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ProFrac Holding Corp.

ACDC Energy
$4.01 $-0.25 (-5.87%)
Market Cap: $725.49 M
Gurus Holding
5
Popularity Rank
#1988
% of Shares Held
2.09%
Net Activity (Q1 2026)
-$481,852.66

Guru Ownership Trend

Guru Analysis for ProFrac Holding Corp. (ACDC)

ProFrac Holding Corp. (ACDC), a key player in the Energy sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.18 M.

Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $481,852.66 net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 592.8%. Conversely, HOTCHKIS & WILEY reduced exposure by 24.9%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$2.94 M
Total Buy Value
New Buys 1
Additions 1
-$3.42 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for ProFrac Holding Corp. (ACDC)

Major holders include Cliff Asness ($9.48 M), HOTCHKIS & WILEY ($7.76 M), Paul Tudor Jones ($2.95 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.79 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $481,852.66, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ACDC. The total reported sell value was $3.42 M.

Yes, 1 managers opened new positions in ACDC, and 1 increased their existing holdings. The total reported buy value was $2.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -6.7% 1,529,239 $9.48 M Q1 2026
0.02% Reduce -24.9% 1,252,080 $7.76 M Q1 2026
0.01% Reduce -4.1% 475,618 $2.95 M Q1 2026
0.00% Add 592.8% 388,964 $2.41 M Q1 2026
0.00% New Buy 140,700 $872,340 Q1 2026
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