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YPF Sociedad Anónima

YPF Energy
$50.05 +$0.6 (1.21%)
Market Cap: $20.77 B
Gurus Holding
4
Popularity Rank
#2290
% of Shares Held
0.13%
Net Activity (Q2 2026)
+$3.62 M

Guru Ownership Trend

Guru Analysis for YPF Sociedad Anónima (YPF)

YPF Sociedad Anónima (YPF), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $256.67 M.

Top institutional holders include Stanley Druckenmiller and Howard Marks.

Institutional sentiment is currently Bullish. This is evidenced by a $3.62 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Jeremy Grantham reduced exposure by 28.0%.

Key Holders

Top 5 by Value

$45.08 M
$30.31 M
$15.07 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$19.84 M
Total Buy Value
New Buys 1
Additions 1
-$16.22 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for YPF Sociedad Anónima (YPF)

Major holders include Stanley Druckenmiller ($142.73 M), Howard Marks ($45.08 M), Jeremy Grantham ($30.31 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.13 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.62 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited YPF. The total reported sell value was $16.22 M.

Yes, 1 managers opened new positions in YPF, and 1 increased their existing holdings. The total reported buy value was $19.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.74% Reduce -3.0% 3,138,897 $142.73 M Q2 2026
0.63% Add 11.8% 991,346 $45.08 M Q2 2026
0.07% Reduce -28.0% 666,620 $30.31 M Q2 2026
0.06% New Buy 331,413 $15.07 M Q2 2026
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