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DNOW Inc.

DNOW Industrials
$15.72 $-0.42 (-2.60%)
Market Cap: $2.84 B
Gurus Holding
8
Popularity Rank
#872
% of Shares Held
7.56%
Net Activity (Q2 2026)
+$141,935.24

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 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $214.72 M.

Top institutional holders include Renaissance Technologies (RenTech) and Richard Pzena.

Institutional sentiment is currently Bullish. This is evidenced by a $141,935.24 net inflow 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

Recent Activity Breakdown (Q2 2026)

+$13.62 M
Total Buy Value
New Buys 1
Additions 5
-$13.47 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

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, 8 tracked investment managers collectively hold approximately 13.66 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $141,935.24, with 6 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, 1 managers opened new positions in DNOW, and 5 increased their existing holdings. The total reported buy value was $13.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 5.4% 4,697,825 $60.93 M Q2 2026
0.11% Reduce -6.5% 2,893,482 $37.53 M Q2 2026
0.67% Reduce -23.1% 2,788,000 $36.16 M Q2 2026
0.18% Add 5.6% 1,751,649 $22.72 M Q2 2026
0.01% Add 69.6% 599,906 $7.78 M Q2 2026
0.02% Add 19.3% 500,210 $6.49 M Q2 2026
0.00% Add 563.2% 253,003 $3.28 M Q2 2026
0.01% New Buy 175,001 $2.27 M Q2 2026
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