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Array Digital Infrastructure, Inc.

AD Communication Services
$50.88 +$0.32 (0.63%)
Market Cap: $4.4 B
Gurus Holding
5
Popularity Rank
#1591
% of Shares Held
2.47%
Net Activity (Q4 2025)
-$5.64 M

Guru Ownership Trend

Guru Analysis for Array Digital Infrastructure, Inc. (AD)

Array Digital Infrastructure, Inc. (AD), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $108.56 M.

Top institutional holders include Mario Gabelli and Howard Marks.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.64 M net outflow during the quarter.

Recent activity highlights Howard Marks who opened a new position. Conversely, Steven Cohen reduced exposure by 11.5%.

Key Holders

Top 5 by Value

$51.72 M
$36.23 M
$18.22 M
$3.46 M
$784,407

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$0
Total Buy Value
New Buys 0
Additions 0
-$5.64 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
0

FAQs for Array Digital Infrastructure, Inc. (AD)

Major holders include Mario Gabelli ($51.72 M), Howard Marks ($36.23 M), Steven Cohen ($18.22 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.13 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.64 M, with 0 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AD. The total reported sell value was $5.64 M.

No tracked managers opened new positions or increased their holdings in AD during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.50% Reduce -8.1% 964,561 $51.72 M Q4 2025
0.56% New Buy 724,444 $36.23 M Q3 2025
0.03% Reduce -11.5% 364,396 $18.22 M Q3 2025
0.04% Reduce -4.6% 64,594 $3.46 M Q4 2025
0.00% New Buy 15,685 $784,407 Q3 2025
Date
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Transaction
Value
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Position / Chg
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