SES AI Corp: which funds bought and sold
Institutions that bought and sold SES AI shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 71 institutions that filed 13F reports for both quarters added to or opened positions in SES AI, and 75 cut or closed them. Together they added a net 16.6M shares, +22.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 9.5M shares (−47.6%); index fund managers were net buyers of 27.6M shares (+109.7%). 36 opened a new position and 45 sold out entirely.
Bought, Q2 2026 71 institutions, 36 of them new holders Sold, Q2 2026 75 institutions, 45 of them sold out
Net change, all compared +16.6M shares (+22.6%)
Net change, active managers −9.5M shares (−47.6%), 7 bought, 25 sold
Buyers versus sellers
71 bought 28 75 sold
Active managers and hedge funds 7 bought · 25 sold · −9.5M
Index fund managers 10 bought · 1 sold · +27.6M
Other institutions 54 bought · 49 sold · −1.6M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +13.5M +245.7% | 18.9M | $18.2M |
| State Street Corp Index funds | +6.6M +216.6% | 9.6M | $9.2M |
| Two Sigma Investments, LP Hedge fund | +3.7M +187.0% | 5.7M | $5.5M |
| Geode Capital Management, LLC Index funds | +3.4M +107.3% | 6.6M | $6.4M |
| Invesco Ltd. | +2.4M +30.0% | 10.3M | $9.9M |
| Vanguard Portfolio Management LLC Index funds | +1.7M +714.1% | 2.0M | $1.9M |
| Northern Trust Corp Index funds | +1.3M +210.5% | 2.0M | $1.9M |
| Bank Of New York Mellon Corp | +624K +824.5% | 699K | $671,297 |
| Acadian Asset Management LLC Active manager | +616K +171.5% | 975K | $933,000 |
| Charles Schwab Investment Management Inc Index funds | +548K +34.2% | 2.1M | $2.1M |
| Nuveen, LLC | +334K New position | 334K | $320,232 |
| Xtx Topco Ltd | +333K +72.4% | 792K | $760,859 |
| Mitsubishi Ufj Asset Management Co., Ltd. | +254K +128.9% | 451K | $432,954 |
| Susquehanna International Group, LLP | +250K +122.7% | 453K | $435,324 |
| Deutsche Bank Ag\ | +246K New position | 246K | $236,088 |
| Alliancebernstein L.P. Active manager | +226K New position | 226K | $217,220 |
| Kestra Advisory Services, LLC | +222K +56.1% | 619K | $593,980 |
| D. E. Shaw & Co., Inc. Hedge fund | +222K New position | 222K | $213,539 |
| Gsa Capital Partners LLP | +217K +54.0% | 618K | $594,000 |
| Vanguard Fiduciary Trust Co Index funds | +214K +14.2% | 1.7M | $1.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | +3.7M +187.0% | 5.7M | $5.5M |
| Acadian Asset Management LLC Active manager | +616K +171.5% | 975K | $933,000 |
| Alliancebernstein L.P. Active manager | +226K New position | 226K | $217,220 |
| D. E. Shaw & Co., Inc. Hedge fund | +222K New position | 222K | $213,539 |
| Price T Rowe Associates Inc Active manager | +207K New position | 207K | $199,000 |
| Quantbot Technologies LP Hedge fund | +31K New position | 31K | $29,327 |
| Victory Capital Management Inc Active manager | +378 +1.4% | 27K | $26,172 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Renaissance Technologies LLC Hedge fund | −2.9M −63.5% | 1.7M | $1.6M |
| Marshall Wace, LLP Hedge fund | −2.7M Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −2.6M −80.4% | 623K | $598,542 |
| Goldman Sachs Group Inc | −2.5M −93.9% | 161K | $154,707 |
| Qube Research & Technologies Ltd Hedge fund | −1.6M Sold out | 0 | — |
| Morgan Stanley | −964K −89.9% | 109K | $104,286 |
| UBS Group AG | −867K −50.0% | 866K | $831,038 |
| Cinctive Capital Management LP Hedge fund | −811K −86.5% | 127K | $121,655 |
| Dimensional Fund Advisors LP | −671K −71.1% | 272K | $261,483 |
| Jacobs Levy Equity Management, Inc Active manager | −662K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −513K Sold out | 0 | — |
| Swiss National Bank | −411K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −393K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −336K Sold out | 0 | — |
| Polen Capital Management LLC Active manager | −320K Sold out | 0 | — |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | −319K Sold out | 0 | — |
| Bank Of America Corp | −317K −51.9% | 293K | $281,660 |
| Algert Global LLC Hedge fund | −311K Sold out | 0 | — |
| Connor, Clark & Lunn Investment Management Ltd. | −272K −64.9% | 147K | $141,182 |
| Graham Capital Management, L.P. Hedge fund | −240K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Renaissance Technologies LLC Hedge fund | −2.9M −63.5% | 1.7M | $1.6M |
| Marshall Wace, LLP Hedge fund | −2.7M Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −2.6M −80.4% | 623K | $598,542 |
| Qube Research & Technologies Ltd Hedge fund | −1.6M Sold out | 0 | — |
| Cinctive Capital Management LP Hedge fund | −811K −86.5% | 127K | $121,655 |
| Jacobs Levy Equity Management, Inc Active manager | −662K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −513K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −393K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −336K Sold out | 0 | — |
| Polen Capital Management LLC Active manager | −320K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Nuveen, LLC | 334K | $320,232 |
| Deutsche Bank Ag\ | 246K | $236,088 |
| Alliancebernstein L.P.Active manager | 226K | $217,220 |
| D. E. Shaw & Co., Inc.Hedge fund | 222K | $213,539 |
| Price T Rowe Associates IncActive manager | 207K | $199,000 |
| Rhumbline AdvisersIndex funds | 194K | $185,824 |
| Metlife Investment Management, LLC | 158K | $151,981 |
| Mirae Asset Global Etfs Holdings Ltd. | 116K | $111,442 |
| Two Sigma Securities, LLC | 102K | $97,845 |
| Police & Firemen'S Retirement System Of New Jersey | 74K | $71,379 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Marshall Wace, LLPHedge fund | 2.7M | $2.6M |
| Qube Research & Technologies LtdHedge fund | 1.6M | $1.5M |
| Jacobs Levy Equity Management, IncActive manager | 662K | $636,955 |
| Citadel Advisors LLCHedge fund | 513K | $493,614 |
| Swiss National Bank | 411K | $395,671 |
| Squarepoint Ops LLCHedge fund | 393K | $377,836 |
| Brevan Howard Capital Management LPHedge fund | 336K | $322,895 |
| Polen Capital Management LLCActive manager | 320K | $308,101 |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | 319K | $307,340 |
| Algert Global LLCHedge fund | 311K | $299,557 |
Who holds the shares
- Institutions reporting
- 129
- Ten largest holders
- 78.8% of 13F-reported shares
- Index fund managers
- 58.7% of 13F-reported shares
- Active managers and hedge funds
- 11.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 7 | 25 | 4 | 18 | −9.5M | −47.6% |
| Index fund managers | 10 | 1 | 2 | 0 | +27.6M | +109.7% |
| Other institutions | 54 | 49 | 30 | 27 | −1.6M | −5.5% |