AEVA TECHNOLOGIES INC
COM · CUSIP 00835Q103
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.79.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 127 |
| Q4 2022 | 143 |
| Q1 2023 | 138 |
| Q2 2023 | 109 |
| Q3 2023 | 108 |
| Q4 2023 | 104 |
| Q1 2024 | 7 |
| Q2 2024 | 3 |
| Q3 2024 | 2 |
| Q4 2024 | 3 |
| Q1 2025 | 2 |
| Q2 2025 | 2 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 32 | 48 |
| Q4 2023 | 48 | 40 |
| Q1 2024 | 3 | 99 |
| Q2 2024 | 0 | 4 |
| Q3 2024 | 0 | 1 |
| Q4 2024 | 1 | 1 |
| Q1 2025 | 0 | 1 |
| Q2 2025 | 0 | 0 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Sylebra Capital Ltd
13D · may seek influence
filed 2025-04-03
Stated purposeThe Reporting Persons acquired the shares as a passive investment for fund management purposes. Full filing |
29.6% |
SYLEBRA CAPITAL LLC
13D · may seek influence
filed 2026-07-06
Stated purposeItem 4 is hereby amended and supplemented as follows: The Reporting Persons acquired the Notes (and the shares of Common Stock issuable upon conversion thereof) for investment purposes in the ordinary course of the business of the Solutions Funds, which are newly formed investment vehicles advised by Sylebra US and Sylebra HK. The Notes are convertible, subject to the terms of the Indenture governing the Notes, into shares of Common Stock. The Solutions Funds have no current plan to convert the Notes but reserve the right to do so subject to the terms of the Indenture. In connection with the launch of the Solutions Funds, certain Apollo entities have made capital commitments to the Solutions Funds, including the contribution of the Notes described in Item 3 above. The Reporting Persons,… Full filing |
29.3% |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BBR PARTNERS, LLC 0.09% of their portfolio | 40.0k $1.5m | Unchanged |
| Your Advocates Ltd., LLP 0.00% of their portfolio | 10 $378 | Unchanged |