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NYSE · Consumer Discretionary

ON HLDG AG ONON

On Holding AG, together with its subsidiaries, develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific. The company offers athletic footwear, apparel, and accessories for performance running, performance outdoor, performance all day, performance training, performance tennis, and young movers.

Sources StockAnalysis company profile stockanalysis.com
Footwear & Accessories

Company profile

Business mix

  • The company offers athletic footwear, apparel, and accessories for performance running, performance outdoor, performance all day, performance training, performance tennis, and young movers.
  • It sells its products to athletes and active customers through wholesale and direct-to-consumer channels; run specialty, general sporting goods, outdoor, luxury, street fashion, and lifestyle retailers; owned retail stores; and e-commerce platforms.
  • On Holding AG was founded in 2010 and is headquartered in Zurich, Switzerland.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in footwear & accessories?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 39.73 FCF 3.3% Buyback -1.37%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 1.0% $330.5M 2026-03-31
Sands Capital Management Frank Sands 0.8% $215.2M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $247.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +83.2% +7,285,831 / 8,754,321
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 14.7% 13F value change -$14.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.9% 13F value change +$50.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 79.7% 13F value change +$79.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,139,974 Last 3 periods +5,574,631 (+134.7%) Total shares 9,714,605 Value $330.5M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 46.7% 13F value change +$46.5M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -2.0% 13F value change +$21.7M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -4.7% 13F value change -$93.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 4,614,347 Last 3 periods +1,711,200 (+37.1%) Total shares 6,325,547 Value $215.2M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$99.5M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$99.5M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.