Argan Inc (AGX) Institutional Holdings & 13F Data (Q2 2026)

AGX ranks #1016 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AGX is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.7% of that fund's own 13F portfolio.

AGX is a top-conviction position for AltraVue Capital, LLC — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AGX belongs to BlackRock, Inc., but the position matters far more to AltraVue Capital, LLC, who has 5.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Sapient Capital LLC has trimmed its AGX position for two straight quarters, cutting it by $13.8M while still holding $8.5M.

AGX is down 5.9% today, but institutions show net buying of $6.5B this quarter — a divergence between today's price move and the underlying institutional flow.

AGX posted net income of $179.3M over the trailing twelve months, and currently trades at a P/E of 27.3.

• Profitable — net income of $179.3M over the trailing twelve months
• Revenue grew 29.0% year over year
• Net income improved year over year, from $117.2M to $179.3M
• Generated $414.7M in positive operating cash flow
• Current ratio of 1.59x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.57x equity — within a conventional range