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Themes Management Co’s Palladyne AI PDYN Stock Holding History

Themes Management Co’s Portfolio PDYN Stock Details PDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.16M Buy
520,205
+127,946
+33% +$847K 2.1% 13
2026
Q1 		$2.38M Buy
392,259
+332,982
+562% +$2.26M 1.47% 12
2025
Q4 		$253K Buy
+59,277
New +$399K 0.19% 117

Other funds holding PDYN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Themes Management Co's PDYN Position: Q2 2026 in Review

Themes Management Co increased its Palladyne AI (PDYN) stake by 33% in Q2 2026, buying an estimated $847K and bringing the position to 520,205 shares worth $3.16M. The position accounts for 2.1% of the portfolio, ranked #13.

Themes Management Co first reported a position in PDYN in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold PDYN as of Q2 2026.

  • Themes Management Co held 520,205 shares of Palladyne AI worth $3.16M as of Q2 2026.
  • Themes Management Co bought 127,946 Palladyne AI shares in Q2 2026, an estimated $847K.
  • Palladyne AI made up 2.1% of Themes Management Co's portfolio in Q2 2026, its #13 holding.
  • Themes Management Co first reported a position in Palladyne AI in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Palladyne AI as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.