Vault-13

MULTISENSOR AI HOLDINGS INC

COM · CUSIP 456948108

0 institutional holders -16 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 15 sold out net sold ≈ $8.0m (-34.6m 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. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 23: 3Q1 24: 11Q2 24: 14Q3 24: 16Q4 24: 19Q1 25: 22Q2 25: 21Q3 25: 18Q4 25: 21Q1 26: 16Q2 26: 00Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20233
Q1 202411
Q2 202414
Q3 202416
Q4 202419
Q1 202522
Q2 202521
Q3 202518
Q4 202521
Q1 202616
Q2 20260

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 10 bought or addedQ3 24: 5 cut or sold outQ4 24: 8 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 12 cut or sold outQ2 25: 10 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 12 cut or sold outQ4 25: 16 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 11 cut or sold outQ2 26: 0 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024105
Q4 202487
Q1 20251012
Q2 2025106
Q3 2025412
Q4 2025169
Q1 2026811
Q2 2026015

Biggest buyers

None

Biggest sellers

325 CAPITAL LLC Sold out -26,489,912-26.5m
SANDERS MORRIS HARRIS LLC Sold out -3,892,370-3.9m
Bleichroeder LP Sold out -1,222,493-1.2m
Ghisallo Capital Management LLC Sold out -960,339-960.3k
VANGUARD CAPITAL MANAGEMENT LLC Sold out -864,931-864.9k
GEODE CAPITAL MANAGEMENT, LLC Sold out -529,953-530.0k
VANGUARD FIDUCIARY TRUST CO Sold out -234,802-234.8k
STATE STREET CORP Sold out -124,300-124.3k
NORTHERN TRUST CORP Sold out -81,889-81.9k
XTX Topco Ltd Sold out -73,642-73.6k

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
325 CAPITAL LLC 13D · may seek influence +21.6 pts · filed 2025-12-23
Stated purposeItem 4 is hereby amended to add the following: On December 19, 2025, the Issuer obtained the Stockholder Approval and, thereafter, issued 13,629,466 Shares and Warrants to purchase 27,258,932 Shares to the Reporting Persons and the SMAs in connection with the Second Closing, which occurred on December 23, 2025, Pursuant to the 2025 Purchase Agreement. Full filing
 49.5% +21.6 pts 52.5m 2025-12-23
Strahan Gary Eugene 13D · may seek influence no change · filed 2025-08-01 9.9% no change 3.3m 2025-08-01
Ayrton Capital LLC 13G · institution -4.3 pts · filed 2026-05-11 5.7% -4.3 pts 4.9m 2026-05-11

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change