Cliff Asness's ADTN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 176.4K shares of ADTRAN Holdings, Inc. (ADTN) worth $1.65 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in ADTN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 250.0K shares. Largest reduction occurred in Q1 2014, reducing 126.4K shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's ADTRAN Holdings (ADTN) Holding Value Over Time
Track share changes against reported price movement
Quarterly ADTRAN Holdings (ADTN) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +384,130 | Add 0.00% | 384,129 | $19.54 |
| Q2 2013 | +291,054 | Add 0.00% | 291,053 | $24.61 |
| Q3 2013 | +9,753 | Add 3.35% | 300,806 | $26.64 |
| Q4 2013 | -41,906 | Reduce 13.93% | 258,900 | $27.01 |
| Q1 2014 | -126,400 | Reduce 48.82% | 132,500 | $24.41 |
| Q2 2014 | -132,500 | Sold Out | 132,500 | $0.00 |
| Q3 2016 | +38,149 | New Buy | 38,149 | $19.14 |
| Q4 2016 | -19,151 | Reduce 50.20% | 18,998 | $22.37 |
| Q1 2017 | -8,685 | Reduce 45.72% | 10,313 | $20.75 |
| Q2 2017 | +12,989 | Add 125.95% | 23,302 | $20.64 |
| Q3 2017 | +35,005 | Add 150.22% | 58,307 | $23.99 |
| Q4 2017 | +48,752 | Add 83.61% | 107,059 | $19.35 |
| Q1 2018 | -29,224 | Reduce 27.30% | 77,835 | $15.55 |
| Q2 2018 | -77,835 | Sold Out | 77,835 | $0.00 |
| Q1 2019 | +279,902 | New Buy | 279,902 | $13.70 |
| Q2 2019 | -33,491 | Reduce 11.97% | 246,411 | $15.25 |
| Q3 2019 | +131,322 | Add 53.29% | 377,733 | $11.34 |
| Q4 2019 | -54,371 | Reduce 14.39% | 323,362 | $9.89 |
| Q1 2020 | -51,310 | Reduce 15.87% | 272,052 | $7.68 |
| Q2 2020 | -110,049 | Reduce 40.45% | 162,003 | $10.93 |
| Q3 2020 | -47,917 | Reduce 29.58% | 114,086 | $10.26 |
| Q4 2020 | -13,787 | Reduce 12.08% | 100,299 | $14.77 |
| Q1 2021 | -61,544 | Reduce 61.36% | 38,755 | $16.67 |
| Q2 2021 | -5,845 | Reduce 15.08% | 32,910 | $20.66 |
| Q3 2021 | -32,910 | Sold Out | 32,910 | $0.00 |
| Q4 2021 | +12,457 | New Buy | 12,457 | $22.80 |
| Q1 2022 | -2,187 | Reduce 17.56% | 10,270 | $18.40 |
| Q2 2022 | -39 | Reduce 0.38% | 10,231 | $17.50 |
| Q3 2022 | +1,585 | Add 15.49% | 11,816 | $19.55 |
| Q4 2022 | -884 | Reduce 7.48% | 10,932 | $18.79 |
| Q1 2023 | -10,932 | Sold Out | 10,932 | $0.00 |
| Q2 2023 | +26,059 | New Buy | 26,059 | $10.53 |
| Q3 2023 | -2,214 | Reduce 8.50% | 23,845 | $8.23 |
| Q4 2023 | -23,845 | Sold Out | 23,845 | $0.00 |
| Q2 2024 | +22,723 | New Buy | 22,723 | $5.26 |
| Q3 2024 | +175,272 | Add 771.34% | 197,995 | $5.93 |
| Q4 2024 | -99,471 | Reduce 50.24% | 98,524 | $8.33 |
| Q1 2025 | +249,954 | Add 253.70% | 348,478 | $8.72 |
| Q2 2025 | -104,144 | Reduce 29.89% | 244,334 | $8.97 |
| Q3 2025 | -67,928 | Reduce 27.80% | 176,406 | $9.38 |
Cliff Asness's ADTRAN Holdings Investment FAQs
Cliff Asness first purchased ADTRAN Holdings, Inc. (ADTN) in Q4 2012, acquiring 384,129 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 ADTRAN Holdings, Inc. (ADTN) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to ADTRAN Holdings, Inc. (ADTN) was in Q4 2012, adding 384,129 shares worth $7.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 176,406 shares of ADTRAN Holdings, Inc. (ADTN), valued at approximately $1.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, ADTRAN Holdings, Inc. (ADTN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in ADTRAN Holdings, Inc. (ADTN) was 384,129 shares, as reported at the end of Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.