Stock Analysis

SANDISK CORP COM Common St (SNDK)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +170
Streak
4Q ▲
Buyers last Q
65%

Smart Money Signals — SNDK

Based on 600 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
600 hedge funds hold this stock right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
🚀

Fast accumulation — +59900% more funds vs a year ago

fund count last 6Q
+599 new funds entered over the past year (+59900% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

414 buying226 selling
Last quarter: 414 funds were net buyers (232 opened a brand new position + 182 added to an existing one). Only 226 were sellers (164 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+73 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 326 → 81 → 159 → 232. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
📌

Mixed — 28% long-term, 48% new

28% conviction (2yr+) 24% medium 48% new
Of the 600 current holders: 165 (28%) held >2 years, 147 held 1–2 years, and 288 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+104% value, -7% shares)

Value
+103%
Shares
-6%
Last quarter: total value of institutional SNDK holdings rose +104% even though funds reduced share count by 7%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~232 new funds/quarter

1 → 326 → 81 → 159 → 232 new funds/Q
New funds entering each quarter: 326 → 81 → 159 → 232. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 61% of holders entered in last year

39% veterans 0% 1-2yr 61% new
Of 647 current holders: 395 (61%) entered in the past year, only 252 (39%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 6% top-100 AUM

6% from top-100 AUM funds
Only 37 of 600 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Hedge Fund Ownership: SNDK

How many hedge funds hold SNDK — quarterly history vs. share price
Quarterly hedge fund ownership of SNDK vs. share price

Market Analysis: SNDK

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNDK

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Hedge Fund Positioning: SNDK
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: SNDK

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed