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National Vision Holdings, Inc.

EYE Consumer Discretionary
$18.91 +$0.05 (0.59%)
Market Cap: $1.5 B
Gurus Holding
6
Popularity Rank
#1335
% of Shares Held
5.47%
Net Activity (Q2 2026)
+$28.23 M

Guru Ownership Trend

Guru Analysis for National Vision Holdings, Inc. (EYE)

National Vision Holdings, Inc. (EYE), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.8 M.

Top institutional holders include Larry Robbins and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $28.23 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 340.9%. Conversely, Joel Greenblatt reduced exposure by 33.7%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$34.86 M
Total Buy Value
New Buys 0
Additions 3
-$6.63 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for National Vision Holdings, Inc. (EYE)

Major holders include Larry Robbins ($58.95 M), Renaissance Technologies (RenTech) ($9.3 M), First Eagle Investment ($8.17 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.33 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $28.23 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited EYE. The total reported sell value was $6.63 M.

Yes, 0 managers opened new positions in EYE, and 3 increased their existing holdings. The total reported buy value was $34.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.07% Add 98.0% 3,101,083 $58.95 M Q2 2026
0.01% Reduce -20.0% 489,100 $9.3 M Q2 2026
0.01% Add 93.9% 429,618 $8.17 M Q2 2026
0.00% Reduce -29.8% 158,744 $3.02 M Q2 2026
0.01% Add 340.9% 116,907 $2.22 M Q2 2026
0.00% Reduce -33.7% 30,323 $576,440 Q2 2026
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