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Acuity Inc.

AYI Industrials
$287.59 +$6.46 (2.30%)
Market Cap: $8.66 B
Gurus Holding
11
Popularity Rank
#353
% of Shares Held
3.12%
Net Activity (Q1 2026)
-$49.32 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $270.25 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $49.32 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 78.7%.

Key Holders

Top 5 by Value

$119.98 M
$93.45 M
$11.85 M
$8.43 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$49.99 M
Total Buy Value
New Buys 2
Additions 4
-$99.31 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Acuity Inc. (AYI)

Major holders include Cliff Asness ($119.98 M), Ken Fisher ($93.45 M), Louis Moore Bacon ($15.22 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 939,704 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $49.32 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited AYI. The total reported sell value was $99.31 M.

Yes, 2 managers opened new positions in AYI, and 4 increased their existing holdings. The total reported buy value was $49.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 33.4% 435,906 $119.98 M Q1 2026
0.03% Reduce -1.4% 333,488 $93.45 M Q1 2026
0.31% Add 60.0% 54,324 $15.22 M Q1 2026
0.04% Reduce -34.3% 42,281 $11.85 M Q1 2026
0.04% New Buy 30,077 $8.43 M Q1 2026
0.01% Add 73.4% 15,750 $4.41 M Q1 2026
0.01% New Buy 14,057 $3.94 M Q1 2026
0.02% 9,750 $2.73 M Q1 2026
0.01% 2,105 $589,863 Q1 2026
0.00% Reduce -78.7% 1,940 $543,627 Q1 2026
0.00% Add 36.8% 26 $7,083 Q1 2026
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