- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 10 listed it in both
- Shares listed
- 29,044,885
- combined, among listed positions
- Reported value
- $3.3bn
- combined, at the quarter end
Among the 92 comparable managers: 23 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -76,954.
Managers listing SN in Q4 2025
33 of 33 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 20,934,496 shares now+311,317
- Citadel Advisors LLCexisting position · 276,321 shares now+272,691
- Point72 Asset Management LPexisting position · 497,380 shares now+202,150
- Bridgewater Associates LPexisting position · 165,333 shares now+159,869
- Marshall Wace LLPexisting position · 232,165 shares now+118,339
Reductions
- Third Point LLCexisting position · 1,200,000 shares now-600,000
- Millennium Management LLCexisting position · 89,114 shares now-308,141
- Southeastern Asset Management Incexisting position · 289,266 shares now-218,152
- Squarepoint Ops LLCexisting position · 143,260 shares now-67,046
- Baillie Gifford & Coexisting position · 1,988,633 shares now-52,442
New positions and exits
New (7)
Exited (4)
- Freestone Grove Partners LPwas $27m
- Artisan Partners LPwas $14m
- Davidson Kempner Capital Management LPwas $10m
- Tudor Investment Corpwas $5.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2023 | 3 | $102m | n.a. | n.a. |
| Q4 2023 | 8 | $283m | 7 | 1 |
| Q1 2024 | 12 | $407m | 9 | 3 |
| Q2 2024 | 19 | $1.2bn | 12 | 7 |
| Q3 2024 | 20 | $2.1bn | 11 | 9 |
| Q4 2024 | 15 | $2.2bn | 4 | 13 |
| Q1 2025 | 11 | $1.6bn | 6 | 5 |
| Q2 2025 | 12 | $2.3bn | 9 | 4 |
| Q3 2025 | 13 | $2.9bn | 8 | 6 |
| Q4 2025 | 15 | $3.1bn | 23 | 13 |
| Q1 2026 | 14 | $2.8bn | 15 | 22 |
| Q2 2026 | 10 | $3.5bn | 15 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SN and AMZN →SN and TSLA →SN and HD →Choose a stock to compare with SN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SN, latest filings →Back to the 13F Explorer →