$KLXE

$1.16 -$0.02 (1.69%) Close

$KLXE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 21.3M shares outstanding

Who owns KLXE?

By type of holder

Institutions 32.9% Insiders 67.1% Everyone else 0.0%

Concentration Top 10 holders own 283.0%

Cross Ocean Partners Management LP 105.7% · Cross Ocean Partners Management GP LLC 105.7%

Institutional ownership

32.9%

+5.5 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+1.2M

by institutions in Q2 2026

New / sold out

14 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Adage Capital Partners GP, L.L.C. +450.0K
Kestra Advisory Services, LLC NEW +201.9K

Biggest sellers in Q2 2026

CastleKnight Management LP −229.3K
Macroview Investment Management LLC SOLD OUT −174.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$45.8K

2 notices from 2 people

Shares covered

24.7K

0.12% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Keefer Lehner Officer $39.5K
Keefer McGovern Lehner Officer $6.3K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+65.5%

+18.28% a year

Each share's claim on the business

−39.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$300K vs $12.5M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years21% 3–5 years40% 1–3 years4% Under 1 year35%

Quarterly turnover

21.7%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting KLXE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
GJ Gendell Jeffrey L	1.9M	8.77%	+95.1K (+5.4%)	2021	0.0%
Shares held by quarter Peak holding1.9M (Q2'26) Change over 8 quarters+193.0K Share of the company8.770% Gendell Jeffrey L's full portfolio →
CM CastleKnight Management LP	691.7K	3.25%	−229.3K (−24.9%)	2023	0.0%
Shares held by quarter Peak holding1.3M (Q3'25) Change over 8 quarters+308.0K Share of the company3.250% CastleKnight Management LP's full portfolio →

Gendell Jeffrey L

1.9M

% of company

8.77%

Change vs last qtr

+95.1K (+5.4%)

Held since

2021

CastleKnight Management LP

691.7K

% of company

3.25%

Change vs last qtr

−229.3K (−24.9%)

Held since

2023

28 more super investors behind a free account

See every manager holding KLX Energy Services Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting KLXE on Form N-PORT; together they hold 5.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.04M	404.3K	1.90%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$433K	167.9K	0.79%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.04M

% of company

1.90%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$433K

% of company

0.79%

% of the fund

0.00%

As of

June 30, 2026

22 more funds behind a free account

See every fund holding KLX Energy Services Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CO Cross Ocean Partners Management LP 5%+ holder 13D · 21.3%	22.5M	105.74%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company105.740% Disclosed stake13D · 21.3% View the 13D/G filing →
CO Cross Ocean Partners Management GP LLC 5%+ holder 13D · 21.3%	22.5M	105.74%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company105.740% Disclosed stake13D · 21.3% View the 13D/G filing →

Cross Ocean Partners Management LP

5%+ holder13D · 21.3%

22.5M

% of company

105.74%

Change vs last qtr

—

Held since

—

Cross Ocean Partners Management GP LLC

5%+ holder13D · 21.3%

22.5M

% of company

105.74%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of KLX Energy Services Holdings Inc.

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