WEDGE CAPITAL MANAGEMENT L L P/NC has opened a new $72.3M position in $ARW, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ARW.

$ARW Hedge Fund Activity

We have seen 252 institutional investors add shares of $ARW stock to their portfolio, and 194 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• WOODLINE PARTNERS LP added 883,296 shares (+446.6%) to their portfolio in Q1 2026, for an estimated $126,673,479
• FIDUCIARY MANAGEMENT INC /WI/ removed 555,939 shares (-34.7%) from their portfolio in Q1 2026, for an estimated $79,727,211
• OPPENHEIMER ASSET MANAGEMENT INC. added 519,417 shares (+inf%) to their portfolio in Q1 2026, for an estimated $74,489,591
• BOSTON PARTNERS removed 413,043 shares (-16.0%) from their portfolio in Q1 2026, for an estimated $59,234,496
• LIND VALUE II APS removed 383,270 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $54,964,750
• WEDGE CAPITAL MANAGEMENT L L P/NC added 338,823 shares (+inf%) to their portfolio in Q2 2026, for an estimated $72,308,216
• AQR CAPITAL MANAGEMENT LLC removed 280,770 shares (-14.1%) from their portfolio in Q1 2026, for an estimated $40,265,225

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ARW Insider Trading Activity

$ARW insiders have traded $ARW stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $ARW stock by insiders over the last 6 months:

• GRETCHEN ZECH (SVP, Chief Gov, Sust, HR Offr) has made 0 purchases and 4 sales selling 41,531 shares for an estimated $9,166,469.
• ERIC NOWAK (President, Global ECS) has made 0 purchases and 4 sales selling 16,172 shares for an estimated $2,727,637.
• CARINE LAMERCIE JEAN-CLAUDE (SVP, CLCO and Secretary) has made 0 purchases and 4 sales selling 11,078 shares for an estimated $1,927,080.
• RICHARD JOHN MARANO (President, Global Components) sold 2,500 shares for an estimated $388,300
• ANDREW CHARLES KERIN sold 1,456 shares for an estimated $229,059

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ARW Government Contracts

We have seen $104,212,014 of award payments to $ARW over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

• DELIVERY ORDER FOR KRONOS SOFTWARE, HARDWARE, AND MAINTENANCE: $6,210,463
• BIGFIX SOFTWARE AND SUPPORT: $5,246,355
• EXPERT SERVICES SUPPORT: $4,972,165
• GOVTA LICENSES AND MAINTENANCE - DEPARTMENT OF HOMELAND SECURITY (DHS): $4,809,857

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ARW Price Targets

Multiple analysts have issued price targets for $ARW recently. We have seen 3 analysts offer price targets for $ARW in the last 6 months, with a median target of $233.0.

Here are some recent targets:

• William Stein from Truist Securities set a target price of $260.0 on 06/04/2026
• Ruplu Bhattacharya from B of A Securities set a target price of $233.0 on 05/13/2026
• Joseph Quatrochi from Wells Fargo set a target price of $165.0 on 05/08/2026

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $ARW ticker page for more data.

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