What smart money is saying about ADTRAN Holdings
ADTN
No fund has written a full thesis on ADTRAN Holdings in our archive, but 1 fund letter reports a position in it — most recently Granahan Investment Management Microcap Growth in September 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in ADTRAN Holdings on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“ADTRAN Holdings (Information Technology, Special Situation) ADTRAN fell approximately 50% amid a correction in networking shares and renewed scrutiny of profitability. Second-quarter revenue rose approximately 6%, and sales to cloud and hyperscale, enterprise and government customers grew 47%. Yet third-quarter non-GAAP operating-margin guidance of 1.5% to 5.5% underscored the need for better earnings conversion. We are monitoring whether optical-networking growth can produce sustained margin expansion.”
ADTRAN Holdings
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