Acuity Inc (AYI) 13F Filing Data & Analysis (Q2 2026)

AYI ranks #861 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AYI is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

AYI is a top-conviction position for Allen Operations LLC — at 18.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AYI belongs to FMR LLC, but the position matters far more to Allen Operations LLC, who has 18.0% 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.

Fidelity has added to its AYI position for two straight quarters, increasing it by $753.4M to reach $1.4B today.

Durable Capital Partners LP has trimmed its AYI position for two straight quarters, cutting it by $267.7M while still holding $25.9M.

AYI is up 1.4% today, and institutions have been net buyers of $3.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AYI posted net income of $472.3M over the trailing twelve months, and currently trades at a P/E of 22.1.

• Profitable — net income of $472.3M over the trailing twelve months
• Revenue grew 10.5% year over year
• Net income improved year over year, from $401.5M to $472.3M
• Generated $601.4M in positive operating cash flow
• Current ratio of 1.95x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.75x equity — within a conventional range