SEC 13F Intelligence

Durable Capital Partners LP / AYI

Durable Capital Partners LP’s Acuity Inc Position

Does Durable Capital Partners LP own Acuity Inc (AYI)? Yes — 355.7K shares worth $100M (+1.03% of its 13F portfolio) as of Q1 2026, down from 815.3K shares the prior filed quarter.

Position Value
$100M
Q1 2026
Shares
355.7K
% of Portfolio
+1.03%
Quarters Held
7
currently held

Position History AYI

Reported value by quarter
Q3 ’24: $116MQ3 ’24Q4 ’24: $318MQ4 ’24Q1 ’25: $289MQ1 ’25Q2 ’25: $373MQ2 ’25Q3 ’25: $470MQ3 ’25Q4 ’25: $294MQ4 ’25Q1 ’26: $100MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026355.7K$100M+1.03%
Q4 2025815.3K$294M+2.78%
Q3 20251.36M$470M+3.48%
Q2 20251.25M$373M+2.82%
Q1 20251.10M$289M+2.59%
Q4 20241.09M$318M+2.59%
Q3 2024420.4K$116M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Durable Capital Partners LP’s full portfolio or all institutional holders of AYI.