Position in AYI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,980,353
+$34,044,587 QoQ
Shares Held
131,969
+1518.5% QoQ
Ownership
0.441%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 99.54534777106745.ToString("F0")%
Shared 0.ToString("F0")%
None 0.45465222893255236.ToString("F0")%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Derivatives in AYI
reported options exposure · as of Sep 30, 2021CallValue
$745,491
CallShares
4,300
PutValue
$866,850
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $898,685,995 across 29 Electrical Equipment & Parts names. AYI ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
3,547,838 | $480,696,570 | |
| 2 | EOSE |
Eos Energy Enterprises, Inc.
|
14,074,001 | $69,807,044 | |
| 3 | PLUG |
Plug Power Inc
|
27,395,936 | $61,914,815 | |
| 4 | AMPX |
Amprius Technologies, Inc.
|
3,506,075 | $59,112,424 | |
| 5 | TE |
T1 Energy Inc.
|
11,101,768 | $48,736,761 | |
| 6 | AYI |
Acuity Inc. (De)
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|
131,969 | $36,980,353 | |
| 7 | BLDP |
Ballard Power Systems Inc.
|
12,343,152 | $29,870,427 | |
| 8 | FPS |
Forgent Power Solutions, Inc.
|
914,229 | $26,759,482 |
All Filings in AYI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,980,353 | 131,969 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,935,766 | 8,154 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,363,548 | 6,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,291,883 | 11,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,841,546 | 10,790 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,005,141 | 10,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,684,660 | 67,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,353,144 | 38,739 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,752,925 | 6,523 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,829,177 | 47,987 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,697,369 | 15,838 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,653,161 | 28,533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $372,403 | 2,038 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $9,622,250 | 45,448 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $866,850 | 5,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $3,278,773 | 18,912 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $745,491 | 4,300 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $1,122,180 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $17,512,741 | 93,636 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $1,271,804 | 6,800 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $14,733,675 | 89,295 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $330,000 | 2,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $264,000 | 1,600 | Call | Sole | 2021-05-17 | |
| 2020-09-30 | $3,824,307 | 37,365 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $696,029 | 7,270 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,105,014 | 12,900 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $305,806 | 3,570 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $728,110 | 8,500 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||