HSAI
Hesai Group · Consumer Cyclical · Auto - Parts
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -8.9% ·
net new positions +7.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 250 | $3,980 | n/a | n/a |
| Q2 2026 | 55 | -1 | 27.20M | $475.59M | +8 | −8 |
| Q1 2026 | 56 | -1 | 31.54M | $591.61M | +8 | −10 |
| Q4 2025 | 57 | +1 | 35.39M | $793.04M | +3 | −1 |
| Q3 2025 | 14 | -1 | 24.21M | $680.22M | +1 | −3 |
| Q2 2025 | 13 | +1 | 15.97M | $350.52M | +2 | −1 |
| Q1 2025 | 9 | 0 | 8.58M | $126.97M | +1 | −1 |
| Q4 2024 | 9 | +6 | 3.52M | $48.68M | +6 | n/a |
| Q3 2024 | 2 | -2 | 110.11K | $516,420 | n/a | −2 |
| Q2 2024 | 4 | n/a | 83.97K | $351,825 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.44M | n/a | $119.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | The Vanguard Group ✦ (passive) | 3.45M | n/a | $75.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | D. E. Shaw & Co. ✦ | 2.04M | -53.1% | $44.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.75M | New | $38.44M | 0.0% | New | 1 | SEC ↗ ×8 |
| 5 | Point72 Asset Management ✦ | 948.46K | +472.9% | $20.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 939.35K | +103.1% | $20.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 574.74K | New | $12.62M | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (passive) | 432.22K | +10.4% | $9.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 135.70K | -57.3% | $2.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Millennium Management ✦ | 121.99K | -86.3% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 59.96K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 49.20K | -80.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 26.53K | -25.8% | $582,421 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $38.44M | 0.0% |
| Marshall Wace | $12.62M | 0.0% |
Exited
| Two Sigma Investments | $25.46M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 42.61M shares, $773.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.