ESAB

ESAB • NYSE

ESAB is a manufacturing - metal fabrication company in the industrials sector on NYSE, led by Shyam Kambeyanda, with a market cap of $7.4B. As of Q3 2025, 93% of shares are held by 357 institutional investors, with T. Rowe Price Investment Management, Inc. as the largest holder at 13.11%.

CEOShyam Kambeyanda

Market Cap$7.4B

Manufacturing - Metal Fabrication

Industrials

Employees9.0K

Websiteesabcorporation.com

Country

United States of America

Overview

Overview of institutional ownership in ESAB as of Q3 2025 with a market cap of $6.8B

All Institutions

Institutions: 357
Value Held: $6.3B
Shares Held: 56.6M
Avg Position: $17.7M
Median Position: $788.9K

Hedge Funds

Hedge Funds: 47
Value Held: $483.3M
Shares Held: 4.3M
Avg Position: $10.3M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

86.05%

$5.8B

Hedge Funds

7.13%

$483.3M

Retail & Other

6.82%

$462.6M

Based on market cap of $6.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ESAB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$889.5M 0.55% of portfolio	13.11% 8.0M shares	Q3 2022 Held for 3y 3m	$161.58B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$610.9M 0.01% of portfolio	9.01% 5.5M shares	Q2 2022 Held for 3y 6m	$6.69T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$585.4M 0.06% of portfolio	8.63% 5.2M shares	Q2 2022 Held for 3y 6m	$912.31B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$565.7M 0.01% of portfolio	8.34% 5.1M shares	Q2 2022 Held for 3y 6m	$5.67T
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$222.4M 1.68% of portfolio	3.28% 2.0M shares	Q1 2024 Held for 1y 9m	$13.3B
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	$217.4M 1.61% of portfolio	3.21% 1.9M shares	Q1 2025 Held for 9 months	$13.5B
N Neuberger Berman Group LLC Institution	-	$191.9M 0.14% of portfolio	2.83% 1.7M shares	Q2 2022 Held for 3y 6m	$136.94B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$191.4M 0.01% of portfolio	2.82% 1.7M shares	Q2 2022 Held for 3y 6m	$2.88T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$173.9M 0.01% of portfolio	2.56% 1.6M shares	Q2 2022 Held for 3y 6m	$1.56T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$171.4M 0.03% of portfolio	2.53% 1.5M shares	Q2 2022 Held for 3y 6m	$633.08B

Net Capital Flow

Institutional buying and selling activity for ESAB in Q3 2025

Traded: −$29.6M
Buyers: 158
Sellers: 195
Total Bought: +$500.5M
Total Sold: −$530.1M
Avg Position: $15.4M

Biggest Buyers

Institution	Net Bought	Current Position
Durable Capital Partners LP Hedge Fund•Long/Short	+$62.7M +560.7K shares	$217.4M 1.9M shares
Interval Partners, LLC Hedge Fund•Long/Short	+$62.1M +555.9K shares	$70.7M 632.4K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$46.3M +414.8K shares	$48.3M 432.3K shares
COOKE & BIELER LP Long Only Manager	+$43.6M +390.1K shares	$111.4M 996.5K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	+$21.3M +191.0K shares	$33.0M 295.7K shares
R ROYCE & ASSOCIATES LLC Institution	+$19.0M +170.0K shares	$87.8M 785.5K shares
F FIL Ltd Institution	+$18.1M +161.6K shares	$53.7M 480.7K shares
Van Berkom & Associates Inc. Long Only Manager	+$17.8M +159.5K shares	$80.1M 716.4K shares
Bank of New York Mellon Corp Institution	+$14.7M +131.2K shares	$95.0M 849.9K shares
GOLDMAN SACHS GROUP INC Institution	+$13.2M +117.9K shares	$69.7M 624.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$157.0M −1.4M shares	$585.4M 5.2M shares
JPMORGAN CHASE & CO Institution	−$79.4M −710.7K shares	$173.9M 1.6M shares
Invesco Ltd. ETF Provider	−$66.0M −590.4K shares	$171.4M 1.5M shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	−$31.8M −263.4K shares	Sold Off 0 shares
FMR LLC Institution	−$27.9M −249.6K shares	$131.5M 1.2M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$10.5M −94.3K shares	$2.8M 25.1K shares
N Neuberger Berman Group LLC Institution	−$9.5M −84.9K shares	$191.9M 1.7M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$9.4M −83.9K shares	$14.6M 131.1K shares
FIRST TRUST ADVISORS LP ETF Provider	−$6.9M −61.6K shares	$23.1M 206.5K shares
C Champlain Investment Partners, LLC Long Only Manager	−$6.0M −53.8K shares	$222.4M 2.0M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESAB in Q3 2025

New Positions: 27
New Value: $30.7M
Exited Positions: 53
Exited Value: $73.4M

New Positions

Institution	Position Value
Ceredex Value Advisors LLC Long Only Manager	$11.4M 102.1K shares
Woodline Partners LP Hedge Fund•Long/Short	$8.4M 75.2K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$1.4M 12.7K shares
Q QSV Equity Investors LLC Institution	$1.3M 11.7K shares
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Institution	$1.2M 10.7K shares
OPPENHEIMER & CO INC RIA/Wealth	$1.1M 10.1K shares
L LECAP ASSET MANAGEMENT LTD Institution	$886.3K 7.9K shares
Baird Financial Group, Inc. Private Equity	$829.1K 7.4K shares
V Vestcor Investment Management Corp Institution	$810.9K 7.3K shares
1 111 Capital Institution	$613.6K 5.5K shares

Exited Positions

Institution	Previous Position
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$31.8M 263.4K shares
Trexquant Investment LP Hedge Fund•Quant	$5.7M 47.4K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$5.1M 42.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.8M 31.6K shares
Cetera Investment Advisers RIA/Wealth	$3.1M 25.7K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$2.6M 21.8K shares
Shilanski & Associates, Inc. RIA/Wealth	$2.4M 20.1K shares
S Sapience Investments, LLC Long Only Manager	$2.3M 18.9K shares
X XTX Topco Ltd Institution	$1.6M 13.2K shares
Harvest Investment Services, LLC RIA/Wealth	$1.5M 12.2K shares

Options Activity

Institutions with the largest Call and Put options positions in ESAB as of Q3 2025

Call Positions: 2
Call Value: $759.8K
Put Positions: 1
Put Value: $424.6K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$558.7K 50.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$201.1K 18.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$424.6K 38.0 contracts

Most Committed Institutions

Institutions with ESAB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Front Street Capital Management, Inc. RIA/Wealth	Russell Thomas Piazza President	2.73% $17.3M	0.26% 155.0K shares	Q2 2022 Held for 3y 6m	$635.0M
Van Berkom & Associates Inc. Long Only Manager	Joannes Sebastian Van Berkom CEO	2.27% $80.1M	1.18% 716.4K shares	Q3 2024 Held for 1y 3m	$3.5B
H Hudson Value Partners, LLC RIA/Wealth	Christopher Paul Davis Managing Partner	1.71% $5.4M	0.08% 48.8K shares	Q2 2022 Held for 3y 6m	$318.6M
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	1.68% $222.4M	3.28% 2.0M shares	Q1 2024 Held for 1y 9m	$13.3B
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	1.61% $217.4M	3.21% 1.9M shares	Q1 2025 Held for 9 months	$13.5B
Interval Partners, LLC Hedge Fund•Long/Short	Raymond Peter Fernandez President	1.50% $70.7M	1.04% 632.4K shares	Q3 2024 Held for 1y 3m	$4.7B
Q QSV Equity Investors LLC Institution	-	1.33% $1.3M	0.02% 11.7K shares	Q3 2025 Held for 3 months	$97.9M
COOKE & BIELER LP Long Only Manager	Michael Mccauley Meyer Partner	1.15% $111.4M	1.64% 996.5K shares	Q2 2022 Held for 3y 6m	$9.7B
TimesSquare Capital Management, LLC Long Only Manager	Grant Richard Babyak CEO	1.11% $77.8M	1.15% 696.3K shares	Q2 2022 Held for 3y 6m	$7.0B
R ROYCE & ASSOCIATES LLC Institution	-	0.87% $87.8M	1.29% 785.5K shares	Q2 2022 Held for 3y 6m	$10.0B

Hedge Fund Spotlight

Discover hedge funds investing in ESAB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.10B
Positions: 5,533
Last Reported: Q3 2025

Sector Allocation

Position in ESAB

Market Value: $13.9M
Shares Held: 124.3K
Portfolio Weight: 0.01%
Owned Since: 2022-Q2

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