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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $179.34 M.
Top institutional holders include Renaissance Technologies (RenTech) and Seth Klarman.
Institutional sentiment is currently Bullish. This is evidenced by a $23.66 M net inflow during the quarter.
Recent activity highlights Seth Klarman who opened a new position. Conversely, Cliff Asness reduced exposure by 64.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for DNOW Inc. (DNOW)
Major holders include Renaissance Technologies (RenTech) ($53.1 M), Seth Klarman ($43.17 M), Richard Pzena ($36.87 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 13.65 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $23.66 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited DNOW. The total reported sell value was $28.86 M.
Yes, 2 managers opened new positions in DNOW, and 2 increased their existing holdings. The total reported buy value was $52.51 M.
