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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.03 M.
Top institutional holders include Mario Gabelli and Howard Marks.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $27.19 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 31.6%. Conversely, Mario Gabelli reduced exposure by 12.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Array Digital Infrastructure, Inc. (AD)
Major holders include Mario Gabelli ($38.97 M), Howard Marks ($33.43 M), Joel Greenblatt ($988,919). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.6 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $27.19 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited AD. The total reported sell value was $27.43 M.
Yes, 0 managers opened new positions in AD, and 2 increased their existing holdings. The total reported buy value was $238,964.04.