BNED · NYSE · Specialty Retail

Barnes & Noble Education (BNED)

Operates campus stores, course-material programs, and wholesale services for educational institutions.

$11.06
vs last close−0.07 (−0.63%)

13F · 13D/G · Form 4

Institutions≈ 76.81%26.63M shares
118 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.61%2.64M shares
14 holders · as of Aug 3, 2026
Other≈ 15.58%5.40M shares
remainder

34.66M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Immersion CorpInstitution
32.33%11.21Mas of Jun 30, 2026
Kanen Wealth Management LLCInstitution
9.75%3.38Mas of Jun 30, 2026
Springhouse Capital (U.S.), L.P.Institution
6.19%2.15Mfiled Feb 24, 2026
Windward Management LPInstitution
4.78%1.66Mas of Jun 30, 2026
David L. KanenInsider
4.41%1.53Mfiled Sep 26, 2024
BlackRock, Inc.Institution
3.40%1.18Mas of Jun 30, 2026
Morgan StanleyInstitution
3.06%1.06Mas of Jun 30, 2026
Prescott Group Capital Management, L.L.C.Institution
2.57%891,799as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.32%804,636as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.43%495,899as of Jun 30, 2026
State Street CorpInstitution
1.06%366,531as of Jun 30, 2026
Jonathan SharInsiderofficer: CEO
1.02%355,285filed Aug 3, 2026
683 Capital Management, LLCInstitution
1.01%349,046as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.98%339,026as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.92%317,425as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.91%315,048as of Jun 30, 2026
Ballast Asset Management, LPInstitution
0.86%299,611as of Jun 30, 2026
American Century Companies IncInstitution
0.78%269,959as of Jun 30, 2026
Jane Street Group, LLCInstitution
0.70%242,325as of Jun 30, 2026
BNP Paribas Arbitrage, SNCInstitution
0.56%193,166as of Jun 30, 2026
Centaurus Financial, Inc.Institution
0.55%189,276as of Jun 30, 2026
William C. MartinInsiderdirector, 10 percent owner
0.49%169,738filed Mar 13, 2026
D. E. Shaw & Co., Inc.Institution
0.48%168,042as of Jun 30, 2026
DCF Advisers, LLCInstitution
0.47%164,383as of Jun 30, 2026
Gsa Capital Partners LLPInstitution
0.47%164,020as of Jun 30, 2026

13F, as of Jun 30, 2026

118 holders · 26.63M shares · 33 new positions · 65 increased · 30 reduced · 10 closed

HolderShares% outstandingChg q/qFiled
Immersion Corp11.21M32.33%0Aug 14, 2026
Kanen Wealth Management LLC3.38M9.75%−44.7KAug 13, 2026
Windward Management LP1.66M4.78%−43.3KAug 17, 2026
BlackRock, Inc.1.18M3.40%+89.7KAug 7, 2026
Morgan Stanley1.06M3.06%+13.5KAug 13, 2026
Prescott Group Capital Management, L.L.C.891.8K2.57%+10.0KAug 7, 2026
Vanguard Capital Management LLC804.6K2.32%−60.2KAug 13, 2026
Geode Capital Management, LLC495.9K1.43%+60.4KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Martin William Cincl. Toro 18 Holdings LLC, Singer Eric +3 more33.10%11.37M13DJul 8, 2026
Springhouse Capital (U.S.), L.P.6.26%2.15M13GFeb 24, 2026
David L. Kanenincl. Philotimo Focused Growth and Income Fund, Philotimo Fund, LP +1 more5.80%1.53M13GSep 26, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 17, 2026
Jason Snaguskyofficer: CFO
Sale5,000$12.6471,762
Jul 10, 2026
Gary Lusterofficer: SVP, Chief Accounting Officer
Sale1,066$11.6131,934
Jul 10, 2026
Christopher Neumannofficer: EVP General Counsel, Secretary
Sale2,785$11.6181,715
Jul 10, 2026
Jason Snaguskyofficer: CFO
Sale2,237$11.6176,762
Jul 6, 2026
Toro 18 Holdings LLCdirector, 10 percent owner:
Sale · 2 lots17,000$11.065,000
Jul 7, 2026
Toro 18 Holdings LLCdirector, 10 percent owner:
Sale2,000$10.007,000
Jul 2, 2026
Jason Snaguskyofficer: CFO
Sale · 2 lots2,210$12.5078,999
Jul 1, 2026
Jonathan Sharofficer: CEO
Sale67,896$12.83294,940
Mar 13, 2026
Jason Snaguskyofficer: CFO
Sale17$8.1181,209
Mar 13, 2026
Jonathan Sharofficer: CEO
Sale81$8.11362,836

House and Senate disclosures

Not reported.