SENESTECH INC SNES
COM NEW · Common Stock · CUSIP 81720R604
- SectorMaterials
- IndustryAgricultural Chemicals
- HeadquartersPhoenix, AZ
- 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: 5.4m as of 2026-08-04, 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 ≈ $1.48.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 6 |
| Q4 2024 | 6 |
| Q1 2025 | 4 |
| Q2 2025 | 9 |
| Q3 2025 | 17 |
| Q4 2025 | 20 |
| Q1 2026 | 15 |
| Q2 2026 | 17 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 3 | 3 |
| Q1 2025 | 2 | 2 |
| Q2 2025 | 7 | 1 |
| Q3 2025 | 17 | 2 |
| Q4 2025 | 12 | 9 |
| Q1 2026 | 8 | 12 |
| Q2 2026 | 5 | 11 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +35.4k |
| Diversify Advisory Services, LLC | New | +19.1k |
| NORTHERN TRUST CORP | New | +17.6k |
| BARCLAYS PLC | New | +106 |
| Caitong International Asset Management Co., Ltd | New | +13 |
Biggest sellers
| SABBY MANAGEMENT, LLC | Reduced | -76.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -31.4k |
| UBS Group AG | Reduced | -19.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -18.8k |
| JANE STREET GROUP, LLC | Sold out | -16.7k |
| TWO SIGMA SECURITIES, LLC | Sold out | -10.9k |
| XTX Topco Ltd | Reduced | -10.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -8.1k |
| VANGUARD FIDUCIARY TRUST CO | Reduced | -5.1k |
| OSAIC HOLDINGS, INC. | Reduced | -4.0k |
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 |
|---|---|
| GLENBROOK CAPITAL MANAGEMENT 13D · may seek influence +1.9 pts · filed 2026-10-22 | 40.0% |
| PFS CAP MGT CO 13G · passive investor +4.8 pts · filed 2025-08-12 | 10.0% |
LeBeau Justin Michael
13D · may seek influence
new · filed 2026-10-26
Stated purposeThe Reporting Person acquired the shares of Common Stock reported herein for investment purposes because he believes the Common Stock is significantly undervalued relative to the Issuer's underlying product potential and market opportunity. The Reporting Person believes that, in order to unlock stockholder value, the Issuer's Board of Directors (the "Board") and management team should exercise greater capital discipline, reduce operating expenses, and better align management and Board compensation and incentives with the interests of common stockholders. In particular, the Reporting Person believes the Issuer should end its recurring practice of dilutive equity offerings, which he believes have eroded stockholder value. The Reporting Person has reviewed the public letter sent to the Chai… Full filing |
5.4% |
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 | — | 2 | $171 | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $6.6k | 0 | — | — |
| Q3 2026 | 1 | $6.5k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Edell Michael Chief Executive Officer, director | Bought | $1.3k2.0k shares |
| 2026-09-14 | Edell Michael Chief Executive Officer, director | Bought | $8401.0k shares |
| 2026-09-09 | Edell Michael Chief Executive Officer, director | Bought | $1.7k2.0k shares |
| 2026-08-14 | Edell Michael Chief Executive Officer, director | Bought | $1.2k1.0k shares |
| 2026-08-07 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $8.4k6.5k shares |
| 2026-08-06 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $19.5k15.0k shares |
| 2026-07-20 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $51.5k35.0k shares |
| 2026-07-07 | Edell Michael Chief Executive Officer, director | Bought | $1.4k1.0k shares |
| 2026-06-30 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $52.9k35.0k shares |
| 2026-06-29 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $7.9k5.2k shares |
| 2026-06-26 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $10.6k6.8k shares |
| 2026-06-25 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $14.4k9.4k shares |
| 2026-06-24 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $6.2k4.0k shares |
| 2026-06-22 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $8.3k5.0k shares |
| 2026-06-17 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $5.3k3.3k shares |
| 2026-06-08 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $11.3k7.0k shares |
| 2026-06-08 | Edell Michael Chief Executive Officer, director | Bought | $1.6k1.0k shares |
| 2026-06-05 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $20.7k13.2k shares |
| 2026-06-04 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $13.6k8.2k shares |
| 2026-05-18 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $15.9k10.0k shares |
| 2026-05-15 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $11.7k7.1k shares |
| 2026-05-15 | Edell Michael Chief Executive Officer, director | Bought | $1.6k1.0k shares |
| 2026-05-14 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $25.8k15.0k shares |
| 2026-05-14 | Edell Michael Chief Executive Officer, director | Bought | $3.4k2.0k shares |
| 2026-04-28 | GLENBROOK CAPITAL MANAGEMENT 10% owner · See footnote | Bought | $4.4k3.0k 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 |
|---|---|---|
| SABBY MANAGEMENT, LLC 1.76% of their portfolio | 141.8k $211.2k | Reduced -76.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 82.6k $123.1k | Reduced -31.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 46.7k $69.5k | Added +35.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 44.3k $66.1k | Reduced -18.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 34.8k $51.8k | Reduced -8.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 26.6k $39.6k | Reduced -5.1k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.01% of their portfolio | 26.2k $39.0k | Reduced -91 |
| Diversify Advisory Services, LLC 0.00% of their portfolio | 19.1k $25.4k | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 19.1k $25.4k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 17.6k $26.2k | New |
| STATE STREET CORP 0.00% of their portfolio | 16.7k $24.8k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 10.3k $15.4k | Reduced -10.8k |
| MORGAN STANLEY 0.00% of their portfolio | 3.4k $5.1k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.3k $1.9k | Reduced -19.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.0k $1.5k | Reduced -4.0k |
| BARCLAYS PLC 0.00% of their portfolio | 106 $158 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 13 $19 | New |