Follow-The-Filings

Security

Q

Qnity Electronics Inc. · COMMON STOCK

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

20 owners 4 new 4 exits max 6.0% (Henry Ellenbogen - Durabl...)

owners 20
rank #229
master % 0.03%
max % 6.0%
tracked value $4B
qoq N 4 A 7 R 7 E 4

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 6.0% Add +3.88 pp 5,088,108 $587M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.4% New 0.4% 125,655 $14M hist
Davidson Kempner Capital Management LP 2026 Q1 0.3% New 0.3% 200,000 $23M hist
Kentucky Trust Co. 2026 Q2 stale 0.2% Add +0.05 pp 2,452 $400M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce +0.04 pp 46,394 $5M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.10 pp 541,238 $62M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.05 pp 213,587 $25M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.09 pp 960,820 $111M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.05 pp 483,514 $56M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 798,825 $92M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 340,353 $39M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% New 0.0% 27,270,370 $2.2B hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 303,184 $25M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.02 pp 203,928 $24M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 189,600 $22M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 2,298,838 $188M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 245,891 $27M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 11,100 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 183,200 $21M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 6,727 $776 hist
Glenview Capital Management, LLC exited 2026 Q1 last 2025 Q4 0.9% Exit -0.86 pp 518,486 $42M hist
Dan Sundheim - D1 Capital Partners L.P. exited 2026 Q1 last 2025 Q4 0.7% Exit -0.71 pp 937,135 $77M hist
George Soros - Soros Fund Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.08 pp 80,000 $7M hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 447 $36 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2025
Revenue $4.75B
Gross profit * $2.2B
Gross margin * 46.2%
Net income
Net margin

Balance sheet

Metric FY2025
Total current assets $2.64B
Total non-current assets * $11.43B
Total assets $14.07B
Total current liabilities $1.36B
Total non-current liabilities * $5.35B
Total equity $7.1B

Cash flow

Metric FY2025
Cash from operations $1.27B
Cash from investing -$285M
Cash from financing -$248M
Net change in cash $749M

ownership over time

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