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David Shaw’s ProFrac Holding ACDC Stock Holding History

David Shaw’s Portfolio ACDC Stock Details ACDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.11M Buy
1,567,698
+404,781
+35% +$2.73M ﹤0.01% 1896
2026
Q1 		$7.21M Buy
1,162,917
+149,978
+15% +$804K ﹤0.01% 1888
2025
Q4 		$3.94M Buy
1,012,939
+851,940
+529% +$3.48M ﹤0.01% 2505
2025
Q3 		$596K Buy
+160,999
New +$887K ﹤0.01% 3772
2024
Q2 		– Sell
-31,100
Closed -$260K – 4438
2024
Q1 		$260K Buy
+31,100
New +$239K ﹤0.01% 3799
2023
Q1 		– Sell
-136,832
Closed -$3.45M – 4383
2022
Q4 		$3.45M Buy
+136,832
New +$3.02M ﹤0.01% 2443

Other funds holding ACDC

FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

David Shaw's ACDC Position: Q2 2026 in Review

David Shaw increased its ProFrac Holding (ACDC) stake by 35% in Q2 2026, buying an estimated $2.73M and bringing the position to 1,567,698 shares worth $9.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

David Shaw first reported a position in ACDC in Q4 2022 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold ACDC as of Q2 2026.

  • David Shaw held 1,567,698 shares of ProFrac Holding worth $9.11M as of Q2 2026.
  • David Shaw bought 404,781 ProFrac Holding shares in Q2 2026, an estimated $2.73M.
  • ProFrac Holding made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #1896 holding.
  • David Shaw first reported a position in ProFrac Holding in Q4 2022 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held ProFrac Holding as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.