Cliff Asness's ADTN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 843,924 shares of ADTRAN Holdings, Inc. (ADTN) worth $10.62 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 43 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 2026, adding 607,012 shares. Largest reduction occurred in Q2 2014, reducing 132,500 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +607,012 | Add 256.22% | 843,924 | $12.58 |
| Q4 2025 | +60,506 | Add 34.30% | 236,912 | $8.69 |
| Q3 2025 | -67,928 | Reduce 27.80% | 176,406 | $9.38 |
| Q2 2025 | -104,144 | Reduce 29.89% | 244,334 | $8.97 |
| Q1 2025 | +249,954 | Add 253.70% | 348,478 | $8.72 |
| Q4 2024 | -99,471 | Reduce 50.24% | 98,524 | $8.33 |
| Q3 2024 | +175,272 | Add 771.34% | 197,995 | $5.93 |
| Q2 2024 | +22,723 | New Buy | 22,723 | $5.26 |
| Q4 2023 | -23,845 | Sold Out | 0 | $0.00 |
| Q3 2023 | -2,214 | Reduce 8.50% | 23,845 | $8.23 |
| Q2 2023 | +26,059 | New Buy | 26,059 | $10.53 |
| Q1 2023 | -10,932 | Sold Out | 0 | $0.00 |
| Q4 2022 | -884 | Reduce 7.48% | 10,932 | $18.79 |
| Q3 2022 | +1,585 | Add 15.49% | 11,816 | $19.55 |
| Q2 2022 | -39 | Reduce 0.38% | 10,231 | $17.50 |
| Q1 2022 | -2,187 | Reduce 17.56% | 10,270 | $18.40 |
| Q4 2021 | +12,457 | New Buy | 12,457 | $22.80 |
| Q3 2021 | -32,910 | Sold Out | 0 | $0.00 |
| Q2 2021 | -5,845 | Reduce 15.08% | 32,910 | $20.66 |
| Q1 2021 | -61,544 | Reduce 61.36% | 38,755 | $16.67 |
| Q4 2020 | -13,787 | Reduce 12.08% | 100,299 | $14.77 |
| Q3 2020 | -47,917 | Reduce 29.58% | 114,086 | $10.26 |
| Q2 2020 | -110,049 | Reduce 40.45% | 162,003 | $10.93 |
| Q1 2020 | -51,310 | Reduce 15.87% | 272,052 | $7.68 |
| Q4 2019 | -54,371 | Reduce 14.39% | 323,362 | $9.89 |
| Q3 2019 | +131,322 | Add 53.29% | 377,733 | $11.34 |
| Q2 2019 | -33,491 | Reduce 11.97% | 246,411 | $15.25 |
| Q1 2019 | +279,902 | New Buy | 279,902 | $13.70 |
| Q2 2018 | -77,835 | Sold Out | 0 | $0.00 |
| Q1 2018 | -29,224 | Reduce 27.30% | 77,835 | $15.55 |
| Q4 2017 | +48,752 | Add 83.61% | 107,059 | $19.35 |
| Q3 2017 | +35,005 | Add 150.22% | 58,307 | $23.99 |
| Q2 2017 | +12,989 | Add 125.95% | 23,302 | $20.64 |
| Q1 2017 | -8,685 | Reduce 45.72% | 10,313 | $20.75 |
| Q4 2016 | -19,151 | Reduce 50.20% | 18,998 | $22.37 |
| Q3 2016 | +38,149 | New Buy | 38,149 | $19.14 |
| Q2 2014 | -132,500 | Sold Out | 0 | $0.00 |
| Q1 2014 | -126,400 | Reduce 48.82% | 132,500 | $24.41 |
| Q4 2013 | -41,906 | Reduce 13.93% | 258,900 | $27.01 |
| Q3 2013 | +9,753 | Add 3.35% | 300,806 | $26.64 |
| Q2 2013 | +291,053 | Add 0.00% | 291,053 | $24.61 |
| Q4 2012 | +384,129 | Add 0.00% | 384,129 | $19.54 |
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 43 quarters since Q4 2012.
Cliff Asness's largest addition to ADTRAN Holdings, Inc. (ADTN) was in Q1 2026, adding 843,924 shares worth $10.62 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 843,924 shares of ADTRAN Holdings, Inc. (ADTN), valued at approximately $10.62 M.
As of the Q1 2026 filing, ADTRAN Holdings, Inc. (ADTN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in ADTRAN Holdings, Inc. (ADTN) was 843,924 shares, as reported at the end of Q1 2026.