TwinBeech Capital’s Essent Group ESNT Stock Holding History

TwinBeech Capital’s Portfolio ESNT Stock Details ESNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,855	Closed	-$517K	–	467
2026 Q1	$517K	Buy	+8,855	New	+$541K	0.05%	348
2024 Q4	–	Sell	-45,058	Closed	-$2.9M	–	698
2024 Q3	$2.9M	Buy	45,058 +35,054	+350%	+$2.14M	0.06%	356
2024 Q2	$562K	Buy	+10,004	New	+$557K	0.01%	444
2023 Q4	–	Sell	-113,583	Closed	-$5.37M	–	717
2023 Q3	$5.37M	Buy	+113,583	New	+$5.63M	0.1%	252
2022 Q4	–	Sell	-104,873	Closed	-$3.66M	–	759
2022 Q3	$3.66M	Buy	+104,873	New	+$4.2M	0.1%	242
2021 Q4	–	Sell	-56,178	Closed	-$2.47M	–	633
2021 Q3	$2.47M	Buy	+56,178	New	+$2.55M	0.17%	179
2021 Q1	–	Sell	-20,183	Closed	-$872K	–	509
2020 Q4	$872K	Buy	20,183 +9,339	+86%	+$404K	0.14%	200
2020 Q3	$401K	Buy	+10,844	New	+$388K	0.09%	307
2020 Q1	–	Sell	-8,996	Closed	-$468K	–	347
2019 Q4	$468K	Buy	+8,996	New	+$469K	0.14%	226

Other funds holding ESNT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TwinBeech Capital's ESNT Position: Q2 2026 in Review

TwinBeech Capital sold out of Essent Group (ESNT) in Q2 2026, closing a stake of 8,855 shares — an estimated $517K sold.

TwinBeech Capital first reported a position in ESNT in Q4 2019 and held it in 9 quarters. The position peaked at $5.37M in Q3 2023. 359 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

TwinBeech Capital reported no remaining Essent Group position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 8,855 Essent Group shares in Q2 2026, an estimated $517K.
TwinBeech Capital first reported a position in Essent Group in Q4 2019 and held it in 9 quarters.
TwinBeech Capital's Essent Group position peaked at $5.37M in Q3 2023.
359 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.