Quantum-si Inc (QSI) — Smart Money Tracker (13F, Q2 2026)

QSI ranks #3806 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

QSI is a disclosed holding of Cathie Wood (ARK Investment Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

142 institutions disclose a position in QSI, but none treat it as a major bet — even Fosun International Ltd, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

Cliff Asness has added to its QSI position for two straight quarters, increasing it by $2.0M to reach $2.1M today.

BlackRock has trimmed its QSI position for two straight quarters, cutting it by $9.7M while still holding $4.6M.

QSI is up 0.5% today, but institutions show net selling of $7.3M this quarter — a divergence between today's price move and the underlying institutional flow.

QSI reported a net loss of $98.5M over the trailing twelve months.

• Not yet profitable — net loss of $98.5M over the trailing twelve months
• Revenue declined 53.0% year over year
• Net income improved year over year, from -$106.5M to -$98.5M
• Operating cash flow was negative, using $94.7M in cash
• Current ratio of 7.64x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.12x equity — within a conventional range