The cluster is small in dollar terms and 45 days stale. Monitor upcoming 13F filings for continuation or reversal of this buying pattern. Wasatch's large percentage increase (88.9%) is the most notable signal, but the absolute dollar amount ($4.3M) is modest for a $2B+ market cap company.
Executive Summary
Six institutional buyers added positions in StoneX Group during Q3 2026, led by Wasatch Advisors (ADD +88.9%, $4.3M net increase) and Assetmark (DOUBLED from a tiny base to $839K). No sellers were detected. The cluster is small in aggregate net dollar terms ($5.0M) relative to the company's market cap, and the 45-day reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.0M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | ADD | +88.9% | $144.0M | $4.3M |
| Assetmark | DOUBLED | +34981.1% | $839.0K | $835.0K |
| Nisa Investment Advisors | ADD | +91.9% | $196.0K | $9.0K |
| Wealth Enhancement Advisory Services | ADD | +58.3% | $445.0K | -$37.0K |
| Farther Finance Advisors | ADD | +65.5% | $367.0K | -$33.0K |
| Atwood & Palmer | ADD | +50% | $15.0K | -$3.0K |
Key Facts
- 6 institutional buyers, 0 sellers in Q3 2026
- Wasatch Advisors increased holdings by 88.9% (1.05M shares), adding $4.3M in value
- Assetmark nearly doubled from 37 shares to 13.0K shares ($4K → $839K)
- Total net buying value: $5.0M across all buyers
- All buyers are active asset managers — no passive/index funds in the cluster
Financial Impact
6 institutions accumulated $5.0M net in new positions; no selling activity. Largest buyer Wasatch Advisors added $4.3M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Net buying of $5.0M is small relative to market cap — may not be a strong signal
- All buyers are asset managers, not activist or event-driven funds
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-SNEX-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $57.30 $56.55 | ▼ −1.31% | ▼ −0.79% | — |
Oct 15, 2026 12d ago | Insider Cluster | $57.16 $56.30 | ▲ +1.50% | ▲ +1.93% | — |
Oct 14, 2026 13d ago | Insider Cluster | $59.92 $57.16 | ▲ +4.61% | ▲ +3.50% | — |
Oct 13, 2026 15d ago | GOVT-CONTRACT | $59.93 $59.92 | ▼ −0.02% | ▼ −0.30% | — |
Oct 13, 2026 15d ago | GOVT-CONTRACT | $59.93 $59.92 | ▼ −0.02% | ▼ −0.30% | — |
Oct 9, 2026 18d ago | 3 | $60.38 $60.24 | ▼ −0.23% | ▼ −0.22% | — |
Oct 2, 2026 25d ago | Press Release | $65.81 $67.43 | ▲ +2.46% | ▲ +1.79% | — |
Oct 1, 2026 26d ago | Press Release | $65.40 $65.81 | ▲ +0.63% | ▼ −0.11% | — |
Sep 22, 2026 5w ago | GOVT-CONTRACT | $67.78 $69.52 | ▲ +2.57% | ▲ +2.65% | — |
Sep 16, 2026 5w ago | Insider Cluster | $66.13 $67.00 | ▼ −1.32% | ▼ −1.43% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers