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X-Energy (XE): which funds own it

Industrials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

6 concentrated managers hold it (+6 vs last quarter) with a median weight of 0.2%.

Who owns X-Energy?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: Kamal Seyed Ghaffarian (13G filed Aug 14, 2026), Amazon (13G filed Aug 6, 2026), Ares Partners Holdco (13G filed Aug 12, 2026), Kenneth Griffin (13G filed May 4, 2026) and Segra Capital Management (13G filed Jul 17, 2026). As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were Amazon (22.9% of Class A), Segra Capital Management (5.0%) and Ares Management (4.8%).

Which institutions hold the most X-Energy shares?

Per Form 13F filings as of Jun 30, 2026, as a share of Class A:

  1. 1. Amazon: 22.9%
  2. 2. Segra Capital Management: 5.0%
  3. 3. Ares Management: 4.8%
  4. 4. Ontario Teachers Pension Plan Board: 2.9%
  5. 5. VAN ECK Associates: 2.5%
  6. 6. Point72 Asset Management: 2.0%
  7. 7. ARK Investment Management: 1.9%
  8. 8. BlackRock: 1.5%
  9. 9. Jane Street Group: 1.3%
  10. 10. DOW Chemical: 1.3%

How much of X-Energy do institutions own?

The 191 institutions that file 13F reported 63.2% of the Class A shares as of Jun 30, 2026.

Sources:13G by Kamal Seyed Ghaffarian (Aug 14, 2026) ↗13G by Amazon (Aug 6, 2026) ↗13G by Ares Partners Holdco (Aug 12, 2026) ↗13G by Kenneth Griffin (May 4, 2026) ↗13G by Segra Capital Management (Jul 17, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (Jun 2, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

George Soros 13F (Q2 2026)Andreas Halvorsen 13F (Q2 2026)

Concentrated managers
6
All 13F: 192
Consensus
14/100
across 6 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$18.36
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 6): 4 opened · 0 exited · 2 more with no comparable data = +6

“No comparable data”: managers whose previous-quarter portfolio we cannot compare (first 13F, or they did not file that quarter), plus spin-offs and corporate exits (mergers, delistings). They change the count without being a clean buy or sale. It is a net figure: “more” when more of them enter the count than leave it, “fewer” when it is the other way round. Here: 2 entered with no comparable quarter.

Net flow in the quarter: +$16.7M (+910 K shares) · bought $16.7M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of XE (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. XE has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$1.1 bn
Investments
$490M
Total debt
$0
Net cash
$1.6 bn
Shareholders' equity
$1.8 bn

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Jane Street Group5.2%13Gfiling ↗Event: Aug 31, 2026 · filed: Sep 4, 2026
  • Kamal Seyed Ghaffarian25%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
  • Ares Partners Holdco12.3%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 12, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

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