ROK
Rockwell Automation, Inc.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $77 | $460 | +496% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $254 | $460 | +81% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $254 | $460 | +81% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $254 | $460 | +81% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $254 | $460 | +81% |
| Two Sigma Investments | Q4 2024(8Q snapshot) | 6Q | $279 | $460 | +65% |
“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 |
|---|---|---|---|---|
| Point72 Asset Management | Q4 2024 | Q2 2025 | → $302 | +8% |
| Maverick Capital 4× in & out | Q2 2024 | Q3 2024 | → $254 | -5% |
| Duquesne Family Office 2× in & out | Q2 2017 | Q3 2017 | → $140 | +4% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ROCKWELL AUTOMATION, 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 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40001979295-26-000012Jun 4, 2026
- Form 40001979295-26-000010Jun 3, 2026
- Form 40001305128-26-000002May 21, 2026
- Form 40001794668-26-000004May 8, 2026
- Form 40001979295-26-000007May 6, 2026
- Form 40001720483-26-000005May 6, 2026
- Form 40001456171-26-000004May 6, 2026
- Form 40001262305-26-000003Apr 17, 2026
- Form 40001979295-26-000005Apr 14, 2026
- Form 40001862211-26-000002Apr 13, 2026
- Form 40001024478-26-000008Apr 9, 2026
- Form 40002016350-26-000002Apr 3, 2026
- Form 40001826765-26-000004Apr 1, 2026
- Form 40001963701-26-000004Mar 3, 2026
- Form 40001825762-26-000002Feb 27, 2026
Fundamentals
XBRL · Rockwell Automation, Inc.Annual figures sourced directly from Rockwell Automation, 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 ROCKWELL AUTOMATION, INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventMay 5, 2026
- 8-KMaterial eventApr 17, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventFeb 13, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 5, 2026
- DEF 14ADEFINITIVE PROXY STATEMENTDec 22, 2025
- 8-KMaterial eventNov 21, 2025
- 10-KAnnual reportNov 12, 2025
- 8-KMaterial eventNov 6, 2025
- 8-KMaterial eventOct 3, 2025
- 10-QQuarterly reportAug 6, 2025
- 8-KMaterial eventAug 6, 2025
- 8-KMaterial eventJun 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q3 2025 | open | $343 | $436 | +27% |
| Bridgewater Associates | Q1 2025 | open | $292 | $460 | +58% |
| Two Sigma Investments | Q4 2024 | open | $279 | $436 | +57% |
| Point72 Asset Management | Q4 2024 | Q2 2025 | $279 | $302 | +8% |
| Citadel Advisors | Q3 2024 | open | $254 | $436 | +72% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $254 | $288 | +13% |
| AQR Capital Management | Q3 2024 | open | $254 | $436 | +72% |
| Millennium Management | Q3 2024 | open | $254 | $436 | +72% |
| Maverick Capital | Q2 2024 | Q3 2024 | $267 | $254 | -5% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $191 | $250 | +31% |
| Maverick Capital | Q4 2021 | Q1 2022 | $310 | $249 | -20% |
| Bridgewater Associates | Q3 2021 | Q4 2021 | $292 | $310 | +6% |
| Maverick Capital | Q1 2021 | Q2 2021 | $229 | $244 | +7% |
| Bridgewater Associates | Q3 2020 | Q2 2021 | $213 | $246 | +15% |
| Maverick Capital | Q1 2020 | Q2 2020 | $180 | $179 | -1% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $180 | $172 | -5% |
| Bridgewater Associates | Q2 2019 | Q4 2019 | $143 | $177 | +24% |
| Bridgewater Associates | Q4 2018 | Q1 2019 | $146 | $155 | +6% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $154 | $149 | -3% |
| Duquesne Family Office | Q2 2017 | Q3 2017 | $134 | $140 | +4% |
| Duquesne Family Office | Q3 2016 | Q1 2017 | $99 | $128 | +29% |
| Bridgewater Associates | Q3 2013 | Q4 2016 | $77 | $107 | +38% |
- 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.