ADTRAN Holdings Inc.· ADTN

🇺🇸 US · SmallBroad USNASDAQ

Technology Communication Equipment Website

Price: $7.29
Day: +1.11%
Mkt Cap: $590.48M
52W Range: $6.96 – $19.98
Volume: 1.25M
Beta: 1.48

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.9 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 257 institutions hold; 147 added, 76 reduced
Insiders Q3 2026: 1 purchase ($50.0K), no sales

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ADTRAN Holdings Inc.

ADTN|Technology|Communication Equipment

Current price: $7

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+94

201 adding vs 107 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

7.8M

-0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.1M

+7.2%

VANGUARD CAPITAL MANAGEMENT LLC

3.5M

+2.0%

STATE STREET CORP

3.1M

+31.1%

STATE STREET CORP

3.1M

+30.6%

ROYCE & ASSOCIATES LP

3.0M

-5.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

232

65 buying232 unchanged35 selling

205 funds held ADTN in Q2 2026, holding 59.3M shares between them, up 7.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST620.3K sh

ETF Series Solutions248.4K sh

Tidal Trust I115.5K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 7

Glingener Christoph

$1.3M

Sale · May 7

Glingener Christoph

$607.2K

Sale · May 8

Glingener Christoph

$334.2K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ADTN Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.9/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+70

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.9/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ADTN

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

Modest: 1 purchase totaling $50.0K (6.6K shares)

Share volume is near the historical average

Buying is rare, only seen in 2 of 15 quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 0.5 avg per quarter

$50.0K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, ADTN

Top 8 highest-value insider trades from the last 8 quarters

Glingener Christoph

CTO

Sell

84,895 shares at $15.06

≈64.5% of their stake at the time

May 7, 2026$1.28M

Glingener Christoph

CTO

Sell

41,220 shares at $14.73

≈46.9% of their stake at the time

May 7, 2026$607.17K

Glingener Christoph

CTO

Sell

22,277 shares at $15.00

≈32.3% of their stake at the time

May 8, 2026$334.15K

STANTON THOMAS R

CEO

Buy

40,928 shares at $7.33

≈4.2% of their stake after buying

Nov 24, 2025$300.00K

Jacqueline Hourigan Rice

Director

Sell

14,406 shares at $10.29

≈51.1% of their stake at the time

Mar 4, 2026$148.24K

Wilson James Denson Jr

Chief Revenue Officer

Sell

9,332 shares at $14.72

≈6.1% of their stake at the time

May 20, 2026$137.37K

Theodosopoulos Nikos

Director

Buy

12,859 shares at $7.81

≈24.7% of their stake after buying

Nov 26, 2025$100.43K

Santo Timothy P

SVP of Finance; CFO

Buy

6,579 shares at $7.60

≈11.0% of their stake after buying

Aug 6, 2026$50.00K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ADTN

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 201 adding vs 107 reducing

+94

Net breadth

201 adding vs 107 reducing

Accumulating

1.88

Add / reduce ratio

in Q2 2026

+23

New − closed

54 initiated, 31 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+201 growing-107 shrinkingNet: +94

147

New (54)

Increased (147)

Reduced (76)

Closed (31)

Top Institutional Holders, ADTN

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

7.8M

$108.9M

Ownership

9.72%

-0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.1M

$71.4M

Ownership

6.37%

+7.2%

VANGUARD CAPITAL MANAGEMENT LLC

3.5M

$48.8M

Ownership

4.35%

+2.0%

STATE STREET CORP

3.1M

$42.9M

Ownership

3.84%

+31.1%

STATE STREET CORP

3.1M

$42.9M

Ownership

3.82%

+30.6%

ROYCE & ASSOCIATES LP

3.0M

$41.3M

Ownership

3.69%

-5.3%

UBS GROUP AG

2.9M

$40.9M

Ownership

3.65%

+1075.6%

TWO SIGMA INVESTMENTS, LP

2.9M

$40.3M

Ownership

3.59%

+156.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 332 ETFs and mutual funds reporting

65 buying35 sellingNet: +30

232

Buying (65)

Unchanged (232)

Selling (35)

In total, funds bought 6.6M shares and sold 2.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

332 ETFs and mutual funds reporting

65 funds buying vs 35 selling

Top Fund Holders, ADTN

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

620.3K

Weight

3.07%

Jul 31, 2026No change

ETF Series Solutions

248.4K

Weight

—

Jul 31, 2026No change

Tidal Trust I

115.5K

Weight

0.48%

Jul 31, 2026Increased

Series Portfolios Trust

21.6K

Weight

13.76%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

6.4K

Weight

0.00%

Jul 31, 2026No change

RYDEX VARIABLE TRUST

1.7K

Weight

0.19%

Jun 30, 2026No change

ETF Opportunities Trust

1.7K

Weight

0.03%

Jun 30, 2026Increased

TIAA SEPARATE ACCOUNT VA 1

1.6K

Weight

0.98%

Jun 30, 2026No change

ADTRAN Holdings Inc.· ADTN

Holdings Analysis

Insider Trading Activity

1.3Transaction History25Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings112Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History25Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings112Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights