Azek Company Inc (AZEK) Ownership

46.42 ↑0.29 (0.63%)

As of April 29, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Ares Management LLC is the biggest individual institutional holder of Azek Company Inc (AZEK), owning a total of 14.3 million shares. Combined, the top 35 institutional holders of AZEK own 103.07% of the company with a total of 151.7 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders increased their combined ownership of AZEK by 658 thousand shares. 12 institutions bought 2,040,945 total additional shares and increased their ownership by an average of 5.32%. However 7 institutions sold 1,382,794 total shares and decreased their ownership by an average of 6.8%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Azek Company increased by a net total of 658,151 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.962%	0.435%	13,069,026	56,612	2023-12-31
Wellington Management Company LLP	8.334%	0.348%	12,152,986	42,132	2023-12-31
Capital Research Global Investors	7.287%	0.007%	10,626,209	776	2023-12-31
Massachusetts Financial Services Company	5.234%	7.258%	7,632,693	516,523	2023-12-31
BlackRock Inc	5.188%	-0.954%	7,565,353	-72,855	2023-12-31
Capital World Investors	2.973%	0.000%	4,335,703	0	2023-12-31
AllianceBernstein L.P.	2.887%	11.238%	4,210,253	425,344	2023-12-31
UBS Asset Mgmt Americas Inc	2.429%	-1.870%	3,542,177	-67,504	2023-12-31
Amvescap Plc.	2.069%	11.824%	3,016,853	318,997	2023-12-31
Morgan Stanley - Brokerage Accounts	1.975%	-0.075%	2,879,557	-2,166	2023-12-31
Dimensional Fund Advisors, Inc.	1.875%	-12.906%	2,734,795	-405,253	2023-12-31
Loomis, Sayles & Company LP	1.720%	3.285%	2,507,810	79,761	2023-12-31
JPMorgan Chase & Co	1.622%	-16.916%	2,365,703	-481,667	2023-12-31
American Century Companies Inc	1.547%	14.144%	2,256,312	279,587	2023-12-31
State Street Corporation	1.544%	8.140%	2,251,962	169,505	2023-12-31
Wasatch Advisors Inc.	1.520%	1.453%	2,216,800	31,752	2023-12-31
Wasatch Advisors LP	1.520%	1.453%	2,216,800	31,752	2023-12-31
Geode Capital Management, LLC	1.475%	4.278%	2,150,145	88,204	2023-12-31
Impax Asset Management Group PLC	1.399%	-14.515%	2,039,784	-346,351	2023-12-31
Brown Advisory Holdings Inc	1.291%	-0.370%	1,883,002	-6,998	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Ares Management LLC	9.592%	-24.979%	14,326,090	-4,770,000	2023-03-31
Ontario Teachers Pension Plan Board	9.592%	-24.979%	14,325,990	-4,770,000	2023-03-31
Vanguard Group Inc	8.962%	0.435%	13,069,026	56,612	2023-12-31
Wellington Management Company LLP	8.334%	0.348%	12,152,986	42,132	2023-12-31
Capital Research Global Investors	7.287%	0.007%	10,626,209	776	2023-12-31
Massachusetts Financial Services Company	5.234%	7.258%	7,632,693	516,523	2023-12-31
BlackRock Inc	5.188%	-0.954%	7,565,353	-72,855	2023-12-31
Capital World Investors	2.973%	0.000%	4,335,703	0	2023-12-31
AllianceBernstein L.P.	2.887%	11.238%	4,210,253	425,344	2023-12-31
Inclusive Capital Partners LP	2.716%	0.000%	4,102,200	4,102,200	2022-06-30
UBS Asset Mgmt Americas Inc	2.429%	-1.870%	3,542,177	-67,504	2023-12-31
Eaton Vance Management	2.327%	4.440%	3,508,013	149,132	2022-09-30
Amvescap Plc.	2.069%	11.824%	3,016,853	318,997	2023-12-31
Morgan Stanley - Brokerage Accounts	1.975%	-0.075%	2,879,557	-2,166	2023-12-31
Citadel Advisors Llc	1.961%	-54.637%	2,860,010	-3,444,743	2023-09-30
Allspring Global Investments Holdings, LLC	1.879%	7.364%	2,806,359	192,480	2023-06-30
Dimensional Fund Advisors, Inc.	1.875%	-12.906%	2,734,795	-405,253	2023-12-31
Loomis, Sayles & Company LP	1.720%	3.285%	2,507,810	79,761	2023-12-31
JPMorgan Chase & Co	1.622%	-16.916%	2,365,703	-481,667	2023-12-31
FMR Inc	1.611%	54.222%	2,348,478	825,683	2023-09-30
American Century Companies Inc	1.547%	14.144%	2,256,312	279,587	2023-12-31
State Street Corporation	1.544%	8.140%	2,251,962	169,505	2023-12-31
Wasatch Advisors Inc.	1.520%	1.453%	2,216,800	31,752	2023-12-31
Wasatch Advisors LP	1.520%	1.453%	2,216,800	31,752	2023-12-31
Schroder Investment Management Group	1.458%	-1.130%	2,177,337	-24,881	2023-06-30
TimesSquare Capital Management, LLC	1.427%	-9.274%	2,150,536	-219,834	2022-12-31
Geode Capital Management, LLC	1.475%	4.278%	2,150,145	88,204	2023-12-31
Marshall Wace Asset Management Ltd	1.362%	21.354%	2,056,510	361,874	2022-06-30
Impax Asset Management Group PLC	1.399%	-14.515%	2,039,784	-346,351	2023-12-31
Fidelity International Ltd	1.336%	-30.812%	2,016,994	-898,238	2022-12-31
Point72 Asset Management, L.P.	1.308%	600.942%	1,952,823	1,674,223	2023-03-31
Brown Advisory Holdings Inc	1.291%	-0.370%	1,883,002	-6,998	2023-12-31
Bank of New York Mellon Corp	1.252%	-12.599%	1,869,372	-269,463	2023-09-30
Segall Bryant & Hamill	1.211%	-1.971%	1,810,009	-36,394	2023-03-31
BNP Paribas Investment Partners SA	1.184%	0.879%	1,768,866	15,418	2023-03-31

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Azek Company Inc (AZEK), owning a total of 8.5 million shares. Combined, the top 33 mutual fund holders of AZEK own 52.12% of the company with a total of 76.6 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of AZEK by 1 million shares. 4 funds bought 296,450 total additional shares and increased their ownership by an average of 4.20%. However 4 funds sold 1,322,998 total shares and decreased their ownership by an average of 9.7%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Azek Company decreased by a net total of -1,026,548 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	5.833%	-6.423%	8,505,282	-583,741	2024-03-31
VA CollegeAmerica Amcap 529A	3.421%	-6.664%	4,988,890	-356,196	2024-03-31
Vanguard Small Cap Index	2.551%	1.698%	3,719,402	62,094	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.496%	-1.232%	2,182,118	-27,221	2024-03-31
Vanguard Small Cap Growth Index Inv	1.444%	2.607%	2,105,618	53,490	2024-03-31
American Century U.S. Small Cap Growth	1.056%	6.240%	1,539,713	90,433	2024-03-31
American Century Small Cap Growth Inv	1.056%	6.240%	1,539,713	90,433	2024-03-31
JPM US Small Cap Core-Composite	0.752%	-24.491%	1,097,076	-355,840	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	5.833%	-6.423%	8,505,282	-583,741	2024-03-31
Capital Group AMCAP Composite	3.665%	0.000%	5,345,086	0	2023-12-31
VA CollegeAmerica Amcap 529A	3.421%	-6.664%	4,988,890	-356,196	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.057%	-0.221%	4,457,237	-9,891	2024-02-29
MFS Mid Cap Growth A	2.802%	8.125%	4,085,855	307,021	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.505%	16.153%	3,741,586	520,315	2023-03-31
Vanguard Small Cap Index	2.551%	1.698%	3,719,402	62,094	2024-03-31
MFS Mid Cap Growth Equity	2.467%	11.052%	3,596,984	357,975	2023-12-31
Vanguard Explorer Inv	1.878%	-6.159%	2,738,353	-179,714	2023-12-31
BlackRock Mid Cap Growth	1.568%	11,380.600%	2,363,861	2,343,271	2022-06-30
Impax Climate Strategy	1.473%	0.000%	2,200,660	0	2023-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.496%	-1.232%	2,182,118	-27,221	2024-03-31
Vanguard Small Cap Growth Index Inv	1.444%	2.607%	2,105,618	53,490	2024-03-31
Calvert US Small-Cap SMA	1.268%	-29.571%	1,894,443	-795,400	2023-03-31
BNP Paribas Climate Impact Privl C	1.239%	-0.006%	1,866,801	-117	2023-01-31
Vanguard Extended Market Index Investor	1.133%	0.410%	1,691,493	6,912	2023-08-31
Calvert US Small-Cap Strategy	1.102%	-12.845%	1,606,742	-236,793	2023-12-31
American Century U.S. Small Cap Growth	1.056%	6.240%	1,539,713	90,433	2024-03-31
American Century Small Cap Growth Inv	1.056%	6.240%	1,539,713	90,433	2024-03-31
Calvert Small-Cap A	1.035%	-0.763%	1,509,784	-11,615	2024-02-29
Impax Specialists Strategy Composite	0.992%	-2.222%	1,446,505	-32,869	2024-02-29
Wasatch Small Cap Growth Investor	0.942%	0.000%	1,373,067	0	2023-12-31
MFS New Discovery I	0.906%	-22.211%	1,365,522	-389,892	2023-01-31
UBS: US Equity Small Cap Growth	0.825%	0.000%	1,203,152	0	2023-12-31
JPMorgan Small Cap Equity A	0.783%	-21.463%	1,141,074	-311,842	2024-02-29
JPM US Small Cap Core-Composite	0.752%	-24.491%	1,097,076	-355,840	2024-03-31
Fidelity® Small Cap Growth	0.715%	0.000%	1,079,212	0	2022-09-30
American Century U.S. Small Cap Gr SMA	0.720%	31.942%	1,074,720	260,179	2023-06-30
AB Small Cap Growth A	0.726%	-8.706%	1,059,184	-101,000	2024-02-29
MFS Research Equity	0.688%	-2.851%	1,027,801	-30,159	2023-03-31
Impax Environmental Markets Ord	0.683%	0.000%	1,020,362	0	2023-03-31
Fidelity Sust Water & Waste A Acc EUR	0.674%	-0.006%	1,007,778	-60	2023-04-30
MFS Research A	0.670%	-0.733%	1,001,354	-7,394	2023-06-30