Polymer Capital Management
AYI icon

Polymer Capital Management’s Acuity Brands AYI Stock Holding History

Polymer Capital Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
5,650
+4,142
+275% +$1.38M 0.25% 108
2026
Q2 		$568K Sell
1,508
-1,563
-51% -$463K 0.08% 320
2026
Q1 		$861K Buy
+3,071
New +$933K 0.09% 247
2025
Q4 		– Sell
-1,020
Closed -$351K – 770
2025
Q3 		$351K Buy
+1,020
New +$325K 0.04% 552

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Polymer Capital Management's AYI Position: Q3 2026 in Review

Polymer Capital Management increased its Acuity Brands (AYI) stake by 275% in Q3 2026, buying an estimated $1.38M and bringing the position to 5,650 shares worth $1.75M. The position accounts for 0.25% of the portfolio, ranked #108.

Polymer Capital Management first reported a position in AYI in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • Polymer Capital Management held 5,650 shares of Acuity Brands worth $1.75M as of Q3 2026.
  • Polymer Capital Management bought 4,142 Acuity Brands shares in Q3 2026, an estimated $1.38M.
  • Acuity Brands made up 0.25% of Polymer Capital Management's portfolio in Q3 2026, its #108 holding.
  • Polymer Capital Management first reported a position in Acuity Brands in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Polymer Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.