BOBS · NYSE · Specialty Retail

Bob's Discount Furniture (BOBS)

Value furniture retailer joining showrooms and eCommerce through shared inventory and logistics.

$15.12
vs last close+0.68 (+4.71%)

13F · 13D/G · Form 4

Institutions≈ 98.34%128.52M shares
110 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders2.24%2.93M shares
10 holders · as of May 20, 2026
Adds to100.58%

130.69M company shares as of Sep 22, 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.

These groups come from separate filings that can overlap, so they add to 100.58%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Bain Capital Investors LLCInstitution
72.98%95.37Mas of Jun 30, 2026
BCPE BDF Investor, LPInstitution
72.98%95.37Mfiled May 15, 2026
FMR LLCInstitution
5.71%7.46Mas of Jun 30, 2026
Edmond J. EnglishInsiderdirector
1.67%2.18Mfiled Feb 4, 2026
BlackRock, Inc.Institution
1.44%1.88Mas of Jun 30, 2026
Sunriver Management LLCInstitution
1.24%1.62Mas of Jun 30, 2026
Emerald Advisers, LLCInstitution
1.23%1.61Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
1.00%1.31Mas of Jun 30, 2026
Hood River Capital Management LLCInstitution
0.88%1.15Mas of Jun 30, 2026
Jupiter Topco LLCInstitution
0.86%1.12Mas of Jun 30, 2026
Emerald Mutual Fund Advisers TrustInstitution
0.80%1.05Mas of Jun 30, 2026
Alyeska Investment Group, L.P.Institution
0.80%1.05Mas of Jun 30, 2026
Balyasny Asset Management L.P.Institution
0.76%991,160as of Jun 30, 2026
Chilton Investment Co Inc.Institution
0.69%905,958as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
0.67%878,244as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.66%866,468as of Jun 30, 2026
Hook Mill Capital Partners, LPInstitution
0.59%770,058as of Jun 30, 2026
UBS Group AGInstitution
0.40%522,784as of Jun 30, 2026
Western Standard LLCInstitution
0.38%502,997as of Jun 30, 2026
Point72 Asset Management, L.P.Institution
0.38%493,970as of Jun 30, 2026
Wasatch Advisors LPInstitution
0.37%482,835as of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.37%479,990as of Jun 30, 2026
Kettle Hill Capital Management, LLCInstitution
0.30%393,864as of Jun 30, 2026
SEI Investments CoInstitution
0.28%364,320as of Jun 30, 2026
Lazard Asset Management LLCInstitution
0.24%308,880as of Jun 30, 2026

13F, as of Jun 30, 2026

110 holders · 128.52M shares · 52 new positions · 79 increased · 20 reduced · 28 closed

HolderShares% outstandingChg q/qFiled
Bain Capital Investors LLC95.37M72.98%0Aug 14, 2026
FMR LLC7.46M5.71%+2.30MAug 13, 2026
BlackRock, Inc.1.88M1.44%+985.8KAug 7, 2026
Sunriver Management LLC1.62M1.24%+99.1KAug 13, 2026
Emerald Advisers, LLC1.61M1.23%+262.0KAug 5, 2026
Massachusetts Financial Services Co /MA/1.31M1.00%+1.31MnewAug 3, 2026
Hood River Capital Management LLC1.15M0.88%+202.5KAug 14, 2026
Jupiter Topco LLC1.12M0.86%+1.12MnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BCPE BDF Investor, LP73.00%95.37M13GMay 15, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 12, 2026
William G. Bartondirector, officer: See Remarks
Purchase200$12.17700
May 8, 2026
William G. Bartondirector, officer: See Remarks
Purchase22,150$13.5622,150
Feb 13, 2026
Bain Capital Investors LLC10 percent owner
Sale2,917,500$15.9495,370,751
Feb 13, 2026
John Thomas Kilgallondirector, 10 percent owner:
Sale2,917,500$15.9495,370,751
Feb 13, 2026
Jennifer Lynn Davisdirector, 10 percent owner:
Sale2,917,500$15.9495,370,751
Feb 6, 2026
Scott K. Williamsdirector
Purchase12,000$17.0012,000
Feb 6, 2026
Barbara Carbonedirector
Purchase1,200$17.001,200
Feb 6, 2026
Trevor Langdirector
Purchase1,845$17.001,845
Feb 6, 2026
Ryan Gregory Schafferofficer: See Remarks
Purchase1,250$17.001,250
Feb 6, 2026
Stephen Moellerofficer: See Remarks
Purchase15,000$17.0015,000

House and Senate disclosures

Not reported.