13FPulse
SN

SN SharkNinja, Inc.

2026Q2 · CUSIP G8068L108 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
554
Institutions that reported holding it to the SEC
Net increase in holders
+87
Last quarter 467 → now 554
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

554 funds held SN at the end of 2026Q2, up 87 from the quarter before. That is stronger buying than 97.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.4B(YoY +15.8%), the P/E is 35.5x. SN has had 9 buying rushes in its history. It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q3: holders=98 2023Q4: holders=153 2024Q1: holders=193 2024Q2: holders=235 2024Q3: holders=308 2024Q4: holders=322 2025Q1: holders=363 2025Q2: holders=372 2025Q3: holders=413 2025Q4: holders=428 2026Q1: holders=467 2026Q2: holders=554 -97 -48.5 +0 +48.5 +97 88335582 23Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 10%
2025Q3 Top 10%
2025Q1 Top 5%
2024Q3 Top 5%
2024Q2 Top 5%
2024Q1 Top 10%
2023Q4 Top 10%
2023Q3 Top 1% in the market

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
236
Change in large funds
+51
Total value they hold
$13.8B
Funds buying for the first time
163
Funds that sold out entirely
76
Price change that quarter
Funds holding puts (bearish)
11
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
35.5
EPS (TTM)
$4.94
EPS YoY
+58.8%
Revenue (TTM)
$6.4B
Revenue YoY
+15.8%
Net margin
ROE
Debt ratio
44.9%
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.