AirJoule Technologies (NASDAQ: AIRJ) reported a net loss of $8.5 million, or $0.12 per basic and diluted share, for the second quarter ended June 30, 2026. The company ended the quarter with $41.4 million in cash, cash equivalents and restricted cash.
AIRJ also announced an exclusive sales agreement with Kubota Corporation for multi-unit residential AirJoule system deployments in Texas and California, with deployment scheduled to begin in the third quarter of 2026.
- Cash on the balance sheet totaled $41.4 million at June 30, including $14.2 million of net proceeds from a June registered direct offering.
- Combined cash across AirJoule Technologies and its joint venture was $43.0 million, with no debt.
- The company commissioned its first full-scale AirJoule Prime system in Newark, Delaware, in May 2026.
- AIRJ expects combined 2026 cash spending of approximately $27 million to $28 million.
- The company shipped an AirJoule Core system to the UAE in early August for demonstrations and performance validation.
$AIRJW Hedge Fund Activity
We have seen 6 institutional investors add shares of $AIRJW stock to their portfolio, and 6 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PEAK6 LLC added 755,503 shares (+inf%) to their portfolio in Q2 2026, for an estimated $982,153
- K2 PRINCIPAL FUND, L.P. added 63,070 shares (+54.4%) to their portfolio in Q2 2026, for an estimated $81,991
- VIRTU FINANCIAL LLC added 16,688 shares (+inf%) to their portfolio in Q2 2026, for an estimated $21,694
- ZAZOVE ASSOCIATES LLC removed 15,700 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $20,410
- STONEX GROUP INC. removed 14,891 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $19,358
- CSS LLC/IL removed 11,518 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,450
- WOLVERINE ASSET MANAGEMENT LLC added 6,549 shares (+13.8%) to their portfolio in Q2 2026, for an estimated $8,513
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
