Cliff Asness's ACDC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.53 M shares of ProFrac Holding Corp. (ACDC) worth $9.48 M, representing 0.00% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ACDC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 997,953 shares. Largest reduction occurred in Q3 2024, reducing 279,205 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's ProFrac Holding (ACDC) Holding Value Over Time
Track share changes against reported price movement
Quarterly ProFrac Holding (ACDC) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -109,583 | Reduce 6.69% | 1.53 M | $6.20 |
| Q4 2025 | +625,596 | Add 61.74% | 1.64 M | $3.89 |
| Q3 2025 | +997,953 | Add 6534.10% | 1.01 M | $3.70 |
| Q2 2025 | +15,273 | New Buy | 15,273 | $7.76 |
| Q4 2024 | -130,549 | Sold Out | 0 | $0.00 |
| Q3 2024 | -279,205 | Reduce 68.14% | 130,549 | $6.79 |
| Q2 2024 | -27,308 | Reduce 6.25% | 409,754 | $7.41 |
| Q1 2024 | +151,206 | Add 52.90% | 437,062 | $8.36 |
| Q4 2023 | -6,828 | Reduce 2.33% | 285,856 | $8.48 |
| Q3 2023 | +292,684 | New Buy | 292,684 | $10.88 |
Cliff Asness's ProFrac Holding Investment FAQs
Cliff Asness first purchased ProFrac Holding Corp. (ACDC) in Q3 2023, acquiring 292,684 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held ProFrac Holding Corp. (ACDC) for 10 quarters since Q3 2023.
Cliff Asness's largest addition to ProFrac Holding Corp. (ACDC) was in Q3 2025, adding 1,013,226 shares worth $3.75 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,529,239 shares of ProFrac Holding Corp. (ACDC), valued at approximately $9.48 M.
As of the Q1 2026 filing, ProFrac Holding Corp. (ACDC) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in ProFrac Holding Corp. (ACDC) was 1,638,822 shares, as reported at the end of Q4 2025.