NEOVOLTA INC NEOV
COM · Common Stock · CUSIP 640655106
- SectorIndustrials
- IndustryMiscellaneous Electrical Machinery, Equipment & Supplies
- HeadquartersPoway, CA
- FilingsSEC EDGAR
* 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. Shares outstanding: 42.7m as of 2026-05-14, 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 ≈ $3.15. Options: 4 managers hold calls ($403.5k notional), 6 hold puts ($498.3k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 17 |
| Q4 2022 | 19 |
| Q1 2023 | 16 |
| Q2 2023 | 15 |
| Q3 2023 | 16 |
| Q4 2023 | 20 |
| Q1 2024 | 16 |
| Q2 2024 | 15 |
| Q3 2024 | 16 |
| Q4 2024 | 31 |
| Q1 2025 | 24 |
| Q2 2025 | 24 |
| Q3 2025 | 25 |
| Q4 2025 | 33 |
| Q1 2026 | 36 |
| Q2 2026 | 40 |
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 2024 | 6 | 6 |
| Q4 2024 | 23 | 3 |
| Q1 2025 | 12 | 13 |
| Q2 2025 | 8 | 10 |
| Q3 2025 | 15 | 6 |
| Q4 2025 | 20 | 7 |
| Q1 2026 | 17 | 19 |
| Q2 2026 | 25 | 20 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $40.7k | $0 | 0.00 |
| Q2 2026 | $403.5k | $498.3k | 1.23 |
Biggest buyers
| MARSHALL WACE, LLP | Added | +1.8m |
| AWM Investment Company, Inc. | New | +1.6m |
| Alyeska Investment Group, L.P. | New | +1.6m |
| Arosa Capital Management LP | New | +320.0k |
| RENAISSANCE TECHNOLOGIES LLC | New | +263.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +262.2k |
| HRT FINANCIAL LP | New | +178.4k |
| CITADEL ADVISORS LLC | New | +158.5k |
| Scientech Research LLC | New | +107.7k |
| MGO ONE SEVEN LLC | New | +88.5k |
Biggest sellers
| Legacy Wealth Managment, LLC/ID | Reduced | -428.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -259.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -187.9k |
| 683 Capital Management, LLC | Sold out | -170.0k |
| BARCLAYS PLC | Reduced | -108.5k |
| UBS Group AG | Reduced | -65.1k |
| Hudson Bay Capital Management LP | Sold out | -59.2k |
| Schonfeld Strategic Advisors LLC | Sold out | -50.7k |
| TRUIST FINANCIAL CORP | Sold out | -42.4k |
| BANK OF AMERICA CORP /DE/ | Sold out | -38.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $240.7k76.4k shares |
| SIMPLEX TRADING, LLC | New | $94.8k30.1k shares |
| IMC-Chicago, LLC | New | $35.0k11.1k shares |
| JANE STREET GROUP, LLC | New | $33.1k10.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $183.6k58.3k shares |
| SIMPLEX TRADING, LLC | New | $140.5k44.6k shares |
| CITADEL ADVISORS LLC | New | $70.2k22.3k shares |
| IMC-Chicago, LLC | New | $62.4k19.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $41.3k13.1k shares |
| GROUP ONE TRADING LLC | New | $315100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
| Infinite Grid Capital, LP 13G · passive investor -1.8 pts · filed 2026-08-14 | 7.6% |
Fell to 5% or below in the last year: DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (4.5%, 2026-01-29)
Insider purchases and sales since 1 Apr 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $231.8k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-11 | Hass John A Director | Bought | $48.0k25.0k shares |
| 2026-06-01 | Bond Steve Executive Vice President, director | Bought | $85.6k43.0k shares |
| 2026-05-19 | Bond Steve Executive Vice President, director | Bought | $98.2k47.0k shares |
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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Legacy Wealth Managment, LLC/ID 6.36% of their portfolio | 4.9m $15.4m | Reduced -428.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 2.0m $6.2m | Added +1.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.9m $6.1m | Added +262.2k |
| AWM Investment Company, Inc. 0.45% of their portfolio | 1.6m $5.2m | New |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 1.6m $4.9m | New |
| BlackRock, Inc. 0.00% of their portfolio | 518.3k $1.6m | Added +27.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 438.4k $1.4m | Added +67.2k |
| Arosa Capital Management LP 0.88% of their portfolio | 320.0k $1.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 263.8k $830.8k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 219.9k $692.8k | Reduced -13.7k |
| BIP Wealth, LLC 0.02% of their portfolio | 214.2k $674.6k | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 178.4k $561.0k | New |
| UBS Group AG 0.00% of their portfolio | 173.8k $547.5k | Reduced -65.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 158.5k $499.2k | New |
| STATE STREET CORP 0.00% of their portfolio | 149.2k $469.9k | Unchanged |
| Scientech Research LLC 0.27% of their portfolio | 107.7k $339.2k | New |
| MGO ONE SEVEN LLC 0.00% of their portfolio | 88.5k $278.8k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 84.5k $266.2k | Reduced -29.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 38.8k $122.2k | New |
| Centiva Capital, LP 0.00% of their portfolio | 33.0k $103.9k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 32.4k $102.0k | Reduced -31.3k |
| Keel Point, LLC 0.01% of their portfolio | 32.4k $101.9k | New |
| Sovran Advisors, LLC 0.00% of their portfolio | 24.5k $49.3k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 23.7k $74.7k | Added +22.9k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 20.3k $63.9k | New |
| INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio | 18.6k $58.5k | New |
| Mariner, LLC 0.00% of their portfolio | 16.0k $50.4k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 12.6k $39.6k | Added +12.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.4k $39.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.3k $38.7k | Reduced -187.9k |
| Centennial Wealth Advisory LLC 0.01% of their portfolio | 10.1k $31.8k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 9.4k $29.6k | Reduced -13.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.3k $21.9k | Added +9.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 8.8k $27.8k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.5k $11.2k | New |
| Allworth Financial LP 0.00% of their portfolio | 950 $3.0k | Unchanged |
| FMR LLC 0.00% of their portfolio | 527 $1.7k | Added +460 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $315 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 40 $126 | New |
| BARCLAYS PLC 0.00% of their portfolio | 9 $28 | Reduced -108.5k |