Argosy Investors Sold GoDaddy (GDDY) as It Disrupted By AI Momentum
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 3,519,847 | $290,985,751 | +36% | 0.23% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,677,439 | $221,343,882 | -6% | 0.12% |
| 3. | D E Shaw D. E. Shaw | 1,942,980 | $160,626,156 | -11% | 0.1% |
| 4. | AQR Capital Management Cliff Asness | 1,117,898 | $92,416,669 | -63% | 0.04% |
| 5. | Millennium Management Israel Englander | 856,715 | $70,824,629 | +14% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.05 | 4,000 | $104,197.20 | 4,000 | 2015-08-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $82.92 | 3,500 | $290,220.00 | 105,728 | 2026-06-08 | Filing | |
| $89.86 | 1,188 | $106,753.68 | 76,615 | 2026-06-02 | Filing | |
| $89.86 | 542 | $48,704.12 | 19,995 | 2026-06-02 | Filing | |
| $89.86 | 3,958 | $355,665.88 | 109,228 | 2026-06-02 | Filing | |
| $89.86 | 8,373 | $752,397.78 | 521,747 | 2026-06-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,326,265 | $1,101,682,322 | 0.02% | |
| 2. | 8,734,371 | $722,070,451 | 0.01% | |
| 3. | 7,965,240 | $658,486,391 | 0.03% | |
| 4. | 6,581,311 | $544,077,237 | 0.03% | |
| 5. | 6,297,006 | $520,574,309 | 0.12% |