Among active 13F managers last quarter, 2 opened and 33 added, while 13 reduced; the largest holder to move was Arrowstreet Capital, Limited Partnership (+2.8%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$818K in open-market trades.
The legs disagree, or only one of them leans.
263 tracked 13F filers disclose a position in SONO as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.3M | $248.1M | ▲+3.8% Added · +679K sh | Q2 2026 | |
| 2 | Coliseum Capital Management, LLC | 18.1M | $244.5M | —Held | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 9.2M | $124.3M | ▲+5.3% Added · +464K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 5.2M | $69.7M | ▼−1.3% Reduced · −66K sh | Q2 2026 | |
| 5 | State Street Corp | 4.8M | $64.8M | ▲+4.3% Added · +197K sh | Q2 2026 | |
| 6 | Arrowstreet Capital, Limited Partnership | 3.3M | $44.3M | ▲+2.8% Added · +91K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 3.1M | $42.6M | ▲+5.6% Added · +167K sh | Q2 2026 | |
| 8 | Jacobs Levy Equity Management, Inc | 3.1M | $41.9M | ▲+2.3% Added · +70K sh | Q2 2026 | |
| 9 | Morgan Stanley | 2.4M | $32.2M | ▼−7.2% Reduced · −187K sh | Q1 2026 | |
| 10 | Dimensional Fund Advisors LP | 2.4M | $31.9M | ▲+27% Added · +507K sh | Q1 2026 | |
| 11 | FMR LLC | 2.1M | $29.0M | ▲+13% Added · +241K sh | Q2 2026 | |
| 12 | Charles Schwab Investment Management Inc | 2.0M | $26.8M | ▲+5.7% Added · +108K sh | Q1 2026 | |
| 13 | Renaissance Technologies LLC | 1.7M | $22.9M | ▲+259% Added · +1.2M sh | Q1 2026 | |
| 14 | Nuveen, LLC | 1.4M | $18.3M | ▼−1.3% Reduced · −19K sh | Q1 2026 | |
| 15 | Franklin Templeton Inc | 1.4M | $18.1M | ▲+14% Added · +164K sh | Q1 2026 | |
| 16 | Systematic Financial Management LP | 1.3M | $18.0M | ▲+1.5% Added · +20K sh | Q2 2026 | |
| 17 | Northern Trust Corp | 1.3M | $17.0M | ▲+5.3% Added · +64K sh | Q1 2026 | |
| 18 | Engine Capital Management, LP | 1.3M | $17.0M | —Held | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 1.2M | $16.1M | ▲+20% Added · +197K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 1.2M | $15.9M | ▲+44% Added · +361K sh | Q1 2026 | |
| 21 | Allianz Asset Management GmbH | 1.2M | $15.5M | ▲+50% Added · +382K sh | Q1 2026 | |
| 22 | First Eagle Investment Management, LLC | 1.1M | $14.3M | ▲+49% Added · +347K sh | Q2 2026 | |
| 23 | AQR Capital Management LLC | 1.1M | $14.1M | ▲+2.2% Added · +22K sh | Q1 2026 | |
| 24 | BNP Paribas Financial Markets | 1.0M | $14.0M | ▲+9.8% Added · +93K sh | Q1 2026 | |
| 25 | Crestwood Capital Management, L.P. | 936K | $12.7M | ▼−20% Reduced · −234K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in SONO and 33 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 144 funds | $209.9B |
| Meta Platforms Inc-Class AMETA | 143 funds | $88.2B |
| Eli Lilly & CoLLY | 142 funds | $68.4B |
| Amazon.com IncAMZN | 141 funds | $163.8B |
| Costco Wholesale CorpCOST | 141 funds | $30.0B |
| Nvidia CorpNVDA | 140 funds | $328.0B |
| Alphabet Inc-CL AGOOGL | 140 funds | $140.9B |
| Apple IncAAPL | 139 funds | $235.3B |
| JPMorgan Chase & CoJPM | 139 funds | $49.6B |
| Alphabet Inc-CL CGOOG | 136 funds | $110.0B |
| Tesla IncTSLA | 136 funds | $60.2B |
| Micron Technology IncMU | 136 funds | $47.1B |
Ranked by how many of SONO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SONO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Boone Karen | Director | Sell (S) | 10K | $154K |
| Jul 29, 2026 | Genachowski Julius | Director | Sell (S) | 20K | $338K |
| Jul 28, 2026 | Genachowski Julius | Director | Sell (S) | 20K | $328K |
| May 6, 2026 | Arabia Carmine | Director | Buy (P) | 50 | $725 |
| Mar 17, 2026 | Coliseum Capital Co-Invest IV, L.P. | 10% Owner | Buy (P) | 125K | $1.7M |
| Mar 16, 2026 | Coliseum Capital Co-Invest IV, L.P. | 10% Owner | Buy (P) | 14K | $184K |
| Mar 13, 2026 | Coliseum Capital Co-Invest IV, L.P. | 10% Owner | Buy (P) | 90K | $1.2M |
| Mar 11, 2026 | Coliseum Capital Management, LLC | 10% Owner | Buy (P) | 180K | $2.6M |
| Mar 10, 2026 | Coliseum Capital Management, LLC | 10% Owner | Buy (P) | 320K | $4.5M |
| Mar 9, 2026 | Coliseum Capital Management, LLC | 10% Owner | Buy (P) | 420K | $5.9M |
| Feb 25, 2026 | Shackelton Christopher S | 10% Owner | Buy (P) | 118K | $1.8M |
| Feb 24, 2026 | Shackelton Christopher S | 10% Owner | Buy (P) | 133K | $2.0M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 60 | 26 | – |
Insiders Form 4 open-market | 1 | 2 | -$818K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SONO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SONO/capital-change-brief"
Use Arkolith's capital_change_brief for SONO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SONO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.