Vault-13

BOBS DISC FURNITURE INC BOBS

COM SHS · Common Stock · CUSIP 09681N106

105 institutional holders +20 vs Q1 2026
128,354,729128.4m shares reported held*
98.2% of all shares outstanding*
$2.0bnreported value*
48 new 27 added 19 reduced 27 sold out net bought ≈ $28.7m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 130.7m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.82. Options: 2 managers hold calls ($743.5k notional), 1 hold puts ($370.2k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q1 26: 85Q2 26: 105105Q1 26Q2 26
Numbers
QuarterHolders
Q1 202685
Q2 2026105

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $1.3mQ1 26 puts: $161.0kQ1 26P/C 0.12Q2 26 calls: $743.5kQ2 26 puts: $370.2kQ2 26P/C 0.50
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$1.3m$161.0k0.12
Q2 2026$743.5k$370.2k0.50

Biggest buyers

FMR LLC Added +2,302,748+2.3m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ New +1,313,225+1.3m
BlackRock, Inc. Added +985,800+985.8k
CHILTON INVESTMENT CO INC. New +905,958+906.0k
Western Standard LLC New +502,997+503.0k
WASATCH ADVISORS LP New +482,835+482.8k
EMERALD MUTUAL FUND ADVISERS TRUST Added +284,903+284.9k
EMERALD ADVISERS, LLC Added +262,018+262.0k
GEODE CAPITAL MANAGEMENT, LLC Added +257,961+258.0k
Portolan Capital Management, LLC New +249,906+249.9k

Biggest sellers

Alyeska Investment Group, L.P. Reduced -1,464,296-1.5m
CITADEL ADVISORS LLC Reduced -1,169,098-1.2m
Point72 Asset Management, L.P. Reduced -677,449-677.4k
MILLENNIUM MANAGEMENT LLC Sold out -639,808-639.8k
GOLDMAN SACHS GROUP INC Reduced -570,161-570.2k
TWO SIGMA INVESTMENTS, LP Sold out -564,122-564.1k
JANE STREET GROUP, LLC Sold out -439,209-439.2k
Balyasny Asset Management L.P. Reduced -333,726-333.7k
Schonfeld Strategic Advisors LLC Sold out -276,544-276.5k
Hook Mill Capital Partners, LP Reduced -275,798-275.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $526.8k33.3k shares
CITADEL ADVISORS LLC Reduced $216.7k13.7k shares

Biggest puts

CITADEL ADVISORS LLC Added $370.2k23.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BCPE BDF Investor, LP 13G · exempt (held before listing) new · filed 2026-05-15 73.0% new 95.4m≈ $1.5bn 2026-05-15
FMR LLC 13G · institution new · filed 2026-08-06 5.7% new 7.4m≈ $117.2m 2026-08-06

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 5 buyingQ1 26: 2 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20265$532.0k2$46.5m—
Q2 20261$302.8k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-12 BARTON WILLIAM G Officer, director Bought 200 $12.17 $2.4k200 shares +40%
2026-05-08 BARTON WILLIAM G Officer, director Bought 22,150 $13.56 $300.4k22.1k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bain Capital Investors LLC 31.33% of their portfolio Boston, MA 95,370,75195.4m $1.5bn $1.5bn 31.33% Unchanged
2 FMR LLC 0.01% of their portfolio BOSTON, MA 7,462,5907.5m $118.1m $118.1m 0.01% Added +2.3m +2,302,748
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,875,6431.9m $29.7m $29.7m 0.00% Added +985.8k +985,800
4 Sunriver Management LLC 4.02% of their portfolio GREENWICH, CT 1,616,5901.6m $25.6m $25.6m 4.02% Added +99.1k +99,139
5 EMERALD ADVISERS, LLC 0.60% of their portfolio LEOLA, PA 1,607,0681.6m $25.4m $25.4m 0.60% Added +262.0k +262,018
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 1,313,2251.3m $20.8m $20.8m 0.01% New
7 Hood River Capital Management LLC 0.13% of their portfolio PALM BEACH GARDENS, FL 1,150,4961.2m $18.2m $18.2m 0.13% Added +202.5k +202,512
8 Jupiter Topco LLC 0.01% of their portfolio NEW YORK, NY 1,123,4371.1m $17.8m $17.8m 0.01% First filing
9 EMERALD MUTUAL FUND ADVISERS TRUST 0.58% of their portfolio LEOLA, PA 1,049,6481.0m $16.6m $16.6m 0.58% Added +284.9k +284,903
10 Alyeska Investment Group, L.P. 0.04% of their portfolio CHICAGO, IL 1,049,2471.0m $16.6m $16.6m 0.04% Reduced -1.5m -1,464,296
11 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 991,160991.2k $15.7m $15.7m 0.03% Reduced -333.7k -333,726
12 CHILTON INVESTMENT CO INC. 0.34% of their portfolio STAMFORD, CT 905,958906.0k $14.3m $14.3m 0.34% New
13 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 878,244878.2k $13.9m $13.9m 0.00% Added +8.0k +8,009
14 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 866,468866.5k $13.7m $13.7m 0.00% Added +143.9k +143,900
15 Hook Mill Capital Partners, LP 1.13% of their portfolio NEW YORK, NY 770,058770.1k $12.2m $12.2m 1.13% Reduced -275.8k -275,798
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 522,784522.8k $8.3m $8.3m 0.00% Added +244.3k +244,302
17 Western Standard LLC 2.70% of their portfolio Los Angeles, CA 502,997503.0k $8.0m $8.0m 2.70% New
18 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 493,970494.0k $7.8m $7.8m 0.01% Reduced -677.4k -677,449
19 WASATCH ADVISORS LP 0.05% of their portfolio SALT LAKE CITY, UT 482,835482.8k $7.6m $7.6m 0.05% New
20 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 479,990480.0k $7.6m $7.6m 0.00% Added +258.0k +257,961
21 KETTLE HILL CAPITAL MANAGEMENT, LLC 1.53% of their portfolio New York, NY 393,864393.9k $6.2m $6.2m 1.53% Added +94.4k +94,369
22 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 364,320364.3k $5.8m $5.8m 0.01% Added +95.2k +95,232
23 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 308,880308.9k $4.9m $4.9m 0.01% Reduced -54.7k -54,720
24 Laurion Capital Management LP 0.34% of their portfolio NEW YORK, NY 300,000300.0k $4.7m $4.7m 0.34% Reduced -150.0k -150,000
25 Ghisallo Capital Management LLC 0.09% of their portfolio BOSTON, MA 300,000300.0k $4.7m $4.7m 0.09% Unchanged
26 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 295,996296.0k $4.7m $4.7m 0.00% Added +225.5k +225,496
27 FIL Ltd 0.00% of their portfolio HAMILTON, D0 260,479260.5k $4.1m $4.1m 0.00% Unchanged
28 HBK INVESTMENTS L P 0.05% of their portfolio DALLAS, TX 250,000250.0k $4.0m $4.0m 0.05% Unchanged
29 Burkehill Global Management, LP 0.14% of their portfolio NEW YORK, NY 250,000250.0k $4.0m $4.0m 0.14% Unchanged
30 Portolan Capital Management, LLC 0.15% of their portfolio BOSTON, MA 249,906249.9k $4.0m $4.0m 0.15% New
31 Pembroke Management, LTD 0.28% of their portfolio Montreal, A8 248,792248.8k $3.9m $3.9m 0.28% Added +73.5k +73,539
32 Archon Capital Management LLC 1.49% of their portfolio Seattle, WA 232,257232.3k $3.7m $3.7m 1.49% New
33 BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 221,686221.7k $3.5m $3.5m 0.07% Reduced -25.6k -25,627
34 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 201,169201.2k $3.2m $3.2m 0.00% Reduced -222.0k -221,990
35 Lisanti Capital Growth, LLC 0.70% of their portfolio NEW YORK, NY 201,015201.0k $3.2m $3.2m 0.70% New
36 Beaumont Financial Advisors, LLC 0.19% of their portfolio NEEDHAM, MA 187,240187.2k $3.0m $3.0m 0.19% New
37 BARINGS LLC 0.05% of their portfolio CHARLOTTE, NC 180,000180.0k $2.8m $2.8m 0.05% New
38 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 174,583174.6k $2.8m $2.8m 0.04% Reduced -98.5k -98,546
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 168,237168.2k $2.7m $2.7m 0.00% Added +46.0k +45,989
40 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 156,511156.5k $2.5m $2.5m 0.00% Added +114.2k +114,199
41 SEVEN GRAND MANAGERS, LLC 0.10% of their portfolio BRONXVILLE, NY 150,000150.0k $2.4m $2.4m 0.10% Unchanged
42 Divisadero Street Capital Management, LP 0.05% of their portfolio MIAMI, FL 144,391144.4k $2.3m $2.3m 0.05% New
43 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 134,506134.5k $2.1m $2.1m 0.00% Added +15.2k +15,171
44 DIMENSION CAPITAL MANAGEMENT LLC 0.25% of their portfolio Coral Gables, FL 132,608132.6k $2.1m $2.1m 0.25% New
45 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 131,159131.2k $2.1m $2.1m 0.00% New
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 130,526130.5k $2.1m $2.1m 0.00% Reduced -570.2k -570,161
47 Concentric Capital Strategies, LP 0.12% of their portfolio Stamford, CT 123,116123.1k $1.9m $1.9m 0.12% New
48 Tabor Asset Management, LP 0.57% of their portfolio NEW YORK, NY 117,399117.4k $1.9m $1.9m 0.57% Reduced -256.4k -256,392
49 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 116,547116.5k $1.8m $1.8m 0.00% New
50 Longaeva Partners L.P. 0.05% of their portfolio Chicago, IL 115,000115.0k $1.8m $1.8m 0.05% Reduced -85.0k -85,000
51 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 111,823111.8k $1.8m $1.8m 0.00% Reduced -222.7k -222,719
52 Cinctive Capital Management LP 0.07% of their portfolio New York, NY 104,277104.3k $1.6m $1.6m 0.07% Added +28.2k +28,206
53 Legato Capital Management LLC 0.13% of their portfolio San Francisco, CA 102,080102.1k $1.6m $1.6m 0.13% New
54 NORGES BANK 0.00% of their portfolio OSLO, Q8 101,730101.7k $1.6m $1.6m 0.00% Not comparable
55 BW Gestao de Investimentos Ltda. 0.04% of their portfolio SAO PAULO, D5 100,000100.0k $1.6m $1.6m 0.04% Unchanged
56 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 80,44880.4k $1.3m $1.3m 0.01% New
57 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 77,93677.9k $1.2m $1.2m 0.00% Added +50.0k +50,000
58 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 75,88975.9k $1.2m $1.2m 0.01% Unchanged
59 Polar Asset Management Partners Inc. 0.02% of their portfolio TORONTO, A6 75,00075.0k $1.2m $1.2m 0.02% Reduced -25.0k -25,000
60 Hound Partners, LLC 0.13% of their portfolio NEW YORK, NY 72,00072.0k $1.1m $1.1m 0.13% Reduced -50.0k -50,000
61 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 65,99166.0k $1.0m $1.0m 0.02% New
62 Swiss National Bank 0.00% of their portfolio ZURICH, V8 48,40048.4k $765.7k $765.7k 0.00% New
63 Chicago Capital, LLC 0.02% of their portfolio Chicago, IL 48,29748.3k $764.1k $764.1k 0.02% Added +30.3k +30,282
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 44,22344.2k $699.6k $699.6k 0.00% New
65 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 43,34843.3k $685.8k $685.8k 0.00% Reduced -30.8k -30,757
66 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 41,91541.9k $663.1k $663.1k 0.00% New
67 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,23738.2k $604.9k $604.9k 0.00% New
68 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 30,15030.1k $477.0k $477.0k 0.00% Added +7.2k +7,150
69 Penn Capital Management Company, LLC 0.03% of their portfolio PHILADELPHIA, PA 26,76726.8k $423.5k $423.5k 0.03% New
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 25,64225.6k $405.7k $405.7k 0.00% New
71 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 23,55623.6k $372.7k $372.7k 0.00% New
72 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 21,05121.1k $333.0k $333.0k 0.00% New
73 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,39519.4k $306.8k $306.8k 0.00% New
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,03018.0k $285.2k $285.2k 0.00% Added +17.7k +17,730
75 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 17,35617.4k $274.6k $274.6k 0.00% New
76 Atom Investors LP 0.02% of their portfolio AUSTIN, TX 16,77016.8k $265.3k $265.3k 0.02% New
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 16,33316.3k $259.0k $259.0k 0.00% New
78 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 16,00016.0k $253.1k $253.1k 0.00% New
79 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 15,00015.0k $237.3k $237.3k 0.01% Reduced -25.0k -25,000
80 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 14,13714.1k $223.6k $223.6k 0.00% New
81 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 12,14412.1k $192.1k $192.1k 0.00% New
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,09512.1k $191.3k $191.3k 0.00% Reduced -1.2m -1,169,098
83 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,0009.0k $142.4k $142.4k 0.00% New
84 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 8,1478.1k $128.9k $128.9k 0.00% New
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,1378.1k $133.8k $133.8k 0.00% New
86 Legal & General Group Plc 0.00% of their portfolio London, X0 7,1867.2k $113.7k $113.7k 0.00% Added +6.6k +6,597
87 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,9006.9k $109.2k $109.2k 0.00% New
88 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,7366.7k $106.6k $106.6k 0.00% Added +4.6k +4,607
89 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,2166.2k $98.3k $98.3k 0.00% Added +5.7k +5,685
90 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,1726.2k $97.6k $97.6k 0.00% Reduced -4.4k -4,371
91 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,7895.8k $91.6k $91.6k 0.00% New
92 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 5,5005.5k $87.0k $87.0k 0.00% New
93 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,8003.8k $60.1k $60.1k 0.00% New
94 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,0313.0k $48.0k $48.0k 0.00% New
95 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,1942.2k $35.0k $35.0k 0.00% Added +994 +994
96 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,7811.8k $28.2k $28.2k 0.00% New
97 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,5691.6k $24.8k $24.8k 0.00% New
98 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,1581.2k $18.3k $18.3k 0.00% Added +692 +692
99 Park Place Capital Corp 0.00% of their portfolio Homewood, AL 875875 $13.8k $13.8k 0.00% New
100 Costello Asset Management, INC 0.00% of their portfolio FEASTERVILLE, PA 500500 $7.9k $7.9k 0.00% Unchanged