Follow-The-Filings

Security

AIT

Applied Indl Technologies In · COM

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

15 owners 2 new 1 exit max 0.8% (Henry Ellenbogen - Durabl...)

grid → activity →
owners 15
max % 0.8%
tracked value $1.7B
qoq N 2 A 5 R 5 E 1

holders

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

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 0.8% New 0.8% 296,601 $79M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.05 pp 919,611 $241M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.10 pp 286,767 $74M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 99,291 $26M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,078,319 $1B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 221,431 $59M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 55,445 $15M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 28,977 $8M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 486,990 $125M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 65,228 $17M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 14,109 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 4,767 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% — 2,000 $531 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 40,707 $11M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 3,014 $800 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 71,950 $18M hist

15 current · 1 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 $4.41B $4.48B $4.56B
Gross profit $1.29B $1.34B $1.38B
Gross margin * 29.2% 29.8% 30.3%
Net income $346.74M $385.76M $392.99M
Net margin * 7.9% 8.6% 8.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.65B $1.77B $1.75B
Total non-current assets * $1.1B $1.18B $1.43B
Total assets $2.74B $2.95B $3.18B
Total current liabilities $540.34M $501.1M $526.15M
Total non-current liabilities * $744.55M $762.03M $804.87M
Total equity $1.46B $1.69B $1.84B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $343.97M $371.39M $492.38M
Cash from investing -$60.83M -$95.41M -$318.75M
Cash from financing -$126.89M -$156.47M -$245.61M
Net change in cash $159.56M $116.58M -$72.2M

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