AIT
APPLIED INDUSTRIAL TECHNOLOGIES, 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 | $196 | $305 | +56% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $196 | $305 | +56% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $196 | $305 | +56% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $196 | $305 | +56% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $196 | $305 | +56% |
| Bridgewater Associates | Q4 2025 | 2Q | $250 | $305 | +22% |
| Point72 Asset Management | Q4 2025(8Q snapshot) | 2Q | $248 | $305 | +23% |
“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 |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q4 2025 | Q2 2026 | → $315 | +26% |
| Maverick Capital | Q2 2024 | Q3 2024 | → $196 | -0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at APPLIED INDUSTRIAL TECHNOLOGIES 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 May 6, 2026 — the most recent Form 4 on file — not from today.
- Form 40001657120-26-000006May 6, 2026
- Form 40001971363-26-000002Apr 28, 2026
- Form 40001295366-26-000009Apr 1, 2026
- Form 40001295366-26-000007Feb 27, 2026
- Form 40001657120-26-000004Feb 10, 2026
- Form 40001657120-26-000002Feb 6, 2026
- Form 40001431804-26-000002Feb 6, 2026
- Form 40001881666-26-000002Feb 6, 2026
- Form 40001299653-26-000002Jan 21, 2026
- Form 40001335815-26-000004Jan 21, 2026
- Form 40000109563-26-000010Jan 21, 2026
- Form 40000109563-26-000009Jan 21, 2026
- Form 40000109563-26-000008Jan 21, 2026
- Form 40001426482-26-000002Jan 21, 2026
- Form 40001276410-26-000002Jan 21, 2026
Fundamentals
XBRL · APPLIED INDUSTRIAL TECHNOLOGIES, INC.Annual figures sourced directly from APPLIED INDUSTRIAL TECHNOLOGIES, 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 APPLIED INDUSTRIAL TECHNOLOGIES INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportApr 28, 2026
- 8-KMaterial eventApr 28, 2026
- 10-QQuarterly reportJan 27, 2026
- 8-KMaterial eventJan 27, 2026
- 10-QQuarterly reportOct 28, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventOct 24, 2025
- 8-KMaterial eventOct 23, 2025
- DEF 14AProxy statementSep 10, 2025
- 10-KAnnual reportAug 15, 2025
- 8-KMaterial eventAug 14, 2025
- 8-KMaterial eventJul 11, 2025
- 10-QQuarterly reportMay 1, 2025
- 8-KMaterial eventMay 1, 2025
- 10-QQuarterly reportJan 29, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q4 2025 | open | $248 | $305 | +23% |
| Renaissance Technologies | Q4 2025 | Q2 2026 | $250 | $315 | +26% |
| Bridgewater Associates | Q4 2025 | open | $250 | $307 | +23% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $260 | $227 | -13% |
| Citadel Advisors | Q3 2024 | open | $196 | $305 | +56% |
| Two Sigma Investments | Q3 2024 | open | $196 | $305 | +56% |
| D.E. Shaw | Q3 2024 | open | $196 | $305 | +56% |
| AQR Capital Management | Q3 2024 | open | $196 | $305 | +56% |
| Millennium Management | Q3 2024 | open | $196 | $305 | +56% |
| Maverick Capital | Q2 2024 | Q3 2024 | $197 | $196 | -0% |
- 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.