SES AI Corp (SESCW) shareholders
SESCWOTCMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends December 31Also trades as SES
$0.01+0.01 (+725.00%)
Close on Oct 19, 2026Market cap $293.47MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
5M
Shares held, 13F filers
Institutional holders
14
1 new, 2 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $1.17M
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 |
|---|---|---|---|---|
| Tianqi Lithium HK Co., Ltd. Joint filing with Tianqi Lithium Corporation (7.80%) | 24,922,386 | 7.80% | 13G (passive) amendment | Dec 31, 2025 |
| General Motors Company Joint filing with General Motors Holdings LLC (6.20%) | 19,724,337 | 6.20% | 13D (active) amendment | Nov 15, 2024 |
| BlackRock, Inc. | 18,829,305 | 5.80% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SESCW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| LMR Partners LLP | 2,804,325 | – | $75.72K | – | 0.00% |
| D. E. Shaw & Co., Inc. | 988,099 | – | $26.68K | – | 0.00% |
| Electron Capital Partners, LLC | 239,752 | – | $7.95K | – | 0.00% |
| Toronto Dominion Bank | 178,768 | – | $6.08K | −600 | 0.00% |
| FIL Ltd | 94,633 | – | $2.56K | – | 0.00% |
| Wolverine Asset Management LLC | 75,426 | – | $2.04K | +6,828 | 0.00% |
| Moore Capital Management, LP | 75,000 | – | $2.03K | – | 0.00% |
| Cinctive Capital Management LP | 67,024 | – | $1.81K | – | 0.00% |
| Css LLC/Il | 51,000 | – | $1.38K | – | 0.00% |
| Jane Street Group, LLC | 50,000 | – | $1.35K | – | 0.00% |
| StoneX Group Inc. | 21,764 | – | $715 | New | 0.00% |
| Principia Wealth Advisory, LLC | 3,600 | – | $97 | – | 0.00% |
| UBS Group AG | 1,090 | – | $29 | −1,968 | 0.00% |
| Avion Wealth | 500 | – | $0 | – | 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 | 14 | 5M | 1 / 1 | 2 / 2 | 0M | 0M |
| Q1 2026 | 15 | 5M | 1 / 2 | 3 / 0 | 0M | 0M |
| Q4 2025 | 14 | 5M | 1 / 2 | 0 / 3 | 0M | 0M |
| Q3 2025 | 16 | 5M | 1 / 2 | 2 / 1 | 0M | 0M |
| Q2 2025 | 16 | 5M | 2 / 2 | 1 / 0 | 0M | 0M |
| Q1 2025 | 14 | 4M | 2 / 1 | 1 / 2 | 0M | 0M |
| Q4 2024 | 14 | 4M | 3 / 0 | 1 / 9 | 3M | 2M |
| Q3 2024 | 20 | 4M | 4 / 1 | 1 / 3 | 1M | 3M |
| Q2 2024 | 19 | 6M | 0 / 1 | 5 / 1 | 0M | 0M |
| Q1 2024 | 20 | 6M | 1 / 2 | 6 / 0 | 0M | 0M |
| Q4 2023 | 19 | 6M | 2 / 2 | 4 / 0 | 0M | 0M |
| Q3 2023 | 17 | 6M | 1 / 5 | 0 / 3 | 1M | 1M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Qichao Hu | CEO & CHAIRMAN, Director, 10% owner | 5,449,607 | May 20, 2026 |
| Kang Xu | CHIEF TECHNOLOGY OFFICER | 766,437 | Sep 3, 2026 |
| Kyle Pilkington | CHIEF LEGAL OFFICER | 1,023,548 | May 27, 2026 |
| Yi Ray Liu | CHIEF FINANCIAL OFFICER | 331,858 | May 20, 2026 |
| Jing Nealis | CHIEF FINANCIAL OFFICER | 2,305,943 | Apr 16, 2026 |
| Hong Gan | CHIEF SCIENCE OFFICER | 1,031,576 | Apr 16, 2026 |
| Gang Li | CHIEF MANUFACTURING OFFICER | 353,720 | Apr 18, 2025 |
| Paul Diemer | Director | – | Aug 13, 2026 |
| Jiong Ma | Director | 524,993 | May 20, 2026 |
| Eric Luo | Director | 524,993 | May 20, 2026 |
| Andrew J. Boyd | Director | 437,889 | May 20, 2026 |
| Jangwook Choi | Director | 383,400 | Apr 1, 2025 |
| Michael Noonen | Director | 383,400 | Apr 1, 2025 |
| Inc. Sk | 10% owner | 31,843,210 | Dec 19, 2024 |
| Motors Ventures LLC General | 10% owner | 33,056,337 | Nov 19, 2024 |
| Motors Co General | 10% owner | – | Nov 19, 2024 |
| Motors Holdings LLC General | 10% owner | 33,019,244 | Nov 19, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kang Xu CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Tax withholding | −35,198 | $0.52 | $18.30K | 766,437 |
| Kyle Pilkington CHIEF LEGAL OFFICER | May 22, 2026 | Sale(10b5-1 plan) | −25,000 | $1.20 | $30.00K | 1,023,548 |
| Andrew J. Boyd Director | May 18, 2026 | Award | +141,593 | – | – | 437,889 |
| Eric Luo Director | May 18, 2026 | Award | +141,593 | – | – | 524,993 |
| Yi Ray Liu CHIEF FINANCIAL OFFICER | May 18, 2026 | Award | +331,858 | – | – | 331,858 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | May 18, 2026 | Award | +221,239 | – | – | 801,635 |
| Kyle Pilkington CHIEF LEGAL OFFICER | May 18, 2026 | Award | +353,982 | – | – | 1,048,548 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | May 18, 2026 | Award | +1,504,425 | – | – | 5,449,607 |
| Jiong Ma Director | May 18, 2026 | Award | +141,593 | – | – | 524,993 |
| Hong Gan CHIEF SCIENCE OFFICER | Apr 14, 2026 | Tax withholding | −32,138 | $1.10 | $35.35K | 1,031,576 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 14, 2026 | Tax withholding | −36,145 | $1.10 | $39.76K | 2,305,943 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Apr 14, 2026 | Tax withholding | −133,303 | $1.10 | $146.63K | 3,945,182 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Apr 14, 2026 | Tax withholding | −25,185 | $1.10 | $27.70K | 694,566 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Mar 27, 2026 | Tax withholding | −39,593 | $0.99 | $39.20K | 580,396 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Mar 27, 2026 | Tax withholding | −310,446 | $0.99 | $307.34K | 4,078,485 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Mar 27, 2026 | Tax withholding | −163,968 | $0.99 | $162.33K | 2,342,088 |
| Hong Gan CHIEF SCIENCE OFFICER | Mar 27, 2026 | Tax withholding | −74,682 | $0.99 | $73.94K | 1,063,714 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Mar 27, 2026 | Tax withholding | −60,452 | $0.99 | $59.85K | 719,751 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Mar 9, 2026 | Sale(10b5-1 plan) | −25,000 | $1.20 | $30.00K | 780,203 |
| Hong Gan CHIEF SCIENCE OFFICER | Feb 9, 2026 | Tax withholding | −63,290 | $1.99 | $125.95K | 1,138,396 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Feb 9, 2026 | Tax withholding | −56,074 | $1.99 | $111.59K | 805,203 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Feb 9, 2026 | Tax withholding | −110,231 | $1.99 | $219.36K | 2,506,056 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Feb 9, 2026 | Tax withholding | −267,934 | $1.99 | $533.19K | 4,388,931 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Feb 6, 2026 | Tax withholding | −35,063 | $1.88 | $65.92K | 619,989 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 23, 2026 | Option exercise | +100,000 | $0.16 | $16.00K | 1,353,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 23, 2026 | Sale(10b5-1 plan) | −100,000 | $2.50 | $250.00K | 1,253,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 22, 2026 | Sale(10b5-1 plan) | −150,000 | $2.50 | $375.00K | 1,253,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 22, 2026 | Option exercise | +150,000 | $0.16 | $24.00K | 1,403,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Dec 15, 2025 | Sale(10b5-1 plan) | −100,000 | $1.98 | $198.00K | 1,253,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Dec 15, 2025 | Option exercise | +6,723 | $0.16 | $1.08K | 1,353,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Dec 15, 2025 | Option exercise | +93,277 | $0.15 | $13.99K | 1,346,563 |
| Hong Gan CHIEF SCIENCE OFFICER | Nov 17, 2025 | Option exercise | +150,000 | $0.15 | $22.50K | 1,403,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Nov 17, 2025 | Sale(10b5-1 plan) | −150,000 | $1.90 | $285.00K | 1,253,286 |
| Andrew J. Boyd Director | Sep 8, 2025 | Award | +296,296 | – | – | 296,296 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Sep 3, 2025 | Tax withholding | −39,238 | $1.09 | $42.77K | 655,052 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Aug 18, 2025 | Tax withholding | −15,691 | $1.08 | $16.95K | 2,616,287 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Aug 8, 2025 | Tax withholding | −5,452 | $1.13 | $6.16K | 861,277 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Jul 16, 2025 | Tax withholding | −15,691 | $0.98 | $15.38K | 2,631,978 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Jun 16, 2025 | Tax withholding | −15,691 | $0.96 | $15.06K | 2,647,669 |
| Jing Nealis CHIEF FINANCIAL OFFICER | May 16, 2025 | Tax withholding | −15,691 | $0.94 | $14.75K | 2,663,360 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 18, 2025 | Tax withholding | −37,825 | $0.69 | $26.10K | 2,679,051 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Apr 18, 2025 | Tax withholding | −90,038 | $0.69 | $62.13K | 4,656,865 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Apr 18, 2025 | Tax withholding | −4,558 | $0.69 | $3.15K | 866,729 |
| Hong Gan CHIEF SCIENCE OFFICER | Apr 18, 2025 | Tax withholding | −41,294 | $0.69 | $28.49K | 1,253,286 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 17, 2025 | Tax withholding | −35,410 | $0.62 | $21.95K | 2,732,567 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 17, 2025 | Tax withholding | −15,691 | $0.64 | $10.04K | 2,716,876 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Apr 17, 2025 | Tax withholding | −134,866 | $0.62 | $83.62K | 4,746,903 |
| Gang Li CHIEF MANUFACTURING OFFICER | Apr 17, 2025 | Tax withholding | −20,753 | $0.62 | $12.87K | 353,720 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Apr 17, 2025 | Tax withholding | −25,293 | $0.62 | $15.68K | 871,287 |
| Hong Gan CHIEF SCIENCE OFFICER | Apr 17, 2025 | Tax withholding | −30,926 | $0.62 | $19.17K | 1,294,580 |
| Gang Li CHIEF MANUFACTURING OFFICER | Apr 1, 2025 | Award | +150,000 | – | – | 374,473 |
| Eric Luo Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Jangwook Choi Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Mar 28, 2025 | Award | +2,100,000 | – | – | 4,881,769 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Mar 28, 2025 | Award | +950,000 | – | – | 2,767,977 |
| Michael Noonen Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Jiong Ma Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Hong Gan CHIEF SCIENCE OFFICER | Mar 28, 2025 | Award | +500,000 | – | – | 1,325,506 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Mar 28, 2025 | Award | +250,000 | – | – | 694,290 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Mar 28, 2025 | Award | +400,000 | – | – | 896,580 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
11.2
At 0M shares a day
Change since last report
0.0%
From 0M shares
Short volume, 0 days
–
Of volume reported to FINRA
Shares sold short, last 3 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Ses Ai's stock actually held short. Settlement fails (shares not delivered on time) peaked at 41,587 shares on Aug 6, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jing Nealis Former Affiliate | Jun 15, 2026 | 156,500 | $180.33K | Jun 15, 2026 | Exercise of Options Under a Registered Plan |
| Hong Gan Officer | Jun 8, 2026 | 150,000 | $177.00K | Jun 8, 2026 | Exercise of Stock Options |
| Jing Nealis Former Affiliate | Jun 4, 2026 | 200,000 | $267.42K | Jun 4, 2026 | Exercise of Options Under a Registered Plan |
| Jing Nealis Former Affiliate | Jun 2, 2026 | 250,000 | $353.63K | Jun 2, 2026 | Exercise of options under a registered plan |
| Jing Nealis Former Affiliate | May 27, 2026 | 96,069 | $125.22K | May 27, 2026 | Exercise of options under a registered plan |
| Kyle Pilkington Officer | May 22, 2026 | 25,000 | $28.75K | May 22, 2026 | Restricted Stock Units |
| Kyle Pilkington Officer | Mar 9, 2026 | 25,000 | $28.25K | Mar 9, 2026 | Restricted Stock Units |
| Hong Gan Officer | Jan 22, 2026 | 250,000 | $590.00K | Jan 22, 2026 | Exercise of Stock Options |
| Hong Gan Officer | Nov 17, 2025 | 250,000 | $497.50K | Nov 17, 2025 | Exercise of Stock Options |
| Hong Gan Officer | Feb 11, 2025 | 51,600 | $60.44K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Kang Xu Officer | Feb 11, 2025 | 27,969 | $32.76K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Jing Nealis Officer | Feb 11, 2025 | 80,992 | $94.87K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Qichao Hu Officer, Director, 10% Stockholder | Feb 11, 2025 | 194,459 | $227.78K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Kyle Pilkington Officer | Feb 11, 2025 | 44,051 | $51.60K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Gang Li Officer | Feb 11, 2025 | 15,909 | $18.63K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |