John Rogers's AXTA Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 4.86 M shares of Axalta Coating Systems Ltd. (AXTA) worth $157.17 M, representing 1.70% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in AXTA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 1.42 M shares. Largest reduction occurred in Q2 2023, reducing 808,431 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Axalta Coating Systems (AXTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axalta Coating Systems (AXTA) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +675,585 | Add 16.13% | 4.86 M | $32.31 |
| Q3 2025 | +206,987 | Add 5.20% | 4.19 M | $28.62 |
| Q2 2025 | -143,587 | Reduce 3.48% | 3.98 M | $29.69 |
| Q1 2025 | -87,651 | Reduce 2.08% | 4.13 M | $33.17 |
| Q4 2024 | -120,876 | Reduce 2.79% | 4.21 M | $34.22 |
| Q3 2024 | -72,876 | Reduce 1.65% | 4.33 M | $36.19 |
| Q2 2024 | -68,923 | Reduce 1.54% | 4.41 M | $34.17 |
| Q1 2024 | -303,543 | Reduce 6.35% | 4.48 M | $34.39 |
| Q4 2023 | -363,251 | Reduce 7.06% | 4.78 M | $33.97 |
| Q3 2023 | -483,338 | Reduce 8.59% | 5.14 M | $26.90 |
| Q2 2023 | -808,431 | Reduce 12.56% | 5.63 M | $32.81 |
| Q1 2023 | -664,492 | Reduce 9.36% | 6.43 M | $30.29 |
| Q4 2022 | -95,844 | Reduce 1.33% | 7.1 M | $25.47 |
| Q3 2022 | -72,505 | Reduce 1.00% | 7.19 M | $21.06 |
| Q2 2022 | -131,448 | Reduce 1.78% | 7.27 M | $22.11 |
| Q1 2022 | +1.42 M | Add 23.76% | 7.4 M | $24.58 |
| Q4 2021 | +225,525 | Add 3.92% | 5.98 M | $33.12 |
| Q3 2021 | +172,859 | Add 3.10% | 5.75 M | $29.19 |
| Q2 2021 | +782,803 | Add 16.32% | 5.58 M | $30.49 |
| Q1 2021 | +4.8 M | New Buy | 4.8 M | $29.58 |
John Rogers's Axalta Coating Systems Investment FAQs
John Rogers first purchased Axalta Coating Systems Ltd. (AXTA) in Q1 2021, acquiring 4,796,899 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Axalta Coating Systems Ltd. (AXTA) for 20 quarters since Q1 2021.
John Rogers's largest addition to Axalta Coating Systems Ltd. (AXTA) was in Q1 2021, adding 4,796,899 shares worth $141.89 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 4,864,546 shares of Axalta Coating Systems Ltd. (AXTA), valued at approximately $157.17 M.
As of the Q4 2025 filing, Axalta Coating Systems Ltd. (AXTA) represents approximately 1.70% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Axalta Coating Systems Ltd. (AXTA) was 7,398,739 shares, as reported at the end of Q1 2022.