Vault-13

ENERGY SVCS ACQUISITION CORP ESOA

COM · Common Stock · CUSIP 29271Q103

106 institutional holders +18 vs Q4 2025
9,014,2289.0m shares reported held*
48.3% of all shares outstanding*
$118.4mreported value*
28 new 32 added 30 reduced 13 sold out net bought ≈ $28.5m (+2.2m shares)

* 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 ($291.8k this quarter). Holder counts are more reliable. Shares outstanding: 18.7m as of 2026-05-08, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.14.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 22Q4 22: 24Q1 23: 23Q2 23: 22Q3 23: 27Q4 23: 32Q1 24: 48Q2 24: 40Q3 24: 53Q4 24: 71Q1 25: 76Q2 25: 86Q3 25: 88Q4 25: 88Q1 26: 106106Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202222
Q4 202224
Q1 202323
Q2 202322
Q3 202327
Q4 202332
Q1 202448
Q2 202440
Q3 202453
Q4 202471
Q1 202576
Q2 202586
Q3 202588
Q4 202588
Q1 2026106

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 22 bought or addedQ2 24: 27 cut or sold outQ3 24: 32 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 46 bought or addedQ4 24: 22 cut or sold outQ1 25: 42 bought or addedQ1 25: 43 cut or sold outQ1 25Q2 25: 58 bought or addedQ2 25: 40 cut or sold outQ3 25: 42 bought or addedQ3 25: 40 cut or sold outQ3 25Q4 25: 41 bought or addedQ4 25: 44 cut or sold outQ1 26: 60 bought or addedQ1 26: 43 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242227
Q3 20243218
Q4 20244622
Q1 20254243
Q2 20255840
Q3 20254240
Q4 20254144
Q1 20266043

Biggest buyers

Driehaus Capital Management LLC New +491,854+491.9k
MARSHALL WACE, LLP New +286,009+286.0k
MACKENZIE FINANCIAL CORP Added +245,502+245.5k
ALGERT GLOBAL LLC Added +219,152+219.2k
NEEDHAM INVESTMENT MANAGEMENT LLC Added +214,560+214.6k
TWO SIGMA INVESTMENTS, LP Added +176,459+176.5k
THOMPSON SIEGEL & WALMSLEY LLC New +175,000+175.0k
D. E. Shaw & Co., Inc. New +151,917+151.9k
RENAISSANCE TECHNOLOGIES LLC Added +149,800+149.8k
LOS ANGELES CAPITAL MANAGEMENT LLC New +126,053+126.1k

Biggest sellers

Balyasny Asset Management L.P. Sold out -328,148-328.1k
WEXFORD CAPITAL LP Reduced -120,777-120.8k
FourWorld Capital Management LLC Sold out -80,000-80.0k
AMERICAN CENTURY COMPANIES INC Reduced -69,908-69.9k
CITADEL ADVISORS LLC Reduced -59,841-59.8k
VICTORY CAPITAL MANAGEMENT INC Reduced -51,508-51.5k
SG Americas Securities, LLC Sold out -49,565-49.6k
PharVision Advisers, LLC Sold out -37,691-37.7k
MORGAN STANLEY Reduced -36,482-36.5k
BlackRock, Inc. Reduced -29,408-29.4k

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.

HolderStakeChangeShares Last filed
Wax Asset Management, LLC 13G · institution +7.2 pts · filed 2026-02-13 7.2% +7.2 pts 1.2m≈ $23.2m 2026-02-13

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q2 24: 1 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 5 sellingQ3 24Q4 24: 0 buyingQ4 24: 2 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 2 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 1 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20241$29.4k0——
Q3 20240—5$2.8m—
Q4 20240—2$967.4k—
Q1 20251$230.2k0——
Q2 20252$19.7k0——
Q3 20250—0——
Q4 20251$75.6k1$837.0k—
Q1 20261$83.3k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-20 REYNOLDS DOUGLAS V President, director Bought 4,809 $13.26 $63.8k4.8k shares +<1%
2026-03-19 REYNOLDS DOUGLAS V President, director Bought 1,500 $13.04 $19.6k1.5k shares +<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NEEDHAM INVESTMENT MANAGEMENT LLC 0.54% of their portfolio NEW YORK, NY 800,000800.0k $10.5m $10.5m 0.54% Added +214.6k +214,560
2 HUNTINGTON NATIONAL BANK 0.05% of their portfolio COLUMBUS, OH 663,588663.6k $8.7m $8.7m 0.05% Reduced -15.0k -15,000
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 657,292657.3k $8.6m $8.6m 0.00% Reduced -29.4k -29,408
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 586,675586.7k $7.7m $7.7m 0.00% First filing
5 Driehaus Capital Management LLC 0.05% of their portfolio Chicago, IL 491,854491.9k $6.5m $6.5m 0.05% New
6 Stokes Family Office, LLC 0.63% of their portfolio NEW ORLEANS, LA 462,149462.1k $6.1m $6.1m 0.63% Reduced -128 -128
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 349,202349.2k $4.6m $4.6m 0.00% Reduced -14.2k -14,153
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 287,098287.1k $3.8m $3.8m 0.00% Added +15.0k +15,043
9 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 286,009286.0k $3.8m $3.8m 0.00% New
10 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 266,358266.4k $3.5m $3.5m 0.00% Added +245.5k +245,502
11 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 248,661248.7k $3.3m $3.3m 0.00% Added +176.5k +176,459
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 236,006236.0k $3.1m $3.1m 0.00% Added +37.0k +37,040
13 ALGERT GLOBAL LLC 0.05% of their portfolio SAN FRANCISCO, CA 234,256234.3k $3.1m $3.1m 0.05% Added +219.2k +219,152
14 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 217,500217.5k $2.9m $2.9m 0.00% Added +149.8k +149,800
15 THOMPSON SIEGEL & WALMSLEY LLC 0.04% of their portfolio RICHMOND, VA 175,000175.0k $2.3m $2.3m 0.04% New
16 RAFFLES ASSOCIATES LP 1.94% of their portfolio NEW YORK, NY 170,392170.4k $2.2m $2.2m 1.94% Reduced -29.0k -29,000
17 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 156,152156.2k $2.1m $2.1m 0.00% Added +24.4k +24,447
18 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 151,917151.9k $2.0m $2.0m 0.00% New
19 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 126,053126.1k $1.7m $1.7m 0.01% New
20 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 122,155122.2k $1.6m $1.6m 0.00% Reduced -69.9k -69,908
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 111,665111.7k $1.5m $1.5m 0.00% Added +378 +378
22 ARDSLEY ADVISORY PARTNERS LP 0.20% of their portfolio Norwalk, CT 100,000100.0k $1.3m $1.3m 0.20% Added +50.0k +50,000
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 90,78190.8k $1.2m $1.2m 0.00% Added +77.5k +77,485
24 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 88,69888.7k $1.2m $1.2m 0.00% Added +73.3k +73,345
25 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 88,19388.2k $1.2m $1.2m 0.00% Added +3.1k +3,123
26 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 87,12887.1k $1.1m $1.1m 0.00% New
27 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 82,22482.2k $1.1m $1.1m 0.00% First filing
28 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 76,57576.6k $1.0m $1.0m 0.00% New
29 Informed Momentum Co LLC 0.11% of their portfolio SOLANA BEACH, CA 71,58471.6k $939.9k $939.9k 0.11% New
30 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 70,26570.3k $922.6k $922.6k 0.00% First filing
31 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 70,19370.2k $921.6k $921.6k 0.01% New
32 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 67,42267.4k $885.3k $885.3k 0.00% Added +66.4k +66,443
33 Verdence Capital Advisors LLC 0.05% of their portfolio HUNT VALLEY, MD 65,02865.0k $853.8k $853.8k 0.05% Unchanged
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 59,16759.2k $776.9k $776.9k 0.00% Reduced -59.8k -59,841
35 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 58,78358.8k $771.8k $771.8k 0.00% Added +3.5k +3,454
36 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 57,92957.9k $760.6k $760.6k 0.00% Added +22.6k +22,597
37 WEXFORD CAPITAL LP 0.12% of their portfolio WEST PALM BEACH, FL 55,00055.0k $722.1k $722.1k 0.12% Reduced -120.8k -120,777
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 52,30352.3k $686.7k $686.7k 0.00% Reduced -687 -687
39 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 47,11247.1k $618.6k $618.6k 0.00% Reduced -6.9k -6,916
40 Aristides Capital LLC 0.19% of their portfolio LOUISVILLE, KY 44,11944.1k $579.3k $579.3k 0.19% New
41 FORMULA GROWTH LTD 0.25% of their portfolio MONTREAL, A8 42,68942.7k $560.5k $560.5k 0.25% New
42 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 42,24842.2k $554.7k $554.7k 0.00% New
43 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 39,39439.4k $517.2k $517.2k 0.00% Added +440 +440
44 Koss-Olinger Consulting, LLC 0.04% of their portfolio GAINESVILLE, FL 37,11337.1k $487.3k $487.3k 0.04% Reduced -6.5k -6,468
45 PDT Partners, LLC 0.03% of their portfolio New York, NY 36,05636.1k $473.4k $473.4k 0.03% New
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 34,67034.7k $455.2k $455.2k 0.00% Reduced -3.3k -3,283
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 33,37333.4k $438.2k $438.2k 0.00% Reduced -29.4k -29,377
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,12032.1k $423.7k $423.7k 0.00% Added +8.5k +8,485
49 Manatuck Hill Partners, LLC 0.13% of their portfolio WESTPORT, CT 30,00030.0k $393.9k $393.9k 0.13% New
50 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 29,81829.8k $391.5k $391.5k 0.00% Added +5.8k +5,776
51 Centiva Capital, LP 0.02% of their portfolio New York, NY 27,87627.9k $366.0k $366.0k 0.02% New
52 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 27,53427.5k $361.5k $361.5k 0.00% Reduced -36.5k -36,482
53 Hillsdale Investment Management Inc. 0.01% of their portfolio Toronto, A6 27,50027.5k $361.1k $361.1k 0.01% New
54 ESSEX INVESTMENT MANAGEMENT CO LLC 0.05% of their portfolio BOSTON, MA 26,08826.1k $342.5k $342.5k 0.05% Unchanged
55 THOMPSON DAVIS & CO., INC. 0.18% of their portfolio RICHMOND, VA 20,35020.4k $267.2k $267.2k 0.18% Reduced -27.6k -27,600
56 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 19,99520.0k $262.5k $262.5k 0.00% Added +474 +474
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,58418.6k $244.0k $244.0k 0.00% Reduced -17.2k -17,222
58 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 18,22118.2k $239.2k $239.2k 0.00% Added +1.0k +1,036
59 Lionshead Wealth Management, LLC 0.17% of their portfolio New York, NY 17,38217.4k $228.7k $228.7k 0.17% Unchanged
60 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 16,78616.8k $220.4k $220.4k 0.00% New
61 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 16,71916.7k $219.5k $219.5k 0.00% Added +3.5k +3,550
62 Man Group plc 0.00% of their portfolio LONDON, X0 16,67616.7k $219.0k $219.0k 0.00% Reduced -94 -94
63 GFG Capital, LLC 0.07% of their portfolio MIAMI, FL 16,09716.1k $211.4k $211.4k 0.07% New
64 Crown Wealth Group, LLC 0.06% of their portfolio Charlotte, NC 15,99116.0k $210.0k $210.0k 0.06% Unchanged
65 VERUS CAPITAL PARTNERS, LLC 0.01% of their portfolio SCOTTSDALE, AZ 15,50015.5k $203.5k $203.5k 0.01% Added +1.0k +1,025
66 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,04415.0k $197.5k $197.5k 0.00% Added +198 +198
67 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 14,21714.2k $186.7k $186.7k 0.00% New
68 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 14,08114.1k $184.9k $184.9k 0.00% New
69 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 13,27113.3k $174.2k $174.2k 0.00% Added +2.7k +2,735
70 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,60412.6k $165.5k $165.5k 0.00% Reduced -4.8k -4,799
71 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 12,00212.0k $157.6k $157.6k 0.00% Reduced -51.5k -51,508
72 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 11,98712.0k $157.4k $157.4k 0.00% Reduced -7.2k -7,175
73 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 11,97612.0k $203.6k $203.6k 0.01% New
74 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 11,65011.7k $153.0k $153.0k 0.00% Unchanged
75 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 11,65011.7k $153.0k $153.0k 0.00% Unchanged
76 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 10,57210.6k $138.8k $138.8k 0.00% New
77 CITY HOLDING CO 0.02% of their portfolio CHARLESTON, WV 10,40910.4k $136.7k $136.7k 0.02% Unchanged
78 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,37810.4k $136.3k $136.3k 0.00% New
79 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 10,20810.2k $134.0k $134.0k 0.00% New
80 T3 Companies, LLC 0.18% of their portfolio NEW YORK, NY 10,00010.0k $131.3k $131.3k 0.18% Reduced -6.3k -6,300
81 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,2918.3k $108.9k $108.9k 0.00% Reduced -8.6k -8,635
82 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 7,7347.7k $101.5k $101.5k 0.00% Unchanged
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,1557.2k $93.9k $93.9k 0.00% New
84 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 6,8856.9k $90.4k $90.4k 0.00% Added +435 +435
85 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,2006.2k $81.4k $81.4k 0.00% Reduced -1.8k -1,800
86 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,6205.6k $73.8k $73.8k 0.00% Added +136 +136
87 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 5,3005.3k $69.6k $69.6k 0.00% Unchanged
88 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,4424.4k $58.3k $58.3k 0.00% First filing
89 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,0463.0k $40.0k $40.0k 0.00% Unchanged
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,8712.9k $37.7k $37.7k 0.00% Added +1.3k +1,283
91 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,8371.8k $24.1k $24.1k 0.00% Reduced -457 -457
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,2651.3k $17.0k $17.0k 0.00% Reduced -1.0k -1,024
93 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,2071.2k $15.8k $15.8k 0.00% Unchanged
94 Legal & General Group Plc 0.00% of their portfolio London, X0 1,0731.1k $14.1k $14.1k 0.00% Reduced -118 -118
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 650650 $8.5k $8.5k 0.00% Added +382 +382
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 639639 $8.4k $8.4k 0.00% Reduced -86 -86
97 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 289289 $3.8k $3.8k 0.00% Reduced -1.4k -1,446
98 FMR LLC 0.00% of their portfolio BOSTON, MA 165165 $2.2k $2.2k 0.00% Reduced -40 -40
99 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 116116 $1.5k $1.5k 0.00% New
100 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 105105 $1.4k $1.4k 0.00% Added +25 +25