APG

LONGINSIDER SELL

API GROUP CORP

Funds

Score

6.00

vs SPY

-15.1%

Stock return (since Q-end)

+1.2%

SPY return (since Q-end)

+16.3%

Current price

$41.00

News Summary

Positive

APi Group delivered a strong Q1 2026 with record revenues of $2.0B (+15.3% YoY), beat consensus on both revenue and EPS, and raised full-year 2026 guidance on both revenue and EBITDA. The company deployed over $1 billion in M&A (CertaSite, Wtech, Onyx) to expand Safety Services across North America and Europe, while securing $500M in financing and extending credit facilities, positioning the company for continued growth.

Funds Buying (4)

Fund	Manager	Shares Held	∆ Shares	Position Value	QoQ	Status
Durable Capital Partners	Henry Ellenbogen	14.8M	+14.8M	$598.7B	—	NEW
Viking Global	Andreas Halvorsen	5.8M	+5.8M	$236.5B	—	NEW
Third Point	Dan Loeb	2.0M	+2.0M	$82.3B	—	NEW
Point72	Steve Cohen	561K	+561K	$22.7B	—	NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.

Insider Activity

Name	Title	Type	Shares	Price	Value	Filed
ASHKEN IAN G H	—	SELL	51K	$45.38	$2.30M	2026-05-05
ASHKEN IAN G H	—	SELL	15K	$45.86	$0.68M	2026-05-05
LILLIE JAMES E	—	SELL	46K	$45.39	$2.08M	2026-05-05
LILLIE JAMES E	—	SELL	14K	$45.86	$0.63M	2026-05-05
LILLIE JAMES E	—	SELL	12K	$45.39	$0.55M	2026-05-05
LILLIE JAMES E	—	SELL	4K	$45.86	$0.16M	2026-05-05
LILLIE JAMES E	—	SELL	12K	$45.60	$0.54M	2026-05-04
LILLIE JAMES E	—	SELL	45K	$45.60	$2.07M	2026-05-04
ASHKEN IAN G H	—	SELL	34K	$45.34	$1.55M	2026-05-04
ASHKEN IAN G H	—	SELL	850K	$44.71	$38.00M	2026-05-04
LILLIE JAMES E	—	SELL	180K	$44.69	$8.05M	2026-05-04
ASHKEN IAN G H	—	SELL	134K	$44.70	$6.00M	2026-05-04
LILLIE JAMES E	—	SELL	47K	$44.69	$2.12M	2026-05-04