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Solaris Energy Infrastructure, Inc (Class A)

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 83418M103 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 10 of the investors we track own this stock. In the latest quarter, 4 of them bought more of it and 5 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
0 vs last quarter (like-for-like)
Total value held
$287.19M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$25.83M
-8.3% vs last quarter
Net shares bought
-2.0M
Est. net flow -$157.56M
Quarter activity
4 bought · 5 sold
1 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SEI?

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Who owns SEI? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Two Sigma Two Sigma Investments 1.98M $159.30M 0.1% Added +38.3K +2.0% +$3.08M
2 Chuck Royce Royce & Associates 333.55K $26.84M 0.2% Added +6.4K +2.0% +$513.33K
3 Steve Cohen Point72 Asset Management 289.25K $23.27M 0.0% Reduced -39.2K -11.9% -$3.16M
4 Jim Simons Renaissance Technologies 273.40K $22.00M 0.0% New +273.4K — +$22.00M
5 Israel Englander Millennium Management 267.73K $21.54M 0.0% Reduced -2.0M -88.3% -$162.35M
6 Ken Griffin Citadel Advisors 196.38K $15.80M 0.0% Reduced -297.1K -60.2% -$23.90M
7 Fred Alger Fred Alger Management 135.21K $10.88M 0.0% Added +108.5K +406.7% +$8.73M
8 Polen Capital Polen Capital Management 80.32K $6.46M 0.1% Reduced -3.4K -4.0% -$269.62K
9 Mario Gabelli GAMCO Investors 7.90K $635.31K 0.0% Held 0 0.0% $0
10 Orchard Capital Orchard Capital Management 5.75K $462.64K 0.5% Held 0 0.0% $0

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↑
Ron Baron Baron Capital (BAMCO) -39.0K $2.20M

Politician trades

Politician trades in SEI

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.