Guru Ownership Over Time
Guru Analysis for Napco Security Technologies, Inc. (NSSC)
Napco Security Technologies, Inc. (NSSC), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $118.75 M.
Top institutional holders include Terry Smith and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $34.28 M net inflow during the quarter.
Recent activity highlights Terry Smith who increased their stake by 86.4%. Conversely, Paul Tudor Jones reduced exposure by 54.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.39% | Add 86.4% | 1,779,857 | $76.44 M | Q3 2025 | |
| 0.01% | Add 7.7% | 331,506 | $14.24 M | Q3 2025 | |
| 0.02% | Add 5.5% | 315,100 | $13.53 M | Q3 2025 | |
| 0.08% | 198,000 | $8.5 M | Q3 2025 | ||
| 0.01% | Add 61.7% | 127,241 | $5.47 M | Q3 2025 | |
| 0.01% | Reduce -54.8% | 89,212 | $3.83 M | Q3 2025 | |
| 0.00% | Reduce -25.4% | 20,544 | $882,365 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Napco Security Technologies, Inc. (NSSC)
Top Guru holders include Terry Smith ($76.44 M), Cliff Asness ($14.24 M), Renaissance Technologies ($13.53 M). Collectively, tracked Gurus hold 2.86 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $34.28 M, with 4 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of NSSC completely. Total sell value was $4.95 M.
Yes, 0 Gurus opened new positions in NSSC, and 4 added to their existing holdings. Total buy value was $39.23 M.