Guru Ownership Trend
Guru Analysis for Arm Holdings plc (ARM)
Arm Holdings plc (ARM), 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 $224.13 M.
Top institutional holders include Ray Dalio and Stanley Druckenmiller.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.04 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 1,000.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 96.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Arm Holdings plc (ARM)
Major holders include Ray Dalio ($89.76 M), Stanley Druckenmiller ($16.14 M), Renaissance Technologies (RenTech) ($2.56 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 731,234 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.04 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 ARM. The total reported sell value was $69.74 M.
Yes, 2 managers opened new positions in ARM, and 2 increased their existing holdings. The total reported buy value was $58.7 M.