Guru Ownership Trend
Guru Analysis for DNOW Inc. (DNOW)
DNOW Inc. (DNOW), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $148.56 M.
Top institutional holders include Renaissance Technologies (RenTech) and Richard Pzena.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $38.56 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 563.2%. Conversely, Chuck Royce reduced exposure by 23.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2026)
Guru Consensus (Q3 2026)
FAQs for DNOW Inc. (DNOW)
Major holders include Renaissance Technologies (RenTech) ($79.14 M), Richard Pzena ($43.05 M), Chuck Royce ($20.79 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 10.69 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $38.56 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited DNOW. The total reported sell value was $46.6 M.
Yes, 0 managers opened new positions in DNOW, and 2 increased their existing holdings. The total reported buy value was $8.04 M.
