DNOW INC

$DNOW
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Smart money positioned

11 of the Top-200 alpha managers hold $DNOW as of the latest 13F snapshot.

13F holders
12
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$DNOW is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.50%, with an average of 0.40% of portfolio. Largest holder: Medina Value Partners, LLC at 3.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Medina Value Partners, LLC
3.50% NEW
α +36.9pts
02
River Road Asset Management, LLC
0.54% NEW
α +12.9pts
03
Fruth Investment Management
0.31% held
α +79.5pts
04
Wellington Management Group LLP
0.04% held
α +10.5pts
05
New Age Alpha Advisors, LLC
0.01% held
α +10.8pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 12 · Source: 13F-HR
01
Vanguard Group Inc.
—
19,498,204 sh
02
State Street
—
7,104,104 sh
03
Renaissance Technologies
0.08% of portfolio
4,458,025 sh
04
Baupost Group
0.84% of portfolio
3,625,000 sh
05
Pzena Investment Management LLC
0.12% of portfolio
3,095,315 sh
06
Medina Value Partners, LLC
3.50% of portfolio
1,402,563 sh
07
Citadel
0.01% of portfolio
642,429 sh
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
369,534 sh
09
First Eagle Investment Management, LLC
0.01% of portfolio
353,758 sh
10
Fruth Investment Management
0.33% of portfolio
99,520 sh
See all 12 13F holders · Pro →

Insider activity · last 90 days

27 transactions · 13 filers
20 May 2026
Bonno Terry —
· GRANT
12,122
—
A
20 May 2026
Alario Richard J —
· GRANT
17,122
—
A
20 May 2026
Jadin Ronald L —
· GRANT
12,122
—
A
20 May 2026
David-Green Karen —
· GRANT
12,122
—
A
20 May 2026
Reed Sonya —
· GRANT
12,122
—
A
20 May 2026
Damiris George John —
· GRANT
12,122
—
A
20 May 2026
Coppinger Paul M —
· GRANT
12,122
—
A
20 May 2026
Cobb Galen —
· GRANT
12,122
—
A
12 Mar 2026
Anderson Gillian —
· F
834
$11.29
F
23 Feb 2026
Munson Kelly T. —
· GRANT
28,823
—
A
23 Feb 2026
Anderson Gillian —
· GRANT
18,726
—
A
23 Feb 2026
Cherechinsky David A —
· GRANT
203,603
—
A

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DNOW in the recent window.

Convergence · $DNOW

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:18 UTC.