Yesway (YSWY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.1%.
Who owns Yesway?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: Thomas N. Trkla (13G filed Aug 14, 2026), Principal Global Investors (13G filed Aug 5, 2026) and American Century Investment Management (13G filed Aug 14, 2026). As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were Principal Financial Group (8.5% of Class A), American Century Companies (6.2%) and Royce & Associates (4.8%).
Which institutions hold the most Yesway shares?
Per Form 13F filings as of Jun 30, 2026, as a share of Class A:
- 1. Principal Financial Group: 8.5%
- 2. American Century Companies: 6.2%
- 3. Royce & Associates: 4.8%
- 4. BlackRock: 4.3%
- 5. Boston Partners: 3.8%
- 6. Citadel Advisors: 3.5%
- 7. Wellington Management Group LLP: 3.0%
- 8. Massachusetts Financial Services: 2.8%
- 9. Goldman Sachs Group: 2.4%
- 10. Vanguard Capital Management: 2.0%
How much of Yesway do institutions own?
The 86 institutions that file 13F reported 60.9% of the Class A shares as of Jun 30, 2026.
Sources:13G by Thomas N. Trkla (Aug 14, 2026) ↗13G by Principal Global Investors (Aug 5, 2026) ↗13G by American Century Investment Management (Aug 14, 2026) ↗All of the company's proxy statements on EDGAR ↗
13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (Jun 1, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Well-known investors holding it
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$528K (+26 K shares) · bought $528K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Hound PartnersNewly listed$528K0.1%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of YSWY (all 13F filers)
- Principal Financial Group2.7 MInsurance holding · 8.51% of the company+2.7 M
- American Century Companies1.9 MInvestment firm · 6.20% of the company+1.9 M
- Royce & Associates1.5 MType not verified · 4.79% of the company+1.5 M
- BlackRock1.3 MIndex manager · 4.26% of the company+1.3 M
- Boston Partners1.2 MInvestment firm · 3.78% of the company+1.2 M
- Citadel Advisors1.1 MQuant or multi-manager · 3.46% of the company+1.1 M
- Wellington Management Group LLP924 KInvestment firm · 2.96% of the company+924 K
- Massachusetts Financial Services858 KInvestment firm · 2.75% of the company+858 K
- Goldman Sachs Group759 KBank or trading desk · 2.43% of the company+759 K
- Vanguard Capital Management639 KIndex manager · 2.05% of the company+639 K
- Shares
- 2.7 M
- Change
- +2.7 M
- % of the company
- 8.51%
See more
- Type
- Insurance holding
- Value
- $53.9M
- Shares
- 1.9 M
- Change
- +1.9 M
- % of the company
- 6.20%
See more
- Type
- Investment firm
- Value
- $39.2M
- Shares
- 1.5 M
- Change
- +1.5 M
- % of the company
- 4.79%
See more
- Type
- Type not verified
- Value
- $30.3M
- Shares
- 1.3 M
- Change
- +1.3 M
- % of the company
- 4.26%
See more
- Type
- Index manager
- Value
- $27.0M
- Shares
- 1.2 M
- Change
- +1.2 M
- % of the company
- 3.78%
See more
- Type
- Investment firm
- Value
- $24.0M
- Shares
- 1.1 M
- Change
- +1.1 M
- % of the company
- 3.46%
See more
- Type
- Quant or multi-manager
- Value
- $21.9M
- Shares
- 924 K
- Change
- +924 K
- % of the company
- 2.96%
See more
- Type
- Investment firm
- Value
- $18.7M
- Shares
- 858 K
- Change
- +858 K
- % of the company
- 2.75%
See more
- Type
- Investment firm
- Value
- $17.4M
- Shares
- 759 K
- Change
- +759 K
- % of the company
- 2.43%
See more
- Type
- Bank or trading desk
- Value
- $15.4M
- Shares
- 639 K
- Change
- +639 K
- % of the company
- 2.05%
See more
- Type
- Index manager
- Value
- $13.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Fundamentals
Balance sheet only, for now. YSWY has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.
- Cash and equivalents
- $81.6M
- Total debt
- $394M
- Net debt
- $313M
- Shareholders' equity
- $394M
Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Unregistered sale of equity securities (Item 3.02)
Change in directors or officers (Item 5.02)
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
Other Consumer Staples stocks in managers' portfolios
Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.
- Tyson FoodsTSN · 2 managers
- e.l.f. BeautyELF · 3 managers
- BellRing BrandsBRBR · 4 managers
- Bunge GlobalBG · 4 managers
- Albertsons CompaniesACI · 5 managers
- Cal-maine FoodsCALM · 5 managers