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Acuity Inc.

AYI Industrials
$286.98 +$6.76 (2.41%)
Market Cap: $8.74 B
Gurus Holding
11
Popularity Rank
#363
% of Shares Held
3.42%
Net Activity (Q4 2025)
+$40.63 M

Guru Ownership Trend

Guru Analysis for Acuity Inc. (AYI)

Acuity Inc. (AYI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $299.24 M.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $40.63 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 451.8%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 81.4%.

Key Holders

Top 5 by Value

$121.73 M
$117.65 M
$85.2 M
$23.18 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$69.22 M
Total Buy Value
New Buys 3
Additions 4
-$28.59 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Acuity Inc. (AYI)

Major holders include Ken Fisher ($121.73 M), Cliff Asness ($117.65 M), Steven Cohen ($85.2 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.04 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $40.63 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited AYI. The total reported sell value was $28.59 M.

Yes, 3 managers opened new positions in AYI, and 4 increased their existing holdings. The total reported buy value was $69.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -5.9% 338,104 $121.73 M Q4 2025
0.06% Add 9.9% 326,762 $117.65 M Q4 2025
0.10% Add 43.2% 236,638 $85.2 M Q4 2025
0.08% Add 143.6% 64,378 $23.18 M Q4 2025
0.18% New Buy 33,950 $12.22 M Q4 2025
0.02% Add 451.8% 12,819 $4.62 M Q4 2025
0.03% 9,750 $3.51 M Q4 2025
0.01% Reduce -81.4% 9,100 $3.28 M Q4 2025
0.01% New Buy 9,081 $3.27 M Q4 2025
0.01% Reduce -14.8% 2,105 $757,884 Q4 2025
0.00% New Buy 19 $6,933 Q4 2025
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