Insider Trading July 2, 2026 06:03 PM

Hartree Partners Expands Hudson Technologies Stake Amid Mixed Earnings

The fund's recent accumulation of shares coincides with a contract extension from the Defense Logistics Agency, though the company recently missed earnings expectations.

By Leila Farooq
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Hartree Partners, LP, a significant 10% shareholder in Hudson Technologies Inc. (NASDAQ:HDSN), has executed a substantial purchase of the company's common stock. This acquisition brings the fund's total direct holdings to 4,971,302 shares. The buying activity occurs against a backdrop of mixed corporate developments, including a recent earnings miss and a contract extension from the United States Defense Logistics Agency.

Hartree Partners Expands Hudson Technologies Stake Amid Mixed Earnings
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Key Points

  • Hartree Partners, LP, a 10% owner of Hudson Technologies, purchased 764,202 shares for approximately $4.48 million between June 30 and July 2, 2026.
  • Hudson Technologies reported a significant earnings miss for Q1 2026, with EPS of $0.01 versus the expected $0.11, and revenue of $60.2 million against $64.28 million.
  • The company secured a contract extension from the U.S. Defense Logistics Agency for refrigerant supply through November 2026, while board and senior management also purchased shares.

Hartree Partners, LP, a fund holding a 10% stake in Hudson Technologies Inc. /NY (NASDAQ:HDSN), has significantly increased its position in the company. The fund purchased 764,202 shares of common stock for a total of approximately $4,477,207. These transactions were executed over a three-day window from June 30 to July 2, 2026.

The acquisitions were spread across three consecutive trading days. On June 30, 2026, Hartree Partners acquired 204,789 shares. The following day, July 1, 2026, saw the purchase of 288,111 shares. The final tranche of 271,302 shares was purchased on July 2, 2026. The shares were acquired at prices ranging from $5.6785 to $5.9683 per share. Following these recent purchases, Hartree Partners directly holds 4,971,302 shares of Hudson Technologies common stock. The reporting entity disclaims beneficial ownership of the securities except to the extent of its pecuniary interest.

The stock market has reacted positively to the insider activity, with shares rising 7.5% over the past week to close at $5.99. Despite this recent gain, the stock remains down 27% over the past year. According to InvestingPro analysis, Hudson Technologies appears undervalued at current levels. The analysis notes that the company holds more cash than debt on its balance sheet. The platform tracks 8+ additional key metrics and insights for HDSN, available to subscribers.

In other recent corporate developments, Hudson Technologies reported its first-quarter 2026 earnings, which fell short of analysts' expectations. The company posted an earnings per share (EPS) of $0.01, significantly below the anticipated $0.11. This resulted in a negative surprise of 90.91%. Revenue for the quarter was also disappointing, coming in at $60.2 million compared to the expected $64.28 million. This marked a 6.35% revenue shortfall.

Despite the earnings miss, Hudson Technologies secured a contract extension from the United States Defense Logistics Agency. The extension covers its existing refrigerant supply contract to November 29, 2026, with options for further extensions. In another development, Hudson Technologies announced that all board members and certain senior management purchased shares of the company's common stock through open market transactions. The company did not disclose the number of shares acquired or the total value of these transactions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Risks

  • Hudson Technologies recently missed analyst expectations for both earnings per share and revenue in Q1 2026, indicating potential operational or demand challenges.
  • The stock has declined 27% over the past year, suggesting ongoing market skepticism or valuation pressures despite recent positive insider buying.

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