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DNOW Inc

316 hedge funds and large institutions have $2.27B invested in DNOW Inc in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 78 increasing their positions, 126 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

21% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.86M

3% more funds holding

Funds holding: 308316 (+8)

8% less capital invested

Capital invested by funds: $2.47B → $2.27B (-$204M)

38% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 126

75.47% less ownership

Funds ownership: 177.7%102.23% (-75%)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
73
Increased
78
Reduced
126
Closed
56
Calls
$2.26M
Puts
$1.86M
Net Calls
+$399K
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$354M -$353K -26,066 -0.1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$201M +$82.1M +6,065,969 +56%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$124M +$141M +10,423,553 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$124M +$109K +8,035 +0.1%
VCM
5
Vanguard Capital Management
Pennsylvania
$99.2M +$113M +8,331,559 New
State Street
6
State Street
Massachusetts
$84.6M -$4.56M -336,634 -5%
ECM
7
Engine Capital Management
New York
$61.5M +$69.9M +5,165,862 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$54.2M +$1.68M +124,276 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$53.1M -$12.7M -936,300 -17%
First Trust Advisors
10
First Trust Advisors
Illinois
$48.4M +$52.8M +3,898,758 +2,335%
RRAM
11
River Road Asset Management
Kentucky
$47.7M +$54.3M +4,009,225 New
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$46.4M +$2.99M +220,568 +6%
BG
13
Baupost Group
Massachusetts
$43.2M +$49.1M +3,625,000 New
VV
14
Verbena Value
Connecticut
$39.3M -$5.21M -385,108 -10%
Pzena Investment Management
15
Pzena Investment Management
New York
$36.9M -$14.4M -1,065,814 -26%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$35.8M +$3.15M +232,974 +8%
Charles Schwab
17
Charles Schwab
California
$35.4M +$242K +17,885 +0.6%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$34.8M -$7.15M -528,438 -15%
American Century Companies
19
American Century Companies
Missouri
$33.8M -$17.3M -1,277,106 -31%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$31.3M -$19M -1,405,414 -35%
Goldman Sachs
21
Goldman Sachs
New York
$26.3M -$22.4M -1,656,386 -43%
Northern Trust
22
Northern Trust
Illinois
$22.3M +$828K +61,178 +3%
Marshall Wace
23
Marshall Wace
United Kingdom
$22.2M +$19M +1,403,033 +302%
Morgan Stanley
24
Morgan Stanley
New York
$22M -$998K -73,722 -4%
N
25
Nuveen
North Carolina
$20.8M -$4.13M -305,448 -15%

DNOW Hedge Fund Activity: Q1 2026 in Review

316 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in DNOW Inc (DNOW) for Q1 2026, worth a combined $2.27B — down 8.2% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new DNOW positions and 56 closed out — a net gain of 17 holders — while 78 added to existing stakes and 126 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $82.1M. The largest seller was Boston Partners, exiting entirely with an estimated $104M sold.

  • 316 institutional investors held DNOW Inc (DNOW) as of Q1 2026, up from 308 in Q4 2025.
  • Funds reported $2.27B of DNOW Inc stock for Q1 2026, down 8.2% quarter-over-quarter.
  • 73 funds opened new DNOW Inc positions in Q1 2026 and 56 closed out, a net change of +17 holders.
  • The largest DNOW Inc buyer in Q1 2026 was Wellington Management Group, an estimated $82.1M added.
  • The largest DNOW Inc seller in Q1 2026 was Boston Partners, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2026.