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First Solar, Inc.

FSLR Technology
$191.07 $-11.27 (-5.57%)
Market Cap: $20.53 B
Gurus Holding
10
Popularity Rank
#485
% of Shares Held
0.91%
Net Activity (Q2 2026)
-$130.14 M

Guru Ownership Trend

Guru Analysis for First Solar, Inc. (FSLR)

First Solar, Inc. (FSLR), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $186.74 M.

Top institutional holders include Cliff Asness and John Rogers.

Institutional sentiment is currently Bearish. This is evidenced by a $130.14 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 98.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$14.8 M
Total Buy Value
New Buys 2
Additions 1
-$144.94 M
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
3

FAQs for First Solar, Inc. (FSLR)

Major holders include Cliff Asness ($97.89 M), John Rogers ($57.21 M), Jeremy Grantham ($35.73 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 977,343 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $130.14 M, with 3 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited FSLR. The total reported sell value was $144.94 M.

Yes, 2 managers opened new positions in FSLR, and 1 increased their existing holdings. The total reported buy value was $14.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -48.3% 414,876 $97.89 M Q2 2026
0.57% Reduce -10.7% 242,450 $57.21 M Q2 2026
0.08% Add 14.2% 151,428 $35.73 M Q2 2026
0.04% Reduce -11.0% 70,178 $16.56 M Q2 2026
0.01% Reduce -57.0% 43,600 $10.29 M Q2 2026
0.01% New Buy 39,932 $9.42 M Q2 2026
0.46% Reduce -20.0% 8,400 $1.98 M Q2 2026
0.01% New Buy 3,925 $926,143 Q2 2026
0.00% Reduce -88.9% 2,477 $584,518 Q2 2026
0.00% Reduce -98.2% 77 $18,170 Q2 2026
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