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LSI Industries Inc.

LYTS Technology
$23.26 +$0.67 (2.97%)
Market Cap: $828.11 M
Gurus Holding
6
Popularity Rank
#1354
% of Shares Held
7.99%
Net Activity (Q1 2026)
+$9.27 M

Guru Ownership Trend

Guru Analysis for LSI Industries Inc. (LYTS)

LSI Industries Inc. (LYTS), a key player in the Technology 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 $66.18 M.

Top institutional holders include Chuck Royce and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $9.27 M net inflow during the quarter.

Recent activity highlights Diamond Hill Capital who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 2.0%.

Recent Activity Breakdown (Q1 2026)

+$9.57 M
Total Buy Value
New Buys 2
Additions 3
-$299,460
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
5

FAQs for LSI Industries Inc. (LYTS)

Major holders include Chuck Royce ($28.24 M), Renaissance Technologies (RenTech) ($14.66 M), First Eagle Investment ($5.31 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.85 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.27 M, with 5 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited LYTS. The total reported sell value was $299,460.

Yes, 2 managers opened new positions in LYTS, and 3 increased their existing holdings. The total reported buy value was $9.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.28% Add 24.8% 1,518,349 $28.24 M Q1 2026
0.02% Reduce -2.0% 787,952 $14.66 M Q1 2026
0.01% Add 0.7% 285,422 $5.31 M Q1 2026
0.02% New Buy 159,661 $2.97 M Q1 2026
0.00% Add 29.6% 55,632 $1.03 M Q1 2026
0.00% New Buy 38,354 $713,384 Q1 2026
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