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Advanced Drainage Systems, Inc.

WMS Industrials
$133 $-2.15 (-1.59%)
Market Cap: $10.19 B
Gurus Holding
5
Popularity Rank
#2094
% of Shares Held
1.04%
Net Activity (Q1 2026)
+$29.45 M

Guru Ownership Trend

Guru Analysis for Advanced Drainage Systems, Inc. (WMS)

Advanced Drainage Systems, Inc. (WMS), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.86 M.

Top institutional holders include Joel Greenblatt and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $29.45 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 395.5%. Conversely, Jeremy Grantham reduced exposure by 1.9%.

Key Holders

Top 5 by Value

$40.42 M
$30.12 M
$27.13 M
$10.05 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$33.27 M
Total Buy Value
New Buys 0
Additions 3
-$3.83 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Advanced Drainage Systems, Inc. (WMS)

Major holders include Joel Greenblatt ($40.42 M), Cliff Asness ($30.12 M), Jeremy Grantham ($27.13 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 795,935 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.45 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited WMS. The total reported sell value was $3.83 M.

Yes, 0 managers opened new positions in WMS, and 3 increased their existing holdings. The total reported buy value was $33.27 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 22.9% 294,728 $40.42 M Q1 2026
0.01% Add 395.5% 224,779 $30.12 M Q1 2026
0.07% Reduce -1.9% 197,844 $27.13 M Q1 2026
0.04% Add 20.3% 73,258 $10.05 M Q1 2026
0.00% 5,326 $730,354 Q1 2026
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