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Barnes & Noble Education, Inc.

BNED Consumer Discretionary
$12.39 $-0.14 (-1.12%)
Market Cap: $429.23 M
Gurus Holding
2
Popularity Rank
#3862
% of Shares Held
0.09%
Net Activity (Q1 2026)
+$116,944

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 Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $366,050.16.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $116,944 net inflow during the quarter.

Recent activity highlights Cliff Asness who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 5.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$124,891
Total Buy Value
New Buys 1
Additions 0
-$7,947
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
1

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

Major holders include Renaissance Technologies (RenTech) ($135,982), Cliff Asness ($124,891). According to the latest reported data, 2 tracked investment managers collectively hold approximately 29,544 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $116,944, with 1 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited BNED. The total reported sell value was $7,947.

Yes, 1 managers opened new positions in BNED, and 0 increased their existing holdings. The total reported buy value was $124,891.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -5.5% 15,400 $135,982 Q1 2026
0.00% New Buy 14,144 $124,891 Q1 2026
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