SES AI Corp (SES) research
SES AI Corp- Sector
- Electrical Equipment
- Last price
- $0.53
- As of
SES AI Corp (SES): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-14.
As of . Source: SEC EDGAR filings for SES. Method and limitations.
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- highCONSENSUS_BUY
3 tracked funds increased SES this 2026Q2, institutional consensus
- highCONSENSUS_SELL
3 tracked funds reduced SES this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased SES this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 80% of SES (2026Q2)
- highINSTITUTIONAL_EXIT
RENAISSANCE TECHNOLOGIES LLC cut 63% of SES (2026Q2)
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Every signal on SES, as it fires
You are seeing 5 of 30 signals recorded on SES since 2026-05-26.
The five above landed across 2 days. The other 25 were recorded on 2 other days. 22 of the 30 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in SES (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 78397Q109 · 2026Q2 | $5.5M | 0.00% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 78397Q109 · 2026Q2 | $1.6M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 78397Q109 · 2026Q2 | $599K | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 78397Q109 · 2026Q2 | $214K | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 78397Q117 · 2026Q2 | $27K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, SES
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
SES mentioned in Kresmion daily briefs
SES against its peers
SES's operating margin of -393.4% ranks in the 14th percentile of 24 Electrical Equipment sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-06-30.
| Metric | SES | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 21.0M USD | 554M USD | 10 | 25 |
| Gross margin | 53.8% | 24.4% | 94 | 24 |
| Operating margin | -393.4% | -3.3% | 14 | 24 |
| Net margin | -347.8% | -3.5% | 17 | 25 |
| Return on equity | -34.0% | -5.3% | 27 | 23 |
| P / E | n/a | 28.5x | n/a | 10 |
Peers (25): CHPT, MEI, TYGO, ARRY, ENVX, HYLN, DAKT, AEVA, FLNC, PSIX, NSSC, TE, SHLS, AMPX, ARLO, EOSE, ALNT, CTS, RUN, CNXN, LASR, ROG, OUST, PLUG, KN. Fiscal periods ending between 2025-09-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (SES: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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