$BNED

$13.60 -$0.02 (0.15%) Close

$BNED Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 34.7M shares outstanding

Who owns BNED?

By type of holder

Institutions 76.6% Insiders 23.4% Everyone else 0.0%

Concentration Top 10 holders own 156.0%

Martin William C 32.8% · Singer Eric 32.7%

Institutional ownership

76.6%

+5.8 pts vs last qtr

Institutional holders

109

+19 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

29 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ballast Asset Management, LP NEW +299.6K
Jpmorgan Chase & Co +299.3K

Biggest sellers in Q2 2026

Goldman Sachs Group Inc −215.3K
Vanguard Capital Management LLC −60.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.39M

10 notices from 4 people

Shares covered

113.6K

0.33% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Shar Jonathan Officer $1.2M
Snagusky Jason Officer $117K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2026

+1212.1%

+135.86% a year

Each share's claim on the business

−92.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.05M vs $19.7M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years19% 3–5 years0% 1–3 years67% Under 1 year14%

Quarterly turnover

7.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BNED on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
I Immersion Corp 13D · 32.7%	11.2M	32.33%	Unchanged	2024	78.8%
Shares held by quarter Peak holding11.2M (Q1'25) Change over 8 quarters+11.2M Share of the company32.330% Disclosed stake13D · 32.7% Immersion Corp's full portfolio →
KW Kanen Wealth Management LLC	3.4M	9.75%	−44.7K (−1.3%)	2024	10.4%
Shares held by quarter Peak holding3.4M (Q1'26) Change over 8 quarters+1.8M Share of the company9.750% Kanen Wealth Management LLC's full portfolio →

Immersion Corp

13D · 32.7%

11.2M

% of company

32.33%

Change vs last qtr

Unchanged

Held since

2024

Kanen Wealth Management LLC

3.4M

% of company

9.75%

Change vs last qtr

−44.7K (−1.3%)

Held since

2024

28 more super investors behind a free account

See every manager holding Barnes & Noble Education Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BNED on Form N-PORT; together they hold 10.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
PF Philotimo Focused Growth & Income World Funds Trust	$9.43M	750.4K	2.16%	6.84%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.64M	529.1K	1.53%	0.00%	June 30, 2026

Philotimo Focused Growth & Income

World Funds Trust

Position value

$9.43M

% of company

2.16%

% of the fund

6.84%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.64M

% of company

1.53%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Barnes & Noble Education Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MW Martin William C 5%+ holder 13D · 33.1%	11.4M	32.79%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company32.790% Disclosed stake13D · 33.1% View the 13D/G filing →
SE Singer Eric 5%+ holder 13D · 33.1%	11.3M	32.72%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company32.720% Disclosed stake13D · 33.1% View the 13D/G filing →

Martin William C

5%+ holder13D · 33.1%

11.4M

% of company

32.79%

Change vs last qtr

—

Held since

—

Singer Eric

5%+ holder13D · 33.1%

11.3M

% of company

32.72%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Barnes & Noble Education Inc.

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