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Ingevity Corporation

NGVT Materials
$66.67 +$1.46 (2.24%)
Market Cap: $2.32 B
Gurus Holding
7
Popularity Rank
#1138
% of Shares Held
3.37%
Net Activity (Q1 2026)
-$16.8 M

Guru Ownership Trend

Guru Analysis for Ingevity Corporation (NGVT)

Ingevity Corporation (NGVT), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $78.02 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $16.8 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 48.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$9.97 M
Total Buy Value
New Buys 2
Additions 2
-$26.77 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Ingevity Corporation (NGVT)

Major holders include Chuck Royce ($62.93 M), Renaissance Technologies (RenTech) ($8.69 M), Steven Cohen ($4.86 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.17 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $16.8 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited NGVT. The total reported sell value was $26.77 M.

Yes, 2 managers opened new positions in NGVT, and 2 increased their existing holdings. The total reported buy value was $9.97 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.62% Reduce -20.5% 883,527 $62.93 M Q1 2026
0.01% Add 41.5% 122,000 $8.69 M Q1 2026
0.01% New Buy 68,226 $4.86 M Q1 2026
0.00% New Buy 33,283 $2.37 M Q1 2026
0.00% Add 9.5% 31,083 $2.21 M Q1 2026
0.01% Reduce -48.0% 17,366 $1.24 M Q1 2026
0.00% Reduce -41.5% 14,702 $1.05 M Q1 2026
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