5 | EMERALD ADVISERS#5 · 1,607,068 sh | 1,607,068 | $25.4M | 0.60% | +19.5% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES#6 · 1,313,225 sh | 1,313,225 | $20.8M | <0.01% | New |
| 7 | Hood River Capital Management#7 · 1,150,496 sh | 1,150,496 | $18.2M | 0.13% | +21.4% |
| 8 | Jupiter Topco#8 · 1,123,437 sh | 1,123,437 | $17.8M | <0.01% | — |
| 9 | EMERALD MUTUAL FUND ADVISERS#9 · 1,049,648 sh | 1,049,648 | $16.6M | 0.58% | +37.3% |
| 10 | Alyeska Investment Group, L.P.#10 · 1,049,247 sh | 1,049,247 | $16.6M | 0.04% | -58.3% |
| 11 | BALYASNY ASSET MANAGEMENT L.P.#11 · 991,160 sh | 991,160 | $15.7M | 0.02% | -25.2% |
| 12 | CHILTON INVESTMENT#12 · 905,958 sh | 905,958 | $14.3M | 0.34% | New |
| 13 | VANGUARD CAPITAL MANAGEMENT#13 · 878,244 sh | 878,244 | $13.9M | <0.01% | +0.9% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT#14 · 866,468 sh | 866,468 | $13.7M | <0.01% | +19.9% |
| 15 | Hook Mill Capital Partners#15 · 770,058 sh | 770,058 | $12.2M | 1.13% | -26.4% |
| 16 | UBS Group AG#16 · 522,784 sh | 522,784 | $8.3M | <0.01% | +87.7% |
| 17 | Western Standard#17 · 502,997 sh | 502,997 | $8.0M | 2.70% | New |
| 18 | Point72 Asset Management, L.P.#18 · 493,970 sh | 493,970 | $7.8M | <0.01% | -57.8% |
| 19 | WASATCH ADVISORS#19 · 482,835 sh | 482,835 | $7.6M | — | New |
| 20 | GEODE CAPITAL MANAGEMENT#20 · 479,990 sh | 479,990 | $7.6M | <0.01% | +116.2% |
| 21 | KETTLE HILL CAPITAL MANAGEMENT#21 · 393,864 sh | 393,864 | $6.2M | 1.53% | +31.5% |
| 22 | SEI INVESTMENTS#22 · 364,320 sh | 364,320 | $5.8M | <0.01% | +35.4% |
| 23 | LAZARD ASSET MANAGEMENT#23 · 308,880 sh | 308,880 | $4.9M | <0.01% | -15.0% |
| 24 | Laurion Capital Management#24 · 300,000 sh | 300,000 | $4.7M | 0.12% | -33.3% |
| 25 | Ghisallo Capital Management#25 · 300,000 sh | 300,000 | $4.7M | 0.09% | 0.0% |
| 26 | STATE STREET#26 · 295,996 sh | 295,996 | $4.7M | <0.01% | +319.9% |
| 27 | FIL Ltd#27 · 260,479 sh | 260,479 | $4.1M | <0.01% | 0.0% |
| 28 | HBK INVESTMENTS L P#28 · 250,000 sh | 250,000 | $4.0M | 0.04% | 0.0% |
| 29 | Burkehill Global Management#29 · 250,000 sh | 250,000 | $4.0M | 0.14% | 0.0% |
| 30 | Portolan Capital Management#30 · 249,906 sh | 249,906 | $4.0M | 0.15% | New |
| 31 | Archon Capital Management#31 · 232,257 sh | 232,257 | $3.7M | 1.49% | New |
| 32 | BOOTHBAY FUND MANAGEMENT#32 · 221,686 sh | 221,686 | $3.5M | 0.05% | -10.4% |
| 33 | MORGAN STANLEY#33 · 201,169 sh | 201,169 | $3.2M | <0.01% | -52.5% |
| 34 | Lisanti Capital Growth#34 · 201,015 sh | 201,015 | $3.2M | 0.70% | New |
| 35 | Beaumont Financial Advisors#35 · 187,240 sh | 187,240 | $3.0M | — | New |
| 36 | BARINGS#36 · 180,000 sh | 180,000 | $2.8M | — | New |
| 37 | XTX Topco Ltd#37 · 174,583 sh | 174,583 | $2.8M | 0.04% | -36.1% |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT#38 · 168,237 sh | 168,237 | $2.7M | <0.01% | +37.6% |
| 39 | NORTHERN#39 · 156,511 sh | 156,511 | $2.5M | <0.01% | +269.9% |
| 40 | SEVEN GRAND MANAGERS#40 · 150,000 sh | 150,000 | $2.4M | 0.10% | 0.0% |
| 41 | Divisadero Street Capital Management#41 · 144,391 sh | 144,391 | $2.3M | 0.05% | New |
| 42 | VANGUARD FIDUCIARY#42 · 134,506 sh | 134,506 | $2.1M | <0.01% | +12.7% |
| 43 | DIMENSION CAPITAL MANAGEMENT#43 · 132,608 sh | 132,608 | $2.1M | 0.25% | New |
| 44 | RENAISSANCE TECHNOLOGIES#44 · 131,159 sh | 131,159 | $2.1M | <0.01% | New |
| 45 | GOLDMAN SACHS GROUP#45 · 130,526 sh | 130,526 | $2.1M | <0.01% | -81.4% |
| 46 | Concentric Capital Strategies#46 · 123,116 sh | 123,116 | $1.9M | 0.11% | New |
| 47 | Tabor Asset Management#47 · 117,399 sh | 117,399 | $1.9M | 0.57% | -68.6% |
| 48 | AMERICAN CENTURY COMPANIES#48 · 116,547 sh | 116,547 | $1.8M | <0.01% | New |
| 49 | Longaeva Partners L.P.#49 · 115,000 sh | 115,000 | $1.8M | 0.04% | -42.5% |
| 50 | BANK OF AMERICA#50 · 111,823 sh | 111,823 | $1.8M | <0.01% | -66.6% |
| 51 | Cinctive Capital Management#51 · 104,277 sh | 104,277 | $1.6M | 0.06% | +37.1% |
| 52 | NORGES BANK#52 · 101,730 sh | 101,730 | $1.6M | <0.01% | — |
| 53 | BW Gestao de Investimentos Ltda.#53 · 100,000 sh | 100,000 | $1.6M | 0.03% | 0.0% |
| 54 | Wealthspire Advisors#54 · 80,448 sh | 80,448 | $1.3M | <0.01% | New |
| 55 | Universal- Beteiligungs- und Servicegesellschaft mbH#55 · 77,936 sh | 77,936 | $1.2M | <0.01% | +179.0% |
| 56 | Verition Fund Management#56 · 75,889 sh | 75,889 | $1.2M | <0.01% | 0.0% |
| 57 | Polar Asset Management Partners#57 · 75,000 sh | 75,000 | $1.2M | 0.02% | -25.0% |
| 58 | Hound Partners#58 · 72,000 sh | 72,000 | $1.1M | 0.13% | -41.0% |
| 59 | Y-Intercept (Hong Kong) Ltd#59 · 65,991 sh | 65,991 | $1.0M | — | New |
| 60 | Swiss National Bank#60 · 48,400 sh | 48,400 | $765.7K | <0.01% | New |
| 61 | Chicago Capital#61 · 48,297 sh | 48,297 | $764.1K | — | +168.1% |
| 62 | Bank of New York Mellon#62 · 44,223 sh | 44,223 | $699.6K | <0.01% | New |
| 63 | Walleye Capital#63 · 43,348 sh | 43,348 | $685.8K | <0.01% | -41.5% |
| 64 | Nuveen#64 · 41,915 sh | 41,915 | $663.1K | <0.01% | New |
| 65 | RAYMOND JAMES FINANCIAL#65 · 38,237 sh | 38,237 | $604.9K | <0.01% | New |
| 66 | CIBC WORLD MARKET#66 · 30,150 sh | 30,150 | $477.0K | <0.01% | +31.1% |
| 67 | Penn Capital Management Company#67 · 26,767 sh | 26,767 | $423.5K | 0.03% | New |
| 68 | RHUMBLINE ADVISERS#68 · 23,556 sh | 23,556 | $372.7K | <0.01% | New |
| 69 | CITIGROUP#69 · 21,051 sh | 21,051 | $333.0K | <0.01% | New |
| 70 | DEUTSCHE BANK AG\#70 · 19,395 sh | 19,395 | $306.8K | <0.01% | New |
| 71 | WELLS FARGO & COMPANY#71 · 18,030 sh | 18,030 | $285.2K | 0.00% | +5910.0% |
| 72 | VANGUARD ASSET MANAGEMENT, Ltd#72 · 17,356 sh | 17,356 | $274.6K | <0.01% | New |
| 73 | Atom Investors#73 · 16,770 sh | 16,770 | $265.3K | 0.02% | New |
| 74 | PRICE T ROWE ASSOCIATES#74 · 16,333 sh | 16,333 | $259.0K | 0.00% | New |
| 75 | ALLIANCEBERNSTEIN L.P.#75 · 16,000 sh | 16,000 | $253.1K | <0.01% | New |
| 76 | READYSTATE ASSET MANAGEMENT#76 · 15,000 sh | 15,000 | $237.3K | <0.01% | -62.5% |
| 77 | Invesco Ltd.#77 · 14,137 sh | 14,137 | $223.6K | 0.00% | New |
| 78 | MetLife Investment Management#78 · 12,144 sh | 12,144 | $192.1K | <0.01% | New |
| 79 | CITADEL ADVISORS#79 · 12,095 sh | 12,095 | $191.3K | 0.00% | -99.0% |
| 80 | MIRAE ASSET GLOBAL ETFS Ltd.#80 · 9,000 sh | 9,000 | $142.4K | <0.01% | New |
| 81 | JPMORGAN CHASE#81 · 8,137 sh | 8,137 | $133.8K | 0.00% | New |
| 82 | Zurcher Kantonalbank (Zurich Cantonalbank)#82 · 8,147 sh | 8,147 | $128.9K | <0.01% | New |
| 83 | Legal & General Group Plc#83 · 7,186 sh | 7,186 | $113.7K | 0.00% | +1120.0% |
| 84 | NEW YORK STATE COMMON RETIREMENT FUND#84 · 6,900 sh | 6,900 | $109.2K | <0.01% | New |
| 85 | BARCLAYS PLC#85 · 6,736 sh | 6,736 | $106.6K | 0.00% | +216.4% |
| 86 | OSAIC#86 · 6,216 sh | 6,216 | $98.3K | <0.01% | +1070.6% |
| 87 | Vanguard Global Advisers#87 · 6,172 sh | 6,172 | $97.6K | 0.00% | -41.5% |
| 88 | Police & Firemen's Retirement System of New Jersey#88 · 5,789 sh | 5,789 | $91.6K | <0.01% | New |
| 89 | KLP KAPITALFORVALTNING AS#89 · 5,500 sh | 5,500 | $87.0K | <0.01% | New |
| 90 | STRS OHIO#90 · 3,800 sh | 3,800 | $60.1K | <0.01% | New |
| 91 | BNP PARIBAS FINANCIAL MARKETS#91 · 3,031 sh | 3,031 | $48.0K | 0.00% | New |
| 92 | ROYAL BANK OF CANADA#92 · 2,194 sh | 2,194 | $35.0K | 0.00% | +82.8% |
| 93 | Ameritas Investment Partners#93 · 1,781 sh | 1,781 | $28.2K | <0.01% | New |
| 94 | Russell Investments Group, Ltd.#94 · 1,569 sh | 1,569 | $24.8K | 0.00% | New |
| 95 | Tower Research Capital (TRC)#95 · 1,158 sh | 1,158 | $18.3K | <0.01% | +148.5% |
| 96 | Park Place Capital#96 · 875 sh | 875 | $13.8K | <0.01% | New |
| 97 | Costello Asset Management#97 · 500 sh | 500 | $7.9K | <0.01% | 0.0% |
| 98 | Rockefeller Capital Management L.P.#98 · 400 sh | 400 | $6.3K | 0.00% | New |
| 99 | Sterling Capital Management#99 · 185 sh | 185 | $2.9K | — | New |
| 100 | EverSource Wealth Advisors#100 · 45 sh | 45 | $712.00 | 0.00% | New |
Funds that sold out of BOBS in Q2 2026 (28)
Held BOBS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MILLENNIUM MANAGEMENT639,808 sh | 639,808 | $7.5M |
| TWO SIGMA INVESTMENTS564,122 sh | 564,122 | $6.6M |
| JANE STREET GROUP439,209 sh | 439,209 | $5.2M |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT302,000 sh | 302,000 | $3.5M |
| Schonfeld Strategic Advisors276,544 sh | 276,544 | $3.2M |
| BlueCrest Capital Management Ltd250,000 sh | 250,000 | $2.9M |
| MARSHALL WACE, LLP238,190 sh | 238,190 | $2.8M |
| Pembroke Management, LTD175,253 sh | 175,253 | $2.1M |
| Qube Research & Technologies Ltd123,635 sh | 123,635 | $1.5M |
| SOROS FUND MANAGEMENT120,000 sh | 120,000 | $1.4M |
| D. E. Shaw100,097 sh | 100,097 | $1.2M |
| AXQ CAPITAL100,057 sh | 100,057 | $1.2M |
| LMR Partners LLP100,000 sh | 100,000 | $1.2M |
| Freestone Grove Partners100,000 sh | 100,000 | $1.2M |
| Woodline Partners75,000 sh | 75,000 | $881.3K |
| Squarepoint Ops74,516 sh | 74,516 | $875.6K |
| Weiss Asset Management46,652 sh | 46,652 | $548.2K |
| Covalis Capital LLP40,000 sh | 40,000 | $470.0K |
| Caitong International Asset Management , Ltd33,326 sh | 33,326 | $391.6K |
| Engineers Gate Manager27,068 sh | 27,068 | $318.0K |
| TEXAS PERMANENT SCHOOL FUND25,000 sh | 25,000 | $293.8K |
| Zimmer Partners20,000 sh | 20,000 | $235.0K |
| HRT FINANCIAL14,764 sh | 14,764 | $173.0K |
| Hudson Bay Capital Management12,722 sh | 12,722 | $149.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP12,555 sh | 12,555 | $147.5K |
| Brevan Howard Capital Management10,998 sh | 10,998 | $129.2K |
| Bernard Wealth Management50 sh | 50 | $588.00 |
| NATIONAL BANK OF CANADA1 sh | 1 | $12.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.