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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
Q2 		$23.4M Sell
22,434
-40,566
-64% -$43.4M 1.37% 32
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ardmore Road Asset Management's EQIX Position: Q2 2026 in Review

Ardmore Road Asset Management reduced its Equinix (EQIX) stake by 64% in Q2 2026, selling an estimated $43.4M and leaving 22,434 shares worth $23.4M. The position accounts for 1.37% of the portfolio, ranked #32.

Ardmore Road Asset Management first reported a position in EQIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $61.8M in Q1 2026. 1,363 funds tracked by Wall St. Rank hold EQIX as of Q2 2026.

  • Ardmore Road Asset Management held 22,434 shares of Equinix worth $23.4M as of Q2 2026.
  • Ardmore Road Asset Management sold 40,566 Equinix shares in Q2 2026, an estimated $43.4M.
  • Equinix made up 1.37% of Ardmore Road Asset Management's portfolio in Q2 2026, its #32 holding.
  • Ardmore Road Asset Management first reported a position in Equinix in Q2 2025 and has held it in 5 quarters since.
  • Ardmore Road Asset Management's Equinix position peaked at $61.8M in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Equinix as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.