Axalta Coating Systems Ltd.
AXTA- Exchange
- NYSE
- Industry
- Paints, Varnishes, Lacquers, Enamels & Allied Prods
- SEC CIK
- 0001616862
No open-market purchases or sales by Axalta Coating Systems Ltd. insiders were filed in the last 90 days; 362 institutions reported holding it in 13F filings for Q2 2026, worth $7.75B in total; Baupost Group is the only superinvestor holding it.
Key figures
- Market capClose on Nov 13, 2026
- $7.83B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −19 vs. previous quarter
- 362
- 13F valueReported value at the end of Q2 2026
- $7.75B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $5.12B
- −3.0% year over year
- Net income, FY2025
- $378.0M
- −3.3% year over year
- Free cash flow, FY2025
- $453.0M
- +3.9% year over year
- Revenue, Q3 FY2026
- $1.31B
- +1.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 8.90M
- Shares sold short
- Change
- −611.4K
- −6.4% vs. previous
- Days to cover
- 4.70
- At average daily volume
Superinvestors holding AXTA, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Axalta Coating Systems Ltd. on Form 13F. Percentages are the stock's share of each portfolio.
Baupost Group
Seth Klarman
0.8%
Axalta Coating Systems Ltd.'s share of the portfolio
- Shares
- 1,274,356
- Value
- $43.6M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Axalta Coating Systems Ltd. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 21, 2025 (view filing) | Aug 19 | 2 days | Tufano AmySVP & CHRO | SSale | −3.19K | $31.06 | −$99.2K | −20.9%12.1K after | |
| Feb 12, 2025 (view filing) | Feb 10 | 2 days | Weaver Troy D.President, Global Refinish | SSale | −10.5K | $37.57 | −$392.9K | −12.3%74.9K after | |
| Dec 5, 2023 (view filing) | Dec 4 | 1 day | Awada HadiSVP, Glbl Mobility Coatings | SSale | −10.5K | $31.99 | −$335.9K | −41.7%14.7K after | |
| Nov 17, 2023 (view filing) | Nov 17 | Same day | Berube Brian ASVP and General Counsel | SSale | −7.50K | $31.19 | −$233.9K | −14.4%44.4K after | |
| Nov 15, 2023 (view filing) | Nov 14 | 1 day | Massey AnthonyVP, Global Controller, PAO | SSale | −17.9K | $30.88 | −$553.2K | −48.0%19.4K after | |
| Nov 13, 2023 (view filing) | Nov 9 | 4 days | McLaughlin Robert MDirector | SSale | −5.00K | $29.77 | −$148.8K | −5.1%92.6K after | |
| Sep 14, 2023 (view filing) | Sep 13 | 1 day | Kissire Deborah J.Director | PPurchase | +400 | $26.58 | +$10.6K | +1.0%42.0K after | |
| Sep 14, 2023 (view filing) | Sep 12 | 2 days | Cook William MDirector | PPurchase | +1.50K | $26.81 | +$40.2K | +33.3%6.00K after | |
| Sep 6, 2023 (view filing) | Sep 6 | Same day | Stein Kevin MDirector | PPurchase | +36.6K | $27.38 | +$1.00M | New position36.6K after | |
| Aug 11, 2023 (view filing) | Aug 9 | 2 days | Scanlan JacquelineSVP & CHRO | SSale | −17.0K | $29.48 | −$501.4K | −81.0%4.00K after |
Top 10 13F holders, Q2 2026
See all 362 holdersThe largest institutional positions in Axalta Coating Systems Ltd. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 31,733,342 | $1.09B | 1.77% | +2,937,139+10.2% | Added |
| BlackRock, Inc. | 19,536,552 | $668.5M | 0.01% | +477,944+2.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 17,505,233 | $599.0M | 1.82% | −756,285−4.1% | Reduced |
| Vanguard Capital Management LLC | 9,701,675 | $332.0M | 0.01% | +101,604+1.1% | Added |
| Vanguard Portfolio Management LLC | 9,520,162 | $325.8M | 0.01% | +2,5840.0% | Added |
| Dimensional Fund Advisors LP | 8,085,854 | $276.7M | 0.05% | +390,506+5.1% | Added |
| State Street Corp | 6,688,186 | $228.9M | 0.01% | +223,617+3.5% | Added |
| D. E. Shaw & Co., Inc. | 6,547,107 | $224.0M | 0.14% | +1,416,849+27.6% | Added |
| FMR LLC | 6,060,704 | $207.4M | 0.01% | +64,163+1.1% | Added |
| Millennium Management LLC | 5,466,995 | $187.1M | 0.13% | +1,307,056+31.4% | Added |
Holders of 5% or more of AXTA
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Axalta Coating Systems Ltd..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 13G/A | 14.80%31.7M shares | +1.30 ppfrom 13.50% | Feb 3, 20264 filings | Aug 13, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.26%11.2M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in AXTA2 members of Congress reported 6 trades in Axalta Coating Systems Ltd. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Sep 2, 2024 | John James House · MI | Buy | $1K-$15K |
| Sep 2, 2024 | John James House · MI | Sell | $1K-$15K |
| May 2, 2021 | David Perdue Senate · GA | Sell (full) | $100K-$250K |
| Apr 5, 2020 | David Perdue Senate · GA | Buy | $1K-$15K |
| Apr 5, 2020 | David Perdue Senate · GA | Buy | $1K-$15K |

House · MI · Sep 2, 2024
Buy$1K-$15K

House · MI · Sep 2, 2024
Sell$1K-$15K

Senate · GA · May 2, 2021
Sell (full)$100K-$250K

Senate · GA · Apr 5, 2020
Buy$1K-$15K

Senate · GA · Apr 5, 2020
Buy$1K-$15K