SES AI CORP (SES) Institutional Ownership Changes & 13F Activity

SES AI CORP (SES) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy1,671,6104,596,252$4,421,594
Q1 2026Polen Capital ManagementSell-17,885320,271$308,101
Q4 2025Renaissance Technologies LLCBuy2,846,6422,924,642$5,264,356
Q4 2025Polen Capital ManagementSell-60,978338,156$608,681
Q3 2025Polen Capital ManagementBuy399,134399,134$666,554
Q3 2025Renaissance Technologies LLCSell-372,00078,000$130,260
Q1 2025Renaissance Technologies LLCSell-215,300450,000$234,315
Q4 2024Renaissance Technologies LLCBuy445,600665,300$1,457,007
Q3 2024Renaissance Technologies LLCBuy98,400219,700$140,564
Q2 2024Renaissance Technologies LLCBuy46,800121,300$151,625
Q1 2024Renaissance Technologies LLCSell-12,40074,500$125
Q4 2023Renaissance Technologies LLCSell-61,19586,900$159
Q3 2023Renaissance Technologies LLCSell-22,300148,095$336
Q2 2023Renaissance Technologies LLCBuy170,395170,395$416

Frequently asked questions about SES activity

  • Which institutional owners are buying SES?

    Institutional owners buying SES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SES activity?

    "Buy" means an investor increased their reported position in SES compared to the prior reporting period. This reflects growing exposure to SES AI CORP (SES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SES increasing?

    Institutional interest in SES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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