Barnes & Noble Education, Inc.

BNED

Exchange: NYSE
Industry: Retail-Miscellaneous Shopping Goods Stores
SEC CIK: 0001634117

SEC filings (opens in a new tab)

In the last 90 days, Barnes & Noble Education, Inc. insiders filed 0 open-market purchases and 2 sales; 111 institutions reported holding it in 13F filings for Q2 2026, worth $334.5M in total; no superinvestor holds it.

Key figures

Market capClose on Nov 11, 2026: $445.1M
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $356.6K in total: 2
13F holdersQ2 2026, +21 vs. previous quarter: 111
13F valueReported value at the end of Q2 2026: $334.5M
Superinvestors holdingAt the end of Q2 2026: 0

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2026: $1.71B; +6.5% year over year
Net income, FY2026: $16.9M; No comparable prior period
Free cash flow, FY2026: $33.9M; No comparable prior period
Revenue, Q1 FY2027: $290.6M; +0.8% year over year

Revenue flow, FY2026

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 1.40M; Shares sold short
Change: −381.5K; −21.4% vs. previous
Days to cover: 6.19; At average daily volume

Superinvestors holding BNED, Q2 2026

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No superinvestor reported holding BNED at the end of Q2 2026.

Latest insider trades

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Open-market purchases and sales by Barnes & Noble Education, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Sep 25, 2026 (view filing)4:32 PM ET	Sep 23	2 days	Luster GarySVP, Chief Accounting Officer	SSale	−2.27K	$11.20	−$25.4K	−7.1%29.7K after
Sep 24, 2026 (view filing)4:08 PM ET	Sep 22	2 days	Shar JonathanCEO	SSale	−30.0K	$11.04	−$331.2K	−8.4%325.3K after
Jul 21, 2026 (view filing)11:45 AM ET	Jul 17	4 days	Snagusky JasonCFO	SSale	−5.00K	$12.64	−$63.2K	−6.5%71.8K after
Jul 14, 2026 (view filing)1:38 PM ET	Jul 10	4 days	Snagusky JasonCFO	SSale	−2.24K	$11.61	−$26.0K	−2.8%76.8K after
Jul 14, 2026 (view filing)1:37 PM ET	Jul 10	4 days	Neumann ChristopherEVP General Counsel, Secretary	SSale	−2.79K	$11.61	−$32.3K	−3.3%81.7K after
Jul 14, 2026 (view filing)1:36 PM ET	Jul 10	4 days	Luster GarySVP, Chief Accounting Officer	SSale	−1.07K	$11.61	−$12.4K	−3.2%31.9K after
Jul 8, 2026 (view filing)5:34 PM ET	Jul 6-7	2 days	Immersion Corp and 3 othersDirector, 10% Owner	SSale	−1.90M	$0.0174	−$33.1K	–7.00K after	Derivative3 lots
Jul 7, 2026 (view filing)2:27 PM ET	Jul 2	5 days	Snagusky JasonCFO	SSale	−2.21K	$12.50	−$27.6K	−2.7%79.0K after	2 lots
Jul 6, 2026 (view filing)4:11 PM ET	Jul 1	5 days	Shar JonathanCEO	SSale	−67.9K	$12.83	−$871.1K	−18.7%294.9K after
Mar 17, 2026 (view filing)	Mar 13	4 days	Shar JonathanCEO	SSale	−81	$8.11	−$656.91	0.0%362.8K after

Top 10 13F holders, Q2 2026

See all 111 holders

The largest institutional positions in Barnes & Noble Education, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding BNED in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Immersion Corp	11,208,746	$140.8M	78.77%	00.0%	Unchanged
Kanen Wealth Management LLC	3,379,123	$42.9M	10.49%	−44,659−1.3%	Reduced
Windward Management LP	1,656,736	$20.8M	15.11%	−43,264−2.5%	Reduced
BlackRock, Inc.	1,177,322	$14.8M	0.00%	+89,696+8.2%	Added
Morgan Stanley	1,059,206	$13.3M	0.00%	+13,479+1.3%	Added
Prescott Group Capital Management, L.L.C.	891,799	$11.2M	0.97%	+10,000+1.1%	Added
Vanguard Capital Management LLC	804,636	$10.1M	0.00%	−60,249−7.0%	Reduced
Geode Capital Management, LLC	495,899	$6.23M	0.00%	+60,421+13.9%	Added
State Street Corp	366,531	$4.60M	0.00%	+49,336+15.6%	Added
683 Capital Management, LLC	349,046	$4.38M	0.40%	−30,954−8.1%	Reduced

Holders of 5% or more of BNED

See all 3 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Barnes & Noble Education, Inc..

Largest holders of BNED from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Toro 18 Holdings LLC	13D/A	33.10%11.4M shares	−0.20 ppfrom 33.30%	Jun 12, 20243 filings	Jul 8, 2026	SEC
Philotimo Fund, LP	13G/A	9.10%3.09M shares	+1.10 ppfrom 8.00%	Sep 26, 20243 filings	May 15, 2025	SEC
Springhouse Capital Management, LP	13G/A	6.81%2.34M shares	+1.23 ppfrom 5.58%	Nov 14, 20252 filings	Feb 24, 2026	SEC