Which hedge funds own PLUG? PLUG POWER INC, Q2 2026 13F holders
36 tracked hedge funds disclosed a position in PLUG (PLUG POWER INC) in their Q2 2026 13F filings, worth $320.4m in total. The largest holder by portfolio weight is Lotus Technology Management, LP at 0.5% of its book. 11 opened a new position this quarter: Landscape Capital Management, L.L.C., Ursa Fund Management, LLC, Boothbay Fund Management, LLC, Qube Research & Technologies Ltd. 7 exited: Ground Swell Capital, LLC, Caxton Associates LLP, Engineers Gate Manager LP.
- 36
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $18.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $3.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $320m
- Combined value Sum of the holders' reported positions in the security.
- 2.9%
- 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
| Ground Swell Capital, LLC | 0.2% | $95.5k |
| Caxton Associates LLP | 0.05% | $2.3m |
| Engineers Gate Manager LP | 0.0% | $202k |
| Brevan Howard Capital Management LP | 0.0% | $172k |
| Quantbot Technologies LP | 0.0% | $31.2k |
| Walleye Capital LLC | 0.0% | $192k |
| Capstone Investment Advisors, LLC | 0.0% | $31.7k |
Ownership over time
Who discovered PLUG first? Beta
The run: Q2 2013 → Q1 2014, ×19
| Intrinsic Edge Capital Management LLC | Q1 2020 | – | +5.5 pts |
| SG Capital Management LLC | Q2 2020 | – | +1.3 pts |
| Summit Partners Public Asset Management, LLC | Q3 2020 | – | +1.2 pts |
| Alpine Woods Capital Investors, LLC | Q4 2020 | – | +0.3 pts |
| Yaupon Capital Management LP | Q4 2021 | – | 0.0 pts |
| Lombard Odier Asset Management (USA) Corp | Q3 2021 | – | −0.2 pts |
| Electron Capital Partners, LLC | Q1 2022 | – | – |
| EJF Capital LP | Q3 2022 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.