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ESCO Technologies Inc.

ESE Technology
$289.87 $-6.77 (-2.28%)
Market Cap: $7.51 B
Gurus Holding
6
Popularity Rank
#1616
% of Shares Held
1.63%
Net Activity (Q1 2026)
-$33.8 M

Guru Ownership Trend

Guru Analysis for ESCO Technologies Inc. (ESE)

ESCO Technologies Inc. (ESE), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $122.53 M.

Top institutional holders include Chuck Royce and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.8 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 337.5%. Conversely, Steven Cohen reduced exposure by 85.3%.

Key Holders

Top 5 by Value

$96.23 M
$6.38 M
$5.37 M
$3.52 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.23 M
Total Buy Value
New Buys 0
Additions 2
-$39.03 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for ESCO Technologies Inc. (ESE)

Major holders include Chuck Royce ($96.23 M), Cliff Asness ($6.38 M), Paul Tudor Jones ($6.17 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 422,715 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.8 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ESE. The total reported sell value was $39.03 M.

Yes, 0 managers opened new positions in ESE, and 2 increased their existing holdings. The total reported buy value was $5.23 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.95% Reduce -5.7% 341,988 $96.23 M Q1 2026
0.00% Add 20.6% 22,682 $6.38 M Q1 2026
0.01% Reduce -72.9% 21,945 $6.17 M Q1 2026
0.02% Add 337.5% 19,073 $5.37 M Q1 2026
0.01% Reduce -38.4% 12,518 $3.52 M Q1 2026
0.00% Reduce -85.3% 4,509 $1.27 M Q1 2026
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