ValuationViz

AEIS fund manager activity

Advanced Energy Industries, Inc · Nasdaq. Reported by 8 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed139,367$51,965,7730.08%Aug 14, 2026
First Eagle Investment ManagementAdded91,535$34,130,6560.06%Aug 24, 2026
Ken Fisher - Fisher Asset ManagementTrimmed304,471$113,528,1050.03%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed6,378$2,378,1650.01%Aug 14, 2026
Lee Ainslie - Maverick CapitalNew1,598$595,8460.01%Aug 14, 2026
Polen Capital ManagementNew1,503$560,4240.00%Aug 4, 2026
Alex Sacerdote - Whale Rock Capital ManagementSold out——0.00%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed268,725$86,720,2450.26%May 15, 2026
First Eagle Investment ManagementTrimmed81,818$26,403,4870.04%May 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed344,155$111,062,2580.04%May 5, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed7,656$2,470,6680.01%May 15, 2026
Alex Sacerdote - Whale Rock Capital ManagementNew1,022,112$329,845,7644.26%May 15, 2026

Older quarters