AERIES TECHNOLOGY INC AERT
CL A ORD SHS · Common Stock · CUSIP G0136H102
- SectorIndustrials
- IndustryServices-Management Consulting Services
- 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.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 12 |
| Q1 2024 | 13 |
| Q2 2024 | 15 |
| Q3 2024 | 16 |
| Q4 2024 | 15 |
| Q1 2025 | 15 |
| Q2 2025 | 10 |
| Q3 2025 | 9 |
| Q4 2025 | 10 |
| Q1 2026 | 11 |
| Q2 2026 | 0 |
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 | 4 | 11 |
| Q4 2024 | 7 | 9 |
| Q1 2025 | 5 | 8 |
| Q2 2025 | 3 | 8 |
| Q3 2025 | 5 | 4 |
| Q4 2025 | 3 | 6 |
| Q1 2026 | 9 | 4 |
| Q2 2026 | 0 | 11 |
Biggest buyers
| None |
Biggest sellers
| Marex Group Ltd | Sold out | -4.5m |
| Diametric Capital, LP | Sold out | -1.6m |
| CITADEL ADVISORS LLC | Sold out | -251.8k |
| HRT FINANCIAL LP | Sold out | -170.3k |
| JANE STREET GROUP, LLC | Sold out | -70.9k |
| XTX Topco Ltd | Sold out | -40.4k |
| UBS Group AG | Sold out | -36.6k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -30.0k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -26.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -12.9k |
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 |
|---|---|
| Khare Bhisham 13D · may seek influence filed 2025-09-10 | 6.9% |
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 | — | 1 | — | — |
| Q4 2025 | 1 | — | 2 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|