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First Solar, Inc.

FSLR Technology
$225.56 +$1.87 (0.84%)
Market Cap: $24.24 B
Gurus Holding
10
Popularity Rank
#428
% of Shares Held
0.91%
Net Activity (Q2 2026)
-$129.12 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 $221.42 M.

Top institutional holders include Cliff Asness and John Rogers.

Institutional sentiment is currently Bearish. This is evidenced by a $129.12 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Ken Fisher reduced exposure by 88.9%.

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
-$143.92 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
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 981,652 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $129.12 M, with 3 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited FSLR. The total reported sell value was $143.92 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
0.01% Reduce -86.7% 4,386 $865,182 Q1 2026
0.00% Reduce -88.9% 2,477 $584,518 Q2 2026
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Value
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SEC Form