Follow-The-Filings

Security

AYI

Acuity Brands Inc. · COM

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

15 owners 1 new 2 exits max 1.0% (Henry Ellenbogen - Durabl...)

grid → activity →
owners 15
max % 1.0%
tracked value $1.6B
qoq N 1 A 3 R 9 E 2

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 1.0% Reduce -1.75 pp 355,729 $100M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 435,906 $120M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.05 pp 42,281 $12M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 30,077 $8M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 333,488 $93M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.03 pp 204,399 $57M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,961,831 $1.1B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 385,365 $139M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.05 pp 30,071 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 24,935 $7M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.07 pp 40,310 $11M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 8,154 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 1,940 $544 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 1,333 $374 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 135 $38 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.10 pp 236,638 $85M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,061 $382 hist

15 current · 2 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 $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 * $797.7M $747.9M $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 -$90.7M -$65.1M -$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