Filing Details
WASATCH ADVISORS LP, a registered investment adviser, increased its position in Allison Transmission Holdings, Inc. (NYSE:ALSN) by 105.7% during Q2 2026, according to its most recent 13F filing with the Securities and Exchange Commission.
The firm purchased an additional 776,169 shares of the Consumer Cyclical company, bringing its total holdings to 1,510,496 shares valued at approximately $170.3M as of the filing date.
Market Context
Allison Transmission Holdings, Inc.'s stock currently trades at $114.93 with a market capitalization of $10.4B.
An increase in an existing position suggests WASATCH ADVISORS LP has growing conviction in Allison Transmission Holdings, Inc.'s trajectory. Institutional investors typically add to positions when they believe the stock still has upside relative to their price target, or when the company's fundamentals have improved since their initial purchase.
Consumer discretionary holdings often reflect institutional views on consumer spending strength and economic confidence. Moves in Allison Transmission Holdings, Inc. may signal expectations about upcoming earnings and consumer demand trends.
The size of this position — $170.3 million — places it among the more significant institutional holdings in Allison Transmission Holdings, Inc.. Large positions like this can influence trading dynamics and are closely watched by market participants tracking smart money flows.
Investors should note that 13F filings reflect holdings as of the end of the reporting quarter and are filed up to 45 days later. The position may have changed since the filing date. 13F data is most useful when analyzed alongside other signals such as insider transactions, analyst ratings, and fundamental trends.
Related Tools: Insider Trades Tracker | View ALSN Stock Page
Frequently Asked Questions
What is a 13F filing?
A 13F filing is a quarterly SEC report required for institutional managers with over $100 million in assets. It discloses equity holdings, providing transparency into how firms like WASATCH ADVISORS LP position their portfolios.
How can I track institutional ownership of ALSN?
View all institutional holders on our ALSN institutional ownership page.