Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AEVA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SYLEBRA CAPITAL LLC | 16.2M | $213.6M | 0.0% | 25.781% | 27.60% |
| 2 | Canaan Partners XI LLC | 3.6M | $47.3M | 0.0% | 5.714% | 62.23% |
| 3 | BlackRock, Inc. | 2.8M | $36.5M | +2.6% | 4.401% | 0.00% |
| 4 | Apollo Management Holdings, L.P. | 1.4M | $18.3M | 0.0% | 2.209% | 0.30% |
| 5 | Point72 Asset Management, L.P. | 1.3M | $17.0M | +69.5% | 2.052% | 0.02% |
| 6 | MILLENNIUM MANAGEMENT LLC | 1.2M | $16.2M | -28.8% | 1.956% | 0.01% |
| 7 | Think Investments LP | 1.2M | $15.8M | — | 1.906% | 2.07% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $15.7M | — | 1.890% | 0.00% |
| 9 | Delta Global Management LP | 1.1M | $14.6M | -31.9% | 1.757% | 1.19% |
| 10 | STATE STREET CORP | 1.0M | $13.4M | +4.2% | 1.615% | 0.00% |
| 11 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 920K | $12.1M | — | 1.462% | 0.64% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 878K | $11.6M | +6.1% | 1.395% | 0.00% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 869K | $11.4M | +64.0% | 1.381% | 0.00% |
| 14 | MORGAN STANLEY | 868K | $11.4M | +65.9% | 1.379% | 0.00% |
| 15 | Flight Deck Capital, LP | 807K | $10.6M | +5.9% | 1.282% | 7.73% |
| 16 | Wasserstein Debt Opportunities Management, L.P. | 700K | $9.2M | — | 1.112% | 4.88% |
| 17 | UBS Group AG | 554K | $7.3M | +47.7% | 0.880% | 0.00% |
| 18 | Melqart Asset Management (UK) Ltd | 525K | $6.9M | -4.2% | 0.834% | 0.68% |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 500K | $6.6M | 0.0% | 0.794% | 0.01% |
| 20 | CITADEL ADVISORS LLC | 462K | $6.1M | -27.5% | 0.734% | 0.00% |
| 21 | FMR LLC | 337K | $4.4M | +26.5% | 0.535% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 298K | $3.9M | -54.1% | 0.473% | 0.00% |
| 23 | NORTHERN TRUST CORP | 291K | $3.8M | +9.8% | 0.462% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 278K | $3.7M | — | 0.441% | 0.00% |
| 25 | TUDOR INVESTMENT CORP ET AL | 258K | $3.4M | +134.7% | 0.409% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AEVA — a direct measure of their conviction.
Filings activity in AEVA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 150 | +5.6% | 36.87% | +1.74 pp | $578M | +5.0% |
| Q4 2025 | 142 | +2.2% | 35.13% | 2.21 pp | $550M | 5.9% |
| Q3 2025 | 139 | +1.5% | 37.34% | 48.47 pp | $585M | 56% |
| Q2 2025 | 137 | +57% | 85.81% | +72.70 pp | $1.34B | +555% |
| Q1 2025 | 87 | +1.2% | 13.11% | +5.70 pp | $205M | +77% |
| Q4 2024 | 86 | +26% | 7.41% | +2.30 pp | $116M | +45% |
| Q3 2024 | 68 | 6.8% | 5.11% | +1.84 pp | $80M | +56% |
| Q2 2024 | 73 | — | 3.27% | — | $51M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AEVA stock.
Based on Q1 2026 13F filings, institutional ownership of Aeva Technologies, Inc. stands at 36.9%, held across 150 reporting institutions.
SYLEBRA CAPITAL LLC is the largest reported institutional holder of AEVA, with approximately 16,228,553 shares worth $0.21B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of AEVA, including Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for AEVA is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in AEVA during Q1 2026, while 36 fully exited. 56 added to existing positions and 48 trimmed.
AEVA institutional ownership rose by 1.74 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 70.7% of all reported 13F value in AEVA, and the top 25 account for 90.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Aeva Technologies, Inc. (AEVA) Institutional Ownership