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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, Q1 2023

Institutional positions in JOANN Inc. as of Mar 31, 2023. 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
51
−2 vs. Q4 2022
Shares held
36.8M
−339.5K (−0.9%) vs. Q4 2022
Total value
$58.6M
−$47.4M (−44.7%) vs. Q4 2022
New holders
10
15 more added
Sold out
12
16 more reduced

Compare with Q4 2022: 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 holdersQ1 2023: 51 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 heldQ1 2023: $58.6M
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, Q1 2023

Shares, value and share of portfolio for each institution holding JOANN Inc.; share changes are against Q4 2022.

Institutions holding JOAN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Leonard Green & Partners, L.P.27,886,637$44.3M0.78%00.0%Unchanged
Royce & Associates LP2,963,009$4.71M0.05%−54,890−1.8%Reduced
Capital Research Global Investors2,729,250$4.34M0.00%00.0%Unchanged
BlackRock Inc.723,842$1.15M0.00%+16,295+2.3%Added
Vanguard Group Inc579,618$921.6K0.00%+1,249+0.2%Added
JB Capital Partners LP265,675$422.4K0.10%00.0%Unchanged
State Street Corp251,269$399.5K0.00%+28,568+12.8%Added
Geode Capital Management, LLC244,244$388.3K0.00%+10,066+4.3%Added
Bank of America Corp237,718$378.0K0.00%−19,666−7.6%Reduced
Invesco Ltd.143,592$228.3K0.00%+61,722+75.4%Added
Gsa Capital Partners LLP95,862$152.0K0.02%+95,862New
Northern Trust Corp90,051$143.2K0.00%−1,381−1.5%Reduced
Bridgeway Capital Management, LLC80,000$127.2K0.00%+80,000New
Morgan Stanley76,510$121.7K0.00%+26,810+53.9%Added
Simplex Trading, LLC72,967$116.0K0.01%+10,516+16.8%Added
Bank of New York Mellon Corp66,342$105.5K0.00%−210,794−76.1%Reduced
Nuveen Asset Management, LLC57,946$92.0K0.00%+13,242+29.6%Added
Charles Schwab Investment Management Inc29,424$46.8K0.00%00.0%Unchanged
Dimensional Fund Advisors LP25,816$41.0K0.00%−18,185−41.3%Reduced
First Heartland Consultants, Inc.18,245$29.0K0.00%−6,863−27.3%Reduced
Wells Fargo & Company17,703$28.1K0.00%−922−5.0%Reduced
Rhumbline Advisers17,009$27.0K0.00%+68+0.4%Added
Millennium Management LLC16,689$27.0K0.00%+16,689New
Chimera Capital Management LLC16,189$25.7K0.01%+16,189New
Corton Capital Inc.15,855$25.2K0.02%−17,259−52.1%Reduced
Occudo Quantitative Strategies LP13,991$22.2K0.00%+13,991New
Goldman Sachs Group Inc13,414$21.3K0.00%+13,414New
Delphia (USA) Inc.12,853$20.4K0.03%−17,569−57.8%Reduced
Atom Investors LP11,688$18.6K0.01%+11,688New
Virtu Financial LLC11,559$18.0K0.00%+11,559New
JPMorgan Chase & Co8,481$13.0K0.00%−6,481−43.3%Reduced
Advisor Group Holdings, Inc.7,777$12.4K0.00%+79+1.0%Added
Deutsche Bank AG7,158$11.4K0.00%+1,988+38.5%Added
UBS Group AG5,786$9.20K0.00%−6,166−51.6%Reduced
Tower Research Capital LLC (TRC)5,475$9.00K0.00%+1,836+50.5%Added
Barclays PLC5,611$8.92K0.00%+2,651+89.6%Added
American International Group, Inc.5,321$8.46K0.00%+106+2.0%Added
New York State Common Retirement Fund5,217$8.29K0.00%00.0%Unchanged
Royal Bank of Canada4,419$7.00K0.00%−11,390−72.0%Reduced
California State Teachers Retirement System4,099$6.52K0.00%−302−6.9%Reduced
FMR LLC1,368$2.17K0.00%+1,117+445.0%Added
Amalgamated Bank1,163$2.00K0.00%−256−18.0%Reduced
Legal & General Group Plc924$1.47K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.910$1.45K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC265$4210.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group12$190.00%00.0%Unchanged
Ellevest, Inc.10$160.00%+10New
Citigroup Inc1$20.00%−75−98.7%Reduced
Cutler Group LP142$00.00%−24,178−99.4%Reduced
CWM, LLC300$00.00%00.0%Unchanged
Nisa Investment Advisors, LLC68$00.00%+68New
Crawford Investment Counsel Inc0$00.00%−146,384−100.0%Sold out
Mork Capital Management, LLC0$00.00%−80,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−52,157−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−28,519−100.0%Sold out
Squarepoint Ops LLC0$00.00%−22,330−100.0%Sold out
Group One Trading, L.P.0$00.00%−21,222−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−12,443−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−11,494−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−2,300−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,000−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−51−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−21−100.0%Sold out