Vault-13

NINE ENERGY SERVICE INC NINE

COMMON STOCK · Common Stock · CUSIP 65441V200

28 institutional holders +11 vs Q1 2026
11,546,78611.5m shares reported held*
82.8% of all shares outstanding*
$150.2mreported value*
14 new 2 added 6 reduced 2 sold out net bought ≈ $4.8m (+353.6k 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. Shares outstanding: 13.9m as of 2026-08-03, 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 ≈ $13.01.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 26: 17Q2 26: 2828Q1 26Q2 26
Numbers
QuarterHolders
Q1 202617
Q2 202628

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC New +518,721+518.7k
GEODE CAPITAL MANAGEMENT, LLC New +129,347+129.3k
VANGUARD FIDUCIARY TRUST CO New +82,301+82.3k
Orvieto Partners, L.P. New +80,559+80.6k
BlackRock, Inc. New +50,337+50.3k
ALGEBRIS (UK) LTD Added +43,012+43.0k
STATE STREET CORP New +23,726+23.7k
Icon Wealth Advisors, LLC New +23,157+23.2k
PensionDanmark Pensionsforsikringsaktieselskab New +22,087+22.1k
Qube Research & Technologies Ltd New +18,668+18.7k

Biggest sellers

Philosophy Capital Management LLC Reduced -173,345-173.3k
GENDELL JEFFREY L Reduced -170,271-170.3k
CastleKnight Management LP Reduced -126,395-126.4k
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -55,722-55.7k
MacKay Shields LLC Reduced -54,869-54.9k
ACR Alpine Capital Research, LLC Sold out -46,500-46.5k
NOMURA HOLDINGS INC Reduced -19,762-19.8k
JPMORGAN CHASE & CO Sold out -15,531-15.5k

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
Philosophy Capital Management LLC 13G · institution -1.3 pts · filed 2026-08-14 17.0% -1.3 pts 2.4m≈ $30.9m 2026-08-14
MACKAY SHIELDS LLC 13G · institution no change · filed 2026-03-31 11.9% no change 1.7m≈ $21.6m 2026-03-31
Adage Capital Management, L.P. 13G · exempt (held before listing) new · filed 2026-07-09 9.7% new 1.4m≈ $17.6m 2026-07-09
CastleKnight Master Fund LP 13G · passive investor new · filed 2026-04-09 8.3% new 1.2m≈ $15.1m 2026-04-09
Algebris Investments (US) Inc. 13G · institution new · filed 2026-07-02 6.0% new 832.9k≈ $10.8m 2026-07-02

Fell to 5% or below in the last year: GENDELL JEFFREY L (4.4%, 2026-08-14)

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)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 4 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 5 sellingQ3 25: 0 buyingQ3 25: 2 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—4$348.7k—
Q1 20250—0——
Q2 20250—5$169.3k—
Q3 20250—2——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MacKay Shields LLC 1.31% of their portfolio New York, NY 3,011,5653.0m $39.2m $39.2m 1.31% Reduced -54.9k -54,869
2 Philosophy Capital Management LLC 2.97% of their portfolio Alamo, CA 2,377,7832.4m $30.9m $30.9m 2.97% Reduced -173.3k -173,345
3 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 1,299,4271.3m $16.9m $16.9m 0.02% Reduced -55.7k -55,722
4 CastleKnight Management LP 0.49% of their portfolio New York, NY 1,031,5481.0m $13.4m $13.4m 0.49% Reduced -126.4k -126,395
5 ALGEBRIS (UK) LTD 0.71% of their portfolio London, X0 832,907832.9k $10.8m $10.8m 0.71% Added +43.0k +43,012
6 GENDELL JEFFREY L 0.07% of their portfolio Greenwich, CT 614,230614.2k $8.0m $8.0m 0.07% Reduced -170.3k -170,271
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 518,721518.7k $6.7m $6.7m 0.00% New
8 NOMURA HOLDINGS INC 0.03% of their portfolio TOKYO, M0 482,291482.3k $6.3m $6.3m 0.03% Reduced -19.8k -19,762
9 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 361,301361.3k $4.7m $4.7m 0.00% Unchanged
10 Liberty Mutual Group Asset Management Inc. 0.32% of their portfolio Boston, MA 281,184281.2k $3.7m $3.7m 0.32% Unchanged
11 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 166,237166.2k $2.2m $2.2m 0.00% Unchanged
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 129,347129.3k $1.7m $1.7m 0.00% New
13 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 82,30182.3k $1.1m $1.1m 0.00% New
14 Orvieto Partners, L.P. 0.79% of their portfolio BOSTON, MA 80,55980.6k $1.0m $1.0m 0.79% New
15 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 79,51579.5k $1.0m $1.0m 0.00% Unchanged
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 50,33750.3k $654.9k $654.9k 0.00% New
17 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 34,87534.9k $453.7k $453.7k 0.00% Unchanged
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 23,72623.7k $308.7k $308.7k 0.00% New
19 Icon Wealth Advisors, LLC 0.02% of their portfolio HOUSTON, TX 23,15723.2k $301.3k $301.3k 0.02% New
20 PensionDanmark Pensionsforsikringsaktieselskab 0.00% of their portfolio COPENHAGEN O, G7 22,08722.1k $287.4k $287.4k 0.00% New
21 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,66818.7k $242.9k $242.9k 0.00% New
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,16718.2k $236.4k $236.4k 0.00% New
23 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,5484.5k $59.2k $59.2k 0.00% New
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,7261.7k $22.5k $22.5k 0.00% Added +1.3k +1,261
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 465465 $6.0k $6.0k 0.00% Unchanged
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5959 $1.0k $1.0k 0.00% New
27 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 4545 $0 $0 0.00% New
28 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1010 $130 $130 0.00% New