🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Equinix, Inc.

EQIX Real Estate
$980.24 +$16.19 (1.68%)
Market Cap: $96.31 B
Gurus Holding
7
Popularity Rank
#1033
% of Shares Held
1.16%
Net Activity (Q4 2025)
+$564.05 M

Guru Ownership Trend

Guru Analysis for Equinix, Inc. (EQIX)

Equinix, Inc. (EQIX), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.11 B.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $564.05 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 466.8%. Conversely, Joel Greenblatt reduced exposure by 36.4%.

Key Holders

Top 5 by Value

$590.88 M
$237.64 M
$19.85 M
$15.92 M
$3.71 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$575.43 M
Total Buy Value
New Buys 0
Additions 3
-$11.38 M
Total Sell Value
Reductions 4
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for Equinix, Inc. (EQIX)

Major holders include Steven Cohen ($590.88 M), Cliff Asness ($237.64 M), Ray Dalio ($19.85 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.14 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $564.05 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited EQIX. The total reported sell value was $11.38 M.

Yes, 0 managers opened new positions in EQIX, and 3 increased their existing holdings. The total reported buy value was $575.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.66% Add 466.8% 771,220 $590.88 M Q4 2025
0.12% Add 58.4% 310,171 $237.64 M Q4 2025
0.07% Reduce -27.8% 25,912 $19.85 M Q4 2025
0.07% Reduce -4.7% 20,773 $15.92 M Q4 2025
0.01% Reduce -36.4% 4,839 $3.71 M Q4 2025
0.01% Add 414.1% 2,005 $1.54 M Q4 2025
0.00% Reduce -17.7% 353 $270,454 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form