NASDAQ · Technology

Gen Digital Inc. GEN

Gen Digital Inc. engages in the provision of cyber safety and trust-based solutions for individuals, families, and small businesses. The company offers security and performance management, identity protection, and online privacy, as well as technology platforms.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers security and performance management, identity protection, and online privacy, as well as technology platforms.
  • It also provides restoration support services, digital reputation, and secure financial wellness. The company offers its products under the Norton, Avast, LifeLock, MoneyLion, Avira, AVG, ReputationDefender, and CCleaner brands.
  • The company was formerly known as NortonLifeLock Inc. and changed its name to Gen Digital Inc. in November 2022.
  • Gen Digital Inc. was founded in 1982 and is headquartered in Tempe, Arizona.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.74 FCF 9.62% Buyback 0.8%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 2.3% $150.0M 2026-03-31
Starboard Value Jeff Smith 3.2% $147.0M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 4 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $79.5M Estimated from net reduced shares
Net share change / base shares -18.2% -4,007,302 / 22,063,256
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.9% 13F value change -$27.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,031,771 Last 1 periods -567,876 (-27.9%) Total shares 1,463,895 Value $27.6M
Starboard Value Jeff Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -26.2% 13F value change -$140.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,585,592 Last 1 periods -2,778,670 (-26.2%) Total shares 7,806,922 Value $147.0M
Lyrical Asset Management 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -2.2% 13F value change -$71.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 8,147,912 Last 1 periods -180,665 (-2.2%) Total shares 7,967,247 Value $150.0M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -37.0% 13F value change -$14.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 1,297,981 Last 1 periods -480,091 (-37.0%) Total shares 817,890 Value $22.2M

Recent mentions

No public mentions.