Guru Ownership Trend
Guru Analysis for Axalta Coating Systems Ltd. (AXTA)
Axalta Coating Systems Ltd. (AXTA), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $302.54 M.
Top institutional holders include Cliff Asness and John Rogers.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $25.09 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Steven Cohen reduced exposure by 59.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Axalta Coating Systems Ltd. (AXTA)
Major holders include Cliff Asness ($135.65 M), John Rogers ($96.03 M), Steven Cohen ($17.94 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 10.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $25.09 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited AXTA. The total reported sell value was $69.06 M.
Yes, 1 managers opened new positions in AXTA, and 2 increased their existing holdings. The total reported buy value was $43.97 M.
