Arq Inc (ARQ) 13F Investor Activity Report (Q2 2026)

ARQ ranks #4596 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

ARQ is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

100 institutions disclose a position in ARQ, but none treat it as a major bet — even Peapod Lane Capital LLC, its most concentrated holder, allocates just 1.4% of its own portfolio to it.

Cliff Asness has added to its ARQ position for two straight quarters, increasing it by $3.6M to reach $4.6M today.

BlackRock has trimmed its ARQ position for two straight quarters, cutting it by $5.4M while still holding $1.3M.

ARQ is up 7.3% today, and institutions have been net buyers of $3.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ARQ reported a net loss of $52.6M over the trailing twelve months.

• Not yet profitable — net loss of $52.6M over the trailing twelve months
• Revenue grew 48.9% year over year
• Net income declined year over year, from -$2.1M to -$52.6M
• Operating cash flow was negative, using $2.7M in cash
• Current ratio of 1.04x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.37x equity — within a conventional range