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DNOW · Dnow Inc.
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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DNOW

DNOW Inc.
INDUSTRIALS · OIL & GAS FIELD MACHINERY & EQUIPMENT · CIK 0001599617
FORM 144 · 3☆ WATCH
INSIDER NET · 180D
-$7.5M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
154
13F, latest reported quarter
REVENUE GROWTH
+18.8%
XBRL, annual
NET MARGIN
-3.2%
CONVERSIONS · 180D
6
codes C/M, not in net · $4.1M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$7.5M over 180 days
-$7.5M over 90 days
below 70% of Industrials
CONGRESS
no member of Congress has reported trading it
FUNDS
154 funds added or opened last quarter
more than 54% of Industrials
REVENUE
+18.8% year over year
more than 75% of Industrials
MARGIN
-3.2% net margin
below 70% of Industrials
BUYBACKS
$75.0M repurchased, FY to 2026-06-30
more than 56% of Industrials
SHORT
8.6% of shares outstanding short · 7.0 days to cover · settled 2026-07-31
more than 88% of Industrials
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$7.5M across 3 people in 180 days.
154 funds added or opened positions in the latest 13F quarter, of 304 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +0.2%
+0.2%12M
-29%-17%-5%+7%2025-092025-102025-122026-032026-052026-072026-09 2026-08-10 · Cherechinsky David A sold $3.3M2026-08-10 · Cherechinsky David A sold $969.2K2026-08-10 · Johnson Mark B sold $842.5K2026-08-10 · Chang Raymond W sold $740.7K2026-08-10 · Johnson Mark B sold $682.9K2026-08-10 · Chang Raymond W sold $553.8K2026-08-10 · Johnson Mark B sold $369.1K2026-08-10 · RAYMOND CHANG filed to sell $1.3M2026-08-10 · DAVID CHERECHINSKY filed to sell $4.3M2026-08-10 · MARK JOHNSON filed to sell $1.9M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $7.5M sold by insiders over 180 days, 154 funds added last quarter, $7.5M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, DNOW Inc. insiders sold a net $7.5M of stock across 15 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Cherechinsky David A
President and CEO
SELL
2026-08-10
57,929.0
$969.2K
Cherechinsky David A
President and CEO
SELL
2026-08-10
198,213.0
$3.3M
Johnson Mark B
See Remarks
SELL
2026-08-10
21,985.0
$369.1K
Johnson Mark B
See Remarks
SELL
2026-08-10
50,181.0
$842.5K
Johnson Mark B
See Remarks
SELL
2026-08-10
40,675.0
$682.9K
15 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
28,908,385.0 sh
$374.9M
WELLINGTON MANAGEMENT GROUP LLP
19,513,068.0 sh
$253.1M
VANGUARD PORTFOLIO MANAGEMENT LLC
10,397,158.0 sh
$134.9M
VANGUARD CAPITAL MANAGEMENT LLC
8,202,459.0 sh
$106.4M
DIMENSIONAL FUND ADVISORS LP
7,956,916.0 sh
$103.2M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
RAYMOND CHANG
FILED 2026-08-10
$1.3M
DAVID CHERECHINSKY
FILED 2026-08-10
$4.3M
MARK JOHNSON
FILED 2026-08-10
$1.9M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Pzena Small Cap Value Fund
$1.9M POSITION · AS OF 2026-02-28
2.0%
NORTH SQUARE SMALL CAP VALUE FUND
$3.5M POSITION · AS OF 2026-02-28
1.7%
NYLI WMC Small Companies Fund
$5.3M POSITION · AS OF 2026-04-30
1.6%
Pear tree polaris small cap fund
$1.4M POSITION · AS OF 2026-03-31
1.6%
AMG River Road Small Cap Value Fund
$11.9M POSITION · AS OF 2026-04-30
1.1%
Royce Capital Fund - Small-Cap Portfolio
$1.8M POSITION · AS OF 2026-03-31
1.1%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$7.1M
$7.7M
$1.4M
+85%
+82%
2024
$6.1M
$7.0M
$1.5M
+81%
+76%
2023
$5.6M
$3.1M
$1.4M
+58%
+99%
2022
$5.5M
$10.9M
$1.4M
+77%
+95%
2021
$6.0M
$5.5M
$1.3M
+19%
+21%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$2.8B$2.4B$2.3B$2.1B
GROSS PROFIT$478.0M$531.0M$539.0M
OPERATING INCOME$-93.0M$109.0M$144.0M$131.0M
NET INCOME$-89$78$250$128
EPS (DILUTED)-0.760.712.271.13
OPERATING CASH FLOW$155.0M$298.0M$188.0M$0
CASH$164.0M$256.0M$299.0M$212.0M
LONG-TERM DEBT$411.0M$0
BUYBACKS$37.0M$23.0M$50.0M$7.0M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →