MSAINasdaqOptical Instruments & LensesFiscal year ends December 31Also trades as MSAIW
MultiSensor AI Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$4.16+0.10 (+2.46%)
Close on Oct 19, 2026
- Market cap
- $8.61M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1M
Shares held, 13F filers
Institutional holders
10
9 new, 0 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| David Gow | 996,955 | 5.00% | 13D (active) amendment | Dec 19, 2023 |
| Peter Baird | 834,625 | 6.50% | 13D (active) | Dec 19, 2023 |
| Jeffrey Eugene Guida | 785,828 | 6.20% | 13D (active) | Dec 19, 2023 |
| Friedberg Daniel M. | 52,482,019 | 49.50% | 13D (active) amendment | Dec 19, 2025 |
| Ayrton Capital LLC | 4,890,450 | 5.73% | 13G (passive) amendment | Mar 31, 2026 |
| Strahan Gary Eugene | 3,315,093 | 9.90% | 13D (active) amendment | Jul 21, 2025 |
| Sanders Morris 760224835 | 2,898,793 | 20.90% | 13G (passive) amendment | Jul 2, 2024 |
| Shrivastava Anil K | 12,961,653 | 31.20% | 13D (active) amendment | Oct 30, 2025 |
| 325 Capital LLC | 12,961,653 | 31.20% | 13D (active) amendment | Oct 24, 2025 |
| Steven Winch | 1,156,081 | 9.20% | 13D (active) | Dec 19, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MSAI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| 325 Capital LLC | 662,244 | – | $3.45M | New | 0.82% |
| Bleichroeder LP | 30,562 | – | $159.23K | New | 0.03% |
| Vanguard Capital Management LLC | 21,622 | – | $112.65K | New | 0.00% |
| FNY Investment Advisers, LLC | 10,500 | – | $54 | New | 0.02% |
| Vanguard Fiduciary Trust Co | 5,870 | – | $30.58K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 1,756 | – | $9.15K | New | 0.00% |
| Barclays PLC | 1,751 | – | $9.12K | New | 0.00% |
| UBS Group AG | 1,316 | – | $6.86K | New | 0.00% |
| SBI Securities Co., Ltd. | 265 | – | $1.38K | −625 | 0.00% |
| Chilton Capital Management LLC | 187 | – | $975 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | 1M | 9 / 0 | 1 / 0 | 1M | 0M |
| Q1 2026 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MSAI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 13,569 | – | $70.69K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 8,053 | – | $41.96K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 7,980 | – | $46.36K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,347 | – | $7.83K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 1,290 | – | $7.49K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 285 | – | $1.66K | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -1 | – | -$5 | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Robert Nadolny | Chief Financial Officer | 23,491 | Jul 20, 2026 |
| Asim Akram | Chief Executive Officer | 25,201 | Jul 20, 2026 |
| Peter W. Baird | Chief Commercial Officer | 843,888 | May 29, 2025 |
| Petros Kitsos | Director | 5,287 | Jul 2, 2026 |
| Margaret M. Chu | Director | 5,287 | Jul 2, 2026 |
| Stuart V. Flavin | Director | 5,621 | Jul 2, 2026 |
| Daniel M. Friedberg | Director, 10% owner | 674,650 | Jul 2, 2026 |
| David Gow | Director | 142,583 | Jul 2, 2026 |
| Steven Winch | Director | 1,417,005 | May 29, 2025 |
| Reid Ryan | Director | 169,367 | Apr 29, 2025 |
| Michael David Braner | 10% owner | – | Jul 2, 2026 |
| Anil K. Shrivastava | 10% owner | 26,692,326 | Jul 2, 2026 |
| Capital Master Fund LP 325 | 10% owner | 26,836,464 | Jul 2, 2026 |
| Capital Llc 325 | 10% owner | 12,961,653 | Jul 2, 2026 |
| 325 Capital GP, LLC | 10% owner | 9,445,199 | Jul 2, 2026 |
| Gary Eugene Strahan | 10% owner | 3,577,397 | Jul 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Nadolny Chief Financial Officer | Jul 16, 2026 | Award | +17,935 | – | – | 23,491 |
| Asim Akram Chief Executive Officer | Jul 16, 2026 | Award | +20,841 | – | – | 25,201 |
| Petros Kitsos Director | Jun 30, 2026 | Award | +1,869 | – | – | 5,287 |
| Daniel M. Friedberg Director, 10% owner | Jun 30, 2026 | Award | +3,738 | – | – | 9,872 |
| Margaret M. Chu Director | Jun 30, 2026 | Award | +1,869 | – | – | 5,287 |
| Stuart V. Flavin Director | Jun 30, 2026 | Award | +1,869 | – | – | 5,621 |
| David Gow Director | Jun 30, 2026 | Award | +1,869 | – | – | 22,974 |
| Petros Kitsos Director | Mar 31, 2026 | Award | +47,619 | – | – | 136,707 |
| David Gow Director | Mar 31, 2026 | Award | +47,619 | – | – | 844,163 |
| Stuart V. Flavin Director | Mar 31, 2026 | Award | +47,619 | – | – | 150,072 |
| Capital Master Fund LP 325 10% owner | Mar 31, 2026 | Award | +95,238 | – | – | 245,345 |
| Margaret M. Chu Director | Mar 31, 2026 | Award | +47,619 | – | – | 136,707 |
| Robert Nadolny Chief Financial Officer | Jan 7, 2026 | Tax withholding | −14,681 | $0.29 | $4.26K | 222,278 |
| Daniel M. Friedberg Director, 10% owner | Dec 31, 2025 | Award | +48,900 | – | – | 150,107 |
| David Gow Director | Dec 31, 2025 | Award | +48,900 | – | – | 796,544 |
| Stuart V. Flavin Director | Dec 31, 2025 | Award | +24,450 | – | – | 102,453 |
| Petros Kitsos Director | Dec 31, 2025 | Award | +24,450 | – | – | 89,088 |
| Margaret M. Chu Director | Dec 31, 2025 | Award | +24,450 | – | – | 89,088 |
| Anil K. Shrivastava 10% owner | Dec 19, 2025 | Award | +10,952,650 | – | – | 21,747,896 |
| Anil K. Shrivastava 10% owner | Dec 19, 2025 | Award | +2,676,816 | – | – | 4,843,223 |
| Capital Llc 325 10% owner | Oct 24, 2025 | Award | +2,800,907 | – | – | 10,694,039 |
| Capital Llc 325 10% owner | Oct 24, 2025 | Award | +684,539 | – | – | 2,166,407 |
| David Gow Director | Sep 30, 2025 | Award | +31,008 | – | – | 747,644 |
| Margaret M. Chu Director | Sep 30, 2025 | Award | +15,504 | – | – | 64,638 |
| Robert Nadolny Chief Financial Officer | Sep 30, 2025 | Award | +50,000 | – | – | 236,959 |
| Petros Kitsos Director | Sep 30, 2025 | Award | +15,504 | – | – | 64,638 |
| Daniel M. Friedberg Director, 10% owner | Sep 30, 2025 | Award | +31,008 | – | – | 101,207 |
| Stuart V. Flavin Director | Sep 30, 2025 | Award | +15,504 | – | – | 78,003 |
| Gary Eugene Strahan 10% owner | Jul 28, 2025 | Sale | −42,775 | $0.78 | $33.36K | 3,272,318 |
| Gary Eugene Strahan 10% owner | Jul 21, 2025 | Gift | −2,409,258 | – | – | 3,315,093 |
| Gary Eugene Strahan 10% owner | Jul 21, 2025 | Sale | −89,265 | $0.75 | $66.95K | 5,724,351 |
| Gary Eugene Strahan 10% owner | Jul 18, 2025 | Sale | −34,959 | $0.75 | $26.22K | 5,813,616 |
| Gary Eugene Strahan 10% owner | Jul 17, 2025 | Sale | −363 | $0.81 | $294 | 5,848,575 |
| Gary Eugene Strahan 10% owner | Jul 7, 2025 | Sale | −26,969 | $0.67 | $18.07K | 5,848,938 |
| Stuart V. Flavin Director | Jun 30, 2025 | Tax withholding | −23,319 | $0.60 | $13.99K | 62,499 |
| Margaret M. Chu Director | Jun 30, 2025 | Award | +18,282 | $0.55 | $10.06K | 49,134 |
| David Gow Director | Jun 30, 2025 | Award | +36,563 | $0.55 | $20.11K | 716,636 |
| Petros Kitsos Director | Jun 30, 2025 | Award | +18,282 | $0.55 | $10.06K | 49,134 |
| 325 Capital GP, LLC – | Jun 30, 2025 | Award | +36,563 | $0.55 | $20.11K | 70,199 |
| Asim Akram Chief Executive Officer | Jun 23, 2025 | Award | +174,400 | – | – | 174,400 |
| Gary Eugene Strahan 10% owner | Jun 23, 2025 | Sale | −76,711 | $0.55 | $42.19K | 5,875,907 |
| Gary Eugene Strahan 10% owner | Jun 20, 2025 | Sale | −21,470 | $0.66 | $14.17K | 5,952,618 |
| Gary Eugene Strahan 10% owner | Jun 12, 2025 | Sale | −8,350 | $0.74 | $6.18K | 5,974,088 |
| Gary Eugene Strahan 10% owner | Jun 10, 2025 | Sale | −7,000 | $0.72 | $5.04K | 5,982,438 |
| Gary Eugene Strahan 10% owner | Jun 9, 2025 | Sale | −20,000 | $0.72 | $14.40K | 5,989,438 |
| Gary Eugene Strahan 10% owner | Jun 4, 2025 | Sale | −3,500 | $0.80 | $2.80K | 6,009,438 |
| Gary Eugene Strahan 10% owner | Jun 3, 2025 | Sale | −1,132 | $0.80 | $906 | 6,012,938 |
| Gary Eugene Strahan 10% owner | Jun 3, 2025 | Sale | −1,868 | $0.82 | $1.53K | 6,014,070 |
| Peter W. Baird Chief Commercial Officer | May 28, 2025 | Tax withholding | −22,900 | $0.83 | $19.01K | 843,888 |
| Peter W. Baird Chief Commercial Officer | May 28, 2025 | Tax withholding | −13,700 | $0.83 | $11.37K | 866,788 |
| Steven Winch Director | May 28, 2025 | Tax withholding | −48,010 | $0.83 | $39.85K | 869,795 |
| Steven Winch Director | May 28, 2025 | Tax withholding | −50,588 | $0.83 | $41.99K | 917,805 |
| Capital Master Fund LP 325 – | Apr 28, 2025 | Award | +24,667 | $0.81 | $19.98K | 33,636 |
| Margaret M. Chu Director | Apr 28, 2025 | Award | +12,334 | $0.81 | $9.99K | 30,852 |
| David Gow Director | Apr 28, 2025 | Award | +24,667 | $0.81 | $19.98K | 680,073 |
| Reid Ryan Director | Apr 28, 2025 | Award | +24,667 | $0.81 | $19.98K | 169,367 |
| Petros Kitsos Director | Apr 28, 2025 | Award | +12,334 | $0.81 | $9.99K | 30,852 |
| Steven Winch Director | Apr 2, 2025 | Tax withholding | −48,011 | $0.98 | $47.05K | 968,393 |
| Steven Winch Director | Apr 2, 2025 | Tax withholding | −50,588 | $0.98 | $49.58K | 1,016,404 |
| Peter W. Baird Chief Commercial Officer | Apr 2, 2025 | Tax withholding | −13,700 | $0.98 | $13.43K | 903,388 |
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 |
|---|---|---|---|---|---|
| Gary Eugene Strahan Former 10% shareholder | Sep 16, 2025 | 152,125 | $108.51K | Sep 16, 2025 | Exchange of Shares of Infrared Cameras Holdings Inc |
| Gary Eugene Strahan 10% Stockholder | Sep 4, 2025 | 40,438 | $26.93K | Sep 4, 2025 | Exchange of Shares of Infrared Cameras Holdings Inc |
| Gary Eugene Strahan 10% Stockholder | May 30, 2025 | 334,362 | $272.44K | May 30, 2025 | Exchange of Shares of Infrared Cameras Holdings Inc |