Follow-The-Filings

Security · featured owners

AYI Acuity Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.3%
  • $30M
  • 1 reduce

AYI (Acuity Inc.) is held in 2 featured 13F books as of 2026 Q2. Henry Ellenbogen - Durable Capital Partners is the largest tracked holder by portfolio weight (0.25%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.3% (Henry Ellenbogen - Durable Capital Partners) · not free-float ownership

  1. Henry Ellenbogen reduce 0.25%
  2. Thomas Gayner 0.03%

holders

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

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 0.25% Reduce −80.7% 68,646 $26M history
Thomas Gayner - Markel Group 2026 Q2 0.03% Hold 9,750 $4M history

2 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 17 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.03,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Jul 2, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period Apr 30, 2026 Filing Doc
4 Period Apr 8, 2026 Filing Doc
4 Period Jan 28, 2026 Filing Doc
4 Period Jan 21, 2026 · 8 forms Filing Doc
4 Period Oct 28, 2025 Filing Doc
4 Period Oct 24, 2025 Filing Doc
4 Period Oct 23, 2025 · 3 forms Filing Doc
4 Period Jul 1, 2025 Filing Doc
4 Period Jun 27, 2025 Filing Doc
4/A Period Jan 22, 2025 Filing Doc
4 Period Jan 22, 2025 Filing Doc

Updated 12 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 $3.95B $3.84B $4.35B
Gross profit $1.71B $1.78B $2.08B
Gross margin * 43.3% 46.4% 47.8%
Net income $346M $422.6M $396.6M
Net margin * 8.8% 11.0% 9.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.4B $1.87B $1.65B
Total non-current assets * $2.01B $1.94B $3.1B
Total assets $3.41B $3.81B $4.76B
Total current liabilities $595.4M $687.9M $845.8M
Total non-current liabilities * $0.798B $0.748B $1.18B
Total equity $2.02B $2.38B $2.72B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $578.1M $619.2M $601.4M
Cash from investing -$0.091B -$0.065B -$1.28B
Cash from financing -$312.9M -$104.5M $255.4M
Net change in cash $174.7M $447.9M -$423.3M

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