§ CONSUMER PRODUCTS
USD · Consumer productsSONO
SONOS INC
USDSector · Consumer productsBeta · 2.00
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
167 increased/new, 102 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 5.27 | EPS (TTM) | -0.17 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Coliseum Capital Management, LLC | 18.1M | 19.8% | +21% |
| BlackRock, Inc. | 17.7M | 0.0% | −2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2M | n/a | n/a |
| State Street | 4.6M | 0.0% | +3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.3M | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for SONO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.1% · 199 holders
PASSIVE / INDEX19.7% · 10 holders
DEALER / BANK11.9% · 27 holders
QUALITY / COMPOUNDER8.9% · 19 holders
SYSTEMATIC / QUANT5.6% · 9 holders
INCOME / DEFENSIVE2.0% · 23 holders
DEEP VALUE1.2% · 2 holders
TACTICAL / MACRO0.9% · 4 holders
ACTIVIST0.6% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SONO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SONO yet.