BOBSNYSERetail-Furniture StoresFiscal year ends January 3
Bob's Discount Furniture, Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$15.17+0.30 (+2.02%)
Close on Oct 19, 2026
- Market cap
- $2.06B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.2%
128M of 131M shares
Institutional holders
105
50 new, 28 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
7 buys · 3 sales
Net sold $138.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BCPE BDF Investor, LP | 95,370,751 | 73.00% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 7,407,690 | 5.70% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BOBS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 95,370,751 | 72.98% | $1.51B | – | 31.33% |
| FMR LLC | 7,462,590 | 5.71% | $118.06M | +2,302,748 | 0.01% |
| BlackRock, Inc. | 1,875,643 | 1.44% | $29.67M | +985,800 | 0.00% |
| Sunriver Management LLC | 1,616,590 | 1.24% | $25.57M | +99,139 | 4.02% |
| Emerald Advisers, LLC | 1,607,068 | 1.23% | $25.42M | +262,018 | 0.60% |
| Massachusetts Financial Services Co /Ma/ | 1,313,225 | 1.00% | $20.78M | New | 0.01% |
| Hood River Capital Management LLC | 1,150,496 | 0.88% | $18.20M | +202,512 | 0.13% |
| Jupiter Topco LLC | 1,123,437 | 0.86% | $17.77M | New | 0.01% |
| Emerald Mutual Fund Advisers Trust | 1,049,648 | 0.80% | $16.61M | +284,903 | 0.58% |
| Alyeska Investment Group, L.P. | 1,049,247 | 0.80% | $16.60M | −1,464,296 | 0.04% |
| Balyasny Asset Management L.P. | 991,160 | 0.76% | $15.68M | −333,726 | 0.02% |
| Chilton Investment Co Inc. | 905,958 | 0.69% | $14.33M | New | 0.34% |
| Vanguard Capital Management LLC | 878,244 | 0.67% | $13.89M | +8,009 | 0.00% |
| Vanguard Portfolio Management LLC | 866,468 | 0.66% | $13.71M | +143,900 | 0.00% |
| Hook Mill Capital Partners, LP | 770,058 | 0.59% | $12.18M | −275,798 | 1.13% |
| UBS Group AG | 522,784 | 0.40% | $8.27M | +244,302 | 0.00% |
| Western Standard LLC | 502,997 | 0.38% | $7.96M | New | 2.70% |
| Point72 Asset Management, L.P. | 493,970 | 0.38% | $7.81M | −677,449 | 0.01% |
| Wasatch Advisors LP | 482,835 | 0.37% | $7.64M | New | 0.05% |
| Geode Capital Management, LLC | 479,990 | 0.37% | $7.60M | +257,961 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 105 | 128M | 98.2% | 50 / 27 | 19 / 28 | 12M | 10M |
| Q1 2026 | 84 | 126M | 96.6% | 84 / 0 | 0 / 0 | 126M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BOBS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Small Cap Growth Fund | 1,903,206 | 1.46% | $31.73M | 0.57% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,304,223 | 1.00% | $17.74M | 0.01% | May 31, 2026 |
| Janus Henderson Small Cap Value Fund | 1,123,324 | 0.86% | $17.77M | 1.40% | Jun 30, 2026 |
| Fidelity Balanced Fund | 760,700 | 0.58% | $10.35M | 0.02% | May 31, 2026 |
| Emerald Growth Fund | 716,466 | 0.55% | $11.94M | 0.81% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 633,793 | 0.48% | $10.03M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Stock Fund | 538,300 | 0.41% | $8.97M | 0.67% | Jul 31, 2026 |
| SmallCap Growth Fund I | 460,595 | 0.35% | $7.68M | 0.31% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 452,820 | 0.35% | $7.16M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 448,000 | 0.34% | $7.09M | 0.00% | Jun 30, 2026 |
| Emerald Growth Fund | 433,999 | 0.33% | $4.66M | 0.33% | Apr 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 421,037 | 0.32% | $6.66M | 0.06% | Jun 30, 2026 |
| BlackRock Event Driven Equity Fund | 407,479 | 0.31% | $5.54M | 0.12% | May 29, 2026 |
| Fidelity U.S. Equity Central Fund | 402,800 | 0.31% | $6.37M | 0.03% | Jun 30, 2026 |
| Hood River New Opportunities Fund | 393,370 | 0.30% | $6.22M | 0.49% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William G. Barton | See Remarks, Director | 22,850 | 0.02% | May 12, 2026 |
| Stephen Moeller | See Remarks | 45,000 | 0.03% | May 20, 2026 |
| Carol Glaser | See Remarks | 273,069 | 0.21% | Mar 27, 2026 |
| Patricia Davies | See Remarks | 191,613 | 0.15% | Feb 13, 2026 |
| Ryan Gregory Schaffer | See Remarks | 1,250 | 0.00% | Feb 13, 2026 |
| Stephen Nesle | See Remarks | 194,485 | 0.15% | Feb 13, 2026 |
| Carl E. Lukach | See Remarks | – | – | Feb 4, 2026 |
| Kurukundi Ramesh Murthy | See Remarks | – | – | Feb 4, 2026 |
| Robert A. Bogan | See Remarks | – | – | Feb 4, 2026 |
| Scott K. Williams | Director | 12,000 | 0.01% | Feb 13, 2026 |
| Mir M. Aamir | Director | – | – | Feb 13, 2026 |
| Jennifer Lynn Davis | Director, 10% owner | 95,370,751 | 72.98% | Feb 13, 2026 |
| John Thomas Kilgallon | Director, 10% owner | 95,370,751 | 72.98% | Feb 13, 2026 |
| Soyoung Kang | Director | – | – | Feb 13, 2026 |
| Barbara Carbone | Director | 1,200 | 0.00% | Feb 6, 2026 |
| Trevor Lang | Director | 1,845 | 0.00% | Feb 6, 2026 |
| Philip H. Loughlin | Director | – | – | Feb 4, 2026 |
| Edmond J. English | Director | 3,920,000 | 3.00% | Feb 4, 2026 |
| Joshua Bekenstein | Director | – | – | Feb 4, 2026 |
| Bain Capital Beacon Roll Spv X, L.P. | 10% owner | 98,288,251 | 75.21% | Feb 13, 2026 |
| Capital Investors Llc Bain | 10% owner | – | – | Feb 13, 2026 |
| Bcpe Bdf Gp, Llc | 10% owner | 95,370,751 | 72.98% | Feb 13, 2026 |
| BCPE BDF Investor, LP | 10% owner | – | – | Feb 13, 2026 |
| Bain Capital Beacon General Partner, LLC | 10% owner | – | – | Feb 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stephen Moeller See Remarks | May 18, 2026 | Option exercise | +30,000 | $5.61 | $168.30K | 45,000 |
| William G. Barton See Remarks, Director | May 12, 2026 | Buy | +200 | $12.17 | $2.43K | 700 |
| William G. Barton See Remarks, Director | May 8, 2026 | Buy | +22,150 | $13.56 | $300.35K | 22,150 |
| Carol Glaser See Remarks | Mar 25, 2026 | Option exercise | +25,000 | $2.04 | $51.00K | 273,069 |
| Carol Glaser See Remarks | Mar 17, 2026 | Option exercise | +10,000 | $2.04 | $20.40K | 248,069 |
| John Thomas Kilgallon Director, 10% owner | Feb 13, 2026 | Sale | −2,917,500 | $15.94 | $46.50M | 95,370,751 |
| Jennifer Lynn Davis Director, 10% owner | Feb 13, 2026 | Sale | −2,917,500 | $15.94 | $46.50M | 95,370,751 |
| Bcpe Bdf Gp, Llc 10% owner | Feb 13, 2026 | Sale | −2,917,500 | $15.94 | $46.50M | 95,370,751 |
| Scott K. Williams Director | Feb 6, 2026 | Buy | +12,000 | $17.00 | $204.00K | 12,000 |
| Ryan Gregory Schaffer See Remarks | Feb 6, 2026 | Buy | +1,250 | $17.00 | $21.25K | 1,250 |
| Barbara Carbone Director | Feb 6, 2026 | Buy | +1,200 | $17.00 | $20.40K | 1,200 |
| Stephen Moeller See Remarks | Feb 6, 2026 | Buy | +15,000 | $17.00 | $255.00K | 15,000 |
| Trevor Lang Director | Feb 6, 2026 | Buy | +1,845 | $17.00 | $31.37K | 1,845 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.