Vault-13

SLEEP NUMBER CORP SNBRQ

COM · Common Stock · CUSIP 83125X103

U.S. manufacturing company

6 institutional holders -114 vs Q1 2026
257,739257.7k shares reported held*
1.1% of all shares outstanding*
$6.1kreported value*
1 new 2 added 1 reduced 112 sold out net sold ≈ $425.3k (-18.2m shares)

* 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: 23.0m as of 2026-04-04, 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 ≈ $0.02. Options: 2 managers hold calls ($13.0k notional), 2 hold puts ($503).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 189Q4 22: 174Q1 23: 167Q2 23: 164Q3 23: 151Q4 23: 134Q1 24: 126Q2 24: 132Q3 24: 118Q4 24: 123Q1 25: 119Q2 25: 119Q3 25: 134Q4 25: 127Q1 26: 120Q2 26: 66Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022189
Q4 2022174
Q1 2023167
Q2 2023164
Q3 2023151
Q4 2023134
Q1 2024126
Q2 2024132
Q3 2024118
Q4 2024123
Q1 2025119
Q2 2025119
Q3 2025134
Q4 2025127
Q1 2026120
Q2 20266

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 52 bought or addedQ3 24: 67 cut or sold outQ4 24: 63 bought or addedQ4 24: 52 cut or sold outQ4 24Q1 25: 61 bought or addedQ1 25: 65 cut or sold outQ2 25: 71 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 68 bought or addedQ3 25: 61 cut or sold outQ4 25: 41 bought or addedQ4 25: 82 cut or sold outQ4 25Q1 26: 64 bought or addedQ1 26: 63 cut or sold outQ2 26: 3 bought or addedQ2 26: 113 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245267
Q4 20246352
Q1 20256165
Q2 20257150
Q3 20256861
Q4 20254182
Q1 20266463
Q2 20263113

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $2.0mQ3 25 puts: $1.6mQ3 25P/C 0.77Q4 25 calls: $2.5mQ4 25 puts: $1.7mQ4 25P/C 0.69Q1 26 calls: $285.2kQ1 26 puts: $397.9kQ1 26P/C 1.40Q2 26 calls: $13.0kQ2 26 puts: $503Q2 26P/C 0.04
Numbers
QuarterCallsPutsP/C
Q3 2025$2.0m$1.6m0.77
Q4 2025$2.5m$1.7m0.69
Q1 2026$285.2k$397.9k1.40
Q2 2026$13.0k$5030.04

Biggest buyers

JANE STREET GROUP, LLC Added +183,410+183.4k
SIMPLEX TRADING, LLC New +15,038+15.0k
IFP Advisors, Inc Added +36+36

Biggest sellers

STADIUM CAPITAL MANAGEMENT LLC Sold out -2,616,459-2.6m
Pacific Ridge Capital Partners, LLC Sold out -1,767,445-1.8m
BlackRock, Inc. Sold out -1,371,804-1.4m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -1,154,388-1.2m
VANGUARD CAPITAL MANAGEMENT LLC Sold out -920,066-920.1k
MARSHALL WACE, LLP Sold out -806,416-806.4k
BANK OF AMERICA CORP /DE/ Sold out -745,460-745.5k
TWO SIGMA INVESTMENTS, LP Sold out -743,168-743.2k
GOLDMAN SACHS GROUP INC Sold out -695,281-695.3k
JACOBS LEVY EQUITY MANAGEMENT, INC Sold out -624,287-624.3k

Biggest calls

SIMPLEX TRADING, LLC Added $8.1k336.6k shares
JANE STREET GROUP, LLC New $4.9k210.1k shares

Biggest puts

JANE STREET GROUP, LLC New $48420.6k shares
SIMPLEX TRADING, LLC Added $19800 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.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: AQR CAPITAL MANAGEMENT LLC (2.4%, 2026-08-11), JANE STREET GROUP, LLC (2.0%, 2026-08-10), BlackRock, Inc. (0.0%, 2026-07-08), Pacific Ridge Capital Partners, LLC (0.0%, 2026-06-24), STADIUM CAPITAL MANAGEMENT LLC (4.1%, 2026-06-01), FMR LLC (0.5%, 2026-05-06), M Partners Fund LP (0.0%, 2026-03-27), VANGUARD GROUP INC (0.0%, 2026-03-27)

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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 3 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 4 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20253$877.4k0——
Q3 20251$102.2k0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—4$6.6k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-22 HOWARD JULIE Director Sold 10,585 $0.13 $1.4k10.6k shares -22%
2026-06-18 Hellfeld Samuel R EVP Chief Legal & Risk Officer · by 401k Sold 7,964 $0.31 $2.5k8.0k shares -100%
2026-06-18 MENDEZ ANGEL L Director Sold 3,020 $0.22 $6643.0k shares -8%
2026-06-12 Krusmark Christopher D EVP, Retail & People Officer · by 401(k) Sold 3,130 $0.66 $2.1k3.1k shares -100%
2026-05-28 STADIUM CAPITAL MANAGEMENT LLC +1 10% owner · By: Stadium Capital Partners, L.P. Sold 330,732 $1.78 $588.7k330.7k shares -15%
2026-05-28 STADIUM CAPITAL MANAGEMENT LLC +1 10% owner · By: Stadium Special Opportunity I, L.P. Sold 59,944 $1.78 $106.7k59.9k shares -15%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 241,913241.9k $5.7k $5.7k 0.00% Added +183.4k +183,410
2 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 15,03815.0k $360 $360 0.00% New
3 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 431431 $10 $10 0.00% Reduced -3.4k -3,408
4 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 300300 $7 $7 0.00% Unchanged
5 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4747 $1 $1 0.00% Added +36 +36
6 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1010 $0 $0 0.00% Unchanged