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Ardmore Road Asset Management’s Equinix EQIX Stock Holding History

Ardmore Road Asset Management’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.8M Buy
63,000
+16,274
+35% +$14.5M 4.07% 3
2025
Q4 		$35.8M Sell
46,726
-3,274
-7% -$2.57M 2.71% 12
2025
Q3 		$39.2M Buy
50,000
+41,353
+478% +$32.3M 2.53% 12
2025
Q2 		$6.88M Buy
+8,647
New +$7.34M 0.57% 34

Other funds holding EQIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ardmore Road Asset Management's EQIX Position: Q1 2026 in Review

Ardmore Road Asset Management increased its Equinix (EQIX) stake by 35% in Q1 2026, buying an estimated $14.5M and bringing the position to 63,000 shares worth $61.8M. The position accounts for 4.07% of the portfolio, ranked #3.

Ardmore Road Asset Management first reported a position in EQIX in Q2 2025 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.

  • Ardmore Road Asset Management held 63,000 shares of Equinix worth $61.8M as of Q1 2026.
  • Ardmore Road Asset Management bought 16,274 Equinix shares in Q1 2026, an estimated $14.5M.
  • Equinix made up 4.07% of Ardmore Road Asset Management's portfolio in Q1 2026, its #3 holding.
  • Ardmore Road Asset Management first reported a position in Equinix in Q2 2025 and has held it in 4 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.