InvestorLens

AYI — ACUITY INC

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AYI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 2 buying vs 2 selling last quarter
36
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their AYI position last quarter, 2 bought and 2 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ken Griffin, Steve Cohen)
  • +4 tracked investors reported holding AYI at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About ACUITY INC (AYI)

ACUITY INC (AYI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $197M. Across recent filings, tracked investors recorded 7 new positions, 15 increased, 14 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AYI

56
/100
Mixed Activity
Added / Increased22
Reduced14
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track AYI

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

AYI Ownership Composition

How ACUITY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
94% of tracked value
Institutions
4
tracked investors
Total Reported
$50.7M
combined 13F value
Types2
  • Multi-Strategy / Quant94.3%
  • Macro5.7%
Multi-Strategy / Quant(3)
94.3%
Macro(1)
5.7%

Tracked investors currently reporting AYI

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.6K
    Value
    $618.9K
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1K
    Value
    $376.7K
    % Portfolio
    0.00%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    124.3K
    Value
    $46.8M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    7.7K
    Value
    $2.9M
    % Portfolio
    0.01%

Previously held AYI

These investors reported AYI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp28.1K$8.4MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold AYI?
4 tracked institutional investors disclosed a position in AYI (ACUITY INC) in their most recent 13F filing.
Who is the largest institutional holder of AYI?
Izzy Englander, Millennium Management, holds the largest disclosed position in AYI, valued at $197M.
Did institutional ownership of AYI increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 15 increased, 14 reduced, and 3 fully exited AYI.
Where does this AYI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.