Edgewood Growth Fund-InstEGFIX
13F holders, Q2 2026 (June 30)2holders −1
0new positions
1sold out
$4.52avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($290K) and Oakworth Capital, Inc. ($15K).
- Company
- Edgewood Growth Fund-Inst
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $6.0M |
All 13F filers, Q1 2026 → Q2 2026: 57,267 shares bought and 218,353 shares sold, net −161,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Neville Rodie & Shaw Inc. | 0.02% | Add +559.7% | 64,132 | $290K |
| Oakworth Capital, Inc. | 0.00% | Add +560.2% | 3,367 | $15K |
"% of holder's portfolio" is EGFIX's weight in each manager's 13F, not the share of Edgewood Growth Fund-Inst the manager owns.