ACDCNasdaqOil & Gas Field Services, NECFiscal year ends December 31
ProFrac Holding Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$4.07+0.04 (+0.99%)
Close on Oct 19, 2026
- Market cap
- $740.74M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
17.7%
32M of 182M shares
Institutional holders
145
34 new, 25 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
10 buys · 0 sales
Net bought $9.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dan H. Wilks | 86,743,609 | 47.30% | 13D (active) amendment | Aug 10, 2026 |
| Dan Wilks | 79,240,293 | 49.50% | 13D (active) amendment | Dec 27, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACDC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 3,855,952 | 2.12% | $22.40M | −33,526 | 0.42% |
| Aqr Capital Management LLC | 2,644,484 | 1.45% | $15.36M | +1,115,245 | 0.01% |
| BlackRock, Inc. | 1,960,650 | 1.08% | $11.39M | +101,187 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,567,698 | 0.86% | $9.11M | +404,781 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 1,397,852 | 0.77% | $8.12M | +394,043 | 0.00% |
| Millennium Management LLC | 1,380,865 | 0.76% | $8.02M | +584,709 | 0.00% |
| Vanguard Capital Management LLC | 1,133,863 | 0.62% | $6.59M | +894,619 | 0.00% |
| Bridgeway Capital Management, LLC | 1,101,318 | 0.60% | $6.40M | +40,830 | 0.11% |
| Hotchkis & Wiley Capital Management LLC | 1,017,980 | 0.56% | $5.91M | −234,100 | 0.02% |
| Point72 Asset Management, L.P. | 982,370 | 0.54% | $5.71M | +593,406 | 0.01% |
| American Century Companies Inc | 923,147 | 0.51% | $5.36M | +51,466 | 0.00% |
| Dimensional Fund Advisors LP | 896,296 | 0.49% | $5.21M | +505,876 | 0.00% |
| Geode Capital Management, LLC | 824,513 | 0.45% | $4.79M | +36,251 | 0.00% |
| Wells Fargo & Company/Mn | 814,027 | 0.45% | $4.73M | −253,749 | 0.00% |
| Empowered Funds, LLC | 743,818 | 0.41% | $4.32M | +40,830 | 0.02% |
| Osaic Holdings, Inc. | 645,237 | 0.35% | $3.75M | +555,493 | 0.00% |
| JPMorgan Chase & Co | 627,260 | 0.34% | $3.64M | +109,942 | 0.00% |
| Two Sigma Investments, LP | 595,679 | 0.33% | $3.46M | +472,336 | 0.00% |
| State Street Corp | 548,571 | 0.30% | $3.19M | +16,341 | 0.00% |
| Morgan Stanley | 534,734 | 0.29% | $3.11M | −6,755 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | 32M | 17.7% | 34 / 68 | 25 / 25 | 9M | 7M |
| Q1 2026 | 139 | 30M | 16.3% | 36 / 60 | 34 / 21 | 8M | 5M |
| Q4 2025 | 126 | 27M | 14.9% | 27 / 55 | 27 / 20 | 5M | 4M |
| Q3 2025 | 120 | 26M | 14.4% | 39 / 40 | 30 / 22 | 10M | 1M |
| Q2 2025 | 103 | 17M | 9.3% | 25 / 31 | 34 / 25 | 5M | 5M |
| Q1 2025 | 105 | 17M | 9.2% | 18 / 30 | 38 / 16 | 1M | 1M |
| Q4 2024 | 105 | 17M | 9.1% | 28 / 30 | 23 / 16 | 3M | 2M |
| Q3 2024 | 94 | 16M | 8.6% | 19 / 23 | 32 / 27 | 5M | 4M |
| Q2 2024 | 104 | 16M | 8.9% | 20 / 28 | 38 / 19 | 2M | 8M |
| Q1 2024 | 103 | 22M | 12.1% | 28 / 32 | 29 / 13 | 5M | 5M |
| Q4 2023 | 90 | 22M | 11.8% | 21 / 27 | 29 / 26 | 7M | 5M |
| Q3 2023 | 95 | 19M | 10.5% | 20 / 20 | 38 / 18 | 2M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACDC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 875,600 | 0.48% | $5.09M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 790,102 | 0.43% | $4.83M | 0.02% | May 31, 2026 |
| iShares Russell 2000 ETF | 759,804 | 0.42% | $4.41M | 0.01% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 743,818 | 0.41% | $4.32M | 0.18% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 357,500 | 0.20% | $2.08M | 0.16% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 314,723 | 0.17% | $1.27M | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 302,456 | 0.17% | $1.22M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 263,874 | 0.14% | $1.53M | 0.01% | Jun 30, 2026 |
| Hotchkis and Wiley Small Cap Diversified Value Fund | 258,700 | 0.14% | $1.50M | 0.16% | Jun 30, 2026 |
| Schwab Small-Cap Equity Fund | 245,388 | 0.13% | $991.37K | 0.15% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 245,016 | 0.13% | $1.42M | 0.00% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 174,187 | 0.10% | $703.72K | 0.01% | Jul 31, 2026 |
| SmallCap Value Fund II | 170,628 | 0.09% | $689.34K | 0.05% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 148,153 | 0.08% | $905.21K | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 125,483 | 0.07% | $506.95K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew Wilks | Chief Executive Officer, Director | 3,511,202 | 1.93% | Aug 12, 2026 |
| Michael S. Henry | Principal Accounting Officer | 40,647 | 0.02% | May 8, 2026 |
| Steven Scrogham | CLO, CCO & Corp. Sec. | 233,196 | 0.13% | Apr 9, 2026 |
| Matthew A. Greenwood | Chief Commercial Officer | 267,305 | 0.15% | Apr 9, 2026 |
| Austin Harbour | Chief Financial Officer | 370,123 | 0.20% | Apr 9, 2026 |
| Jeremy Spriggs | Chief Operations Officer | 150,000 | 0.08% | Apr 9, 2026 |
| Johnathan Ladd Wilks | Director | 2,581,846 | 1.42% | Aug 11, 2026 |
| Stacy Durbin Nieuwoudt | Director | 100,659 | 0.06% | May 29, 2026 |
| Gerald W. Haddock | Director | 109,409 | 0.06% | May 29, 2026 |
| Sergei Krylov | Director | 95,909 | 0.05% | May 29, 2026 |
| Theresa Glebocki | Director | 94,409 | 0.05% | May 29, 2026 |
| Matthew Daniel Rinaldi | Director | 22,421 | 0.01% | May 29, 2026 |
| James Coy Randle JR | Director | 1,878,250 | 1.03% | Jun 2, 2025 |
| Dan H. Wilks | 10% owner | 220,436,615 | 121.04% | Aug 26, 2026 |
| THRC Management, LLC | 10% owner | 235,912,142 | 129.53% | Aug 26, 2026 |
| THRC Holdings, LP | 10% owner | 79,197,549 | 43.49% | Aug 26, 2026 |
| Farris Wilks | 10% owner | 9,810,876 | 5.39% | Jun 26, 2026 |
| Jo Ann Wilks | 10% owner | 49,651,239 | 27.26% | Oct 24, 2025 |
| & Jo Ann Wilks 2022 Family Trust Farris | 10% owner | 11,559,091 | 6.35% | Jun 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dan H. Wilks 10% owner | Aug 25, 2026 | Buy | +30,820 | $4.81 | $148.24K | 88,107,422 |
| THRC Management, LLC 10% owner | Aug 25, 2026 | Buy | +30,820 | $4.81 | $148.24K | 83,816,235 |
| Dan H. Wilks 10% owner | Aug 24, 2026 | Buy | +363,757 | $4.70 | $1.71M | 88,076,602 |
| THRC Management, LLC 10% owner | Aug 24, 2026 | Buy | +363,757 | $4.70 | $1.71M | 83,785,415 |
| Dan H. Wilks 10% owner | Aug 21, 2026 | Buy | +212,650 | $4.74 | $1.01M | 87,712,845 |
| THRC Management, LLC 10% owner | Aug 21, 2026 | Buy | +212,650 | $4.74 | $1.01M | 83,421,658 |
| Matthew Wilks Chief Executive Officer, Director | Aug 11, 2026 | Buy | +22,481 | $5.44 | $122.30K | 502,097 |
| Dan H. Wilks 10% owner | Aug 11, 2026 | Buy | +202,331 | $5.44 | $1.10M | 87,500,195 |
| Matthew Wilks Chief Executive Officer, Director | Aug 10, 2026 | Buy | +57,519 | $4.86 | $279.54K | 479,616 |
| Dan H. Wilks 10% owner | Aug 10, 2026 | Buy | +517,669 | $4.86 | $2.52M | 87,297,864 |
| Johnathan Ladd Wilks Director | Aug 7, 2026 | Returned to company | −370,883 | – | – | 85,033 |
| Dan H. Wilks 10% owner | Jun 25, 2026 | Other | +1,071,454 | $4.72 | $5.06M | 86,743,609 |
| Farris Wilks 10% owner | Jun 25, 2026 | Other | +1,071,454 | $4.72 | $5.06M | 1,071,454 |
| Sergei Krylov Director | May 27, 2026 | Award | +22,421 | – | – | 95,909 |
| Stacy Durbin Nieuwoudt Director | May 27, 2026 | Award | +22,421 | – | – | 100,659 |
| Theresa Glebocki Director | May 27, 2026 | Award | +22,421 | – | – | 94,409 |
| Matthew Daniel Rinaldi Director | May 27, 2026 | Award | +22,421 | – | – | 22,421 |
| Gerald W. Haddock Director | May 27, 2026 | Award | +22,421 | – | – | 109,409 |
| Johnathan Ladd Wilks Chief Executive Officer | Apr 7, 2026 | Award | +287,500 | – | – | 455,916 |
| Jeremy Spriggs Chief Operations Officer | Apr 7, 2026 | Award | +150,000 | – | – | 150,000 |
| Matthew A. Greenwood Chief Commercial Officer | Apr 7, 2026 | Award | +150,000 | – | – | 267,305 |
| Austin Harbour Chief Financial Officer | Apr 7, 2026 | Award | +270,000 | – | – | 370,123 |
| Matthew Wilks Executive Chairman, Director | Apr 7, 2026 | Award | +287,500 | – | – | 1,788,127 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Apr 7, 2026 | Award | +150,000 | – | – | 233,196 |
| Matthew Wilks Executive Chairman, Director | Mar 31, 2026 | Tax withholding | −2,658 | – | – | 1,500,627 |
| Matthew Wilks Executive Chairman, Director | Mar 31, 2026 | Returned to company | −8,254 | $6.20 | $51.17K | 1,503,285 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 31, 2026 | Returned to company | −5,330 | $6.20 | $33.05K | 121,456 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 31, 2026 | Tax withholding | −4,151 | – | – | 117,305 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 31, 2026 | Returned to company | −7,564 | $6.20 | $46.90K | 126,786 |
| Johnathan Ladd Wilks Chief Executive Officer | Mar 31, 2026 | Tax withholding | −2,470 | – | – | 168,416 |
| Johnathan Ladd Wilks Chief Executive Officer | Mar 31, 2026 | Returned to company | −7,673 | $6.20 | $47.57K | 170,886 |
| Johnathan Ladd Wilks Chief Executive Officer | Mar 27, 2026 | Returned to company | −19,650 | $6.63 | $130.28K | 213,760 |
| Johnathan Ladd Wilks Chief Executive Officer | Mar 27, 2026 | Tax withholding | −13,895 | – | – | 178,559 |
| Johnathan Ladd Wilks Chief Executive Officer | Mar 27, 2026 | Returned to company | −21,306 | $6.63 | $141.26K | 192,454 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Mar 27, 2026 | Returned to company | −5,366 | $6.63 | $35.58K | 126,855 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Mar 27, 2026 | Returned to company | −11,462 | $6.63 | $75.99K | 115,393 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Mar 27, 2026 | Returned to company | −12,429 | $6.63 | $82.40K | 102,964 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Mar 27, 2026 | Returned to company | −7,830 | $6.63 | $51.91K | 95,134 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Mar 27, 2026 | Tax withholding | −11,938 | – | – | 83,196 |
| Austin Harbour Chief Financial Officer | Mar 27, 2026 | Returned to company | −18,247 | $6.63 | $120.98K | 112,314 |
| Austin Harbour Chief Financial Officer | Mar 27, 2026 | Tax withholding | −12,191 | – | – | 100,123 |
| Austin Harbour Chief Financial Officer | Mar 27, 2026 | Returned to company | −19,624 | $6.63 | $130.11K | 130,561 |
| Matthew Wilks Executive Chairman, Director | Mar 27, 2026 | Returned to company | −21,363 | $6.63 | $141.64K | 1,549,181 |
| Matthew Wilks Executive Chairman, Director | Mar 27, 2026 | Returned to company | −23,165 | $6.63 | $153.58K | 1,526,016 |
| Matthew Wilks Executive Chairman, Director | Mar 27, 2026 | Tax withholding | −14,477 | – | – | 1,511,539 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 27, 2026 | Returned to company | −5,366 | $6.63 | $35.58K | 179,241 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 27, 2026 | Returned to company | −11,462 | $6.63 | $75.99K | 167,779 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 27, 2026 | Returned to company | −12,429 | $6.63 | $82.40K | 155,350 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 27, 2026 | Tax withholding | −12,238 | – | – | 134,350 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 27, 2026 | Returned to company | −8,762 | $6.63 | $58.09K | 146,588 |
| Matthew A. Greenwood Chief Commercial Officer | Mar 9, 2026 | Award | +41,790 | – | – | 184,607 |
| Steven Scrogham CLO, CCO & Corp. Sec. | Mar 9, 2026 | Award | +31,047 | – | – | 132,221 |
| Austin Harbour Chief Financial Officer | Mar 9, 2026 | Award | +72,364 | – | – | 150,185 |
| Johnathan Ladd Wilks Chief Executive Officer | Sep 9, 2025 | Other | +54,857 | – | – | 1,275,835 |
| Farris Wilks 10% owner | Sep 9, 2025 | Other | +431,380 | – | – | 4,096,512 |
| Farris Wilks 10% owner | Sep 9, 2025 | Other | −977,771 | – | – | 7 |
| Matthew Wilks Executive Chairman, Director | Sep 8, 2025 | Buy | +18,297 | $3.83 | $70.08K | 422,097 |
| Matthew Wilks Executive Chairman, Director | Sep 8, 2025 | Buy | +25,000 | $3.78 | $94.50K | 403,800 |
| Farris Wilks 10% owner | Aug 14, 2025 | Buy | +2,500,000 | $4.00 | $10.00M | 3,665,132 |
| Dan H. Wilks 10% owner | Aug 14, 2025 | Buy | +2,500,000 | $4.00 | $10.00M | 82,389,657 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Heather N. Klein Officer | Jun 2, 2023 | 24,555 | $294.66K | Jun 2, 2023 | Restricted Stock Vesting |
| Robert J. Willette Officer | Jun 2, 2023 | 23,918 | $287.02K | Jun 2, 2023 | Restricted Stock Vesting |