The unanimous institutional buying across both passive and active managers suggests a shared catalyst thesis (likely Q2 earnings or product milestone). Monitor upcoming 10-Q for revenue growth trajectory and any guidance updates that could validate the thesis. The 45-day reporting lag means the cluster may have already been partially unwound — watch for insider buying or further 13F filings for confirmation.
Executive Summary
15 institutional investors initiated new positions in Liftoff Mobile during Q2 2026, accumulating $238.4M in aggregate holdings with zero selling. The cluster is dominated by a mix of mega-passive funds (JPMorgan, Goldman Sachs, Vanguard) and active asset managers (Clearbridge, AllianceBernstein, Healthcare of Ontario Pension Plan), suggesting broad-based conviction in the company's growth thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $238.4M
▲ Buyers (15)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Clearbridge Investments | NEW | +100% | $36.7M | $36.7M |
| Healthcare Of Ontario Pension Plan Trust Fund | NEW | +100% | $31.2M | $31.2M |
| Vanguard | NEW | +100% | $28.4M | $28.4M |
| Alliancebernstein | NEW | +100% | $28.4M | $28.4M |
| JPMorgan | NEW | +100% | $27.7M | $27.7M |
| Goldman Sachs | NEW | +100% | $21.2M | $21.2M |
| Federated Hermes | NEW | +100% | $18.0M | $18.0M |
| Boston Partners | NEW | +100% | $17.1M | $17.1M |
| American Century Companies | NEW | +100% | $16.9M | $16.9M |
| Point72 | NEW | +100% | $12.7M | $12.7M |
Key Facts
- 15 institutions initiated new positions totaling $238.4M in Q2 2026
- Zero institutional sellers in the quarter
- Largest new positions: Clearbridge Investments ($36.7M), Healthcare of Ontario Pension Plan ($31.2M), Vanguard ($28.4M), AllianceBernstein ($28.4M), JPMorgan ($27.7M)
- Mix of mega-passive (JPMorgan, Goldman Sachs, Vanguard) and active asset managers (Clearbridge, AllianceBernstein, Boston Partners, Federated Hermes)
- Quant fund Point72 initiated a $12.7M position, adding conviction signal
Financial Impact
15 institutions accumulated $238.4M in new positions during Q2 2026, representing a significant institutional vote of confidence. No selling activity was recorded.
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced or exited since quarter-end
- No insider buying confluence provided to corroborate the institutional signal
- Mega-passive funds (JPMorgan, Goldman Sachs, Vanguard) may reflect index rebalancing rather than active conviction
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LFTO-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $16.32 | awaiting T+5 | — | — |
Oct 12, 2026 14d ago | Institutional Cluster | $15.88 $16.26 | ▲ +2.39% | ▲ +3.89% | — |
Aug 12, 2026 10w ago | 8-K | $20.06 $18.36 | ▼ −8.47% | ▼ −6.51% | — |
Aug 12, 2026 10w ago | Press Release | $20.06 $18.36 | ▼ −8.47% | ▼ −6.51% | — |
Jun 9, 2026 19w ago | Insider Buy | $24.72 $24.91 | ▲ +0.77% | ▼ −2.66% | — |
Jun 8, 2026 20w ago | 8-K | $25.77 $25.39 | ▼ −1.47% | ▼ −3.89% | — |
Jun 4, 2026 20w ago | EFFECT | $28.45 $25.66 | ▼ −9.81% | ▼ −7.25% | — |
Jun 2, 2026 20w ago | S-1/A | $21.00 $25.77 | ▲ +22.71% | ▲ +25.68% | — |
May 29, 2026 21w ago | S-1/A | — | awaiting T+5 | — | — |
US Market Status
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