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Barnes & Noble Education, Inc.

BNED Consumer Discretionary
$13.95 +$0.2 (1.45%)
Market Cap: $483.58 M
Gurus Holding
2
Popularity Rank
#3636
% of Shares Held
0.45%
Net Activity (Q2 2026)
+$1.64 M

Guru Ownership Trend

Guru Analysis for Barnes & Noble Education, Inc. (BNED)

Barnes & Noble Education, Inc. (BNED), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.18 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $1.64 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 742.9%.

Key Holders

Top 5 by Value

$1.5 M
$460,914

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.78 M
Total Buy Value
New Buys 1
Additions 1
-$135,982
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Barnes & Noble Education, Inc. (BNED)

Major holders include Cliff Asness ($1.5 M), Steven Cohen ($460,914). According to the latest reported data, 2 tracked investment managers collectively hold approximately 155,917 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.64 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited BNED. The total reported sell value was $135,982.

Yes, 1 managers opened new positions in BNED, and 1 increased their existing holdings. The total reported buy value was $1.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 742.9% 119,220 $1.5 M Q2 2026
0.00% New Buy 36,697 $460,914 Q2 2026
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