Amalgamated Financial Corp.
US ˙ NasdaqGM ˙ US0226711010

SecurityAMAL / Amalgamated Financial Corp.
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership36,771 shares
Latest Disclosed Value $ 1,429,289
D. E. Shaw & Co., Inc. reports 18.68% decrease in ownership of AMAL / Amalgamated Financial Corp.

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 36,771 shares of Amalgamated Financial Corp. (US:AMAL) valued at $1,429,289 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,217 shares of Amalgamated Financial Corp.. This represents a change in shares of -18.68% during the quarter. The current value of the position is $1,498,051 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMALGAMATED FINANCIAL COM 022671101 36,771 -8,446 -18.68 1,429 -1.31 0.0009
2026-02-17 2025-12-31 13F AMALGAMATED FINANCIAL COM 022671101 45,217 6,852 17.86 1,448 39.10 0.0008
2025-11-14 2025-09-30 13F AMALGAMATED FINANCIAL COM 022671101 38,365 26,464 222.37 1,042 180.59 0.0006
2025-08-14 2025-06-30 13F AMALGAMATED FINANCIAL COM 022671101 11,901 -11,031 -48.10 371 -43.70 0.0003
2025-05-15 2025-03-31 13F AMALGAMATED FINANCIAL COM 022671101 22,932 13,434 141.44 659 107.89 0.0006
2025-02-14 2024-12-31 13F AMALGAMATED FINANCIAL COM 022671101 9,498 -56,980 -85.71 318 -84.80 0.0002
2024-11-14 2024-09-30 13F AMALGAMATED FINANCIAL COM 022671101 66,478 -33,593 -33.57 2,085 -23.93 0.0018
2024-08-14 2024-06-30 13F AMALGAMATED FINANCIAL COM 022671101 100,071 862 0.87 2,742 15.12 0.0026
2024-05-15 2024-03-31 13F AMALGAMATED FINANCIAL COM 022671101 99,209 49,615 100.04 2,381 78.22 0.0020
2024-02-14 2023-12-31 13F AMALGAMATED FINANCIAL COM 022671101 49,594 29,640 148.54 1,336 316.20 0.0012
2023-08-14 2023-06-30 13F AMALGAMATED FINANCIAL COM 022671101 19,954 -36,786 -64.83 321 -68.00 0.0003
2023-05-15 2023-03-31 13F AMALGAMATED FINANCIAL COM 022671101 56,740 -33,121 -36.86 1,004 -51.55 0.0011
2023-02-14 2022-12-31 13F AMALGAMATED FINANCIAL COM 022671101 89,861 12,457 16.09 2,070 18.62 0.0023
2022-11-14 2022-09-30 13F AMALGAMATED FINANCIAL COM 022671101 77,404 33,911 77.97 1,745 102.91 0.0021
2022-08-15 2022-06-30 13F AMALGAMATED FINANCIAL COM 022671101 43,493 1,550 3.70 860 14.06 0.0010
2022-05-16 2022-03-31 13F AMALGAMATED FINANCIAL COM 022671101 41,943 -6,962 -14.24 754 -8.16 0.0007
2022-02-14 2021-12-31 13F AMALGAMATED FINANCIAL COM 022671101 48,905 -3,198 -6.14 821 -0.48 0.0007
2021-11-15 2021-09-30 13F AMALGAMATED FINANCIAL COM 022671101 52,103 -14,604 -21.89 825 -20.90 0.0007
2021-08-16 2021-06-30 13F AMALGAMATED FINANCIAL COM 022671101 66,707 12,181 22.34 1,043 15.25 0.0009
2021-05-17 2021-03-31 13F AMALGAMATED FINANCIAL COM 022671101 54,526 -943 -1.70 905 18.77 0.0009
2021-02-16 2020-12-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 55,469 7,314 15.19 762 49.41 0.0007
2020-11-16 2020-09-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 48,155 -12,786 -20.98 510 -33.77 0.0005
2020-08-14 2020-06-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 60,941 -16,903 -21.71 770 -8.55 0.0009
2020-05-15 2020-03-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 77,844 20,008 34.59 842 -25.16 0.0013
2020-02-14 2019-12-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 57,836 47,062 436.81 1,125 550.29 0.0013
2019-11-14 2019-09-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 10,774 10,774 173 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.