Solaris Energy Infrastructure, Inc.
SEI- Exchange
- NYSE
- Industry
- Oil & Gas Field Machinery & Equipment
- SEC CIK
- 0001697500
In the last 90 days, Solaris Energy Infrastructure, Inc. insiders filed 2 open-market purchases and 0 sales; 436 institutions reported holding it in 13F filings for Q2 2026, worth $5.71B in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysLast 90 days, $541.7K in total
- 2
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +78 vs. previous quarter
- 436
- 13F valueReported value at the end of Q2 2026
- $5.71B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $622.2M
- +98.7% year over year
- Net income, FY2025
- $30.2M
- +90.8% year over year
- Free cash flow, FY2025
- -$437.7M
- No comparable prior period
- Revenue, Q3 FY2026
- $341.1M
- +104.4% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 16.8M
- Shares sold short
- Change
- +273.0K
- +1.7% vs. previous
- Days to cover
- 5.89
- At average daily volume
Superinvestors holding SEI, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding SEI at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Solaris Energy Infrastructure, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 12, 2026 (view filing)4:28 PM ET | Nov 9-10 | 3 days | Teague AjDirector | PPurchaseClass A Common Stock | +520 | $59.32 | +$30.8K | +0.4%117.4K after | 2 lots |
| Nov 12, 2026 (view filing)4:28 PM ET | Nov 11 | 1 day | Teague AjDirector | PPurchaseClass A Common Stock | +150 | $65.81 | +$9.87K | +1.0%15.1K after | |
| Sep 9, 2026 (view filing)2:55 PM ET | Sep 8 | 1 day | Teague AjDirector | PPurchaseClass A Common Stock | +3.90K | $64.21 | +$250.4K | +3.5%116.9K after | |
| Sep 9, 2026 (view filing)2:55 PM ET | Sep 8 | 1 day | Teague AjDirector | PPurchaseClass A Common Stock | +3.90K | $64.25 | +$250.6K | +35.3%15.0K after | |
| May 13, 2026 (view filing) | May 12 | 1 day | Argo Laurie HDirector | SSaleClass A Common Stock | −5.20K | $72.88 | −$379.0K | −10.4%44.8K after | |
| May 13, 2026 (view filing) | May 13 | Same day | Wirtz Christopher P.Chief Accounting Officer | SSaleClass A Common Stock | −700 | $77.22 | −$54.1K | −1.9%36.1K after | |
| May 12, 2026 (view filing) | May 11 | 1 day | Powell Christopher MChief Legal Officer | SSaleClass A Common Stock | −36.9K | $74.63 | −$2.75M | −24.4%114.1K after | 3 lots |
| May 11, 2026 (view filing) | May 8 | 3 days | Teague AjDirector | PPurchaseClass A Common Stock | +3.42K | $72.98 | +$250.0K | +3.2%109.9K after | |
| May 11, 2026 (view filing) | May 8 | 3 days | Teague AjDirector | PPurchaseClass A Common Stock | +2.75K | $72.98 | +$200.7K | +33.1%11.1K after | |
| May 11, 2026 (view filing) | May 8 | 3 days | Walker Ray N JRDirector | SSaleClass A Common Stock | −56.8K | $72.11 | −$4.10M | −90.8%5.76K after |
Top 10 13F holders, Q2 2026
See all 436 holdersThe largest institutional positions in Solaris Energy Infrastructure, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,204,415 | $418.7M | 0.01% | +1,081,979+26.2% | Added |
| Encompass Capital Advisors LLC | 2,519,604 | $202.7M | 8.74% | +769,604+44.0% | Added |
| Vanguard Capital Management LLC | 2,447,630 | $196.9M | 0.00% | +407,179+20.0% | Added |
| Morgan Stanley | 2,024,283 | $162.9M | 0.01% | +316,828+18.6% | Added |
| Two Sigma Investments, LP | 1,979,861 | $159.3M | 0.12% | +38,315+2.0% | Added |
| Summit Partners Public Asset Management, LLC | 1,692,838 | $136.2M | 3.54% | −36,217−2.1% | Reduced |
| Jennison Associates LLC | 1,691,193 | $136.1M | 0.08% | +511,457+43.4% | Added |
| Valiant Capital Management, L.P. | 1,604,346 | $129.1M | 8.04% | +484,843+43.3% | Added |
| Driehaus Capital Management LLC | 1,584,985 | $127.5M | 0.74% | −43,189−2.7% | Reduced |
| FMR LLC | 1,581,402 | $127.2M | 0.01% | −281,159−15.1% | Reduced |
Holders of 5% or more of SEI
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Solaris Energy Infrastructure, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 13.10%8.02M shares | +6.10 ppfrom 7.00% | Jan 8, 20256 filings | Aug 6, 2026 | SEC |
| Zartler William A | 13G/A | 10.00%5.29M shares | −2.10 ppfrom 12.10% | Feb 16, 20216 filings | Feb 13, 2026 | SEC |
| Solaris Energy Capital, LLC | 13G/A | 8.50%3.51M shares | – | Feb 16, 20213 filings | Feb 14, 2025 | SEC |
| Yorktown Energy Partners X, L.P. | 13G/A | 7.20%5.08M shares | −8.85 ppfrom 16.05% | Feb 14, 20233 filings | Aug 14, 2026 | SEC |
Politician trades
All politician trades in SEI1 member of Congress reported 3 trades in Solaris Energy Infrastructure, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Feb 13, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell | $15K-$50K |
| Sep 12, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jun 6, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
House · CA · Feb 13, 2026
Sell$15K-$50K
House · CA · Sep 12, 2025
Buy$1K-$15K
House · CA · Jun 6, 2025
Buy$1K-$15K