FABRINET (FN) Institutional Ownership Changes & 13F Activity

FABRINET (FN) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Durable Capital Partners, First Eagle U.S. Value, Polen Capital Management, Sequoia Financial Advisors, and Torray Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Durable Capital PartnersBuy216,472216,472$112,894,477
Q1 2026First Eagle U.S. ValueSell-13,47515,198$7,926,061
Q1 2026Polen Capital ManagementSell-2,1681,930$1,006,534
Q1 2026Sequoia Financial AdvisorsSell-4972,368$1,234,960
Q1 2026Torray FundBuy2487,071$3,687,668
Q4 2025First Eagle U.S. ValueSell-16,35528,673$13,054,243
Q4 2025Sequoia Financial AdvisorsBuy7852,865$1,304,377
Q4 2025Torray FundBuy836,823$3,106,375
Q3 2025First Eagle U.S. ValueSell-19,22645,028$16,418,109
Q3 2025Torray FundBuy6,7406,740$2,457,539
Q3 2025Sequoia Financial AdvisorsBuy472,080$758,410
Q2 2025Polen Capital ManagementSell-11,1514,098$1,207,599
Q2 2025First Eagle U.S. ValueSell-2,70064,254$18,934,369
Q2 2025Sequoia Financial AdvisorsBuy5202,033$599,085
Q1 2025First Eagle U.S. ValueBuy6,91466,954$13,224,084
Q1 2025Polen Capital ManagementBuy2,64415,249$3,011,853
Q1 2025Sequoia Financial AdvisorsSell-801,513$298,833
Q4 2024Polen Capital ManagementBuy12,60512,605$2,771,633
Q4 2024First Eagle U.S. ValueBuy11,93660,040$13,201,595
Q4 2024Renaissance Technologies LLCBuy4,30057,200$12,577,136
Q4 2024Sequoia Financial AdvisorsSell-7821,593$350,269
Q3 2024Renaissance Technologies LLCBuy26,10052,900$12,507,676
Q3 2024First Eagle U.S. ValueSell-1,00048,104$11,373,709
Q3 2024Sequoia Financial AdvisorsSell-1902,375$561,545
Q2 2024First Eagle U.S. ValueBuy25,91249,104$12,020,168
Q2 2024Renaissance Technologies LLCBuy11,50026,800$6,560,372
Q2 2024Sequoia Financial AdvisorsBuy372,565$627,887
Q1 2024First Eagle U.S. ValueBuy15,68423,192$4,383,752
Q1 2024Sequoia Financial AdvisorsSell-212,528$477,843
Q4 2023Renaissance Technologies LLCSell-109,90015,300$2,912

Frequently asked questions about FN activity

  • Which institutional owners are buying FN?

    Institutional owners buying FN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FN activity?

    "Buy" means an investor increased their reported position in FN compared to the prior reporting period. This reflects growing exposure to FABRINET (FN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FN increasing?

    Institutional interest in FN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related FN insights