AAON (AAON): Top-Line Surge Overshadows Temporary Margin Pressure
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Aaon Inc. (AAON)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 642,995 | $53,214,266 | +67% | 0.49% |
| 2. | Impax Asset Management Ian Simm | 485,998 | $40,221,194 | +42% | 0.31% |
| 3. | Prescott Group Capital Management Phil Frohlich | 60,000 | $4,965,600 | 0.45% | |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 41,347 | $3,421,878 | -62% | 0% |
| 5. | Bayforest Capital Theodoros Tsagaris | 566 | $46,842 | +43% | 0.07% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.66 | 1,000 | $74,660.00 | 4,000 | 2026-09-15 | Filing | |
| $76.42 | 457 | $34,923.94 | 3,136 | 2026-08-28 | Filing | |
| $77.59 | 4,141 | $321,300.19 | 15,212 | 2025-12-12 | Filing | |
| $80.85 | 1,000 | $80,850.00 | 12,730 | 2025-12-12 | Filing | |
| $82.25 | 1,000 | $82,250.00 | 11,730 | 2025-12-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $143.42 | 4,230 | $606,666.60 | 0 | 2026-06-02 | Filing | |
| $140.20 | 19,000 | $2,663,800.00 | 15,252 | 2026-05-29 | Filing | |
| $140.39 | 3,000 | $421,170.00 | 10,997 | 2026-05-26 | Filing | |
| $140.34 | 21,173 | $2,971,418.82 | 34,252 | 2026-05-26 | Filing | |
| $138.31 | 1,069 | $147,853.39 | 13,463 | 2026-05-14 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,959,453 | $244,924,330 | 1.82% | |
| 2. | 1,459,128 | $120,757,443 | 0.31% | |
| 3. | 1,429,379 | $118,322,176 | 0.01% | |
| 4. | 1,411,504 | $116,830,727 | 0.02% | |
| 5. | 1,220,470 | $101,006,097 | 0.1% |
News See All
AAON (AAON) Shares Decline Despite Solid Industrial Fundamentals
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.
AAON, Inc. (AAON) Faces HVAC Market Headwinds, but Madison Small Cap Fund Sees Margin Expansion Potential
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
AAON, Inc. (AAON) Helps Offset Industrial Weakness
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Baird Sees a Long Growth Runway for This AI Infrastructure Stock
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Wall Street Expects AAON, FN, and STRL to Rally over 50% as Chip Stocks Sell Off
Chip stocks this week faced a selloff amid rising bond yields and higher oil prices. However, analysts on Wall Street see data-center-related names...
EPS Surprise: 26 Stocks Beating Wall Street Expectations
Financial data and software firm FactSet said that 10 out of 11 sectors in the S&P 500 report year-on-year earnings growth, with eight posting double-digit gains.
AAON's (AAON) Growth Strategy Positions It for Long-Term Strength
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
AAON (AAON) Backlog Strengthens From Data Centre Buildout and Margin Improvement
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Data Centre Cooling Demand Boosted AAON (AAON)
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
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