ACDC
ProFrac Holding Corp.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $5.77 | $7.81 | +35% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $6.18 | $7.81 | +26% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $6.18 | $7.81 | +26% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $6.18 | $7.81 | +26% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $6.18 | $7.81 | +26% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $6.18 | $7.81 | +26% |
| D.E. Shaw | Q4 2025(8Q snapshot) | 2Q | $3.82 | $7.81 | +104% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ProFrac Holding Corp.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001198581-26-000003May 29, 2026
- Form 40001641655-26-000001May 29, 2026
- Form 40001843185-26-000001May 29, 2026
- Form 40002092691-26-000001May 29, 2026
- Form 40001594869-26-000001May 29, 2026
- Form 40001832051-26-000002May 8, 2026
- Form 40001832051-26-000001May 8, 2026
- Form 40001832051-26-000003May 8, 2026
- Form 40001922681-26-000008Apr 9, 2026
- Form 40002109993-26-000005Apr 9, 2026
- Form 40002008109-26-000006Apr 9, 2026
- Form 40002028314-26-000006Apr 9, 2026
- Form 40001641790-26-000008Apr 9, 2026
- Form 40001696102-26-000006Apr 9, 2026
- Form 40001641790-26-000006Apr 1, 2026
Fundamentals
XBRL · ProFrac Holding Corp.Annual figures sourced directly from ProFrac Holding Corp.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for ProFrac Holding Corp. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KJun 1, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KFORM 8-KMay 7, 2026
- DEF 14AProxy statementApr 27, 2026
- 8-KFORM 8-KApr 13, 2026
- 10-KAnnual reportMar 13, 2026
- 8-KFORM 8-KMar 12, 2026
- 8-KFORM 8-KMar 9, 2026
- 8-KFORM 8-KJan 9, 2026
- 8-KFORM 8-KDec 22, 2025
- 8-KFORM 8-KDec 19, 2025
- 10-QQuarterly reportNov 10, 2025
- 8-KFORM 8-KNov 10, 2025
- S-3FORM S-3Oct 3, 2025
- 8-KFORM 8-KAug 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $7.28 | $7.81 | +7% |
| Renaissance Technologies | Q2 2026 | open | $7.28 | $7.81 | +7% |
| Point72 Asset Management | Q1 2026 | open | $5.42 | $7.81 | +44% |
| Citadel Advisors | Q4 2025 | open | $3.82 | $7.81 | +104% |
| D.E. Shaw | Q4 2025 | open | $3.82 | $7.81 | +104% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $3.70 | $5.29 | +43% |
| AQR Capital Management | Q3 2025 | open | $3.51 | $7.81 | +123% |
| Millennium Management | Q3 2025 | open | $3.51 | $7.81 | +123% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $6.15 | $3.63 | -41% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $6.18 | $6.28 | +2% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $6.18 | $6.71 | +9% |
| AQR Capital Management | Q3 2024 | Q1 2025 | $6.18 | $7.93 | +28% |
| Millennium Management | Q3 2024 | Q2 2025 | $6.18 | $6.28 | +2% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $6.18 | $6.71 | +9% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $5.77 | $7.01 | +21% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.