SES SES AI Corp: institutional ownership and insider trading
142 funds reported holding $109M of SES AI Corp in their latest 13F filings; in Q2 2026 funds net bought $15.1M, with 35 new positions and 45 funds selling out; over the last 12 months insiders bought $0 and sold $1.17M on the open market; over its last four quarters it reported revenue of $23.5M and net income of −$67.5M.
SES revenue and earnings
- Quarter ended Jun 30, 2026: revenue $5.07M, net income −$17.9M, EPS -0.05
- Quarter ended Mar 31, 2026: revenue $6.71M, net income −$12.1M, EPS -0.04
- Quarter ended Dec 31, 2025: revenue $4.56M, net income −$16.5M, EPS -0.05
- Quarter ended Sep 30, 2025: revenue $7.12M, net income −$20.9M, EPS -0.06
Famous investors holding SES
- Two Sigma (Two Sigma Investments): $5.48M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $1.61M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $599K, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $281K, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $214K, 0.0% of the portfolio
Largest institutional holders of SES
- VANGUARD GROUP INC — $20.4M
- BlackRock, Inc. (BLK) — $18.2M
- Invesco Ltd. (IVZ) — $9.86M
- STATE STREET CORP (STT, STT-PG) — $9.24M
- VANGUARD CAPITAL MANAGEMENT LLC — $9.20M
- GEODE CAPITAL MANAGEMENT, LLC — $6.36M
- TWO SIGMA INVESTMENTS, LP — $5.48M
- Temasek Holdings (Private) Ltd — $3.03M
- General Motors Holdings LLC — $2.81M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC — $2.06M
Recent SES insider trades
- May 22, 2026: Pilkington Kyle sold 25,000 shares ($30.0K)
- Mar 9, 2026: Pilkington Kyle sold 25,000 shares ($30.0K)
- Jan 23, 2026: Gan Hong sold 250,000 shares ($625K)
- Dec 15, 2025: Gan Hong sold 100,000 shares ($198K)
5%+ owners
- BlackRock, Inc.: 5.8% (Schedule 13G, filed Jul 30, 2026)
Who owns the most SES stock?
The largest institutional holders of SES AI Corp in the latest 13F filings are VANGUARD GROUP INC ($20.4M), BlackRock, Inc. (BLK) ($18.2M), Invesco Ltd. (IVZ) ($9.86M).
Are insiders buying or selling SES?
Over the last 12 months insiders bought $0 and sold $1.17M of SES AI Corp stock on the open market (SEC Form 4).
Which famous investors own SES?
Two Sigma, Renaissance Technologies, Izzy Englander, Ken Griffin, D. E. Shaw.
What was SES's revenue last quarter?
SES AI Corp reported revenue of $5.07M for the quarter ended June 30, 2026, with net income of −$17.9M.
Which ETFs hold SES?
3 ETFs and mutual funds hold it among their top 100 positions, including PBW, ISMD, HAIL.