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ESCO Technologies Inc.

ESE Technology
$305.86 +$5.05 (1.68%)
Market Cap: $7.92 B
Gurus Holding
5
Popularity Rank
#1949
% of Shares Held
1.17%
Net Activity (Q2 2026)
-$39.77 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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $92.96 M.

Top institutional holders include Chuck Royce and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.77 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Ray Dalio reduced exposure by 50.3%.

Key Holders

Top 5 by Value

$91.77 M
$7.96 M
$3.33 M
$3.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$24,069.05
Total Buy Value
New Buys 1
Additions 1
-$39.79 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for ESCO Technologies Inc. (ESE)

Major holders include Chuck Royce ($91.77 M), Cliff Asness ($7.96 M), Joel Greenblatt ($3.33 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 303,914 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.77 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ESE. The total reported sell value was $39.79 M.

Yes, 1 managers opened new positions in ESE, and 1 increased their existing holdings. The total reported buy value was $24,069.05.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.74% Reduce -23.3% 262,164 $91.77 M Q2 2026
0.00% Add 0.2% 22,731 $7.96 M Q2 2026
0.01% Reduce -23.9% 9,522 $3.33 M Q2 2026
0.01% Reduce -50.3% 9,477 $3.32 M Q2 2026
0.00% New Buy 20 $6,917 Q2 2026
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