Follow-The-Filings

Security

DNOW

Now Inc. · COM

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

11 owners 1 new 5 exits max 0.8% (Seth Klarman - Baupost Gr...)

grid → activity →
owners 11
max % 0.8%
tracked value $490M
qoq N 1 A 3 R 6 E 5

holders

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

manager % port activity shares value history
Seth Klarman - Baupost Group LLC/MA 2026 Q1 0.8% New 0.8% 3,625,000 $43M hist
Greenhaven Associates Inc. 2026 Q2 stale 0.7% Add +0.49 pp 4,343,617 $56M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.1% Reduce -0.05 pp 3,095,315 $37M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.03 pp 4,458,025 $53M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 1,867,114 $22M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 353,758 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 19,498,204 $258M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 642,429 $8M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 329,580 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 288,525 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 38,149 $454 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 1,037,114 $14M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 252,301 $3M hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 80,372 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 62,472 $828 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 21,100 $322 hist

11 current · 5 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 $2.32B $2.37B $2.82B
Gross profit * $535M $535M $478M
Gross margin * 23.1% 22.5% 17.0%
Net income $247M $81M -$89M
Net margin * 10.6% 3.4% -3.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.07B $1.03B $2.28B
Total non-current assets * $461M $593M $1.65B
Total assets $1.53B $1.62B $3.92B
Total current liabilities $418M $442M $974M
Total non-current liabilities * $48M $51M $712M
Total equity $1.06B $1.12B $2.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $188M $298M $155M
Cash from investing -$48M -$304M -$590M
Cash from financing -$55M -$33M $339M
Net change in cash $87M -$43M -$92M

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