Point72 Asset Management’s ProFrac Holding ACDC Stock Holding History

Point72 Asset Management’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 Q1	$2.41M	Buy	388,964 +332,818	+593%	+$1.78M	﹤0.01%	2182
2025 Q4	$218K	Buy	+56,146	New	+$229K	﹤0.01%	3605
2024 Q3	–	Sell	-49,242	Closed	-$365K	–	1940
2024 Q2	$365K	Buy	+49,242	New	+$408K	﹤0.01%	1507
2024 Q1	–	Sell	-277,800	Closed	-$2.36M	–	2118
2023 Q4	$2.36M	Sell	277,800 -356,300	-56%	-$3.12M	0.01%	1147
2023 Q3	$6.9M	Buy	634,100 +239,000	+60%	+$2.77M	0.02%	782
2023 Q2	$4.41M	Buy	+395,100	New	+$4.68M	0.01%	851
2022 Q3	–	Sell	-25,000	Closed	-$458K	–	1372
2022 Q2	$458K	Buy	+25,000	New	+$490K	﹤0.01%	1203

Other funds holding ACDC

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CPI

Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Point72 Asset Management's ACDC Position: Q1 2026 in Review

Point72 Asset Management increased its ProFrac Holding (ACDC) stake by 593% in Q1 2026, buying an estimated $1.78M and bringing the position to 388,964 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Point72 Asset Management first reported a position in ACDC in Q2 2022 and has held it in 7 quarters since. The position peaked at $6.9M in Q3 2023. 138 funds tracked by Wall St. Rank hold ACDC as of Q1 2026.

Point72 Asset Management held 388,964 shares of ProFrac Holding worth $2.41M as of Q1 2026.
Point72 Asset Management bought 332,818 ProFrac Holding shares in Q1 2026, an estimated $1.78M.
ProFrac Holding made up ﹤0.01% of Point72 Asset Management's portfolio in Q1 2026, its #2182 holding.
Point72 Asset Management first reported a position in ProFrac Holding in Q2 2022 and has held it in 7 quarters since.
Point72 Asset Management's ProFrac Holding position peaked at $6.9M in Q3 2023.
138 funds tracked by Wall St. Rank held ProFrac Holding as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.