Follow-The-Filings

Security

AEIS

Advanced Energy Inds · COM

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

17 owners 4 new max 4.3% (Alex Sacerdote - Whale Ro...)

grid → activity →
owners 17
rank #294
master % 0.02%
max % 4.3%
tracked value $1.9B
qoq N 4 A 3 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 4.3% New 4.3% 1,022,112 $330M hist
Senator Investment Group LP 2026 Q1 1.5% New 1.5% 100,000 $32M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.3% Reduce +0.09 pp 268,725 $87M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce +0.01 pp 344,155 $111M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 303,180 $98M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce +0.02 pp 96,548 $31M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.03 pp 203,986 $63M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 81,818 $26M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 75,271 $24M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce +0.01 pp 51,245 $17M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,737,657 $992M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 589,400 $123M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 7,656 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 10,781 $3M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 2,803 $905 hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 2,322 $749 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% — 1,600 $516 hist

17 current · 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 $1.66B $1.48B $1.8B
Gross profit $592.4M $529.34M $677.4M
Gross margin * 35.8% 35.7% 37.7%
Net income $128.28M $54.21M —
Net margin * 7.7% 3.7% —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.71B $1.39B $1.57B
Total non-current assets * $844.86M $872.57M $971.9M
Total assets $2.56B $2.26B $2.55B
Total current liabilities $335.85M $314.22M $991.2M
Total non-current liabilities * $1.08B $740.96M $184M
Total equity $1.14B $1.2B $1.36B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $208.94M $130.75M $233.3M
Cash from investing -$64.75M -$73.54M -$109.8M
Cash from financing $445.68M -$377.09M -$56.1M
Net change in cash $585.74M -$322.47M $69.1M

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