Skip to main content

JOANN Inc.

JOANDelisted Apr 9, 2024
Industry
Retail-Miscellaneous Shopping Goods Stores
SEC CIK
0001834585

JOANN Inc. was delisted on Apr 9, 2024; its insiders filed their last Form 4 on Nov 20, 2023; 25 institutions reported holding it in 13F filings for Q4 2023, worth $13.5M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in JOANN Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
74
−8 vs. Q2 2021
Shares held
38.8M
+502.8K (+1.3%) vs. Q2 2021
Total value
$431.9M
−$170.7M (−28.3%) vs. Q2 2021
New holders
18
35 more added
Sold out
26
7 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting JOAN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 74 institutions
Q1 2021: 44 institutionsQ2 2021: 82 institutionsQ3 2021: 74 institutionsQ4 2021: 75 institutionsQ1 2022: 73 institutionsQ2 2022: 65 institutionsQ3 2022: 55 institutionsQ4 2022: 53 institutionsQ1 2023: 51 institutionsQ2 2023: 39 institutionsQ3 2023: 34 institutionsQ4 2023: 25 institutionsQ1 2024: 2 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $431.9M
Q1 2021: $455.3MQ2 2021: $602.7MQ3 2021: $431.9MQ4 2021: $402.8MQ1 2022: $447.0MQ2 2022: $299.8MQ3 2022: $246.3MQ4 2022: $106.0MQ1 2023: $58.6MQ2 2023: $29.1MQ3 2023: $23.5MQ4 2023: $13.5MQ1 2024: $3.72KQ2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding JOAN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20242$3.72K
Q4 202325$13.5M
Q3 202334$23.5M
Q2 202339$29.1M
Q1 202351$58.6M
Q4 202253$106.0M
Q3 202255$246.3M
Q2 202265$299.8M
Q1 202273$447.0M
Q4 202175$402.8M
Q3 202174$431.9M
Q2 202182$602.7M
Q1 202144$455.3M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding JOANN Inc.; share changes are against Q2 2021.

Institutions holding JOAN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Leonard Green & Partners, L.P.27,827,357$310.0M3.51%00.0%Unchanged
Capital Research Global Investors2,729,250$30.4M0.01%+323,517+13.4%Added
Lord, Abbett & Co. LLC1,051,426$11.7M0.03%+1,051,426New
Sun Life Financial INC986,883$11.0M0.63%00.0%Unchanged
BlackRock Inc.601,606$6.70M0.00%+44,252+7.9%Added
Vanguard Group Inc593,253$6.61M0.00%+4,592+0.8%Added
Brown Advisory Inc393,202$4.38M0.01%+393,202New
Kennedy Capital Management, Inc.360,259$4.01M0.09%+126,462+54.1%Added
Baird Financial Group, Inc.340,706$3.79M0.01%+29,306+9.4%Added
Bank of America Corp332,476$3.70M0.00%+34,507+11.6%Added
JB Capital Partners LP325,000$3.62M0.82%+190,000+140.7%Added
FMR LLC260,273$2.90M0.00%−226,327−46.5%Reduced
Geode Capital Management, LLC226,854$2.53M0.00%+34,982+18.2%Added
Russell Investments Group, Ltd.205,443$2.29M0.00%+205,443New
Shellback Capital, LP200,000$2.23M0.13%−350,000−63.6%Reduced
Royce & Associates LP198,441$2.21M0.02%+198,441New
State Street Corp176,516$1.97M0.00%+61,044+52.9%Added
First Manhattan Co175,000$1.95M0.01%+150,000+600.0%Added
Susquehanna International Group, LLP158,393$1.76M0.00%+51,338+48.0%Added
Arrowstreet Capital, Limited Partnership123,430$1.38M0.00%+111,830+964.1%Added
JGP Wealth Management, LLC122,303$1.36M0.29%+122,303New
Raymond James Financial Services Advisors, Inc.117,866$1.31M0.00%+52,732+81.0%Added
Northern Trust Corp109,725$1.22M0.00%+64,055+140.3%Added
Invenomic Capital Management LP102,752$1.15M0.41%+102,752New
Nuveen Asset Management, LLC77,022$920.0K0.00%+8,305+12.1%Added
Cornercap Investment Counsel Inc74,029$825.0K0.09%00.0%Unchanged
Oppenheimer & Co Inc73,012$813.0K0.02%+4,200+6.1%Added
Wells Fargo & Company67,852$755.0K0.00%+23,623+53.4%Added
Mork Capital Management, LLC60,000$668.0K0.57%00.0%Unchanged
PEAK6 Investments LLC56,463$629.0K0.01%+45,663+422.8%Added
STRS Ohio54,400$606.0K0.00%+51,700+1,914.8%Added
SummerHaven Investment Management, LLC53,442$595.0K0.35%+53,442New
State of Tennessee, Treasury Department53,000$591.0K0.00%+16,075+43.5%Added
Morgan Stanley45,906$511.0K0.00%+513+1.1%Added
Millennium Management LLC45,584$508.0K0.00%+28,176+161.9%Added
Bank of New York Mellon Corp36,403$406.0K0.00%+16,617+84.0%Added
Prelude Capital Management, LLC36,400$405.0K0.02%+36,400New
O'Shaughnessy Asset Management, LLC34,926$390.0K0.01%+34,926New
Jane Street Group, LLC32,450$361.0K0.00%+15,907+96.2%Added
International Assets Investment Management, LLC27,400$305.0K0.05%+6,200+29.2%Added
Citadel Advisors LLC26,459$295.0K0.00%−2,555−8.8%Reduced
Charles Schwab Investment Management Inc24,610$275.0K0.00%−4,339−15.0%Reduced
Royal Bank of Canada20,917$233.0K0.00%+10,673+104.2%Added
First Trust Advisors LP16,184$180.0K0.00%+16,184New
Squarepoint Ops LLC15,376$171.0K0.00%−15,440−50.1%Reduced
Group One Trading, L.P.12,407$138.0K0.00%+4,107+49.5%Added
Janus Henderson Group PLC11,436$127.0K0.00%+235+2.1%Added
Lombard Odier Asset Management (USA) Corp11,076$123.0K0.02%+11,076New
Prudential Financial Inc10,984$122.0K0.00%+10,984New
Tower Research Capital LLC (TRC)10,552$118.0K0.00%+3,403+47.6%Added
Virtu Financial LLC10,157$113.0K0.01%+10,157New
New York State Common Retirement Fund9,974$111.0K0.00%+74+0.7%Added
Deutsche Bank AG6,949$77.0K0.00%−21,444−75.5%Reduced
American International Group, Inc.6,608$74.0K0.00%+105+1.6%Added
California State Teachers Retirement System6,270$70.0K0.00%−9,637−60.6%Reduced
JPMorgan Chase & Co4,473$50.0K0.00%+18+0.4%Added
UBS Group AG2,222$25.0K0.00%+2,122+2,122.0%Added
Copeland Capital Management, LLC2,074$23.0K0.00%00.0%Unchanged
Cutler Group LP2,031$22.0K0.00%+2,031New
Harbour Investments, Inc.1,785$20.0K0.00%00.0%Unchanged
Citigroup Inc1,432$16.0K0.00%+880+159.4%Added
Advisory Services Network, LLC1,310$15.0K0.00%+1,310New
Legal & General Group Plc1,224$14.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.910$10.0K0.00%00.0%Unchanged
Meeder Asset Management Inc782$9.00K0.00%+782New
Advisor Group Holdings, Inc.422$4.00K0.00%+111+35.7%Added
NEXT Financial Group, Inc300$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC265$3.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC300$3.00K0.00%+300New
Global Retirement Partners, LLC200$2.00K0.00%00.0%Unchanged
Signaturefd, LLC150$2.00K0.00%+150New
American Portfolios Advisors160$1.78K0.00%00.0%Unchanged
AdvisorNet Financial, Inc51$1.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.20$00.00%00.0%Unchanged
Hood River Capital Management LLC0$00.00%−1,190,573−100.0%Sold out
Woodline Partners LP0$00.00%−239,775−100.0%Sold out
Renaissance Technologies LLC0$00.00%−185,700−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−153,962−100.0%Sold out
MYDA Advisors LLC0$00.00%−129,217−100.0%Sold out
Acadian Asset Management LLC0$00.00%−98,846−100.0%Sold out
Rokos Capital Management LLP0$00.00%−75,000−100.0%Sold out
Norges Bank0$00.00%−72,400−100.0%Sold out
Two Sigma Investments, LP0$00.00%−60,072−100.0%Sold out
Federated Hermes, Inc.0$00.00%−50,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−44,239−100.0%Sold out
Jump Financial, LLC0$00.00%−37,998−100.0%Sold out
SEI Investments Co0$00.00%−35,065−100.0%Sold out
Rock Creek Group, LP0$00.00%−30,947−100.0%Sold out
Voss Capital, LLC0$00.00%−30,947−100.0%Sold out
Walleye Capital LLC0$00.00%−30,270−100.0%Sold out
Engineers Gate Manager LP0$00.00%−30,118−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−27,773−100.0%Sold out
Centiva Capital, LP0$00.00%−24,648−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−22,952−100.0%Sold out
Laurion Capital Management LP0$00.00%−19,427−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−16,146−100.0%Sold out
Diversified Trust Co0$00.00%−13,653−100.0%Sold out
Pinz Capital Management, LP0$00.00%−7,400−100.0%Sold out
Nkcfo LLC0$00.00%−6,500−100.0%Sold out
IFP Advisors, Inc0$00.00%−2,509−100.0%Sold out