MTRX
MATRIX SERVICE COMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $8.95 | $12 | +37% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $9.27 | $12 | +32% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $9.27 | $12 | +32% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $9.27 | $12 | +32% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $9.27 | $12 | +32% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $13 | $12 | -5% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $11 | $12 | +8% |
“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 MATRIX SERVICE CO. 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 Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40000866273-26-000034Jun 8, 2026
- Form 40000866273-26-000032May 26, 2026
- Form 40001519321-26-000002May 12, 2026
- Form 40000866273-26-000018Feb 19, 2026
- Form 40000866273-25-000112Nov 25, 2025
- Form 40000866273-25-000110Nov 24, 2025
- Form 40000866273-25-000108Nov 12, 2025
- Form 40000866273-25-000095Nov 5, 2025
- Form 40000866273-25-000091Nov 5, 2025
- Form 40000866273-25-000089Nov 5, 2025
- Form 40000866273-25-000087Nov 5, 2025
- Form 40000866273-25-000085Nov 5, 2025
- Form 40000866273-25-000083Nov 5, 2025
- Form 40000866273-25-000071Sep 17, 2025
- Form 40000866273-25-000061Sep 2, 2025
Fundamentals
XBRL · MATRIX SERVICE COAnnual figures sourced directly from MATRIX SERVICE CO'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 MATRIX SERVICE CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventApr 30, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventJan 6, 2026
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventNov 4, 2025
- DEF 14AProxy statementSep 24, 2025
- 10-KAnnual reportSep 10, 2025
- 8-KMaterial eventSep 9, 2025
- 8-KMaterial eventAug 25, 2025
- 10-QQuarterly reportMay 8, 2025
- 8-KMaterial eventMay 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | open | $11 | $12 | +8% |
| Citadel Advisors | Q4 2025 | open | $12 | $12 | +3% |
| Two Sigma Investments | Q4 2025 | open | $12 | $12 | +3% |
| Millennium Management | Q3 2025 | open | $15 | $12 | -17% |
| AQR Capital Management | Q4 2024 | open | $13 | $12 | -5% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $9.27 | $13 | +39% |
| Two Sigma Investments | Q3 2024 | Q2 2025 | $9.27 | $13 | +39% |
| D.E. Shaw | Q3 2024 | open | $9.27 | $12 | +32% |
| Millennium Management | Q3 2024 | Q2 2025 | $9.27 | $13 | +39% |
| Renaissance Technologies | Q3 2024 | open | $8.95 | $12 | +37% |
- 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.