OWLET INC OWLT
CL A NEW · Common Stock · CUSIP 69120X206
- SectorTechnology
- IndustryMeasuring & Controlling Devices, NEC
- HeadquartersLehi, UT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 29.2m as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.74. Options: 4 managers hold calls ($482.2k notional), 1 hold puts ($1.1k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 1 |
| Q3 2023 | 30 |
| Q4 2023 | 28 |
| Q1 2024 | 24 |
| Q2 2024 | 24 |
| Q3 2024 | 32 |
| Q4 2024 | 37 |
| Q1 2025 | 34 |
| Q2 2025 | 43 |
| Q3 2025 | 40 |
| Q4 2025 | 78 |
| Q1 2026 | 67 |
| Q2 2026 | 58 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 15 | 8 |
| Q4 2024 | 16 | 10 |
| Q1 2025 | 10 | 15 |
| Q2 2025 | 25 | 8 |
| Q3 2025 | 22 | 14 |
| Q4 2025 | 61 | 6 |
| Q1 2026 | 39 | 45 |
| Q2 2026 | 29 | 33 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $6.2k | $6.2k | 1.00 |
| Q2 2026 | $482.2k | $1.1k | 0.00 |
Biggest buyers
| Granahan Investment Management, LLC | Added | +408.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +259.1k |
| CITADEL ADVISORS LLC | New | +251.1k |
| CANNELL CAPITAL LLC | Added | +235.9k |
| Meros Investment Management, LP | Added | +189.7k |
| HARBOR CAPITAL ADVISORS, INC. | Added | +106.5k |
| XTX Topco Ltd | Added | +84.9k |
| FNY Investment Advisers, LLC | Added | +72.5k |
| Colter Lewis Investment Partners LLC | New | +67.1k |
| JANE STREET GROUP, LLC | New | +66.5k |
Biggest sellers
| AWM Investment Company, Inc. | Reduced | -753.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -723.4k |
| CenterBook Partners LP | Sold out | -186.5k |
| Qube Research & Technologies Ltd | Sold out | -153.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -147.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -78.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -78.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -67.7k |
| Walleye Capital LLC | Sold out | -66.7k |
| 683 Capital Management, LLC | Sold out | -65.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $260.6k45.4k shares |
| JANE STREET GROUP, LLC | New | $121.7k21.2k shares |
| CITADEL ADVISORS LLC | New | $98.7k17.2k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1k200 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Reduced | $1.1k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Trilogy Equity Partners, LLC
13D · may seek influence
filed 2025-10-15
Stated purposeItem 4(a) is amended and supplemented to add the following: The information in Item 5(c) of this Amendment No. 4 is incorporated by reference herein. Full filing |
8.7% |
| Granahan Investment Management, LLC 13G · institution new · filed 2026-08-11 | 5.5% |
Fell to 5% or below in the last year: AWM Investment Company, Inc. (4.2%, 2026-08-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $21.1k | — |
| Q1 2025 | 0 | — | 3 | $111.7k | — |
| Q2 2025 | 0 | — | 3 | $48.7k | — |
| Q3 2025 | 0 | — | 2 | $38.4k | — |
| Q4 2025 | 0 | — | 2 | $416.3k | — |
| Q1 2026 | 0 | — | 2 | $112.5k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ECLIPSE OPERATIONS, LLC 1.72% of their portfolio | 7.7m $44.2m | Unchanged |
| Granahan Investment Management, LLC 0.33% of their portfolio | 1.6m $9.2m | Added +408.8k |
| CANNELL CAPITAL LLC 4.95% of their portfolio | 1.2m $7.1m | Added +235.9k |
| AWM Investment Company, Inc. 0.61% of their portfolio | 1.2m $7.0m | Reduced -753.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 801.7k $4.6m | Added +20.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 512.7k $2.9m | Reduced -723.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 330.8k $1.9m | Added +259.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.13% of their portfolio | 329.9k $1.9m | Added +106.5k |
| BlackRock, Inc. 0.00% of their portfolio | 329.9k $1.9m | Added +7.4k |
| Meros Investment Management, LP 0.60% of their portfolio | 327.1k $1.9m | Added +189.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 251.1k $1.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 245.9k $1.4m | Added +27.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 207.7k $1.2m | Reduced -20.3k |
| XTX Topco Ltd 0.01% of their portfolio | 178.8k $1.0m | Added +84.9k |
| Bleichroeder LP 0.18% of their portfolio | 172.0k $987.3k | Unchanged |
| Man Group plc 0.00% of their portfolio | 144.0k $826.5k | Added +11.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 139.0k $797.7k | Added +13.0k |
| PERKINS CAPITAL MANAGEMENT INC 0.46% of their portfolio | 106.5k $611.3k | Added +400 |
| STATE STREET CORP 0.00% of their portfolio | 105.5k $605.6k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 98.2k $563.6k | Added +2.1k |
| Potomac Capital Management, Inc. 0.33% of their portfolio | 77.4k $444.4k | Added +6.9k |
| FNY Investment Advisers, LLC 0.16% of their portfolio | 76.0k $436.0k | Added +72.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 71.7k $411.8k | Added +46.2k |
| Colter Lewis Investment Partners LLC 0.17% of their portfolio | 67.1k $385.1k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 66.5k $381.8k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 65.9k $378.0k | Reduced -147.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 57.3k $329.1k | New |
| UBS Group AG 0.00% of their portfolio | 56.3k $323.2k | Added +49.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 53.9k $309.4k | Reduced -15.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 48.4k $277.9k | Reduced -1.4k |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 44.6k $256.3k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 39.8k $228.2k | Reduced -67.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 37.2k $213.6k | Added +11.8k |
| Arax Advisory Partners 0.00% of their portfolio | 28.7k $164.8k | Added +14.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 27.2k $156.3k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 26.8k $153.9k | Reduced -78.1k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.02% of their portfolio | 26.4k $151.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 18.6k $106.8k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 17.6k $101.0k | Reduced -78.7k |
| Jain Global LLC 0.00% of their portfolio | 17.0k $97.5k | New |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 15.8k $90.0k | Reduced -18.8k |
| MORGAN STANLEY 0.00% of their portfolio | 12.4k $71.4k | Reduced -22.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 8.9k $51.0k | Unchanged |
| Avion Wealth 0.00% of their portfolio | 2.5k $14.0k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 2.3k $13.5k | Added +1.9k |
| Clearstead Advisors, LLC 0.00% of their portfolio | 1.4k $8.3k | New |
| MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio | 1.2k $6.8k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 955 $5.5k | Reduced -2.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 670 $3.8k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 395 $2.3k | Reduced -11.6k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 104 $597 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 100 $549 | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 100 $574 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 25 $0 | Reduced -872 |
| FMR LLC 0.00% of their portfolio | 21 $121 | Unchanged |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 19 $110 | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 14 $80 | First filing |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 9 $52 | New |