ProFrac Holding Corp.
US ˙ NasdaqGS ˙ US74319N1000

SecurityACDC / ProFrac Holding Corp.
InstitutionMorgan Stanley
Latest Disclosed Ownership541,489 shares
Latest Disclosed Value $ 3,357,230
Morgan Stanley reports 106.70% increase in ownership of ACDC / ProFrac Holding Corp.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 541,489 shares of ProFrac Holding Corp. (US:ACDC) valued at $3,357,232 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 261,973 shares of ProFrac Holding Corp.. This represents a change in shares of 106.70% during the quarter. The current value of the position is $4,364,401 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PROFRAC HLDG CLASS A COM 74319N100 541,489 279,516 106.70 3,357 229.44 0.0002
2026-05-27 2025-12-31 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 261,973 -44,470 -14.51 1,019 -10.06 0.0001
2026-02-13 2025-12-31 13F PROFRAC HLDG CLASS A COM 74319N100 261,973 -44,470 1,019 0.0001
2026-05-27 2025-09-30 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 306,443 158,539 107.19 1,134 -1.22 0.0001
2025-11-14 2025-09-30 13F PROFRAC HLDG CLASS A COM 74319N100 306,443 158,539 1,134 0.0001
2025-08-15 2025-06-30 13F PROFRAC HLDG CLASS A COM 74319N100 147,904 -48,974 -24.88 1,148 -23.23 0.0001
2025-05-15 2025-03-31 13F PROFRAC HLDG CLASS A COM 74319N100 196,878 -38,199 -16.25 1,494 -18.09 0.0001
2025-05-15 2024-12-31 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 235,077 -112,949 -32.45 1,824 -22.81 0.0001
2025-02-14 2024-12-31 13F PROFRAC HLDG CLASS A COM 74319N100 235,077 -112,949 1,824 0.0001
2025-05-14 2024-09-30 13F/A-2 PROFRAC HLDG CLASS A COM 74319N100 348,026 -331,694 -48.80 2,363 -53.08 0.0002
2025-02-14 2024-09-30 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 348,026 -331,694 2,363 0.0002
2024-11-14 2024-09-30 13F PROFRAC HLDG CLASS A COM 74319N100 348,026 -331,694 2,363 0.0000
2025-05-14 2024-06-30 13F/A-2 PROFRAC HLDG CLASS A COM 74319N100 679,720 -67,314 -9.01 5,037 -19.36 0.0004
2024-10-17 2024-06-30 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 679,720 -67,314 5,037 0.0004
2024-08-14 2024-06-30 13F PROFRAC HLDG CLASS A COM 74319N100 679,720 -67,314 5,037 0.0004
2024-10-17 2024-03-31 13F/A-2 PROFRAC HLDG CLASS A COM 74319N100 747,034 -474,139 -38.83 6,245 -39.69 0.0005
2024-08-16 2024-03-31 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 747,034 -474,139 6,245 0.0005
2024-05-15 2024-03-31 13F PROFRAC HLDG CLASS A COM 74319N100 747,034 -474,139 6,245 0.0005
2024-08-16 2023-12-31 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 1,221,173 854,482 233.03 10,356 159.59 0.0009
2024-02-13 2023-12-31 13F PROFRAC HLDG CLASS A COM 74319N100 1,221,173 854,482 10,356 0.0009
2023-11-15 2023-09-30 13F PROFRAC HLDG CLASS A COM 74319N100 366,691 -12,062 -3.18 3,990 -5.61 0.0004
2023-08-14 2023-06-30 13F PROFRAC HLDG CLASS A COM 74319N100 378,753 189,855 100.51 4,227 76.60 0.0004
2023-05-15 2023-03-31 13F PROFRAC HLDG CLASS A COM 74319N100 188,898 -44,157 -18.95 2,393 -59.25 0.0003
2023-02-14 2022-12-31 13F PROFRAC HLDG CLASS A COM 74319N100 233,055 130,018 126.19 5,873 274.97 0.0007
2022-11-14 2022-09-30 13F PROFRAC HLDG CLASS A COM 74319N100 103,037 -35,720 -25.74 1,566 -38.37 0.0002
2022-10-27 2022-06-30 13F/A-1 PROFRAC HLDG CLASS A COM 74319N100 138,757 138,757 2,541 0.0003
2022-08-15 2022-06-30 13F PROFRAC HLDG CLASS A COM 74319N100 138,757 138,757 2,541 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.