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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $220.21 M.
Top institutional holders include Renaissance Technologies (RenTech) and Richard Pzena.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.18 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 563.2%. Conversely, Seth Klarman reduced exposure by 23.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for DNOW Inc. (DNOW)
Major holders include Renaissance Technologies (RenTech) ($60.93 M), Richard Pzena ($37.53 M), Seth Klarman ($36.16 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 13.4 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.18 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited DNOW. The total reported sell value was $13.47 M.
Yes, 0 managers opened new positions in DNOW, and 4 increased their existing holdings. The total reported buy value was $10.3 M.
