DNOWNYSEOil & Gas Field Machinery & EquipmentFiscal year ends December 31
DNOW Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$16.21+0.53 (+3.38%)
Close on Oct 19, 2026
- Market cap
- $2.96B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
193M of 181M shares
Institutional holders
301
44 new, 57 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $7.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 9,714,361 | 5.21% | 13G (passive) | Mar 31, 2026 |
| Joe M. Thomson | 6,307,678 | 5.97% | 13G (passive) | Dec 31, 2024 |
| Wellington Management Group LLP | 19,311,777 | 10.60% | 13G (passive) amendment | May 29, 2026 |
| Wellington Management Company LLP | 16,879,174 | 8.30% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 15,807,108 | 15.00% | 13G (passive) amendment | Mar 31, 2025 |
| Wellington Investment Advisors Holdings LLP | 10,813,205 | 5.80% | 13G (passive) | Dec 31, 2025 |
| Vanguard Portfolio Management | 10,495,011 | 5.63% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DNOW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 28,908,385 | 15.99% | $374.94M | −783,090 | 0.01% |
| Wellington Management Group Llp | 19,513,068 | 10.79% | $253.08M | +2,633,894 | 0.04% |
| Vanguard Portfolio Management LLC | 10,397,158 | 5.75% | $134.85M | −26,395 | 0.01% |
| Vanguard Capital Management LLC | 8,202,459 | 4.54% | $106.39M | −129,100 | 0.00% |
| Dimensional Fund Advisors LP | 7,956,916 | 4.40% | $103.20M | −2,425,704 | 0.02% |
| State Street Corp | 7,279,614 | 4.03% | $94.42M | +175,510 | 0.00% |
| First Trust Advisors LP | 6,607,074 | 3.65% | $85.69M | +2,541,346 | 0.05% |
| Engine Capital Management, LP | 5,169,462 | 2.86% | $67.05M | +3,600 | 6.52% |
| Geode Capital Management, LLC | 4,769,830 | 2.64% | $61.88M | +216,024 | 0.00% |
| Renaissance Technologies LLC | 4,697,825 | 2.60% | $60.93M | +239,800 | 0.08% |
| Greenhaven Associates Inc | 4,343,617 | 2.40% | $56.34M | +3,519,130 | 0.65% |
| River Road Asset Management, LLC | 3,936,101 | 2.18% | $51.05M | −73,124 | 0.57% |
| Rubric Capital Management LP | 3,898,635 | 2.16% | $50.57M | +2,631,108 | 0.46% |
| Verbena Value LP | 3,607,059 | 2.00% | $46.78M | +309,155 | 7.73% |
| Barrow Hanley Mewhinney & Strauss LLC | 3,279,914 | 1.81% | $42.54M | −614,884 | 0.13% |
| ACK Asset Management LLC | 3,000,000 | 1.66% | $38.91M | New | 4.54% |
| Charles Schwab Investment Management Inc | 2,989,585 | 1.65% | $38.77M | +19,094 | 0.01% |
| Pzena Investment Management LLC | 2,893,482 | 1.60% | $37.53M | −201,833 | 0.11% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,845,675 | 1.57% | $36.91M | +215,438 | 0.04% |
| Fuller & Thaler Asset Management, Inc. | 2,818,746 | 1.56% | $36.56M | −99,875 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 301 | 193M | 100.0% | 44 / 105 | 106 / 57 | 29M | 26M |
| Q1 2026 | 319 | 191M | 100.0% | 73 / 79 | 128 / 56 | 57M | 38M |
| Q4 2025 | 310 | 191M | 100.0% | 75 / 161 | 47 / 42 | 88M | 9M |
| Q3 2025 | 286 | 112M | 62.0% | 43 / 96 | 100 / 41 | 19M | 10M |
| Q2 2025 | 285 | 103M | 57.0% | 43 / 91 | 104 / 33 | 9M | 10M |
| Q1 2025 | 277 | 104M | 57.5% | 38 / 97 | 90 / 23 | 13M | 13M |
| Q4 2024 | 264 | 105M | 57.9% | 37 / 85 | 91 / 35 | 7M | 9M |
| Q3 2024 | 266 | 107M | 59.2% | 32 / 74 | 97 / 34 | 25M | 8M |
| Q2 2024 | 269 | 110M | 60.7% | 45 / 93 | 79 / 37 | 12M | 10M |
| Q1 2024 | 264 | 108M | 59.8% | 53 / 71 | 88 / 25 | 12M | 12M |
| Q4 2023 | 237 | 108M | 59.5% | 30 / 78 | 74 / 17 | 11M | 6M |
| Q3 2023 | 226 | 102M | 56.6% | 18 / 59 | 99 / 42 | 6M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DNOW | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 10,999,516 | 6.08% | $142.66M | 0.13% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 6,361,351 | 3.52% | $82.51M | 0.72% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,772,324 | 3.19% | $74.87M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,869,275 | 2.69% | $63.15M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,176,978 | 2.31% | $54.18M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,652,050 | 1.47% | $34.40M | 0.05% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 2,538,244 | 1.40% | $32.46M | 0.24% | May 31, 2026 |
| Undiscovered Managers Behavioral Value Fund | 2,299,752 | 1.27% | $29.83M | 0.33% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,097,065 | 1.16% | $27.20M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,051,971 | 1.14% | $28.97M | 0.09% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,946,761 | 1.08% | $27.49M | 0.14% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,750,931 | 0.97% | $22.71M | 0.16% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,679,394 | 0.93% | $21.78M | 0.13% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,571,627 | 0.87% | $20.38M | 0.25% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,170,980 | 0.65% | $14.98M | 0.06% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David A. Cherechinsky | President and CEO, Director | 1,362,077 | 0.75% | Aug 12, 2026 |
| Raymond W. Chang | VP and General Counsel | 360,388 | 0.20% | Aug 12, 2026 |
| Mark B. Johnson | See Remarks | 340,401 | 0.19% | Aug 12, 2026 |
| Gillian Anderson | VP and CAO | 69,597 | 0.04% | Mar 13, 2026 |
| Kelly T. Munson | See Remarks | 172,241 | 0.10% | Feb 25, 2026 |
| Fanny R. Surratt | See Remarks | 59,572 | 0.03% | Feb 27, 2025 |
| Terry Bonno | Director | 124,994 | 0.07% | May 22, 2026 |
| Galen Cobb | Director | 122,594 | 0.07% | May 22, 2026 |
| Paul M. Coppinger | Director | 78,846 | 0.04% | May 22, 2026 |
| George John Damiris | Director | 66,341 | 0.04% | May 22, 2026 |
| Richard J. Alario | Director | 373,175 | 0.21% | May 22, 2026 |
| Ronald L. Jadin | Director | 66,341 | 0.04% | May 22, 2026 |
| Sonya Reed | Director | 70,360 | 0.04% | May 22, 2026 |
| Karen David-Green | Director | 43,956 | 0.02% | May 22, 2026 |
| Rodney W. Eads | Director | 115,736 | 0.06% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark B. Johnson See Remarks | Aug 10, 2026 | Option exercise | +50,181 | $10.26 | $514.86K | 340,401 |
| Mark B. Johnson See Remarks | Aug 10, 2026 | Option exercise | +21,985 | $9.53 | $209.52K | 312,205 |
| Mark B. Johnson See Remarks | Aug 10, 2026 | Sale | −21,985 | $16.79 | $369.13K | 290,220 |
| Mark B. Johnson See Remarks | Aug 10, 2026 | Sale | −50,181 | $16.79 | $842.54K | 290,220 |
| Mark B. Johnson See Remarks | Aug 10, 2026 | Sale | −40,675 | $16.79 | $682.93K | 249,545 |
| David A. Cherechinsky President and CEO, Director | Aug 10, 2026 | Option exercise | +198,213 | $10.26 | $2.03M | 1,362,077 |
| David A. Cherechinsky President and CEO, Director | Aug 10, 2026 | Sale | −57,929 | $16.73 | $969.15K | 1,163,864 |
| David A. Cherechinsky President and CEO, Director | Aug 10, 2026 | Option exercise | +57,929 | $9.53 | $552.06K | 1,221,793 |
| David A. Cherechinsky President and CEO, Director | Aug 10, 2026 | Sale | −198,213 | $16.73 | $3.32M | 1,163,864 |
| Raymond W. Chang VP and General Counsel | Aug 10, 2026 | Sale | −32,617 | $16.98 | $553.84K | 360,388 |
| Raymond W. Chang VP and General Counsel | Aug 10, 2026 | Sale | −43,621 | $16.98 | $740.68K | 360,388 |
| Raymond W. Chang VP and General Counsel | Aug 10, 2026 | Option exercise | +32,617 | $10.26 | $334.65K | 393,005 |
| Raymond W. Chang VP and General Counsel | Aug 10, 2026 | Option exercise | +43,621 | $9.53 | $415.71K | 404,009 |
| Ronald L. Jadin Director | May 20, 2026 | Award | +12,122 | – | – | 66,341 |
| George John Damiris Director | May 20, 2026 | Award | +12,122 | – | – | 66,341 |
| Paul M. Coppinger Director | May 20, 2026 | Award | +12,122 | – | – | 78,846 |
| Sonya Reed Director | May 20, 2026 | Award | +12,122 | – | – | 70,360 |
| Richard J. Alario Director | May 20, 2026 | Award | +17,122 | – | – | 294,169 |
| Karen David-Green Director | May 20, 2026 | Award | +12,122 | – | – | 43,956 |
| Galen Cobb Director | May 20, 2026 | Award | +12,122 | – | – | 122,594 |
| Terry Bonno Director | May 20, 2026 | Award | +12,122 | – | – | 124,994 |
| Gillian Anderson VP and CAO | Mar 12, 2026 | Tax withholding | −834 | $11.29 | $9.42K | 69,597 |
| Raymond W. Chang VP and General Counsel | Feb 23, 2026 | Award | +40,242 | – | – | 360,388 |
| David A. Cherechinsky President and CEO, Director | Feb 23, 2026 | Award | +203,603 | – | – | 1,163,864 |
| Mark B. Johnson See Remarks | Feb 23, 2026 | Award | +61,674 | – | – | 290,220 |
| Gillian Anderson VP and CAO | Feb 23, 2026 | Award | +18,726 | – | – | 70,431 |
| Kelly T. Munson See Remarks | Feb 23, 2026 | Award | +28,823 | – | – | 172,085 |
| David A. Cherechinsky See remarks, Director | Feb 20, 2026 | Tax withholding | −35,414 | $13.23 | $468.53K | 960,261 |
| David A. Cherechinsky See remarks, Director | Feb 20, 2026 | Award | +89,995 | – | – | 995,675 |
| David A. Cherechinsky See remarks, Director | Feb 20, 2026 | Tax withholding | −52,558 | $13.23 | $695.34K | 905,680 |
| Kelly T. Munson See Remarks | Feb 20, 2026 | Tax withholding | −8,760 | $13.23 | $115.89K | 134,165 |
| Kelly T. Munson See Remarks | Feb 20, 2026 | Award | +15,000 | – | – | 149,165 |
| Kelly T. Munson See Remarks | Feb 20, 2026 | Tax withholding | −5,903 | $13.23 | $78.10K | 143,262 |
| Raymond W. Chang See remarks | Feb 20, 2026 | Tax withholding | −12,533 | $13.23 | $165.81K | 307,411 |
| Raymond W. Chang See remarks | Feb 20, 2026 | Award | +20,999 | – | – | 328,410 |
| Raymond W. Chang See remarks | Feb 20, 2026 | Tax withholding | −8,264 | $13.23 | $109.33K | 320,146 |
| Mark B. Johnson See remarks | Feb 20, 2026 | Tax withholding | −8,264 | $13.23 | $109.33K | 228,546 |
| Mark B. Johnson See remarks | Feb 20, 2026 | Tax withholding | −12,264 | $13.23 | $162.25K | 215,811 |
| Mark B. Johnson See remarks | Feb 20, 2026 | Award | +20,999 | – | – | 236,810 |
| Gillian Anderson VP and CAO | Feb 7, 2026 | Tax withholding | −1,247 | $16.76 | $20.90K | 51,705 |
| Richard J. Alario Director | May 21, 2025 | Award | +14,625 | – | – | 277,047 |
| Galen Cobb Director | May 21, 2025 | Award | +10,156 | – | – | 110,472 |
| Terry Bonno Director | May 21, 2025 | Award | +10,156 | – | – | 112,872 |
| Rodney W. Eads Director | May 21, 2025 | Award | +10,156 | – | – | 115,736 |
| Sonya Reed Director | May 21, 2025 | Award | +10,156 | – | – | 58,238 |
| Karen David-Green Director | May 21, 2025 | Award | +10,156 | – | – | 31,834 |
| Paul M. Coppinger Director | May 21, 2025 | Award | +10,156 | – | – | 66,724 |
| David A. Cherechinsky President and CEO, Director | Feb 25, 2025 | Award | +121,420 | – | – | 958,238 |
| Kelly T. Munson See Remarks | Feb 25, 2025 | Award | +17,742 | – | – | 142,925 |
| Mark B. Johnson See remarks | Feb 25, 2025 | Award | +33,390 | – | – | 228,075 |
| Fanny R. Surratt See Remarks | Feb 25, 2025 | Award | +8,873 | – | – | 59,572 |
| Raymond W. Chang VP and General Counsel | Feb 25, 2025 | Award | +24,417 | – | – | 319,944 |
| David A. Cherechinsky President and CEO, Director | Feb 22, 2025 | Tax withholding | −69,621 | $17.43 | $1.21M | 705,938 |
| David A. Cherechinsky President and CEO, Director | Feb 22, 2025 | Tax withholding | −84,919 | $17.43 | $1.48M | 836,818 |
| David A. Cherechinsky President and CEO, Director | Feb 22, 2025 | Award | +215,799 | – | – | 921,737 |
| Fanny R. Surratt See Remarks | Feb 22, 2025 | Tax withholding | −3,853 | $17.43 | $67.16K | 39,795 |
| Fanny R. Surratt See Remarks | Feb 22, 2025 | Award | +17,982 | – | – | 57,777 |
| Fanny R. Surratt See Remarks | Feb 22, 2025 | Tax withholding | −7,078 | $17.43 | $123.37K | 50,699 |
| Mark B. Johnson See remarks | Feb 22, 2025 | Award | +50,354 | – | – | 214,501 |
| Mark B. Johnson See remarks | Feb 22, 2025 | Tax withholding | −16,246 | $17.43 | $283.17K | 164,147 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cherechinsky David Officer, Director | Aug 10, 2026 | 256,142 | $4.29M | Aug 10, 2026 | Stock Option Exercise |
| Johnson Mark Officer | Aug 10, 2026 | 112,841 | $1.89M | Aug 10, 2026 | Performance Shares |
| Chang Raymond Officer | Aug 10, 2026 | 76,238 | $1.29M | Aug 10, 2026 | Stock Option Exercise |
| Kelly T. Munson Officer | Feb 19, 2025 | 10,000 | $171.80K | Feb 19, 2025 | STOCK OPTION EXERCISE |
| & Belinda Coppinger Trust dtd 4/18/23 Paul Director | Dec 2, 2024 | 26,186 | $396.72K | Dec 2, 2024 | Open Market |
| Raymond W. Chang Officer | May 14, 2024 | 93,284 | $1.17M | May 14, 2024 | STOCK OPTION EXERCISE |
| David A. Cherechinsky Officer | May 14, 2024 | 123,881 | $1.67M | May 14, 2024 | STOCK OPTION EXERCISE |
| Mark B. Johnson Officer | May 14, 2024 | 47,015 | $587.69K | May 14, 2024 | STOCK OPTION EXERCISE |