ESAB - ESAB CORPORATION
Industrials · NASDAQ
Current Price
$113.31
+2.78% today
Intrinsic Value
$24.48
78.4% Overvalued
Market Cap
$6.7B
-6.8% this quarter
Smart Money Holders
10
-
Net Quarterly Flow
10 net buyers
More buying
Smart Money Signals
BUYING
100%of smart money are accumulating
Momentum Score
80▲
Smart Money Conviction
0.01%low
Net Flow Signal
+10net buyers
Investor Activity
0$100M+ new
Crowding Score
32
Exit Risk
0%reducing
Recent Activity
ADDEDQ2 2025
Vanguard Group
Increased position by $22.5M (+3.5%)
HOLDING +134%
ADDEDQ2 2025
BlackRock, Inc
Increased position by $20.2M (+3.4%)
UP +71%
INVESTOR | LAST FILED | SHARES | % PORTFOLIO / VALUE | QUARTERLY ACTIVITY | HOLDING PERIOD | SIGNALS |
---|---|---|---|---|---|---|
JPMorgan Chase & Co | 2025 Q2 | 2,267,282 | 0.02%$273.3M | -120K shares -$4.8M value | 3 years | REDUCING |
Two Sigma Investments | 2025 Q2 | 86,594 | 0.02%$10.4M | +50K shares +$6.1M value | 2.5 years | INCREASINGCHASES RALLIES |
Vanguard Group | 2025 Q2 | 5,514,902 | 0.01%$664.8M | +1K shares +$22.5M value | 3 years | INCREASINGHOLDING +134%CHASES RALLIESBUILDING |
BlackRock, Inc | 2025 Q2 | 5,092,149 | 0.01%$613.9M | -4K shares +$20.2M value | 3 years | REDUCINGUP +71% |
Goldman Sachs | 2025 Q2 | 506,025 | 0.01%$61M | +48K shares +$7.6M value | 3 years | INCREASINGBUILDING |
D. E. Shaw & Co | 2025 Q2 | 80,201 | 0.01%$9.7M | +77K shares +$9.2M value | 3 years | INCREASINGCHASES RALLIES |
Renaissance Technologies | 2025 Q2 | 35,400 | 0.01%$4.3M | +35K shares +$4.3M value | 3 years | NEWHOLDING +108% |
Citadel Advisors | 2025 Q2 | 50,282 | 0.00%$6.1M | +50K shares +$6.1M value | 3 years | NEWUP +86% |
AQR Capital Management | 2025 Q2 | 39,651 | 0.00%$4.8M | -26K shares -$2.6M value | 3 years | REDUCINGUP +54% |
Man Group plc | 2025 Q2 | 12,872 | 0.00%$1.6M | -527 shares -$9K value | 2 years | REDUCINGUP +51% |
Smart Money Activity vs Price
TOTAL BUYS
$1.0B
TOTAL SELLS
$280.5M
NET FLOW
+$742.9M
PRICE CHANGE
+135.2%
PEAK ACTIVITY
2022 Q2