The mixed cluster suggests no strong shared catalyst. Monitor next quarter's 13F for whether the large buyers (Jane Street, Goldman Sachs) hold or exit, and whether the sellers (JPMorgan, UBS) continue reducing. The lack of insider buying (no Form 4 confluence) weakens the conviction signal.
Executive Summary
In Q2 2026, institutional activity in GoDaddy was mixed: 56 buyers added $190.1M in new positions (led by Jane Street and Goldman Sachs), while 75 sellers reduced holdings by $204.3M (led by JPMorgan and UBS). The net directional signal is neutral, with large passive managers on both sides and no clear consensus thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$14.2M
▲ Buyers (56)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Jane Street Group | DOUBLED | +30671.2% | $85.2M | $84.9M |
| Goldman Sachs | ADD | +77% | $158.4M | $71.2M |
| American Century Companies | DOUBLED | +229.2% | $20.0M | $14.1M |
| Bank Of Montreal /Can | DOUBLED | +133.5% | $14.3M | $8.3M |
| Susquehanna International Group | ADD | +60.7% | $13.5M | $5.3M |
▼ Sellers (75)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| JPMorgan | TRIM | -51% | $252.4M | -$122.9M |
| UBS | TRIM | -32.5% | $122.2M | -$37.6M |
| Millennium | TRIM | -51.4% | $70.8M | -$35.5M |
| Robeco Institutional Asset Management B.v. | TRIM | -38.2% | $17.0M | -$6.2M |
| Sumitomo Mitsui Ds Asset Management Company | NEAR_EXIT | -81.4% | $1.8M | -$1.4M |
Key Facts
- 56 buyers accumulated $190.1M in net new positions; 75 sellers reduced by $204.3M
- Jane Street Group DOUBLED its stake by 30,671% to $85.2M, the largest single buyer
- Goldman Sachs added 77% to a $158.4M position, the largest buyer by absolute value
- JPMorgan trimmed 51% of its $129.5M position, the largest seller by absolute value
- UBS trimmed 32.5% ($84.7M remaining) and Millennium trimmed 51.4% ($35.3M remaining)
- Net institutional flow was roughly balanced, with no dominant directional conviction
Financial Impact
56 buyers added $190.1M while 75 sellers removed $204.3M, for a net outflow of ~$14.2M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Large passive managers on both sides dilute the signal's conviction
- No insider buying to corroborate the institutional accumulation
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-GDDY-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $112.79 | awaiting T+20 | — | — |
Oct 12, 2026 14d ago | Institutional Cluster | $102.32 | awaiting T+20 | — | — |
Oct 5, 2026 21d ago | Insider Cluster | $98.18 | awaiting T+20 | — | — |
Sep 3, 2026 7w ago | Insider Cluster | $101.31 $99.74 | ▲ +1.55% | ▲ +2.15% | — |
Sep 3, 2026 7w ago | Insider Cluster | $101.31 $99.74 | ▲ +1.55% | ▲ +2.15% | — |
Jul 30, 2026 12w ago | Press Release | $82.74 $97.70 | ▲ +18.08% | ▲ +15.09% | — |
Jun 10, 2026 19w ago | Insider Cluster | $75.17 $87.87 | ▲ +16.89% | ▲ +15.00% | — |
Jun 4, 2026 20w ago | Insider Cluster | $84.38 $85.61 | ▲ +1.46% | ▼ −0.40% | — |
Jun 4, 2026 20w ago | Insider Cluster | $84.38 $85.61 | ▲ +1.46% | ▼ −0.40% | — |
Jun 4, 2026 20w ago | Insider Cluster | $84.38 $85.61 | ▲ +1.46% | ▼ −0.40% | — |
US Market Status
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