What is the 13F Pro Quality Score for SES?

13F Pro ranks SES AI Corp (SES) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SES's current score at https://13fpro.ai/research/SES (free sign-up required for the full ranking).

Which hedge funds own the most SES stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SES include VANGUARD CAPITAL MANAGEMENT, Invesco Ltd., BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/SES as soon as new 13F filings post.

Where does 13F Pro source SES data?

All SES AI Corp fundamentals and ownership data come directly from SEC EDGAR. SES AI Corp files with the SEC under CIK 1819142. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SES in?

SES AI Corp (SES) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is SES research updated on 13F Pro?

SES's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SES AI Corp(SES)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Technology →NYSE

Institutional-grade research for retail investors

SEC EDGAR: CIK 1819142 SES stock profile & AI dashboard →

13F Pro Quality Score

8.1/100

Rank #2,826 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

8.1/100

Profitability

4.5/100

Balance Sheet

9.3/100

Earnings Quality

30.0/100

Free Cash Flow

4.4/100

Institutional Flow

18.9/100

Revenue Scale

5.8/100

Dilution Risk

4.6/100

SES Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SES AI Corp (SES), a Technology sector company. 13F Pro's AI-powered ranking engine scores SES at 8.1/100 on a 32-signal composite quality model, placing it at rank #2,826 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include free cash flow (4.4) and profitability (4.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 4.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SES AI Corp reports quarterly revenue of $6.7M, net income of $-12.1M, free cash flow of $-20.1M. Top institutional holders of SES by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, Invesco Ltd., BlackRock,, based on the most recent SEC filings. SES trades on the NYSE exchange and files with the SEC under CIK 1819142. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SES daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SES AI Corp directly from SEC EDGAR. SES AI Corp's 13F Pro composite quality score has ranged between 8 and 39 since 2025, currently 8.1 — a declining long-term trajectory across 12 quarterly and live scoring snapshots.

✦

Fun facts about SES AI Corp

Quirks, history, and lore behind SES — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. advanced materials company · small-cap · listed on NYSE American · focused on next-generation energy storage.
2
The Numbers
Still in the pre-revenue / early-revenue stage, burning cash as it scales — a reminder that betting on the future of batteries means patience required.
3
The History
Spun out of research rooted in MIT and went public via a SPAC merger in the early 2020s, riding the wave of EV-era clean-energy investment hype.
4
The Secret
Its core technology replaces the conventional liquid electrolyte in lithium batteries with a lithium-metal anode design — promising far higher energy density and safety.
5
The Lore
It has partnered with major automakers and aerospace players to develop its cells, positioning itself squarely in the race to build the solid-state battery of the future.
6
The Giveaway
The company name literally fuses "Solid Energy Systems" with an AI suffix — because apparently every battery startup needs a robot in its branding.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$6.7M

Net Income

Q1 2026

$-12.1M

Free Cash Flow

Q1 2026

$-20.1M

D/E Ratio

Q1 2026

0.00

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+929.4% YoY

$21.0MFY 2025

FY22 —FY23 —FY24 $2.0MFY25 $21.0M

Net Income

+27.1% YoY

$-73.0MFY 2025

FY22 $-51.0MFY23 $-53.4MFY24 $-100.2MFY25 $-73.0M

Operating Income

+24.4% YoY

$-82.6MFY 2025

FY22 $-79.6MFY23 $-78.2MFY24 $-109.2MFY25 $-82.6M

EPS (Diluted)

+29.0% YoY

$-0.22FY 2025

FY22 $-0.18FY23 $-0.17FY24 $-0.31FY25 $-0.22

Total Assets

-17.3% YoY

$272.6MFY 2025

FY22 $440.4MFY23 $406.8MFY24 $329.8MFY25 $272.6M

Total Debt

$830.0KFY 2025

FY22 —FY23 —FY24 —FY25 $830.0K

Op. Cash Flow

+11.7% YoY

$-58.4MFY 2025

FY22 $-46.5MFY23 $-56.4MFY24 $-66.1MFY25 $-58.4M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$21.0M +929.4%	$2.0M	—	—	—	—
Net Income	$-73.0M +27.1%	$-100.2M -87.6%	$-53.4M -4.7%	$-51.0M -63.2%	$-31.3M -125.0%	$-13.9M
Operating Income	$-82.6M +24.4%	$-109.2M -39.8%	$-78.2M +1.8%	$-79.6M -148.6%	$-32.0M -130.2%	$-13.9M
EPS (Diluted)	$-0.22 +29.0%	$-0.31 -82.4%	$-0.17 +5.6%	$-0.18 +64.7%	$-0.51 -121.7%	$-0.23
Total Assets	$272.6M -17.3%	$329.8M -18.9%	$406.8M -7.6%	$440.4M +127.8%	$193.4M +33567.0%	$574.3K
Total Debt	$830.0K	—	—	—	—	—
Operating Cash Flow	$-58.4M +11.7%	$-66.1M -17.1%	$-56.4M -21.3%	$-46.5M -55.0%	$-30.0M -172.4%	$-11.0M

AI Insight: SES Financial Trends

SES AI continues to burn cash with no path to profitability visible, though operating losses have narrowed meaningfully from their Q3 2024 peak of -$34M to -$18M.

• Operating losses narrowed from -$34M in Q3 2024 to -$18M in Q1 2026, a 47% improvement over six quarters.

• Equity has eroded steadily from $332M in Q2 2024 to $203M in Q1 2026, declining every single quarter.

• Revenue remains tiny and volatile, ranging between $4M and $7M across the five quarters it has been reported.

• Operating cash outflow improved from -$23M in Q3 2024 to -$10M in Q4 2025, but reversed to -$20M in Q1 2026.

⚠ Equity runway: at the current burn rate, equity could be exhausted within 8–10 quarters without new capital raises.

⚠ Operating cash outflow spiked to -$20M in Q1 2026 after reaching a trough of -$10M in Q4 2025 — a concerning reversal.

⚠ Revenue stagnation around $5–7M despite ongoing R&D spend raises questions about commercialization timeline.

AI Insight: SES Ratio Trends

SES AI remains deeply unprofitable across all return metrics, with ROIC ranging from -29.7% to -44.2% over the observed period and no path to breakeven visible in the data.

• ROE improved from -49.6% in Q4 2024 to -23.8% in Q1 2026, suggesting reduced quarterly loss intensity, but remains severely negative.

• NPM hit -180.3% in Q1 2026 — the only quarter where it is reported — signaling revenues remain negligible relative to net losses.

• D/E is effectively zero (0.00–0.01) throughout, indicating no meaningful debt load on the balance sheet.

⚠ ROIC worsened to -35.0% in Q1 2026 from -32.8% in Q4 2025, reversing a modest two-quarter improvement trend.

⚠ OpMargin and NPM are missing for nearly all quarters — limited visibility into operating cost trajectory is a key data gap.

Get alerted when SES's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for SES AI Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SES

VANGUARD CAPITAL MANAGEMENT LLC
$9.1M9,471,108 sh
Invesco Ltd.
$7.6M7,897,696 sh
BlackRock, Inc.
$5.3M5,481,111 sh
RENAISSANCE TECHNOLOGIES LLC
$4.4M4,596,252 sh
GEODE CAPITAL MANAGEMENT, LLC
$3.1M3,193,754 sh
MILLENNIUM MANAGEMENT LLC
$3.1M3,180,655 sh
Temasek Holdings (Private) Ltd
$3.0M3,160,712 sh
STATE STREET CORP
$2.9M3,038,810 sh
General Motors Holdings LLC
$2.8M2,921,950 sh
MARSHALL WACE, LLP
$2.6M2,669,589 sh

Fund	Value	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$9.1M	9,471,108
Invesco Ltd.	$7.6M	7,897,696
BlackRock, Inc.	$5.3M	5,481,111
RENAISSANCE TECHNOLOGIES LLC	$4.4M	4,596,252
GEODE CAPITAL MANAGEMENT, LLC	$3.1M	3,193,754
MILLENNIUM MANAGEMENT LLC	$3.1M	3,180,655
Temasek Holdings (Private) Ltd	$3.0M	3,160,712
STATE STREET CORP	$2.9M	3,038,810
General Motors Holdings LLC	$2.8M	2,921,950
MARSHALL WACE, LLP	$2.6M	2,669,589

More Technology Companies

View all Technology →

AGILENT TECHNOLOGIES, INC.

AAOI

APPLIED OPTOELECTRONICS, INC.

AAPL

Apple Inc.

ABNB

Airbnb, Inc.

ACCL

Acco Group Holdings Ltd

ACCS

ACCESS Newswire Inc.

ACFN

ACORN ENERGY, INC.

ACIW

ACI WORLDWIDE, INC.

Put SES on your watchlist

Track score changes the day SES AI Corp files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is SES a good stock to buy?

13F Pro's AI-powered analysis of SES AI Corp (SES) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SES are available on the SES stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SES?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SES. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SES AI Corp's investment landscape.