Which hedge funds own NOVT? NOVANTA INC, Q2 2026 13F holders
34 tracked hedge funds disclosed a position in NOVT (NOVANTA INC) in their Q2 2026 13F filings, worth $499.3m in total. The largest holder by portfolio weight is Telemark Asset Management, LLC at 5.0% of its book. 13 opened a new position this quarter: Resolute Capital Asset Partners LLC, Once Capital Management, LLC, Ghisallo Capital Management LLC, Fulcrum Asset Management LLP. 9 exited: ACK Asset Management LLC, Kerrisdale Advisers, LLC, Dark Forest Capital Management LP.
- 34
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $85.5m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $55.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $499m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| ACK Asset Management LLC | 5.5% | $44.3m |
| Kerrisdale Advisers, LLC | 0.3% | $806k |
| Dark Forest Capital Management LP | 0.08% | $954k |
| Caxton Associates LLP | 0.03% | $1.4m |
| Brevan Howard Capital Management LP | 0.03% | $2.5m |
| Elequin Capital, LP | 0.02% | $224k |
| Trexquant Investment LP | 0.01% | $1.7m |
| Centiva Capital, LP | 0.01% | $236k |
| Qube Research & Technologies Ltd | 0.0% | $3.3m |
Ownership over time
Who discovered NOVT first? Beta
The run: Q3 2016 → Q2 2023, +961%
| Telemark Asset Management, LLC | Q4 2016 | 0.9% | +7.5 pts |
| Cove Street Capital | Q2 2016 | 2.4% | +2.5 pts |
| Polar Asset Management Partners Inc. | Q2 2016 | 1.4% | +1.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.