The Azek Co.AZEK

13F holders, Q1 2024 (March 31)
368holders
9famous investors
$50.21avg. 13F price*

At the end of Q1 2024, 368 institutions reported holding The Azek Co. Inc. (AZEK) in their 13F filings. The largest holders were Vanguard Group Inc. ($677.1M), Capital Research Global Investors ($486.6M) and Wellington Management Group LLP ($485.9M). 9 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
The Azek Co. Inc.
CUSIP
05478C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 368Q1 2024Q2 2024: 380Q2 2024Q3 2024: 342Q3 2024Q4 2024: 342Q4 2024Q1 2025: 383Q1 2025Q2 2025: 330Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions72$195.1M
Exits25$74.7M

Ownership 368 holders

Vanguard Group Inc. 0.01% Add +3.2% 13,482,323 $677.1M
Capital Research Global Investors 0.11% Reduce -8.8% 9,690,263 $486.6M
Wellington Management Group LLP 0.09% Reduce -20.4% 9,676,411 $485.9M
BlackRock Inc. 0.01% Add +8.5% 8,210,668 $412.3M
Massachusetts Financial Services Co. 0.11% Reduce -3.3% 7,377,687 $370.5M
Capital World Investors 0.04% No change 4,335,703 $217.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -4.8% 3,371,752 $169.3M
Invesco Ltd. 0.04% Add +10.6% 3,337,840 $167.6M
Alliancebernstein L.P. 0.06% Reduce -25.1% 3,152,072 $158.3M
FMR LLC 0.01% Add +54.3% 2,897,761 $145.5M
Morgan Stanley 0.01% Reduce -3.5% 2,777,732 $139.5M
Loomis Sayles & Co. L P 0.18% Reduce -2.0% 2,456,373 $123.4M
American Century Companies Inc. 0.08% Add +7.6% 2,427,040 $121.9M
State Street Corp. 0.01% Add +4.5% 2,354,068 $118.2M
Geode Capital Management, LLC 0.01% Add +4.7% 2,250,339 $113.0M
Dimensional Fund Advisors LP 0.03% Reduce -18.3% 2,235,745 $112.3M
JPMorgan Chase & Co. 0.01% Reduce -17.5% 1,952,481 $98.1M
Brown Advisory Inc. 0.12% Reduce -1.6% 1,852,448 $93.0M
Impax Asset Management Group plc 0.35% Reduce -9.7% 1,842,444 $91.7M
Wasatch Advisors LP 0.48% Reduce -18.2% 1,813,325 $91.1M
Citadel Advisors 0.09% Reduce -38.7% 1,724,829 $86.6M
Prudential Financial Inc. 0.12% Add +111.2% 1,700,333 $85.4M
Norges Bank 0.01% Add +34.2% 1,558,332 $78.3M
Westfield Capital Management Co. LP 0.39% Add +1.7% 1,487,700 $74.7M
T. Rowe Price Associates Inc. 0.01% Add +66.8% 1,466,145 $73.6M
Balyasny Asset Management L.P. 0.18% Add +75.3% 1,376,406 $69.1M
Bank of America Corp. 0.01% Add +15.9% 1,329,192 $66.8M
Point72 Asset Management 0.18% Add +71.3% 1,202,042 $60.4M
Aristotle Capital Boston, LLC 1.83% Reduce -3.0% 1,199,183 $60.2M
Artemis Investment Management LLP 0.75% Reduce -13.2% 1,146,641 $57.6M
Arrowstreet Capital, Limited Partnership 0.05% Add +159.0% 1,108,556 $55.7M
Charles Schwab Investment Management Inc. 0.01% Add +0.4% 1,096,281 $55.1M
Segall Bryant & Hamill, LLC 1.03% Reduce -10.8% 1,092,608 $54.9M
Stephens Investment Management Group LLC 0.72% Reduce -0.9% 1,071,911 $53.8M
Millennium Management 0.05% Reduce -5.1% 1,033,093 $51.9M
Allspring Global Investments Holdings, LLC 0.08% Reduce -28.3% 965,863 $48.5M
Jennison Associates LLC 0.03% Add +15.7% 912,489 $45.8M
Northern Trust Corp. 0.01% Reduce -15.2% 897,463 $45.1M
Schroder Investment Management Group 0.05% Reduce -21.8% 889,297 $44.7M
Man Group plc 0.11% Add +7.7% 785,559 $39.5M
Ranger Investment Management, L.P. 2.47% Reduce -13.6% 764,698 $38.4M
TimesSquare Capital Management, LLC 0.55% Reduce -2.5% 750,737 $37.7M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -54.8% 750,000 $37.7M
Waratah Capital Advisors Ltd. 1.90% Add +48.6% 737,023 $37.0M
Victory Capital Management Inc. 0.04% Add +14.7% 733,989 $36.9M
Nuveen Asset Management, LLC 0.01% Add +15.6% 707,699 $35.5M
Driehaus Capital Management LLC 0.35% Add +6.8% 690,731 $34.7M
Summit Partners Public Asset Management, LLC 1.58% Reduce -18.6% 657,262 $33.0M
Corient Private Wealth LP 0.06% Reduce -1.6% 647,428 $32.5M
Fuller & Thaler Asset Management, Inc. 0.14% Add +38.6% 640,117 $32.1M
Vaughan Nelson Investment Management, L.P. 0.28% Add +143.2% 633,727 $31.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -0.8% 622,902 $31.3M
Aberdeen Group plc 0.06% Reduce -3.5% 618,899 $31.1M
Qube Research & Technologies Ltd 0.05% Add +68.6% 553,599 $27.8M
WCM Investment Management, LLC 0.06% Reduce -20.9% 529,473 $26.6M
Lord, Abbett & Co. LLC 0.09% New 524,892 $26.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -21.5% 522,861 $26.3M
Alyeska Investment Group, L.P. 0.16% Add +1369.8% 522,373 $26.2M
Granite Investment Partners, LLC 0.96% Reduce -46.8% 503,908 $25.3M
Sei Investments Co. 0.03% Add +2.0% 459,982 $23.1M
Bank of New York Mellon Corp 0.00% Reduce -29.7% 457,045 $23.0M
Woodline Partners LP 0.18% Reduce -16.0% 395,204 $19.8M
Sea Cliff Partners Management, LP 6.26% Reduce -10.3% 379,400 $19.1M
Voloridge Investment Management, LLC 0.07% Add +756.1% 358,213 $18.0M
Axiom Investors LLC 0.15% New 342,628 $17.2M
Susquehanna International Group, LLP 0.03% Reduce -13.7% 335,073 $16.8M
Ameriprise Financial Inc. 0.00% Add +5.4% 330,210 $16.6M
Lazard Asset Management LLC 0.02% Reduce -0.3% 321,843 $16.2M
D. E. Shaw & Co. 0.02% Add +104.4% 312,865 $15.7M
Cubist Systematic Strategies, LLC 0.18% Add +196.6% 309,723 $15.6M
Bessemer Group Inc. 0.03% Add +6.7% 308,554 $15.5M
Goldman Sachs Group Inc. 0.00% Add +52.5% 304,723 $15.3M
Kornitzer Capital Management Inc. 0.28% Reduce -23.3% 301,615 $15.1M
State of Wisconsin Investment Board 0.04% Reduce -10.9% 289,252 $14.5M
Interval Partners, LP 0.54% New 283,085 $14.2M
Deutsche Bank AG 0.01% Add +0.3% 281,691 $14.1M
Mairs & Power Inc. 0.14% Reduce -26.9% 280,260 $14.1M
First Trust Advisors LP 0.01% Reduce -14.2% 275,925 $13.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% No change 275,000 $13.8M
Confluence Investment Management LLC 0.19% Reduce -11.1% 274,672 $13.8M
Rockefeller Capital Management L.P. 0.04% Reduce -9.0% 273,159 $13.7M
AQR Capital Management 0.02% Add +182.0% 271,277 $13.6M
Assenagon Asset Management S.A. 0.04% Add +2271.8% 269,219 $13.5M
Swiss National Bank 0.01% Reduce -0.9% 262,550 $13.2M
Leeward Investments, LLC - MA 0.57% Reduce -14.5% 258,032 $13.0M
California Public Employees Retirement System 0.01% Add +2.4% 255,133 $12.8M
Royal Bank of Canada 0.00% Reduce -8.1% 247,153 $12.4M
Tudor Investment Corporation 0.15% New 242,040 $12.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.38% Add +80.3% 241,900 $12.1M
Twinbeech Capital LP 0.25% New 241,052 $12.1M
Pier Capital, LLC 1.65% Add +3.1% 239,053 $12.0M
Boston Common Asset Management, LLC 0.29% Reduce -19.3% 238,615 $12.0M
Congress Asset Management Co. 0.09% Add +26.3% 237,326 $11.9M
Los Angeles Capital Management LLC 0.04% New 232,643 $11.7M
Oberweis Asset Management Inc./ 0.80% New 220,900 $11.1M
Two Sigma Advisers, LP 0.03% Reduce -14.3% 219,600 $11.0M
GMO 0.04% New 215,637 $10.8M
Walleye Capital LLC 0.13% Add +756.2% 213,434 $10.7M
Verition Fund Management LLC 0.11% Add +644.0% 210,882 $10.6M
Russell Investments Group, Ltd. 0.02% Add +44.5% 206,138 $10.4M
Envestnet Asset Management Inc. 0.00% Reduce -9.3% 187,985 $9.4M
Gotham Asset Management 0.14% Add +8.3% 180,134 $9.0M
Panagora Asset Management Inc. 0.05% New 178,527 $9.0M
Peregrine Capital Management LLC 0.26% Reduce -19.0% 177,686 $8.9M
Frontier Capital Management Co. LLC 0.08% Reduce -1.3% 164,384 $8.3M
Sandler Capital Management 0.97% New 159,220 $8.0M
Canada Pension Plan Investment Board 0.01% Add +55.5% 158,900 $8.0M
Schonfeld Strategic Advisors LLC 0.06% Add +529.9% 150,535 $7.6M
Comerica Bank 0.03% Reduce -10.9% 147,912 $7.4M
Public Employees Retirement System of Ohio 0.03% Reduce -15.1% 146,806 $7.4M
First Eagle Investment Management, LLC 0.02% Reduce -0.5% 141,325 $7.1M
Barclays PLC 0.00% Add +38.5% 140,968 $7.1M
Retirement Systems of Alabama 0.03% Reduce -25.4% 139,731 $7.0M
New York State Common Retirement Fund 0.01% Reduce -22.2% 139,299 $7.0M
Legal & General Group Plc 0.00% Add +11.3% 138,298 $6.9M
Credit Suisse AG/ 0.01% Add +6.7% 136,785 $6.9M
Rhumbline Advisers 0.01% Reduce -7.2% 134,541 $6.8M
California State Teachers Retirement System 0.01% Reduce -5.3% 134,159 $6.7M
Trexquant Investment LP 0.13% Reduce -15.9% 131,720 $6.6M
Two Sigma Investments, LP 0.02% Reduce -71.9% 128,811 $6.5M
Concentric Capital Strategies, LP 0.41% Add +84.8% 125,571 $6.3M
Engineers Gate Manager LP 0.17% Add +259.9% 125,511 $6.3M
Renaissance Technologies 0.01% Reduce -4.5% 125,200 $6.3M
Lisanti Capital Growth, LLC 1.44% Add +76.2% 117,675 $5.9M
Jane Street Group, LLC 0.01% Add +149.4% 113,975 $5.7M
Ieq Capital, LLC 0.08% No change 110,000 $5.5M
Gradient Investments LLC 0.12% Reduce -21.8% 104,512 $5.2M
Global IMC LLC 1.20% New 103,247 $5.2M
Scopus Asset Management, L.P. 0.16% New 100,000 $5.0M
UBS Group AG 0.00% Add +15.6% 99,691 $5.0M
Moore Capital Management, LP 0.10% New 95,230 $4.8M
Quantbot Technologies LP 0.26% Add +93.0% 93,238 $4.7M
Bokf, NA 0.08% Reduce -1.2% 94,695 $4.7M
FIL Ltd 0.00% New 92,351 $4.6M
Natixis Advisors, LLC 0.01% Add +24.6% 88,738 $4.5M
Alberta Investment Management Corp 0.05% No change 88,252 $4.4M
Oak Ridge Investments LLC 0.44% Reduce -3.0% 87,534 $4.4M
Algert Global LLC 0.17% Add +25.3% 86,460 $4.3M
Chartwell Investment Partners, LLC 0.15% Reduce -18.6% 85,827 $4.3M
Pinnbrook Capital Management LP 0.74% New 85,180 $4.3M
Pathstone Holdings, LLC 0.02% Add +154.9% 85,063 $4.3M
Edgestream Partners, L.P. 0.21% Reduce -12.9% 82,762 $4.2M
Calamos Advisors LLC 0.03% Add +153.6% 81,323 $4.1M
Teza Capital Management LLC 0.54% Reduce -41.7% 81,291 $4.1M
Informed Momentum Co LLC 0.63% New 81,064 $4.1M
CW Advisors, LLC 0.07% Add +2.8% 80,390 $4.0M
Redwood Investments, LLC 1.14% Add +4.5% 78,998 $3.9M
Moody Aldrich Partners LLC 0.66% Reduce -2.3% 77,406 $3.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.3% 76,722 $3.9M
Capital Fund Management S.A. 0.05% Add +211.6% 74,497 $3.7M
Treasurer of the State of North Carolina 0.01% Add +9.6% 64,126 $3.2M
Aquatic Capital Management LLC 0.10% Add +47.9% 63,600 $3.2M
Polar Asset Management Partners Inc. 0.11% Reduce -54.2% 62,400 $3.1M
Harbor Capital Advisors, Inc. 0.40% New 61,042 $3.1M
Fred Alger Management, LLC 0.02% Reduce -2.2% 61,032 $3.1M
Bank of Nova Scotia 0.01% New 60,796 $3.1M
Janus Henderson Group PLC 0.00% Reduce -9.8% 59,331 $3.0M
Townsquare Capital LLC 0.04% Add +11.6% 58,617 $2.9M
ExodusPoint Capital Management, LP 0.04% Reduce -37.6% 57,977 $2.9M
Redmond Asset Management, LLC 0.92% Reduce -1.7% 57,388 $2.9M
Point72 Hong Kong Ltd 0.14% Add +331.4% 56,430 $2.8M
Macquarie Group Ltd. 0.00% Reduce -20.4% 56,255 $2.8M
Dark Forest Capital Management LP 0.46% Add +416.1% 53,729 $2.7M
Ensign Peak Advisors, Inc 0.00% Reduce -16.6% 53,493 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.0% 51,886 $2.6M
Citigroup Inc. 0.00% Add +15.8% 50,955 $2.6M
HSBC Holdings PLC 0.00% New 46,810 $2.4M
Sit Investment Associates Inc. 0.05% No change 45,800 $2.3M
Bayesian Capital Management, LP 0.21% New 44,600 $2.2M
Bank of Montreal 0.00% Add +479.4% 44,153 $2.2M
Occudo Quantitative Strategies LP 0.38% New 43,831 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.3% 43,803 $2.2M
EFG Asset Management (North America) Corp. 0.36% Reduce -8.0% 41,491 $2.1M
Zacks Investment Management 0.02% New 40,959 $2.1M
Boothbay Fund Management, LLC 0.06% New 40,747 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -11.4% 40,718 $2.0M
Brevan Howard Capital Management LP 0.19% New 40,132 $2.0M
CIBC Private Wealth Group LLC 0.00% Reduce -0.8% 40,312 $2.0M
Hantz Financial Services, Inc. 0.04% Reduce -5.4% 38,488 $1.9M
Graham Capital Management, L.P. 0.10% Add +595.4% 37,936 $1.9M
Lecap Asset Management Ltd. 0.39% Add +27.4% 37,772 $1.9M
CANADA LIFE ASSURANCE Co 0.00% Add +180.4% 36,912 $1.9M
Arizona State Retirement System 0.01% Reduce -2.8% 36,532 $1.8M
Teacher Retirement System of Texas 0.01% Add +5.4% 33,586 $1.7M
Axq Capital, LP 0.38% Add +67.5% 31,319 $1.6M
Raymond James & Associates 0.00% Add +8.7% 31,124 $1.6M
Van Hulzen Asset Management, LLC 0.10% Add +3.6% 30,737 $1.5M
SG Americas Securities, LLC 0.01% Add +573.1% 30,063 $1.5M
Redwood Investment Management, LLC 0.14% Reduce -18.6% 29,843 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -5.7% 28,257 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +7.6% 27,381 $1.4M
Duality Advisers, LP 0.13% New 27,031 $1.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 26,694 $1.3M
STRS Ohio 0.01% Reduce -15.9% 26,375 $1.3M
Handelsbanken Fonder AB 0.01% No change 25,800 $1.3M
Dynamic Technology Lab Private Ltd 0.14% Reduce -66.7% 25,445 $1.3M
Quantinno Capital Management LP 0.03% Add +87.8% 24,714 $1.2M
FORA Capital, LLC 0.10% New 24,264 $1.2M
AlphaQuest LLC 0.20% Reduce -14.2% 23,244 $1.2M
Thrivent Financial for Lutherans 0.00% New 22,806 $1.1M
Centiva Capital, LP 0.07% New 22,363 $1.1M
Hodges Capital Management Inc. 0.07% Reduce -54.4% 21,000 $1.1M
Allianz Asset Management GmbH 0.00% Reduce -94.6% 20,886 $1.0M
Truist Financial Corp. 0.00% Reduce -31.6% 20,743 $1.0M
Seven Eight Capital, LP 0.11% Reduce -47.6% 20,180 $1.0M
Blair William & Co. 0.00% Reduce -46.8% 19,759 $992K
Voya Investment Management LLC 0.00% Add +0.7% 19,173 $963K
Investment House LLC 0.06% No change 19,100 $959K
Mariner, LLC 0.00% Add +7.6% 19,026 $956K
MAI Capital Management 0.01% Reduce -5.1% 18,450 $927K
Gilder Gagnon Howe & Co. LLC 0.01% New 18,215 $915K
Jump Financial, LLC 0.02% New 18,191 $914K
Penserra Capital Management LLC 0.01% Add +19.7% 17,904 $898K
Quadrature Capital Ltd 0.02% Add +68.2% 17,840 $896K
Robertson Stephens Wealth Management, LLC 0.05% No change 17,000 $854K
Green Alpha Advisors, LLC 0.62% Add +0.2% 16,956 $852K
Symmetry Partners, LLC 0.07% No change 16,555 $831K
Pictet Asset Management Holding SA 0.00% Add +7.9% 16,507 $829K
State Board of Administration of Florida Retirement System 0.00% Reduce -43.7% 35,199 $829K
Wells Fargo & Company 0.00% Reduce -2.4% 16,335 $820K
Legato Capital Management LLC 0.10% Add +109.4% 16,195 $813K
Neuberger Berman Group LLC 0.00% Add +0.6% 16,049 $806K
Norden Group LLC 0.16% Add +47.7% 15,961 $802K
Friedenthal Financial 0.49% Reduce -19.8% 15,779 $792K
LPL Financial LLC 0.00% Add +45.5% 15,584 $783K
Alliance Wealth Advisors, LLC 0.23% Add +14.3% 15,165 $762K
Natixis Investment Managers International 0.05% Add +122.5% 15,110 $759K
Sciencast Management LP 0.46% New 14,993 $753K
Sherbrooke Park Advisers LLC 0.14% Reduce -45.0% 14,528 $730K
Savant Capital, LLC 0.01% New 14,059 $706K
Synovus Financial Corp. 0.01% Reduce -19.9% 13,866 $696K
Public Employees Retirement Association of Colorado 0.00% No change 13,697 $688K
Stifel Financial Corp. 0.00% Add +13.3% 12,933 $649K
Alpha DNA Investment Management LLC 0.35% New 12,594 $632K
Principal Financial Group Inc. 0.00% Add +46.9% 12,189 $612K
Lanark Financial, Inc. 0.05% Reduce -8.7% 11,585 $581K
Franklin Resources Inc. 0.00% Reduce -12.6% 11,320 $568K
Thompson Investment Management, Inc. 0.09% Reduce -20.2% 11,265 $566K
Cresset Asset Management, LLC 0.00% Add +61.6% 11,121 $558K
Scientech Research LLC 0.29% New 11,070 $556K
Captrust Financial Advisors 0.00% Reduce -5.0% 10,719 $538K
Capula Management Ltd 0.02% Reduce -28.9% 10,682 $536K
Osaic Holdings, Inc. 0.00% Reduce -59.9% 10,138 $509K
TrinityPoint Wealth, LLC 0.08% No change 10,130 $509K
Glenmede Trust Co. NA 0.00% Reduce -1.0% 10,123 $508K
Equitable Trust Co. 0.04% Reduce -19.2% 10,120 $508K
Atom Investors LP 0.06% Reduce -81.2% 10,057 $505K
Capstone Investment Advisors, LLC 0.02% New 9,882 $496K
US Bancorp \de 0.00% Reduce -28.1% 9,639 $484K
Brown, Lisle/Cummings, Inc. 0.16% Reduce -3.8% 9,450 $475K
Fifth Third Bancorp 0.00% Reduce -12.6% 9,431 $474K
Diversify Advisory Services, LLC 0.03% — 9,548 $469K
Mackenzie Financial Corp. 0.00% Reduce -4.5% 9,259 $465K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.2% 9,128 $458K
Maryland State Retirement & Pension System 0.01% No change 10,148 $458K
Acadian Asset Management LLC 0.00% New 8,756 $439K
Point72 (DIFC) Ltd 0.03% — 8,637 $434K
Integrated Wealth Concepts LLC 0.01% Reduce -9.4% 8,401 $422K
Flagship Harbor Advisors, LLC 0.03% Add +0.2% 8,293 $416K
Precision Wealth Strategies, LLC 0.39% New 8,283 $416K
Utah Retirement Systems 0.00% Add +8.2% 7,900 $397K
Amalgamated Bank 0.00% Reduce -71.8% 7,787 $391K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 7,566 $380K
Robeco Institutional Asset Management B.V. 0.00% New 7,449 $374K
Tidal Investments LLC 0.01% Add +3.7% 7,060 $355K
Shufro Rose & Co. LLC 0.03% Reduce -42.0% 6,900 $347K
Petrus Trust Company, LTA 0.03% Reduce -69.8% 6,107 $307K
M&T Bank Corp 0.00% Add +1.7% 5,937 $298K
Yarbrough Capital, LLC 0.01% No change 5,875 $295K
Cerity Partners LLC 0.00% New 5,763 $289K
Corton Capital Inc. 0.11% Reduce -14.8% 5,758 $289K
Counterpoint Mutual Funds LLC 0.07% New 5,725 $288K
O'shaughnessy Asset Management, LLC 0.00% New 5,676 $285K
Orion Porfolio Solutions, LLC 0.00% Reduce -5.4% 5,649 $284K
Orion Portfolio Solutions, LLC 0.00% Reduce -5.4% 5,649 $284K
Winthrop Advisory Group LLC 0.04% No change 5,512 $277K
MML Investors Services, LLC 0.00% Add +1.4% 5,449 $274K
Vanguard Personalized Indexing Management, LLC 0.01% New 5,366 $269K
Oxford Asset Management LLP 0.30% New 5,362 $269K
Ethic Inc. 0.01% Reduce -2.2% 5,210 $262K
Xponance LLC 0.00% New 5,196 $261K
Forum Financial Management, LP 0.00% New 5,116 $257K
Thompson Davis & Co., Inc. 0.17% New 4,885 $245K
Portside Wealth Group, LLC 0.04% New 4,610 $232K
Claret Asset Management Corp 0.04% New 4,588 $230K
Creative Planning 0.00% New 4,540 $228K
Steward Partners Investment Advisory, LLC 0.00% Reduce -33.7% 4,525 $227K
Park Avenue Securities LLC 0.00% New 4,527 $227K
Mirabella Financial Services LLP 0.02% Reduce -69.0% 4,513 $226K
Argent Trust Co 0.01% Reduce -16.6% 4,501 $226K
Harvest Fund Management Co., Ltd 0.02% Add +3030.1% 4,476 $225K
CI Investments Inc. 0.00% New 4,489 $225K
EntryPoint Capital, LLC 0.20% Add +69.9% 4,443 $223K
United Capital Financial Advisors, LLC 0.00% New 4,411 $222K
Federated Hermes, Inc. 0.00% Reduce -3.7% 4,193 $211K
Cwm, LLC 0.00% Add +102.7% 4,098 $206K
Gsa Capital Partners LLP 0.02% Reduce -50.3% 4,008 $201K
American Trust 0.02% New 3,994 $201K
HighPoint Advisor Group LLC 0.01% Reduce -37.3% 4,485 $200K
KBC Group NV 0.00% Add +13.7% 3,198 $161K
MetLife Investment Management, LLC 0.00% Add +9.1% 2,800 $141K
UMB Bank, n.a. 0.00% Reduce -6.8% 2,730 $137K
Covestor Ltd 0.08% Add +631.8% 2,393 $120K
Tower Research Capital LLC (TRC) 0.00% Reduce -52.2% 2,257 $113K
Benjamin F. Edwards & Company, Inc. 0.00% No change 2,249 $113K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 2,043 $103K
Stephens Inc. 0.00% Reduce -10.2% 1,686 $85K
Signaturefd, LLC 0.00% Reduce -14.3% 1,625 $82K
Nomura Asset Management Co. Ltd. 0.00% Reduce -37.2% 1,614 $81K
Plante Moran Financial Advisors, LLC 0.01% No change 1,250 $63K
American International Group, Inc. 0.00% Add +9.1% 1,183 $59K
Principal Securities, Inc. 0.00% Add +1.8% 1,158 $58K
Clearstead Advisors, LLC 0.00% New 1,030 $46K
Whittier Trust Co. 0.00% New 744 $37K
Quadrant Capital Group LLC 0.00% Add +2.1% 743 $37K
Venturi Wealth Management, LLC 0.00% Add +58.9% 707 $36K
ORG Partners LLC 0.07% New 709 $35K
State of Wyoming 0.01% Reduce -27.7% 678 $34K
Parallel Advisors, LLC 0.00% Add +13.8% 653 $33K
SYSTM Wealth Solutions LLC 0.00% Add +11.7% 623 $31K
Huntington National Bank 0.00% Add +235.8% 591 $30K
GAMMA Investing LLC 0.00% Add +21.7% 471 $24K
Byrne Asset Management LLC 0.02% New 440 $22K
Quarry LP 0.01% New 356 $18K
Eagle Bay Advisors LLC 0.01% Reduce -19.1% 335 $17K
NewEdge Advisors, LLC 0.00% No change 300 $15K
Lindbrook Capital, LLC 0.00% Add +30.2% 289 $15K
AdvisorNet Financial, Inc 0.00% Add +687.9% 260 $13K
WASHINGTON TRUST Co 0.00% No change 250 $13K
Macroview Investment Management LLC 0.01% Add +211.7% 240 $12K
FinTrust Capital Advisors, LLC 0.00% No change 235 $12K
Tyler-Stone Wealth Management 0.01% No change 234 $12K
First Horizon Advisors, Inc. 0.00% Add +25.6% 226 $11K
Assetmark, Inc. 0.00% New 214 $11K
Tucker Asset Management LLC 0.00% New 200 $10K
Capital Advisors, Ltd. LLC 0.00% No change 192 $10K
Allworth Financial LP 0.00% Add +70.9% 176 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 170 $9K
Leonteq Securities AG 0.00% No change 168 $8K
CVA Family Office, LLC 0.00% No change 165 $8K
Avior Wealth Management, LLC 0.00% New 127 $6K
Farther Finance Advisors, LLC 0.00% No change 118 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 95 $5K
Quent Capital, LLC 0.00% No change 93 $5K
Global Retirement Partners, LLC 0.00% Add +40.0% 91 $5K
Exchange Traded Concepts, LLC 0.00% New 82 $4K
Harbour Investments, Inc. 0.00% New 79 $4K
Naples Money Management LLC 0.00% New 75 $4K
IFP Advisors, Inc 0.00% No change 68 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +204.8% 64 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -55.0% 54 $2K
JFS Wealth Advisors, LLC 0.00% Add +7.1% 45 $2K
Avion Wealth 0.00% No change 22 $2K
Montag A & Associates Inc. 0.00% New 28 $1K
CGC Financial Services, LLC 0.00% No change 25 $1K
Private Wealth Management Group, LLC 0.00% No change 24 $1K
Carolinas Wealth Consulting LLC 0.00% New 23 $1K
Bell Investment Advisors, Inc 0.00% No change 23 $1K
SJS Investment Consulting Inc. 0.00% Add +35.3% 23 $1K
Versant Capital Management, Inc 0.00% No change 23 $1K
CoreCap Advisors, LLC 0.00% New 21 $1K
Valley National Advisers Inc. 0.00% New 20 $1K
Sachetta, LLC 0.00% No change 22 $842
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $704
C M Bidwell & Associates Ltd. 0.00% New 12 $603
Raleigh Capital Management Inc. 0.00% New 10 $502
Parkside Financial Bank & Trust 0.00% No change 7 $352
Rothschild Investment LLC 0.00% No change 5 $251

"% of holder's portfolio" is AZEK's weight in each manager's 13F, not the share of The Azek Co. Inc. the manager owns.