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National Vision Holdings, Inc.

EYE Consumer Discretionary
$19.3 +$0.25 (1.31%)
Market Cap: $1.53 B
Gurus Holding
6
Popularity Rank
#1535
% of Shares Held
3.53%
Net Activity (Q2 2026)
-$952,501.75

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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $53.86 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $952,501.75 net outflow 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)

+$5.67 M
Total Buy Value
New Buys 0
Additions 2
-$6.63 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for National Vision Holdings, Inc. (EYE)

Major holders include Larry Robbins ($40.56 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 2.79 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $952,501.75, with 2 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 2 increased their existing holdings. The total reported buy value was $5.67 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.02% Add 9.6% 1,565,917 $40.56 M Q1 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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