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FULLER & THALER ASSET MANAGEMENT, INC.

Position in AYI — Acuity Inc. (De)

CIK 1082327 SAN MATEO, CA

Position in AYI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$290,830,485
+$136,808,964 QoQ
Shares Held
772,130
+40.5% QoQ
Ownership
2.58%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#7
of 635 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AYI Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $1,175,670,385 across 5 Electrical Equipment & Parts names. AYI ranks #3 (24.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AYI
Acuity Inc. (De)
This page
772,130 $290,830,485

All Filings in AYI

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $290,830,485 772,130
2026-03-31 $154,021,521 549,645
2025-12-31 $172,522,887 479,177
2025-09-30 $164,163,136 476,678
2025-06-30 $167,589,213 561,739
2025-03-31 $300,181,340 1,139,857
2024-12-31 $327,471,595 1,120,979
2024-09-30 $306,309,136 1,112,274
2024-06-30 $281,492,964 1,165,892
2024-03-31 $282,655,051 1,051,818
2023-12-31 $199,079,602 971,926
2023-09-30 $143,906,670 844,969
2023-06-30 $97,390,560 597,195
2023-03-31 $120,752,004 660,822
2022-12-31 $89,898,573 542,833
2022-09-30 $69,668,664 442,425
2022-06-30 $61,987,082 402,409
2022-03-31 $88,201,116 465,933
2021-12-31 $82,669,249 390,465
2021-09-30 $50,859,823 293,360
2021-06-30 $42,278,131 226,050
2021-03-31 $14,024,505 84,997