Which hedge funds own AAON? AAON INC, Q2 2026 13F holders
46 tracked hedge funds disclosed a position in AAON (AAON INC) in their Q2 2026 13F filings, worth $279.2m in total. The largest holder by portfolio weight is Aperture Investors, LLC at 2.7% of its book. 26 opened a new position this quarter: Semanteon Capital Management, LP, Campbell & CO Investment Adviser LLC, Fox Run Management, L.L.C., AlphaGrep UK Ltd. 8 exited: Senvest Management, LLC, Cinctive Capital Management LP, SG Capital Management LLC.
- 46
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 26
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $44.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $63.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $279m
- Combined value Sum of the holders' reported positions in the security.
- 3.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Senvest Management, LLC | 0.9% | $25.7m |
| Cinctive Capital Management LP | 0.3% | $3.9m |
| SG Capital Management LLC | 0.2% | $2.3m |
| Freestone Grove Partners LP | 0.2% | $24.2m |
| Landscape Capital Management, L.L.C. | 0.1% | $1.8m |
| Zimmer Partners, LP | 0.09% | $3.7m |
| SummitTX Capital, L.P. | 0.01% | $382k |
| Holocene Advisors, LP | 0.0% | $1.1m |
Ownership over time
Who discovered AAON first? Beta
The run: Q4 2012 → Q2 2026, ×21
| 11 Capital Partners LP | Q2 2023 | – | +1.3 pts |
| Aperture Investors, LLC | Q1 2025 | – | +1.1 pts |
| Sandler Capital Management | Q4 2023 | – | +0.5 pts |
| Value Aligned Research Advisors, LLC | Q2 2025 | – | +0.1 pts |
| SG Capital Management LLC | Q3 2025 | – | −0.1 pts |
| Clean Energy Transition LLP | Q3 2025 | – | −0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.