AAON
AAON, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $87 | $143 | +64% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $87 | $143 | +64% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $87 | $143 | +64% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $87 | $143 | +64% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management | Q3 2024 | Q2 2026 | → $135 | +55% |
| Bridgewater Associates 2× in & out | Q1 2025 | Q2 2025 | → $104 | -7% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at AAON, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40001565768-26-000024Jun 5, 2026
- Form 40001642826-26-000011Jun 1, 2026
- Form 40000903063-26-000001Jun 1, 2026
- Form 40001903665-26-000010May 27, 2026
- Form 40001642826-26-000010May 27, 2026
- Form 40001951079-26-000004May 26, 2026
- Form 40001929992-26-000009May 15, 2026
- Form 40000824142-26-000037May 15, 2026
- Form 40001999560-26-000007May 14, 2026
- Form 40001642826-26-000008May 14, 2026
- Form 40001886650-26-000001May 14, 2026
- Form 40001887897-26-000001May 14, 2026
- Form 40001408104-26-000001May 14, 2026
- Form 40001659312-26-000003May 14, 2026
- Form 40001302089-26-000001May 14, 2026
Fundamentals
XBRL · AAON, INC.Annual figures sourced directly from AAON, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for AAON, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- 8-KMaterial eventMay 18, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventApr 2, 2026
- DEF 14AProxy statementApr 1, 2026
- 8-KMaterial eventMar 5, 2026
- 10-KAnnual reportMar 2, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KMaterial eventDec 29, 2025
- 8-KMaterial eventDec 1, 2025
- 8-KMaterial eventNov 12, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 6, 2025
- 8-KMaterial eventSep 18, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | open | $103 | $134 | +30% |
| Two Sigma Investments | Q2 2025 | open | $104 | $134 | +29% |
| Bridgewater Associates | Q1 2025 | Q2 2025 | $112 | $104 | -7% |
| Citadel Advisors | Q3 2024 | open | $87 | $134 | +53% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $87 | $132 | +52% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $87 | $94 | +7% |
| AQR Capital Management | Q3 2024 | open | $87 | $134 | +53% |
| Millennium Management | Q3 2024 | Q2 2026 | $87 | $135 | +55% |
| Bridgewater Associates | Q4 2023 | Q2 2024 | $58 | $75 | +28% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.