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AEIS Advanced Energy Industries

Information Technology, filed as ADVANCED ENERGY INDS (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 3

  • 4 Owners
  • Max 0.1%
  • $87M
  • 2 new 1 add 1 reduce 2 exits

In 2026 Q2, 2 managers opened positions, 1 added, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Reduce 0.08%
  2. First Eagle Investment Manage... Add 0.06%
  3. Lee Ainslie New 0.01%

Who owns AEIS

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.08%, was 0.26% Reduce −48.1% 139,367 $52M History
First Eagle Investment Management 0.06%, was 0.05% Add +11.9% 91,535 $34M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 1,598 $596K History
Polen Capital Management <0.01% New <0.01% 1,503 $560K History
Alex Sacerdote, Whale Rock Capital Management exited 2026 Q2 Last 2026 Q1 4.3% Exit −4.26% 1,022,112 $330M History
Senator Investment Group exited 2026 Q2 Last 2026 Q1 1.5% Exit −1.48% 100,000 $32M History

4 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AEIS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AEIS insider trades
  • None no insider bought on the open market
  • $317K sold by 1 insider outside a trading plan
  • $34.2M sold by 9 insiders under 10b5-1 plans
  1. Anne DelSanto Director
    Planned sale
    $82K 270 shares at $304.76 3.4% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  2. Elizabeth Karpinski Vonne EVP, General Counsel
    Planned sale
    $182K 632 shares at $288.14 6.4% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  3. Anne DelSanto Director
    Planned sale
    $76K 265 shares at $288.14 3.2% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  4. Elizabeth Karpinski Vonne EVP, General Counsel
    Planned sale
    $263K 907 shares at $290.05 8.5% of stake
    Traded Aug 27 Filed Aug 27
    ↗
  5. Eduardo Bernal Acebedo COO
    Planned sale
    $7.8M 24,771 shares at $315.48 52% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  6. Elizabeth Karpinski Vonne EVP, General Counsel
    Planned sale
    $302K 908 shares at $332.68 7.8% of stake
    Traded Aug 18 Filed Aug 19
    ↗
  7. Anne DelSanto Director
    Planned sale
    $93K 270 shares at $345.00 3.2% of stake
    Traded Aug 5 Filed Aug 5
    ↗
  8. Brian Shirley Director
    Planned sale
    $459K 1,234 shares at $372.35 16% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  9. Elizabeth Karpinski Vonne EVP, General Counsel
    Planned sale
    $357K 966 shares at $369.40 7.7% of stake
    Traded Apr 16 Filed Apr 20
    ↗
  10. Anne DelSanto Director
    Planned sale
    $91K 240 shares at $380.52 3.7% of stake
    Traded Apr 15 Filed Apr 16
    ↗
  11. Paul R Oldham CFO
    Planned sale
    $1.4M 4,314 shares at $315.99 16% of stake
    Traded Mar 18 Filed Mar 19
    ↗
  12. Anne DelSanto Director
    Planned sale
    $75K 240 shares at $312.59 3.6% of stake
    Traded Mar 16 Filed Mar 18
    ↗
  13. Brian Shirley Director
    Planned sale
    $383K 1,234 shares at $310.19 18% of stake
    Traded Mar 13 Filed Mar 13
    ↗
  14. Stephen Douglas Kelley CEO
    Planned sale
    $15.8M 50,000 shares at $316.62 38% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  15. John A Roush Director
    Planned sale
    $3.3M 10,225 shares at $323.56 27% of stake
    Traded Mar 4 Filed Mar 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 option exercises, 10 share withholdings for taxes, 5 sales back to the company, and 1 gift.

Congress

2 members of Congress traded AEIS in the last three years: 4 buys and 2 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Sep 29 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Mar 27 filed Apr 7
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 3 filed Apr 7
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 20 filed Feb 13
  5. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Apr 17, 2025 filed May 14, 2025
  6. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Jun 27, 2024 filed Jul 9, 2024

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,2.03,3.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,5.03,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 13 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.741B $0.184B
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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.