Cliff Asness's ADT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 33.55 M shares of ADT Inc. (ADT) worth $220.4 M, representing 0.10% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ADT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 20.06 M shares. Largest reduction occurred in Q1 2026, reducing 11.39 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's ADT (ADT) Holding Value Over Time
Track share changes against reported price movement
Quarterly ADT (ADT) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -11.39 M | Reduce 25.35% | 33.55 M | $6.57 |
| Q4 2025 | +8.78 M | Add 24.28% | 44.94 M | $8.04 |
| Q3 2025 | +20.06 M | Add 124.63% | 36.16 M | $8.71 |
| Q2 2025 | +2.98 M | Add 22.70% | 16.1 M | $8.43 |
| Q1 2025 | +6.09 M | Add 86.63% | 13.12 M | $8.04 |
| Q4 2024 | +1.45 M | Add 26.01% | 7.03 M | $6.91 |
| Q3 2024 | -2.28 M | Reduce 29.05% | 5.58 M | $7.23 |
| Q2 2024 | +3.37 M | Add 75.04% | 7.86 M | $7.60 |
| Q1 2024 | +1.61 M | Add 56.01% | 4.49 M | $6.70 |
| Q4 2023 | -1.01 M | Reduce 26.02% | 2.88 M | $6.82 |
| Q3 2023 | -1.74 M | Reduce 30.90% | 3.89 M | $6.00 |
| Q2 2023 | +2.45 M | Add 76.83% | 5.63 M | $6.01 |
| Q1 2023 | +1.5 M | Add 88.69% | 3.18 M | $7.19 |
| Q4 2022 | +675,441 | Add 66.71% | 1.69 M | $9.07 |
| Q3 2022 | +907,587 | Add 865.50% | 1.01 M | $7.45 |
| Q2 2022 | -291,963 | Reduce 73.57% | 104,863 | $6.06 |
| Q1 2022 | +323,057 | Add 437.93% | 396,826 | $7.59 |
| Q4 2021 | +1,490 | Add 2.06% | 73,769 | $8.38 |
| Q3 2021 | -409,996 | Reduce 85.01% | 72,279 | $8.09 |
| Q2 2021 | -1.38 M | Reduce 74.07% | 482,275 | $10.78 |
| Q1 2021 | +595,011 | Add 47.04% | 1.86 M | $8.32 |
| Q4 2020 | -637,297 | Reduce 33.50% | 1.26 M | $7.83 |
| Q3 2020 | +425,363 | Add 28.80% | 1.9 M | $8.17 |
| Q2 2020 | +1.44 M | Add 4120.41% | 1.48 M | $7.88 |
| Q1 2020 | +4,107 | Add 13.30% | 34,991 | $4.32 |
| Q4 2019 | -3,965 | Reduce 11.38% | 30,884 | $7.93 |
| Q3 2019 | +34,849 | New Buy | 34,849 | $6.28 |
Cliff Asness's ADT Investment FAQs
Cliff Asness first purchased ADT Inc. (ADT) in Q3 2019, acquiring 34,849 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held ADT Inc. (ADT) for 27 quarters since Q3 2019.
Cliff Asness's largest addition to ADT Inc. (ADT) was in Q3 2025, adding 36,160,099 shares worth $314.95 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 33,546,946 shares of ADT Inc. (ADT), valued at approximately $220.4 M.
As of the Q1 2026 filing, ADT Inc. (ADT) represents approximately 0.10% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in ADT Inc. (ADT) was 44,938,803 shares, as reported at the end of Q4 2025.