Cross-institution positioning
Sep 8, 2026Accumulation leaning. 1 accumulating, 1 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchAAON Institutional Ownership
AAON, INC.
Latest stored close $87.13 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Buy
72/100
3 tracked · 3 comparable
Latest filing
Sep 8, 2026
Positive breadth
1 positive · 2 negative
Recent close
$87.13
Research confidence
Medium
Institutional Research 74/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Sep 8, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 72/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Recent insider purchase activity confirms the institutional direction.
- Comparable SEC fundamentals are improving.
Institutional
76/100
Insiders
68/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 15, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 2 purchases by 2 reporting owners and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 28, 20264 non-amendment material events in the last 90 days; Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 10, 2026Net income +265.8% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 1% through its reported 52-week range; -11.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Wellington Management Group.
Filed Sep 8, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Sep 8, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Wellington Management Group
Filed Sep 8, 2026
Direction locked
BlackRock
Filed Apr 17, 2025
Direction locked
BlackRock
Filed Jul 8, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Wellington Management Group
Filed Sep 8, 2026
BlackRock
Filed Apr 17, 2025
BlackRock
Filed Jul 8, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases22 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth2Multi-insider
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Stewart David Raymond | POpen-market or private purchase | Common Stock, par value $.004 | 1.0K | $74.66 | Indirect | Sep 16, 2026 |
| Sep 1, 2026 | ASBJORNSON NORMAN H | GGift | Common Stock, par value $.004 | 100.0K | $0.00 | Indirect | Sep 2, 2026 |
| Sep 1, 2026 | Buttermore Robert L. | AGrant, award, or other acquisition | Common Stock, par value $.004 | 1.3K | $0.00 | Direct | Sep 1, 2026 |
| Sep 1, 2026 | Jermain Patrick John | AGrant, award, or other acquisition | Common Stock, par value $.004 | 1.3K | $0.00 | Direct | Sep 1, 2026 |
| Aug 28, 2026 | Shaub Matthew | POpen-market or private purchase | Common Stock, par value $.004 | 457 | $76.42 | Direct | Aug 31, 2026 |
| Jun 2, 2026 | Thompson Rebecca | SOpen-market or private sale | Common Stock, par value $.004 | 4.2K | $143.42 | Indirect | Jun 5, 2026 |
| May 29, 2026 | Fields Gary D | SOpen-market or private sale | Common Stock, par value $.004 | 19.0K | $140.20 | Direct | Jun 1, 2026 |
| May 29, 2026 | ASBJORNSON NORMAN H | GGift | Common Stock, par value $.004 | 88.0K | $0.00 | Indirect | Jun 1, 2026 |
| May 29, 2026 | ASBJORNSON NORMAN H | GGift | Common Stock, par value $.004 | 101.4K | $0.00 | Indirect | Jun 1, 2026 |
| May 26, 2026 | Wichman Gordon Douglas | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 3.0K | $27.58 | Direct | May 27, 2026 |
| May 26, 2026 | Wichman Gordon Douglas | SOpen-market or private sale | Common Stock, par value $.004 | 3.0K | $140.39 | Direct | May 27, 2026 |
| May 26, 2026 | Wichman Gordon Douglas | MExercise or conversion of derivative | Common Stock, par value $.004 | 3.0K | $27.58 | Direct | May 27, 2026 |
| May 26, 2026 | Fields Gary D | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 21.2K | $48.91 | Direct | May 27, 2026 |
| May 26, 2026 | Fields Gary D | SOpen-market or private sale | Common Stock, par value $.004 | 21.2K | $140.34 | Direct | May 27, 2026 |
| May 26, 2026 | Fields Gary D | MExercise or conversion of derivative | Common Stock, par value $.004 | 21.2K | $48.91 | Direct | May 27, 2026 |
| May 14, 2026 | Kidwell Casey | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 1.1K | $82.39 | Direct | May 15, 2026 |
| May 14, 2026 | Kidwell Casey | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 2.1K | $79.73 | Direct | May 15, 2026 |
| May 14, 2026 | Kidwell Casey | SOpen-market or private sale | Common Stock, par value $.004 | 1.1K | $138.31 | Direct | May 15, 2026 |
| May 14, 2026 | Kidwell Casey | MExercise or conversion of derivative | Common Stock, par value $.004 | 1.1K | $82.39 | Direct | May 15, 2026 |
| May 14, 2026 | Kidwell Casey | SOpen-market or private sale | Common Stock, par value $.004 | 2.1K | $138.30 | Direct | May 15, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 28, 2026 | 8-K | 7.01, 8.01 | Regulation FD disclosure; Other event | — | Filing |
| Aug 13, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Aug 10, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 30, 2026 | 8-K | 5.02, 5.03, 9.01 | Director or executive change; Charter or bylaw change; Financial statements / exhibits | — | Filing |
| Jun 8, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 18, 2026 | 8-K | 5.07, 8.01, 9.01 | Shareholder vote results; Other event; Financial statements / exhibits | — | Filing |
| May 7, 2026 | 8-K | 2.02, 7.01, 8.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Apr 2, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Mar 5, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Mar 2, 2026 | 8-K | 2.02, 7.01, 8.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Dec 29, 2025 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Dec 1, 2025 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Operating income
$68.9M
Q2 2026
+192.1% YoY 10-Q filed Aug 10, 2026
Net income
$56.7M
Q2 2026
+265.8% YoY 10-Q filed Aug 10, 2026
Diluted EPS
$0.68
Q2 2026
+257.9% YoY 10-Q filed Aug 10, 2026
Operating cash flow
$55.0M
YTD through Jun 30, 2026
+277.1% YoY 10-Q filed Aug 10, 2026
Cash & equivalents
$13.0K
As of Jun 30, 2026
-7.1% YoY 10-Q filed Aug 10, 2026
Assets
$1.9B
As of Jun 30, 2026
+33.2% YoY 10-Q filed Aug 10, 2026
Stockholders’ equity
$1.0B
As of Jun 30, 2026
+21.3% YoY 10-Q filed Aug 10, 2026
Shares outstanding
82.5M
As of Aug 6, 2026
+1.1% YoY 10-Q filed Aug 10, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$74.32
View live quote ↗
52-week low
$73.19
Dec 18, 2025
52-week high
$150.46
Jun 3, 2026
Below 52-week high
50.6%
1W return
-6.4%
1M return
-15.4%
3M return
-43.4%
6M return
-11.4%
YTD return
-2.5%
1Y return
-11.0%
30-day volatility
50.0%
90-day volatility
73.4%
1Y max drawdown
-49.9%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 24 filing(s) · 21 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Wellington Management Group CIK0000902219 | Aug 31, 2026 observed Sep 8, 2026 filed · 8d Schedule 13G amendment | Reported accumulation | 8.6M +2.8M | 10.41% +3.36 pts | $75.97 | $79.40 | $87.13 |
| Wellington Management Group CIK0000902219 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Schedule 13G amendment | Reported reduction | 5.8M -2.4M | 7.05% -2.98 pts | $126.86 | $87.67 | $87.13 |
| Wellington Management Group CIK0000902219 | Apr 30, 2026 observed May 7, 2026 filed · 7d Schedule 13G amendment | Reported accumulation | 8.2M +207.1K | 10.03% +0.23 pts | $93.31 | $129.25 | $87.13 |
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