Cliff Asness's AYI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.27 M shares of Acuity Inc. (AYI) worth $471.01 M, representing 0.16% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 55 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AYI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2026, adding 838,610 shares. Largest reduction occurred in Q2 2025, reducing 358,755 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Acuity (AYI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Acuity (AYI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +838,610 | Add 192.38% | 1.27 M | $369.56 |
| Q1 2026 | +109,144 | Add 33.40% | 435,906 | $275.24 |
| Q4 2025 | +29,355 | Add 9.87% | 326,762 | $360.04 |
| Q3 2025 | +42,945 | Add 16.88% | 297,407 | $341.61 |
| Q2 2025 | -358,755 | Reduce 58.50% | 254,462 | $298.34 |
| Q1 2025 | +157,790 | Add 34.65% | 613,217 | $257.51 |
| Q4 2024 | +82,947 | Add 22.27% | 455,427 | $292.13 |
| Q3 2024 | -69,527 | Reduce 15.73% | 372,480 | $268.61 |
| Q2 2024 | +63,159 | Add 16.67% | 442,007 | $240.27 |
| Q1 2024 | -78,099 | Reduce 17.09% | 378,848 | $267.37 |
| Q4 2023 | -92,350 | Reduce 16.81% | 456,947 | $204.53 |
| Q3 2023 | +71,201 | Add 14.89% | 549,297 | $170.31 |
| Q2 2023 | +131,632 | Add 37.99% | 478,096 | $163.08 |
| Q1 2023 | +29,838 | Add 9.42% | 346,464 | $181.08 |
| Q4 2022 | +65,169 | Add 25.92% | 316,626 | $165.61 |
| Q3 2022 | -37,496 | Reduce 12.98% | 251,457 | $155.51 |
| Q2 2022 | -25,069 | Reduce 7.98% | 288,953 | $154.04 |
| Q1 2022 | +106,975 | Add 51.67% | 314,022 | $189.30 |
| Q4 2021 | +11,139 | Add 5.69% | 207,047 | $211.72 |
| Q3 2021 | +56,306 | Add 40.33% | 195,908 | $173.37 |
| Q2 2021 | -232,372 | Reduce 62.47% | 139,602 | $186.99 |
| Q1 2021 | +36,192 | Add 10.78% | 371,974 | $156.55 |
| Q4 2020 | -353,166 | Reduce 51.26% | 335,782 | $120.37 |
| Q3 2020 | -61,942 | Reduce 8.25% | 688,948 | $102.35 |
| Q2 2020 | -90,856 | Reduce 10.79% | 750,890 | $95.74 |
| Q1 2020 | -131,160 | Reduce 13.48% | 841,746 | $84.39 |
| Q4 2019 | +533,321 | Add 121.32% | 972,906 | $138.00 |
| Q3 2019 | +140,295 | Add 46.88% | 439,585 | $134.06 |
| Q2 2019 | +250,443 | Add 512.71% | 299,290 | $136.47 |
| Q1 2019 | +21,275 | Add 77.16% | 48,847 | $119.66 |
| Q4 2018 | -6,232 | Reduce 18.44% | 27,572 | $114.94 |
| Q3 2018 | -9,884 | Reduce 22.62% | 33,804 | $157.20 |
| Q2 2018 | +26,728 | Add 157.59% | 43,688 | $115.87 |
| Q1 2018 | +2,537 | Add 17.59% | 16,960 | $139.21 |
| Q4 2017 | +397 | Add 2.83% | 14,423 | $175.97 |
| Q3 2017 | -17,553 | Reduce 55.58% | 14,026 | $171.25 |
| Q2 2017 | +5,367 | Add 20.48% | 31,579 | $203.27 |
| Q1 2017 | -57,249 | Reduce 68.59% | 26,212 | $203.99 |
| Q4 2016 | +819 | Add 0.99% | 83,461 | $230.86 |
| Q3 2016 | +14,427 | Add 21.15% | 82,642 | $264.60 |
| Q2 2016 | -15,372 | Reduce 18.39% | 68,215 | $247.97 |
| Q1 2016 | -108,757 | Reduce 56.54% | 83,587 | $218.14 |
| Q4 2015 | +10,667 | Add 5.87% | 192,344 | $233.80 |
| Q3 2015 | +48,970 | Add 36.90% | 181,677 | $175.58 |
| Q2 2015 | +55,447 | Add 71.77% | 132,707 | $179.98 |
| Q1 2015 | +19,424 | Add 33.58% | 77,260 | $168.16 |
| Q4 2014 | +8,655 | Add 17.60% | 57,836 | $140.07 |
| Q3 2014 | +22,700 | Add 85.72% | 49,181 | $117.71 |
| Q2 2014 | -13,600 | Reduce 33.93% | 26,481 | $138.25 |
| Q1 2014 | +14,700 | Add 57.92% | 40,081 | $132.58 |
| Q4 2013 | +12,300 | Add 94.03% | 25,381 | $109.33 |
| Q3 2013 | -17,600 | Reduce 57.36% | 13,081 | $92.04 |
| Q2 2013 | +30,681 | Add 0.00% | 30,681 | $75.52 |
| Q4 2012 | +187,681 | Add 0.00% | 187,681 | $67.73 |
Cliff Asness's Acuity Investment FAQs
Cliff Asness first purchased Acuity Inc. (AYI) in Q4 2012, acquiring 187,681 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 Acuity Inc. (AYI) for 55 quarters since Q4 2012.
Cliff Asness's largest addition to Acuity Inc. (AYI) was in Q2 2026, adding 1,274,516 shares worth $471.01 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,274,516 shares of Acuity Inc. (AYI), valued at approximately $471.01 M.
As of the Q2 2026 filing, Acuity Inc. (AYI) represents approximately 0.16% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Acuity Inc. (AYI) was 1,274,516 shares, as reported at the end of Q2 2026.