Cross-institution positioning
May 7, 2026Accumulation leaning. 1 accumulating, 1 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchAYI Institutional Ownership
ACUITY INC. (DE)
Latest stored close $300.43 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
61/100
4 tracked · 3 comparable
Latest filing
May 7, 2026
Positive breadth
2 positive · 2 negative
Recent close
$300.43
Research confidence
Medium
Institutional Research 71/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 7, 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
Unlock the reported ownership timeline
Unlock full research
Accumulating1
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
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
Neutral 61/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 1 tracked institution shows persistent accumulation.
- Comparable SEC fundamentals are improving.
Institutional
66/100
Insiders
45/100
Fundamentals
64/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 24, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 1, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Results of operations / financial condition. 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
Jun 25, 2026Revenue +1.6% YoY; Net income +43.3% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 35% through its reported 52-week range; -12.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed May 7, 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
May 7, 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.
Fidelity / FMR
Filed May 7, 2026
Direction locked
BlackRock
Filed Jun 7, 2024
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
BlackRock
Filed Apr 17, 2025
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.
Unlock full research
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.
View plans
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.
Fidelity / FMR
Filed May 7, 2026
BlackRock
Filed Jun 7, 2024
Vanguard Capital Management
Filed Apr 29, 2026
BlackRock
Filed Apr 17, 2025
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 purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 24, 2026 | Tzitzon Nicholas | AGrant, award, or other acquisition · derivative | Deferred Restricted Stock Units | 296 | $306.74 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | HOLCOM KAREN J | SOpen-market or private sale | Common Stock | 2.0K | $329.62 | Direct | Sep 3, 2026 |
| Jul 2, 2026 | GOLDMAN BARRY R | SOpen-market or private sale | Common Stock | 1.2K | $365.65 | Direct | Jul 6, 2026 |
| Jun 1, 2026 | HOLCOM KAREN J | SOpen-market or private sale | Common Stock | 2.1K | $303.14 | Direct | Jun 3, 2026 |
| Apr 30, 2026 | Leibman Maya | POpen-market or private purchase | Common Stock | 200 | $288.83 | Indirect | May 4, 2026 |
| Apr 8, 2026 | O'Shaughnessy Laura | POpen-market or private purchase | Common Stock | 1.0K | $282.98 | Direct | Apr 10, 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 events2
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 |
|---|---|---|---|---|---|
| Oct 1, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Sep 29, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jun 25, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 13, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Apr 2, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 23, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jan 8, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Oct 1, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.2B
Q3 2026
+1.6% YoY 10-Q filed Jun 25, 2026
Operating income
$193.3M
Q3 2026
+38.3% YoY 10-Q filed Jun 25, 2026
Operating margin
16.1%
Q3 2026
+4.3 pts YoY 10-Q filed Jun 25, 2026
Net income
$141.0M
Q3 2026
+43.3% YoY 10-Q filed Jun 25, 2026
Diluted EPS
$4.56
Q3 2026
+46.2% YoY 10-Q filed Jun 25, 2026
Operating cash flow
$520.2M
YTD through May 31, 2026
+30.4% YoY 10-Q filed Jun 25, 2026
Free cash flow
$461.7M
YTD through May 31, 2026
+29.9% YoY 10-Q filed Jun 25, 2026
Cash & equivalents
$411.9M
As of May 31, 2026
+10.8% YoY 10-Q filed Jun 25, 2026
Assets
$4.6B
As of May 31, 2026
-0.2% YoY 10-Q filed Jun 25, 2026
Liabilities
$1.8B
As of May 31, 2026
-13.5% YoY 10-Q filed Jun 25, 2026
Stockholders’ equity
$2.9B
As of May 31, 2026
+10.4% YoY 10-Q filed Jun 25, 2026
Shares outstanding
29.9M
As of Jun 23, 2026
-2.3% YoY 10-Q filed Jun 25, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended May 31, 2026 | $1.2B | +1.6% |
| Ended Feb 28, 2026 | $1.1B | +4.9% |
| Ended Nov 30, 2025 | $1.1B | +20.2% |
| Ended May 31, 2025 | $1.2B | +21.7% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 31, 2025 | $4.3B | +13.1% |
| Ended Aug 31, 2024 | $3.8B | -2.8% |
| Ended Aug 31, 2023 | $4.0B | -1.3% |
| Ended Aug 31, 2022 | $4.0B | +15.7% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$299.84
View live quote ↗
52-week low
$257.04
Mar 12, 2026
52-week high
$380.17
Jan 5, 2026
Below 52-week high
21.1%
1W return
-7.9%
1M return
-16.3%
3M return
-0.9%
6M return
+15.0%
YTD return
-16.7%
1Y return
-12.0%
30-day volatility
29.4%
90-day volatility
44.3%
1Y max drawdown
-31.6%
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 25 filing(s) · 22 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.4M | $300.43 | |||
| Fidelity / FMR CIK0000315066 | Apr 30, 2026 observed May 7, 2026 filed · 7d Schedule 13G amendment | Reported accumulation | 3.6K +1.3K | 12.00% 0.00 pts | $289.77 | $295.42 | $300.43 |
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment | Reported accumulation | 2.4K +807 | 12.00% +6.90 pts | $280.22 | $295.75 | $300.43 |
Explore more institutional activity
Related research
Compare AYI with other securities showing similar institutional activity or recent accumulation across several tracked institutions.