The institutional selling cluster, combined with the prior day's bearish Q2 earnings report (revenue down 8.2% YoY, widening EBITDA loss), suggests continued institutional de-risking. Monitor for further 13F filings next quarter to see if the selling accelerates or stabilizes; the lack of insider buying provides no counter-signal. The stock's small market cap ($314M) means even modest institutional flows can move the price.
Executive Summary
Q2 2026 13F filings for BYND show a mixed institutional cluster: 2 small buyers (Citigroup and Hb Wealth Management added modest positions totaling $126K) versus 4 sellers reducing holdings by $987K, led by Bank of New York Mellon's near-exit (-89.2%) and Daiwa Securities Group trimming -48.2%. This selling occurred during a quarter where Beyond Meat reported Q2 revenue of $68.8M (down 8.2% YoY) and a widening adjusted EBITDA loss, suggesting institutions were reducing exposure ahead of the earnings release. The cluster is dominated by passive/asset-manager trimming rather than activist or high-conviction active fund moves, and there is no corroborating insider buying, weakening the signal's conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$861.0K
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citigroup | ADD | +46.1% | $327.0K | $118.0K |
| Hb Wealth Management | ADD | +93.4% | $17.0K | $9.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Bank Of New York Mellon | NEAR_EXIT | -89.2% | $711.0K | -$628.9K |
| Daiwa Securities Group | TRIM | -48.2% | $614.0K | -$274.3K |
| Farther Finance Advisors | TRIM | -53.1% | $111.0K | -$48.0K |
| Wealth Enhancement Advisory Services | TRIM | -40% | $152.0K | -$35.4K |
Key Facts
- 4 institutional sellers reduced BYND holdings by a net $987K in Q2 2026, while only 2 small buyers added $126K
- Bank of New York Mellon nearly exited, cutting 89.2% of its position (1.01M → 109.1K shares)
- Daiwa Securities Group trimmed 48.2% of its stake (875.1K → 452.9K shares)
- Citigroup added 46.1% (+137.8K shares) but at a modest $118K value increase
- No open-market insider buying during the quarter (confluence score 12/100, institutions_only)
- Q2 2026 revenue declined 8.2% YoY to $68.8M, with adjusted EBITDA loss widening to -40.2% of revenue
Financial Impact
Net institutional selling of approximately $861K ($126K bought vs $987K sold) in Q2 2026
Risk Factors
- Institutional selling may continue if Q3 2026 guidance ($60-65M revenue) disappoints
- No insider buying to offset institutional bearishness
- 13F data is 45+ days stale; positions may have changed since quarter-end
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BYND-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | 8-K | $13.47 $10.31 | ▲ +23.46% | ▲ +21.47% | — |
Aug 11, 2026 7w ago | 8-K | $0.4176 $10.85 | ▲ +2498.66% | ▲ +2499.72% | — |
Aug 10, 2026 7w ago | 8-K | $0.5200 $11.21 | ▲ +2055.77% | ▲ +2056.68% | — |
Aug 6, 2026 8w ago | Institutional Cluster | $0.5275 $11.27 | ▼ −2036.49% | ▼ −2035.89% | — |
Aug 5, 2026 8w ago | Press Release | $0.5275 $11.27 | ▼ −2036.49% | ▼ −2035.89% | — |
Aug 5, 2026 8w ago | 8-K | $0.5275 $11.27 | ▼ −2036.49% | ▼ −2035.89% | — |
Jul 17, 2026 10w ago | 8-K | $0.5945 $11.63 | ▲ +1856.27% | ▲ +1852.14% | — |
Jun 25, 2026 14w ago | 8-K | $0.6594 $0.5601 | ▼ −15.06% | ▼ −16.32% | — |
Jun 3, 2026 17w ago | 8-K | $0.7630 $0.7103 | ▼ −6.91% | ▼ −5.28% | — |
Apr 24, 2026 22w ago | 8-K | $0.9010 $0.7684 | ▲ +14.72% | ▲ +19.67% | — |
US Market Status
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