Guru Ownership Trend
Guru Analysis for ADTRAN Holdings, Inc. (ADTN)
ADTRAN Holdings, Inc. (ADTN), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $95.71 M.
Top institutional holders include Chuck Royce and First Eagle Investment.
Institutional sentiment is currently Bullish. This is evidenced by a $15.79 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 256.2%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 19.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for ADTRAN Holdings, Inc. (ADTN)
Major holders include Chuck Royce ($39.34 M), First Eagle Investment ($17.22 M), Cliff Asness ($10.62 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 6.11 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.79 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited ADTN. The total reported sell value was $2 M.
Yes, 0 managers opened new positions in ADTN, and 4 increased their existing holdings. The total reported buy value was $17.79 M.