Ticker · CUSIP 78397Q109

SES

SES AI CORPORATION

Consumer Cyclical·Auto Parts

···Share

Holders (tracked)

Combined shares

13,017,474

Combined value

$23.43M

Last close

$1.21

Quarter

2025Q4

Price is -32.8% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$1.21+0.53 (+76.64%)H $3.54 · L $0.68 · Avg Vol 10.5M

Position opened

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

11 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−2,364,858 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+3,346,703 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−1,909,695 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+96,175 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−15,052 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+2,846,642 shares · 2025Q4
Position
AQR Capital Management trimmed2025-11-14
−1,182,767 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+2,519,665 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+1,223,673 shares · 2025Q3
Position
T. Rowe Price exited2025-11-14
−124,600 shares · 2025Q3
Position
Renaissance Technologies opened position2025-11-13
+78,000 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

Buys

0 · $0

Sells

0 · $0

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-14	Gan Hong CHIEF SCIENCE OFFICER · Insider	F	32,138	$1.10	$35.4K
04-14	Pilkington Kyle CHIEF LEGAL OFFICER · Insider	F	25,185	$1.10	$27.7K
04-14	Nealis Jing CHIEF FINANCIAL OFFICER · Insider	F	36,145	$1.10	$39.8K
04-14	Hu Qichao CEO & CHAIRMAN · Insider	F	133,303	$1.10	$146.6K

View full insider history for SES →

Follow-the-investor returns

If you'd copied each holder of SES…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
AQR Capital Management	2023Q2	$0.61	+98.3%	$14K
Izzy Englander (Millennium Mgmt)	2022Q1	$1.31	-7.5%	$3.0M
Two Sigma Investments	2023Q2	$1.77	-31.7%	$6.3M
Ken Griffin (Citadel Advisors)	2022Q1	$1.80	-32.7%	$2.1M
Ken Griffin (Citadel Advisors)	2022Q1	$1.80	-32.7%	$2.1M
Ken Griffin (Citadel Advisors)	2022Q1	$1.80	-32.7%	$2.1M
Steve Cohen (Point72)	2025Q4	$1.80	-32.8%	$116K
Renaissance Technologies	2023Q2	$1.80	-32.9%	$3.5M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions1

Steve Cohen (Point72)
+96,175
$173K

Added to2

Two Sigma Investments
+3,346,703
$6.0M
Renaissance Technologies
+2,846,642
$5.1M

Trimmed3

Ken Griffin (Citadel Advisors)
−2,364,858
$4.3M
Izzy Englander (Millennium Mgmt)
−1,909,695
$3.4M
AQR Capital Management
−15,052
$27K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	5	1,646,949	$14.9M	—
2022Q2	3	1,625,135	$6.4M	-2
2022Q3	4	2,204,807	$10.8M	+1
2022Q4	6	3,053,983	$9.6M	+2
2023Q1	7	5,110,056	$15.1M	+1
2023Q2	8	9,732,399	$23.7M	+1
2023Q3	6	9,697,779	$22.0M	-2
2023Q4	8	10,250,706	$18.8M	+2
2024Q1	7	9,190,551	$15.4M	-1
2024Q2	8	9,405,489	$11.8M	+1
2024Q3	8	1,726,296	$1.1M	—
2024Q4	7	2,196,039	$4.8M	-1
2025Q1	7	3,117,184	$1.6M	—
2025Q2	7	4,266,602	$3.8M	—
2025Q3	7	10,925,059	$18.2M	—
2025Q4	8	13,017,474	$23.4M	+1

Who owns SES

8 super-investors · 2025Q4

Tracked stake

13.02M

Combined value

$23M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New1Added2Trim5

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Two Sigma Investments	5.24M	$9M	0.0%	Added+3.35M
2	Renaissance Technologies	2.92M	$5M	0.0%	Added+2.85M
3	Izzy Englander Millennium Mgmt	2.52M	$5M	0.0%	Trim−1.91M
4	Ken Griffin Citadel Advisors	1.73M	$3M	0.0%	Trim−2.36M
5	Ken Griffin Citadel Advisors	445.7K	$802K	0.0%	Trim−2.36M
6	Steve Cohen Point72	96.2K	$173K	0.0%	New+96.2K	—
7	Ken Griffin Citadel Advisors	54.5K	$98K	0.0%	Trim−2.36M
8	AQR Capital Management	11.2K	$20K	0.0%	Trim−15.1K

Recent moves

20 transactions

TRIMIzzy Englander (Millennium Mgmt)
−1,909,695 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−2,364,858 · 2025Q4
TRIMAQR Capital Management
−15,052 · 2025Q4
NEWSteve Cohen (Point72)
+96,175 · 2025Q4
ADDTwo Sigma Investments
+3,346,703 · 2025Q4
ADDRenaissance Technologies
+2,846,642 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+2,519,665 · 2025Q3
TRIMAQR Capital Management
−1,182,767 · 2025Q3
ADDTwo Sigma Investments
+1,223,673 · 2025Q3
SOLDT. Rowe Price
−124,600 · 2025Q3
NEWRenaissance Technologies
+78,000 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+1,285,343 · 2025Q2
TRIMT. Rowe Price
−56,602 · 2025Q2
ADDAQR Capital Management
+71,027 · 2025Q2
ADDTwo Sigma Investments
+32,303 · 2025Q2
SOLDRenaissance Technologies
−450,000 · 2025Q2
ADDAQR Capital Management
+1,090,875 · 2025Q1
ADDIzzy Englander (Millennium Mgmt)
+225,977 · 2025Q1
ADDTwo Sigma Investments
+122,093 · 2025Q1
TRIMRenaissance Technologies
−215,300 · 2025Q1

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