AERT — AERIES TECHNOLOGY INC
As of Q2 2026, 2 SEC-registered investment managers reported holding AERT (AERIES TECHNOLOGY INC) in their latest 13F filings, with a combined reported value of $369.40K across 41.63K shares. That is -87.3% by share count (-285.59K shares) versus the previous quarter, while reported value moved +260.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AERT is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 39.07K | $348.79K | 0.00% | Reduce |
| Morgan Stanley history | Q4 2024 | 120.00K | $111.60K | 0.00% | New |
| Marshall Wace history | Q1 2024 | 20.70K | $52.80K | 0.00% | Add |
| BlackRock Inc history | Q1 2025 | 39.58K | $22.96K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 2.56K | $20.60K | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2026 | 26.00K | $8.14K | 0.00% | New |
| Geode Capital Management history | Q1 2026 | 12.88K | $4.03K | 0.00% | Hold |
| Citigroup Inc history | Q4 2025 | 1 | $1 | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 26.00K sh · $8.14K
- Geode Capital Management sold 12.88K sh · $4.03K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q4 2023 | Q1 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | — | — | — | — | — | 79.07K | 251.77K | 39.07K |
| UBS Group AG | — | 299 | 10.16K | 39.02K | 17.93K | 27.32K | 33.14K | 18.49K | 36.57K | 2.56K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | 26.00K | — |
| Citigroup Inc | — | — | — | 376 | — | — | — | 1 | — | — |
| Geode Capital Management | — | — | — | 12.88K | 12.88K | 12.88K | 12.88K | 12.88K | 12.88K | — |
| BlackRock Inc | — | — | 39.97K | 40.23K | 39.58K | — | — | — | — | — |
| Morgan Stanley | — | — | — | 120.00K | — | — | — | — | — | — |
| Marshall Wace | 19.41K | 20.70K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details