ProFrac Holding Corp. (ACDC) shareholders
ACDCNasdaqOil & Gas Field Services, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 3/3042% below fair value
$3.15−0.04 (-1.25%)
Close on Nov 13, 2026Market cap $573.69MP/E –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 Joint filing with THRC Holdings, LP (45.00%), THRC Management LLC (45.00%) and 3 more | 86,743,609 | 47.30% | 13D (active) amendment | Aug 10, 2026 |
| Dan Wilks Joint filing with THRC Management, LLC (48.40%), THRC Holdings, LP (48.40%) and 3 more | 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)
112 funds held ACDC in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 2,290,224 | 1.26% | 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 | 1,360,868 | 0.75% | 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 | 662,647 | 0.36% | Jun 2, 2025 |
| Dan H. Wilks | 10% owner | 170,497,079 | 93.62% | 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
3.78%
7M shares short
Days to cover
5.6
At 1M shares a day
Change since last report
+18.1%
From 6M shares
Short volume, 20 days
50.7%
Of volume reported to FINRA
Shares sold short, last 12 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 ProFrac's stock actually held short. Settlement fails (shares not delivered on time) peaked at 14,723 shares on Sep 18, 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 |
|---|---|---|---|---|---|
| Klein Heather N Officer | Jun 2, 2023 | 24,555 | $294.66K | Jun 2, 2023 | Restricted Stock Vesting |
| Willette Robert J Officer | Jun 2, 2023 | 23,918 | $287.02K | Jun 2, 2023 | Restricted Stock Vesting |
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