Follow-The-Filings

Security

First Solar Inc. · COM

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

19 owners 3 new 1 exit max 12.0% (Engine No. 1 LLC)

owners 19
max % 12.0%
tracked value $15.2B
qoq N 3 A 9 R 4 E 1

holders

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

manager % port activity shares value history
Engine No. 1 LLC 2025 Q3 stale 12.0% New 12.0% 48,000 $10.6B hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.6% Add -0.11 pp 271,480 $54M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.06 pp 951,813 $188M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.01 pp 801,679 $153M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% 555 $131M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce +0.01 pp 13,444,103 $3.5B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.02 pp 78,879 $16M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 1,500,746 $392M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 101,500 $20M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 71,149 $19M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 81,716 $16M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 20,321 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 338,244 $67M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 59,176 $12M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 49,326 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.01 pp 37,690 $7M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 22,354 $4M hist
Polen Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,275 $252 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 200 $39 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 28,221 $7M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01
10-Q 10-Q
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8-K 5.07
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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 $3.32B $4.21B $5.22B
Gross profit $1.3B $1.86B $2.12B
Gross margin * 39.2% 44.2% 40.6%
Net income $830.78M $1.29B $1.53B
Net margin * 25.0% 30.7% 29.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.63B $5.09B $6.03B
Total non-current assets * $5.73B $7.04B $7.29B
Total assets $10.37B $12.12B $13.32B
Total current liabilities $1.31B $2.08B $2.25B
Total non-current liabilities * $2.37B $2.07B $1.53B
Total equity $6.69B $7.98B $9.54B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $602.26M $1.22B $2.06B
Cash from investing -$472.79M -$1.56B -$765.17M
Cash from financing $336.85M $24.85M -$119.23M
Net change in cash * $471.61M -$326.85M $1.17B

ownership over time

filing count by report period · click a bar for that quarter’s holders