🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Allegro MicroSystems, Inc.

ALGM Technology
$45.95 +$1.25 (2.80%)
Market Cap: $8.56 B
Gurus Holding
7
Popularity Rank
#1248
% of Shares Held
0.48%
Net Activity (Q1 2026)
-$28.86 M

Guru Ownership Trend

Guru Analysis for Allegro MicroSystems, Inc. (ALGM)

Allegro MicroSystems, Inc. (ALGM), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.66 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $28.86 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 327.2%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 71.6%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$10.51 M
Total Buy Value
New Buys 3
Additions 3
-$39.37 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Allegro MicroSystems, Inc. (ALGM)

Major holders include Cliff Asness ($10.34 M), Joel Greenblatt ($9.85 M), Renaissance Technologies (RenTech) ($3.91 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 884,921 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $28.86 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited ALGM. The total reported sell value was $39.37 M.

Yes, 3 managers opened new positions in ALGM, and 3 increased their existing holdings. The total reported buy value was $10.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 5.2% 345,126 $10.34 M Q1 2026
0.03% Add 327.2% 312,246 $9.85 M Q1 2026
0.01% Reduce -71.6% 123,900 $3.91 M Q1 2026
0.02% New Buy 42,224 $1.33 M Q1 2026
0.00% Add 44.7% 37,128 $1.17 M Q1 2026
0.00% New Buy 16,645 $524,817 Q1 2026
0.00% New Buy 7,652 $241,268 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form