Overview of QuantumScape's Shareholder Structure
$QuantumScape(QS.US)
Overview of QuantumScape's Shareholder Structure
QuantumScape's equity structure is diversified, primarily consisting of strategic investors, large institutional investors, company insiders, and public shareholders. Among them, strategic investors and institutional shareholders hold significant stakes, exerting considerable influence over the company.
Strategic and Major Shareholders
Volkswagen Group: Volkswagen is QuantumScape's most important, long-term strategic partner and largest shareholder 1. Their collaboration began in 2012, with Volkswagen committing over $300 million in cumulative investments through its investment arm, Volkswagen Group of America Investments, LLC 1. According to public filings as of April 2021, Volkswagen held 68,236,103 shares, representing approximately 28.5% of the company 2. Although the stake may have diluted due to subsequent issuances, Volkswagen remains the single most influential shareholder.
Early Venture Capital Firms: Prior to its IPO, QuantumScape received support from top-tier venture capital firms, including Khosla Ventures and Capricorn Investment Group 3. These institutions provided critical funding during the company's early stages and remain significant institutional shareholders 4.
Other Notable Investors: Microsoft founder Bill Gates was also an early investor in the company 1.
Institutional Ownership Overview
As of the end of Q1 2025 (March 31, 2025), over 530 institutional investors held shares in QuantumScape, with total holdings of approximately 167 million shares, representing over 30% of the company's total shares 4.
Major Institutional Shareholders and Recent Changes
The table below lists the top 10 institutional shareholders as of March 31, 2025, and their recent quarterly changes in holdings. These data reflect the dynamic adjustments made by large investment institutions over the past year.
| Institution Name | Shares Held | % of Total Shares | QoQ Change | % Change |
|---|---|---|---|---|
Vanguard Group Inc | 35,351,974 | ~6.85% | +2,911,362 | +8.97% |
BlackRock, Inc. | 15,838,936 | ~3.07% | +268,867 | +1.73% |
Capricorn Investment Group LLC | 14,794,635 | ~2.87% | 0 | 0.00% |
Geode Capital Management, LLC | 6,146,610 | ~1.19% | +264,579 | +4.50% |
Dimensional Fund Advisors LP | 6,143,423 | ~1.19% | +329,296 | +5.66% |
State Street Corp | 6,098,820 | ~1.18% | +17,332 | +0.28% |
Susquehanna International Group, LLP | 5,371,413 | ~1.04% | -338,718 | -5.93% |
UBS Asset Management | 4,759,334 | ~0.92% | +3,904,168 | +456.54% |
UBS Group AG | 4,593,971 | ~0.89% | +815,147 | +21.57% |
Coatue Management LLC | 4,294,995 | ~0.83% | +4,294,995 | New Position |
Data Source: Based on 13F filings as of March 31, 2025 5. Total shares estimated at 516 million 5.
Institutional Ownership Trends (Past Year)
Increasing Trends: Over the past year, several large institutions have significantly increased their holdings in QuantumScape.
Vanguard Group has consistently added to its position across multiple quarters, increasing holdings by over 2.9 million shares in Q1 2025 alone 5.
BlackRock, Inc. has also shown an increasing trend, adding over 260,000 shares in the most recent quarter 5.
UBS Group's increase is particularly striking, with its asset management arm and the group collectively adding over 4.7 million shares in Q1 2025 5.
Notable hedge fund Coatue Management established a new position in Q1 2025, purchasing nearly 4.3 million shares, indicating fresh institutional interest 5.
Decreasing Trends: Meanwhile, some institutions have reduced their holdings.
Morgan Stanley significantly reduced its position by over 3.27 million shares in Q1 2025, a 46.5% decrease 8.
Susquehanna International Group reduced its holdings by nearly 340,000 shares during the same period 5.
Overall Sentiment: Institutional activity appears mixed, but the increasing trend seems stronger. Data shows that 186 institutions increased their positions in the latest reporting period, while 142 reduced theirs, with 104 maintaining their holdings 5. This suggests that while there is divergence, institutional capital favoring the company's long-term prospects continues to flow in.
Insider Ownership and Trading
Executives and Directors: Company insiders, including the founding team, executives, and board members, collectively hold substantial stakes, aligning their interests closely with those of ordinary shareholders 9. For example, founder Jagdeep Singh and executives Mohit Singh and Timothy Holme hold significant direct stakes 10.
Recent Trading Activity: Over the past year, insider trading has been predominantly sales 12. For instance, Chief Development Officer Mohit Singh sold approximately $3.8 million worth of shares in July 2025 13. It's worth noting that many of these sales were executed under pre-arranged SEC Rule 10b5-1 trading plans, designed to provide executives with orderly liquidity and not necessarily reflecting immediate views on the company's prospects 14. Over the past three months, insiders recorded 10 open-market purchases and 16 sales 12.
In summary, QuantumScape's shareholder base is robust, supported by strong strategic investors and numerous top-tier institutional backers. Over the past year, while some institutions have reduced their stakes, giants like Vanguard and BlackRock continue to increase their positions, alongside new large funds entering, demonstrating sustained confidence in the company's technological potential and commercialization prospects.
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