Why Wells Fargo Is Cautious on Tenable (TENB) Despite Its Market Position
On March 3, 2026, Wells Fargo initiated coverage of Tenable Holdings, Inc. with an Equal Weight rating and a $13 price target.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RGM Capital Robert G. Moses | 4,071,191 | $95,795,124 | -9% | 4.65% |
| 2. | Alyeska Investment Group Anand Parekh | 1,824,949 | $42,941,050 | +102% | 0.12% |
| 3. | D E Shaw D. E. Shaw | 1,385,692 | $32,605,333 | -9% | 0.02% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,356,684 | $31,922,775 | +57% | 0.02% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 827,700 | $19,475,781 | +64% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.17 | 4,500 | $99,765.00 | 16,266 | 2026-02-12 | Filing | |
| $21.50 | 12,000 | $258,000.00 | 51,731 | 2026-02-09 | Filing | |
| $23.00 | 7,500 | $172,500.00 | 7,500 | 2018-07-30 | Filing | |
| $23.00 | 21,739 | $499,997.00 | 21,739 | 2018-07-30 | Filing | |
| $23.00 | 30,000 | $690,000.00 | 30,000 | 2018-07-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.82 | 115,000 | $2,854,300.00 | 0 | 2025-12-15 | Filing | |
| $29.10 | 976 | $28,401.60 | 61,420 | 2025-10-17 | Filing | |
| $30.80 | 15,000 | $462,000.00 | 0 | 2025-09-09 | Filing | |
| $30.12 | 4,622 | $139,214.64 | 15,000 | 2025-09-04 | Filing | |
| $29.84 | 2,541 | $75,823.44 | 105,001 | 2025-08-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 49,904 | $877,312 | 0% | |
| 2. | 9,630 | $162,891 | 0.1% | |
| 3. | 3,222 | $54,500 | 0.01% | |
| 4. | 2,970 | $50,237 | 0% | |
| 5. | 1,853 | $31,344 | 0% |