Follow-The-Filings

Security · featured owners

AEIS Advanced Energy Inds

Information Technology COM Equity as of 2026 Q2 among managers we track

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

AEIS (Advanced Energy Inds) is held in 4 featured 13F books as of 2026 Q2. Ron Baron - Bamco Inc. (Baron Capital) is the largest tracked holder by portfolio weight (0.08%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.08% Reduce −48.1% 139,367 $52M history
First Eagle Investment Management 2026 Q2 0.06% Add +11.9% 91,535 $34M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 1,598 $596K history
Polen Capital Management 2026 Q2 <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

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q 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
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 · 2 forms Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period May 7, 2026 · 9 forms Filing Doc
4 Period May 2, 2026 · 3 forms Filing Doc
4 Period May 2, 2025 Filing Doc
4 Period May 2, 2026 · 4 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

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 $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) · * = 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