David Shaw’s Annaly Capital Management NLY Stock Holding History

David Shaw’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.37M	Buy	329,400 +27,900	+9%	+$616K	﹤0.01%	2092
2026 Q1	$6.38M	Buy	301,500 +211,200	+234%	+$4.81M	﹤0.01%	1994
2025 Q4	$2.02M	Sell	90,300 -147,400	-62%	-$3.21M	﹤0.01%	3043
2025 Q3	$4.8M	Buy	237,700 +29,200	+14%	+$606K	﹤0.01%	2240
2025 Q2	$3.92M	Hold	208,500	–	–	﹤0.01%	2212
2025 Q1	$4.23M	Buy	+208,500	New	+$4.29M	﹤0.01%	2017
2023 Q4	–	Sell	-30,000	Closed	-$564K	–	4499
2023 Q3	$564K	Hold	30,000	–	–	﹤0.01%	3373
2023 Q2	$600K	Hold	30,000	–	–	﹤0.01%	3347
2023 Q1	$573K	Buy	30,000 +12,700	+73%	+$268K	﹤0.01%	3488
2022 Q4	$365K	Buy	+17,300	New	+$340K	﹤0.01%	4009
2020 Q4	–	Sell	-7,275	Closed	-$207K	–	4085
2020 Q3	$207K	Sell	7,275 -8,150	-53%	-$236K	﹤0.01%	3586
2020 Q2	$405K	Buy	+15,425	New	+$381K	﹤0.01%	3494
2019 Q4	–	Sell	-31,325	Closed	-$1.1M	–	4109
2019 Q3	$1.1M	Buy	+31,325	New	+$1.13M	﹤0.01%	2775
2014 Q2	–	Sell	-10,000	Closed	-$439K	–	4420
2014 Q1	$439K	Sell	10,000 -36,350	-78%	-$1.57M	﹤0.01%	3700
2013 Q4	$1.85M	Sell	46,350 -10,650	-19%	-$462K	﹤0.01%	2599
2013 Q3	$2.64M	Buy	57,000 +20,000	+54%	+$941K	﹤0.01%	2187
2013 Q2	$1.86M	Buy	+37,000	New	+$2.16M	﹤0.01%	2192

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

David Shaw's NLY Position: Q2 2026 in Review

David Shaw reduced its Annaly Capital Management (NLY) stake by 33% in Q2 2026, selling an estimated $43.2M and leaving 3,941,485 shares worth $88.1M. The position accounts for 0.04% of the portfolio, ranked #497.

David Shaw first reported a position in NLY in Q2 2013 and has held it in 43 quarters since. The position peaked at $187M in Q3 2015. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

David Shaw held 3,941,485 shares of Annaly Capital Management worth $88.1M as of Q2 2026.
David Shaw sold 1,957,840 Annaly Capital Management shares in Q2 2026, an estimated $43.2M.
Annaly Capital Management made up 0.04% of David Shaw's portfolio in Q2 2026, its #497 holding.
David Shaw first reported a position in Annaly Capital Management in Q2 2013 and has held it in 43 quarters since.
David Shaw's Annaly Capital Management position peaked at $187M in Q3 2015.
783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.