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	$1.1M	Hold	49,300	–	–	﹤0.01%	3690
2026 Q1	$1.04M	Sell	49,300 -78,200	-61%	-$1.78M	﹤0.01%	3414
2025 Q4	$2.85M	Sell	127,500 -78,000	-38%	-$1.7M	﹤0.01%	2762
2025 Q3	$4.15M	Buy	205,500 +124,700	+154%	+$2.59M	﹤0.01%	2372
2025 Q2	$1.52M	Hold	80,800	–	–	﹤0.01%	2941
2025 Q1	$1.64M	Buy	80,800 +46,200	+134%	+$951K	﹤0.01%	2751
2024 Q4	$633K	Buy	34,600 +18,900	+120%	+$369K	﹤0.01%	3471
2024 Q3	$315K	Buy	+15,700	New	+$314K	﹤0.01%	3952
2024 Q2	–	Sell	-230,000	Closed	-$4.53M	–	4729
2024 Q1	$4.53M	Buy	230,000 +11,300	+5%	+$218K	﹤0.01%	1967
2023 Q4	$4.24M	Buy	218,700 +188,700	+629%	+$3.37M	﹤0.01%	2042
2023 Q3	$564K	Sell	30,000 -160,000	-84%	-$3.18M	﹤0.01%	3374
2023 Q2	$3.8M	Sell	190,000 -124,900	-40%	-$2.43M	﹤0.01%	2085
2023 Q1	$6.02M	Buy	314,900 +110,100	+54%	+$2.32M	0.01%	1780
2022 Q4	$4.32M	Buy	+204,800	New	+$4.03M	﹤0.01%	2234
2022 Q3	–	Sell	-30,100	Closed	-$712K	–	5411
2022 Q2	$712K	Buy	+30,100	New	+$780K	﹤0.01%	3843
2020 Q4	–	Sell	-27,250	Closed	-$776K	–	4086
2020 Q3	$776K	Sell	27,250 -90,000	-77%	-$2.61M	﹤0.01%	3007
2020 Q2	$3.08M	Buy	+117,250	New	+$2.9M	﹤0.01%	2065
2015 Q1	–	Sell	-17,500	Closed	-$757K	–	3878
2014 Q4	$757K	Hold	17,500	–	–	﹤0.01%	3032
2014 Q3	$748K	Sell	17,500 -5,000	-22%	-$228K	﹤0.01%	3045
2014 Q2	$1.03M	Sell	22,500 -30,000	-57%	-$1.38M	﹤0.01%	2923
2014 Q1	$2.3M	Sell	52,500 -23,800	-31%	-$1.03M	﹤0.01%	2247
2013 Q4	$3.04M	Sell	76,300 -54,775	-42%	-$2.38M	﹤0.01%	2119
2013 Q3	$6.07M	Buy	131,075 +89,500	+215%	+$4.21M	0.01%	1420
2013 Q2	$2.09M	Buy	+41,575	New	+$2.43M	﹤0.01%	2072

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.