MSAI

Multisensor AI Holdings Inc Cross-source read$4.81 3.22%
Information TechnologyCUSIP 456948207· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was 325 Capital LLC (new position). No open-market insider trades in the last 180 days.

Tracked 13F holders
5
13F value (tracked)
$3.6M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
2 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$4.81 3.22%5Y -98.8%
$4.43$122.45$240.48$358.51$476.5420212022202320242025202613
Hover for who · click for detailEnd-of-day closing prices52w $4.52 – $79.20

Who owns MSAI?

5 tracked 13F filers · ranked by shares held

5 tracked 13F filers disclose a position in MSAI as of the latest SEC 13F filings, a combined $3.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1325 Capital LLC662K
$3.5M
New
+662K sh
Q2 2026
2Vanguard Capital Management LLC22K
$113K
New
+22K sh
Q2 2026
3Vanguard Fiduciary Trust Co6K
$31K
New
+6K sh
Q2 2026
4SBI Securities Co., Ltd.265
$1K
−99%
Reduced · −35K sh
Q2 2026
5Chilton Capital Management LLC187
$975
New
+187 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MSAI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MSAI, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MSAI also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA2 funds$713.7M
Apple IncAAPL2 funds$301.9M
Vanguard S&P 500 ETFVOO2 funds$253.2M
Alphabet Inc-CL CGOOG2 funds$222.0M
Amazon.com IncAMZN2 funds$219.7M
Vanguard Total Stock MKT ETFVTI2 funds$214.2M
Microsoft CorpMSFT2 funds$209.4M
Micron Technology IncMU2 funds$147.9M
Broadcom IncAVGO2 funds$147.0M
Alphabet Inc-CL AGOOGL2 funds$146.3M
Tesla IncTSLA2 funds$145.8M
Invesco QQQ Trust Series 1QQQ2 funds$140.7M

Ranked by how many of MSAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSAI.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Jul 28, 2025Strahan Gary Eugene10% OwnerSell (S)43K$33K
Jul 21, 2025Strahan Gary Eugene10% OwnerSell (S)89K$67K
Jul 18, 2025Strahan Gary Eugene10% OwnerSell (S)35K$26K
Jul 17, 2025Strahan Gary Eugene10% OwnerSell (S)363$294
Jul 7, 2025Strahan Gary Eugene10% OwnerSell (S)27K$18K
Jun 23, 2025Strahan Gary Eugene10% OwnerSell (S)77K$42K
Jun 20, 2025Strahan Gary Eugene10% OwnerSell (S)21K$14K
Jun 12, 2025Strahan Gary Eugene10% OwnerSell (S)8K$6K
Jun 10, 2025Strahan Gary Eugene10% OwnerSell (S)7K$5K
Jun 9, 2025Strahan Gary Eugene10% OwnerSell (S)20K$14K
Jun 4, 2025Strahan Gary Eugene10% OwnerSell (S)4K$3K
Jun 3, 2025Strahan Gary Eugene10% OwnerSell (S)
2 lots, same day
3K$2K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
01
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
MSAI is in Information Technology, which smart money is rotating INTO
+$84.4B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Share classes

Class13F holdersValue held
MSAIWWTS18 funds$566K
456948108COM6 funds$79K
MSAIthis pageCOM5 funds$3.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for MSAI

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Ask your agent what changed in MSAI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MSAI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MSAI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.