Sonos Inc (SONO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Sonos Inc (SONO) following the 2026 Q1 hedge fund 13F filings?

As of today, SONO has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), SONO gained +14.6% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Sonos Inc (SONO)

288 + Investors. Track Smart Money conviction in SONO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SONO

Based on 290 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their SONO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

290 hedge funds hold SONO 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 classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

172 buying141 selling

Last quarter: 172 funds bought or added vs 141 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~51 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 42 → 44 → 56 → 51. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new

181 out of 290 hedge funds have held SONO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +3%, value -24%

Value

-23%

+3%

Last quarter: funds added +3% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

46 → 42 → 44 → 56 → 51 new funds/Q

New funds entering each quarter: 42 → 44 → 56 → 51. A growing number of institutions are discovering SONO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 20% new

Entry-cohort mix of 301 holders: 207 (69%) are 2+ year veterans, 35 entered 1–2 years ago, and 59 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

48 of 289 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	288	301	-4.32%
13F Shares	119M	116M	2.96%
Total Value	$1.55B	$2.03B	-23.69%
New Positions	49	56	-7
Increased Positions	116	112	+4
Closed Positions	62	34	+28
Reduced Positions	78	88	-10
Total Calls	6	8	-25.0%
Total Puts	6	7	-14.29%
PUT/CALL Ratio	1.0	0.88	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

288

301

-4.32%

13F Shares

119M

116M

2.96%

Total Value

$1.55B

$2.03B

-23.69%

New Positions

-7

Increased Positions

116

112

Closed Positions

+28

Reduced Positions

-10

Total Calls

-25.0%

Total Puts

-14.29%

PUT/CALL Ratio

1.0

0.88

Neutral

Institutional Holders (2026 Q1)

288 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SONO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SONO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Coliseum Capital Management, LLC	19.85%	18,070,762	$242.1M
2	Crestwood Capital Management, L.P.	10.77%	1,170,000	$15.7M
3	Trigran Investments, Inc.	7.98%	2,489,163	$33.4M
4	Ritter Alpha, LP	3.06%	10,897	$146K
5	Caden Capital Partners, LP	2.71%	16,433	$220K
6	Semanteon Capital Management, LP	2.43%	13,520	$181K
7	Engine Capital Management, LP	2.03%	1,256,060	$16.8M
8	Aristotle Capital Boston, LLC	0.62%	741,127	$9.9M
9	Fca Corp /Tx	0.51%	135,000	$1.8M
10	Olympiad Research LP	0.41%	10,050	$135K
11	Systematic Financial Management LP	0.40%	1,306,859	$17.5M
12	PDT Partners, LLC	0.37%	471,977	$6.3M
13	Mirabella Financial Services LLP	0.30%	238,498	$3.2M
14	Integrated Quantitative Investments LLC	0.30%	123,574	$1.7M
15	Bayforest Capital Ltd	0.24%	16,285	$218K
16	Ironwood Investment Management LLC	0.24%	43,728	$586K
17	Hillsdale Investment Management Inc.	0.18%	496,170	$6.6M
18	Two Seas Capital LP	0.17%	919,327	$12.3M
19	Jacobs Levy Equity Management, Inc	0.17%	3,029,185	$40.6M
20	Formula Growth Ltd	0.16%	27,000	$362K
21	OP Asset Management Ltd	0.13%	777,134	$12.0M
22	Round Rock Advisors LLC	0.12%	57,030	$764K
23	Allegheny Financial Group	0.09%	50,218	$673K
24	Oxford Asset Management LLP	0.09%	15,230	$204K
25	XTX Topco Ltd	0.08%	361,113	$4.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Sonos Inc (SONO)

What does the Smart Money Trend signal show for SONO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SONO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SONO?

Slight buying edge — 55% buying: Last quarter: 172 funds bought or added vs 141 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SONO holders?

Strong quality — 30% AUM from major funds: 48 of 289 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SONO?

62% of holders stayed for 2+ years: 181 out of 290 hedge funds have held SONO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sonos Inc (SONO) following the 2026 Q1 hedge fund 13F filings?

As of today, SONO has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), SONO has gained +14.6% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Sonos Inc (SONO)

Smart Money Signals — SONO

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~51 new funds per quarter

62% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -24%

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 20% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — SONO

Hedge Fund Ownership: SONO

Market Analysis: SONO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SONO

Is It Too Late to Buy Sonos Inc (SONO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SONO

Statistics: SONO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Sonos Inc (SONO)

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