Follow-The-Filings

Security

ADTN

Adtran Holdings Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

11 owners 2 new 2 exits max 0.0% (First Eagle Investment Ma...)

grid → activity →
owners 11
max % 0.0%
tracked value $166M
qoq N 2 A 4 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
First Eagle Investment Management, LLC 2026 Q1 0.0% — 1,368,707 $17M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 1,896,411 $24M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 1,218,969 $15M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 891,520 $11M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 564,780 $7M hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 75,688 $952 hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 8,188,496 $71M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 843,924 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 393,734 $5M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 202,899 $3M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 70,533 $613 hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 198,100 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 102,503 $891 hist

11 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.15B $226.17M $1.08B
Gross profit $333.06M $70.32M $414.96M
Gross margin * 29.0% 31.1% 38.3%
Net income -$267.69M -$330.76M -$45.66M
Net margin * -23.3% -146.2% -4.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $736.86M $599.14M $635.22M
Total non-current assets * $945.66M $572.28M $569.27M
Total assets $1.68B $1.17B $1.2B
Total current liabilities $279.51M $293.47M $361.86M
Total non-current liabilities * $357.42M $328.05M $323.48M
Total equity — — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$45.6M $37.92M $129.77M
Cash from investing -$32.2M -$13.87M -$69.17M
Cash from financing $58.87M -$4.16M -$46.68M
Net change in cash * -$18.94M $19.89M $13.92M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders