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ZSQR

Z Squared Inc
ZSQR

14 hedge funds and large institutions have $5.72M invested in Z Squared Inc in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0.52% less ownership

Funds ownership: 8.71% → 8.19% (-0.52%)

7% less funds holding

Funds holding: 15 → 14 (-1)

14% less capital invested

Capital invested by funds: $6.63M → $5.72M (-$912K)

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$252K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$138K
3
Marshall Wace
Marshall Wace
United Kingdom
+$79.5K
4
Morgan Stanley
Morgan Stanley
New York
+$13

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.39K
2
UBS Group
UBS Group
Switzerland
-$2.75K
3
Bank of America
Bank of America
North Carolina
-$513
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$3.6M +$4.04M +320,731 New
Geode Capital Management
2
Geode Capital Management
Massachusetts
$596K +$138K +10,996 +26%
State Street
3
State Street
Massachusetts
$301K – – –
VFT
4
Vanguard Fiduciary Trust
Pennsylvania
$276K +$309K +24,573 New
Marshall Wace
5
Marshall Wace
United Kingdom
$275K +$79.5K +6,321 +35%
UCFA
6
United Capital Financial Advisors
Texas
$224K +$252K +20,000 New
BlackRock
7
BlackRock
New York
$152K – – –
Northern Trust
8
Northern Trust
Illinois
$137K – – –
AIM
9
Anchor Investment Management
South Carolina
$78.5K – – –
SPIA
10
Steward Partners Investment Advisory
New York
$56.1K – – –
VGA
11
Vanguard Global Advisers
Pennsylvania
$18.7K +$21K +1,671 New
Morgan Stanley
12
Morgan Stanley
New York
$2.25K +$13 +1 +0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.12K – – –
Barclays
14
Barclays
United Kingdom
$34 – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
– -$3.39K -238 Closed
UBS Group
16
UBS Group
Switzerland
– -$2.75K -193 Closed
Bank of America
17
Bank of America
North Carolina
– -$513 -36 Closed

ZSQR Hedge Fund Activity: Q1 2026 in Review

14 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Z Squared Inc (ZSQR) for Q1 2026, worth a combined $5.72M — down 14% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ZSQR positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $252K. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $3.39K sold.

  • 14 institutional investors held Z Squared Inc (ZSQR) as of Q1 2026, down from 15 in Q4 2025.
  • Funds reported $5.72M of Z Squared Inc stock for Q1 2026, down 14% quarter-over-quarter.
  • 4 funds opened new Z Squared Inc positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest Z Squared Inc buyer in Q1 2026 was United Capital Financial Advisors, an estimated $252K added.
  • The largest Z Squared Inc seller in Q1 2026 was PNC Financial Services Group, an estimated $3.39K sold.

Based on aggregated 13F filings for Q1 2026.