Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: −$264.7K (8 inflow days, 12 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 65.1% of shares outstanding.
Reported short interest has risen from 6.76% to 10.38% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Matthew Wilks | Individual/Insider | 2026/Q3 | +1,319,493 | 4.2% |
| First Eagle Investment Management, LLC | Mutual Fund | 2026/Q3 | +293,242 | 0.8% |
| Royce & Associates, LP | Mutual Fund | 2026/Q3 | +267,007 | 3.1% |
| Centerbook Partners LP | Hedge Fund | 2026/Q3 | +257,757 | 0.8% |
| Polen Capital Management, LLC | Mutual Fund | 2026/Q3 | +167,862 | 0.5% |
| Driehaus Capital Management LLC | Mutual Fund | 2026/Q3 | +167,669 | 3.1% |
| Apis Capital Advisors, LLC | Hedge Fund | 2026/Q3 | +138,000 | 0.4% |
| Morgan Stanley | Public Company | 2026/Q3 | +98,257 | 0.5% |
| Samjo Management, LLC | Mutual Fund | 2026/Q3 | +95,000 | 0.3% |
| Needham Investment Management, LLC | Mutual Fund | 2026/Q3 | +80,000 | 0.3% |
| Asset Management One Co., Ltd. | Mutual Fund | 2026/Q3 | +73,707 | 0.6% |
| GuideStone Capital Management, LLC | Mutual Fund | 2026/Q3 | +61,745 | 0.2% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +60,855 | 2.0% |
| Russell Investment Management, LLC | Mutual Fund | 2026/Q3 | +54,724 | 0.2% |
| Round Rock Advisors LLC | Mutual Fund | 2026/Q3 | +54,620 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 10 Sep 2026 | Matthew Wilks | Director | Private Acquisition | +1,319,493 | $26.01 | 1,537,285 |
| 10 Sep 2026 | ProFrac Holding Corp. | Private Disposition | -2,306,806 | $26.01 | 18,753,775 | |
| 17 May 2026 | J. Clement | Chief Financial Officer | Open Market Disposition | -12,554 | $20.08 | 57,332 |
| 14 May 2026 | Harsha Agadi | Non-Executive Chairperson | Other Acquisition | +5,099 | – | 227,781 |
| 14 May 2026 | J. Clement | Chief Financial Officer | Sale to Issuer | -3,187 | $19.61 | 57,332 |
| 14 May 2026 | J. Clement | Chief Financial Officer | Other Acquisition | +8,097 | – | 57,332 |
| 14 May 2026 | Kevin McDonald | Independent Director | Other Acquisition | +5,099 | – | 5,099 |
| 14 May 2026 | Evan Farber | Independent Director | Other Acquisition | +5,099 | – | 65,994 |
| 14 May 2026 | Ryan Ezell | Chief Executive Officer | Sale to Issuer | -4,780 | $19.61 | 147,171 |
| 14 May 2026 | Ryan Ezell | Chief Executive Officer | Other Acquisition | +12,146 | – | 147,171 |
| 14 May 2026 | Michael Fucci | Independent Director | Other Acquisition | +5,099 | – | 88,243 |
| 14 May 2026 | Kathryn Hill | Independent Director | Other Acquisition | +5,099 | – | 5,099 |
| 12 Mar 2026 | ProFrac Holding Corp. | Derivative Exercise and Retained | +6,000,000 | $0.00 | 21,060,581 | |
| 9 Mar 2026 | Christina Ibrahim | Senior VP, General Counsel, Chief Compliance Officer, & Corporate Secretary | Other Derivative Acquisition | +8,357 | – | 8,357 |
| 9 Mar 2026 | Christina Ibrahim | Senior VP, General Counsel, Chief Compliance Officer, & Corporate Secretary | Other Acquisition | +11,520 | – | 11,520 |
| 23 Feb 2026 | J. Clement | Chief Financial Officer | Sale to Issuer | -6,299 | $16.02 | 81,480 |
| 23 Feb 2026 | J. Clement | Chief Financial Officer | Other Acquisition | +15,151 | – | 81,480 |
| 23 Feb 2026 | J. Clement | Chief Financial Officer | Other Acquisition | +16,635 | – | 16,635 |
| 23 Feb 2026 | J. Clement | Chief Financial Officer | Other Derivative Acquisition | +16,635 | – | 16,635 |
| 23 Feb 2026 | Ryan Ezell | Chief Executive Officer | Sale to Issuer | -12,126 | $16.02 | 139,352 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 3,758,514 | 10.4% | 9.3 |
| 31 Aug 2026 | 3,448,969 | 9.5% | 3.9 |
| 14 Aug 2026 | 2,846,171 | 7.9% | 4.0 |
| 31 Jul 2026 | 2,805,479 | 7.8% | 8.5 |
| 15 Jul 2026 | 2,508,755 | 6.9% | 8.4 |
| 30 Jun 2026 | 2,446,054 | 6.8% | 7.7 |
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