SONOS INC SONO
COM · Common Stock · CUSIP 83570H108 · ISIN US83570H1086
American consumer electronics company based in Santa Barbara, California
* 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 ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 119.1m as of 2026-04-17, 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 ≈ $13.40. Options: 9 managers hold calls ($6.9m notional), 9 hold puts ($4.4m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 305 |
| Q4 2022 | 300 |
| Q1 2023 | 290 |
| Q2 2023 | 265 |
| Q3 2023 | 245 |
| Q4 2023 | 258 |
| Q1 2024 | 285 |
| Q2 2024 | 286 |
| Q3 2024 | 286 |
| Q4 2024 | 279 |
| Q1 2025 | 277 |
| Q2 2025 | 272 |
| Q3 2025 | 285 |
| Q4 2025 | 303 |
| Q1 2026 | 291 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 140 | 120 |
| Q3 2024 | 130 | 143 |
| Q4 2024 | 121 | 141 |
| Q1 2025 | 130 | 134 |
| Q2 2025 | 142 | 121 |
| Q3 2025 | 132 | 128 |
| Q4 2025 | 158 | 118 |
| Q1 2026 | 162 | 130 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $11.0m | $4.7m | 0.43 |
| Q3 2025 | $36.5m | $10.4m | 0.29 |
| Q4 2025 | $49.3m | $8.6m | 0.17 |
| Q1 2026 | $6.9m | $4.4m | 0.63 |
Biggest buyers
| Coliseum Capital Management, LLC | Added | +3.1m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.2m |
| OP Asset Management Ltd | Added | +736.3k |
| FMR LLC | Added | +636.5k |
| Two Seas Capital LP | Added | +596.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +506.6k |
| First Eagle Investment Management, LLC | Added | +462.6k |
| Allianz Asset Management GmbH | Added | +382.3k |
| JPMORGAN CHASE & CO | Added | +382.1k |
| Pacer Advisors, Inc. | New | +363.1k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.1m |
| Point72 Asset Management, L.P. | Reduced | -796.8k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -583.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -551.5k |
| Edgestream Partners, L.P. | Reduced | -444.7k |
| Verition Fund Management LLC | Sold out | -416.6k |
| SG Americas Securities, LLC | Sold out | -389.4k |
| BlackRock, Inc. | Reduced | -369.5k |
| Jump Financial, LLC | Sold out | -329.7k |
| TWO SIGMA ADVISERS, LP | Sold out | -285.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m92.8k shares |
| D. E. Shaw & Co., Inc. | New | $1.2m92.2k shares |
| Walleye Capital LLC | Added | $1.1m81.4k shares |
| IMC-Chicago, LLC | Reduced | $980.9k73.2k shares |
| CITADEL ADVISORS LLC | Reduced | $976.9k72.9k shares |
| JANE STREET GROUP, LLC | Reduced | $781.2k58.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $308.2k23.0k shares |
| Walleye Trading LLC | Reduced | $163.5k12.2k shares |
| GROUP ONE TRADING LLC | Reduced | $104.5k7.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $1.3m93.6k shares |
| CITADEL ADVISORS LLC | Added | $899.1k67.1k shares |
| PEAK6 LLC | Reduced | $670.0k50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $595.0k44.4k shares |
| Walleye Capital LLC | Reduced | $497.1k37.1k shares |
| IMC-Chicago, LLC | Reduced | $160.8k12.0k shares |
| Walleye Trading LLC | Reduced | $147.4k11.0k shares |
| GROUP ONE TRADING LLC | Added | $97.8k7.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $29.5k2.2k 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 |
|---|---|
Coliseum Capital Management, LLC
13D · may seek influence
+0.1 pts · filed 2026-08-03
Stated purposeThe Reporting Persons acquired the Common Stock for investment purposes, and such purposes were made in the Reporting Persons' ordinary course of business. In pursuing such investment purposes, the Reporting Persons may further purchase, hold, vote, trade, dispose or otherwise deal in the Common Stock at times, and in such manner (including pursuant to hedging transactions), as they deem advisable to benefit from changes in market prices of the Common Stock, changes in the Issuer's operations, business strategy or prospects, or from a sale or merger of the Issuer and evaluate plans and proposals for potential extraordinary transactions involving the Issuer such as potential business combinations, asset sales and financing transactions. To evaluate such alternatives, the Reporting Persons r… Full filing |
15.3% |
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2025-10-17 | 14.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 3 | $1.7m | $712.4k |
| Q3 2024 | 0 | — | 5 | $775.7k | $631.2k |
| Q4 2024 | 0 | — | 1 | $14.0k | $14.0k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 4 | $1.8m | 0 | — | — |
| Q4 2025 | 1 | $1.0m | 1 | $228.0k | $228.0k |
| Q1 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-17 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $1.7m125.0k shares |
| 2026-03-16 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $184.4k13.9k shares |
| 2026-03-13 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $1.2m90.0k shares |
| 2026-03-11 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $2.6m180.0k shares |
| 2026-03-10 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $4.5m320.0k shares |
| 2026-03-09 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $5.9m420.0k shares |
| 2026-02-25 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $1.8m118.0k shares |
| 2026-02-24 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $2.0m133.3k shares |
| 2026-02-23 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $5.4m360.0k shares |
| 2026-02-17 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnote | Bought | $4.5m290.0k shares |
| 2026-02-13 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnote | Bought | $4.0m257.2k shares |
| 2026-02-12 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $1.6m100.0k shares |
| 2026-02-06 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $442.3k26.8k shares |
| 2026-02-05 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $3.4m211.5k shares |
| 2026-02-04 | COLISEUM CAPITAL PARTNERS, L.P. +5 10% owner · See Footnotes | Bought | $7.7m494.7k shares |
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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Coliseum Capital Management, LLC 19.85% of their portfolio | 18.1m $242.1m | Added +3.1m |
| BlackRock, Inc. 0.00% of their portfolio | 17.7m $236.6m | Reduced -369.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 8.7m $116.9m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.2m $69.9m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 4.6m $61.5m | Added +133.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 3.3m $44.3m | Added +91.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.17% of their portfolio | 3.0m $40.6m | Reduced -252.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.0m $40.0m | Added +74.2k |
| Trigran Investments, Inc. 7.98% of their portfolio | 2.5m $33.4m | Reduced -53.2k |
| MORGAN STANLEY 0.00% of their portfolio | 2.4m $32.2m | Reduced -187.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.4m $31.9m | Added +506.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.0m $26.8m | Added +108.0k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.26% of their portfolio | 2.0m $26.2m | Reduced -23.2k |
| FMR LLC 0.00% of their portfolio | 1.9m $25.5m | Added +636.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.7m $22.9m | Added +1.2m |
| Nuveen, LLC 0.00% of their portfolio | 1.4m $18.3m | Reduced -18.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.4m $18.1m | Added +163.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.40% of their portfolio | 1.3m $17.5m | Added +126.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $17.0m | Added +64.3k |
| Engine Capital Management, LP 2.03% of their portfolio | 1.3m $16.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $16.1m | Added +196.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $15.9m | Added +360.9k |
| Crestwood Capital Management, L.P. 10.77% of their portfolio | 1.2m $15.7m | Added +220.0k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 1.2m $15.5m | Added +382.3k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.1m $14.1m | Added +22.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.0m $14.0m | Added +93.5k |
| Two Seas Capital LP 0.57% of their portfolio | 919.3k $12.3m | Added +596.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 883.9k $11.8m | Added +267.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 828.8k $11.1m | First filing |
| OP Asset Management Ltd 0.10% of their portfolio | 777.1k $10.4m | Added +736.3k |
| Aristotle Capital Boston, LLC 0.62% of their portfolio | 741.1k $9.9m | Reduced -125.2k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 709.0k $9.5m | Added +462.6k |
| Man Group plc 0.02% of their portfolio | 693.2k $9.3m | Added +146.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 688.4k $9.2m | Added +106.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 673.8k $9.0m | Reduced -14.0k |
| UBS Group AG 0.00% of their portfolio | 650.2k $8.7m | Added +337.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 633.0k $8.5m | Reduced -1.1m |
| Public Sector Pension Investment Board 0.03% of their portfolio | 624.5k $8.4m | Added +206.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 600.1k $7.8m | Added +382.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 590.7k $7.9m | Added +12.8k |
| ROYCE & ASSOCIATES LP 0.07% of their portfolio | 549.2k $7.4m | Added +76.9k |
| Invesco Ltd. 0.00% of their portfolio | 526.9k $7.1m | Reduced -6.2k |
| Hillsdale Investment Management Inc. 0.18% of their portfolio | 496.2k $6.6m | Added +46.0k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 489.7k $6.6m | Reduced -796.8k |
| PDT Partners, LLC 0.37% of their portfolio | 472.0k $6.3m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 444.3k $6.0m | Added +120.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 413.9k $5.5m | Reduced -100.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 391.7k $5.2m | Added +19.7k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 390.7k $5.2m | Added +17.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 381.6k $5.1m | Added +9.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 368.7k $4.9m | Reduced -113.1k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 363.1k $4.9m | New |
| XTX Topco Ltd 0.08% of their portfolio | 361.1k $4.8m | Added +277.9k |
| Trexquant Investment LP 0.03% of their portfolio | 354.9k $4.8m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 329.0k $4.4m | Added +5.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 328.3k $4.4m | Reduced -24.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 316.0k $4.2m | Added +11.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 291.4k $3.9m | Added +136.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 282.0k $3.8m | Added +17.9k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 278.1k $3.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 273.4k $3.7m | Reduced -24.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 266.4k $3.6m | Reduced -14.2k |
| NewEdge Wealth, LLC 0.04% of their portfolio | 262.2k $3.5m | Reduced -173 |
| Waverly Advisors, LLC 0.03% of their portfolio | 248.9k $3.3m | Added +3.4k |
| Engineers Gate Manager LP 0.04% of their portfolio | 242.7k $3.3m | Added +17.3k |
| MIRABELLA FINANCIAL SERVICES LLP 0.31% of their portfolio | 238.5k $3.2m | New |
| EFG International AG 0.06% of their portfolio | 221.6k $3.0m | Reduced -20.3k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 216.9k $2.9m | Added +3.6k |
| Swiss National Bank 0.00% of their portfolio | 214.6k $2.9m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 208.9k $2.8m | Reduced -111.7k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 201.2k $2.7m | Added +64.0k |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 200.0k $2.7m | Unchanged |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 168.2k $2.3m | Unchanged |
| Gotham Asset Management, LLC 0.01% of their portfolio | 168.0k $2.3m | Added +83.5k |
| BESSEMER GROUP INC 0.00% of their portfolio | 162.2k $2.2m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 159.5k $2.1m | Added +17.1k |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 157.8k $2.1m | Added +50.6k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 152.8k $2.0m | Added +37.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 148.3k $2.0m | Added +17.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 143.6k $2.5m | Added +1.5k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 140.4k $1.9m | Added +80.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 136.9k $1.8m | Added +31.6k |
| FCA CORP /TX 0.51% of their portfolio | 135.0k $1.8m | Reduced -4.5k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 129.6k $1.7m | New |
| Integrated Quantitative Investments LLC 0.30% of their portfolio | 123.6k $1.7m | New |
| SCS Capital Management LLC 0.02% of their portfolio | 115.2k $1.5m | Unchanged |
| Jasper Ridge Partners, L.P. 0.03% of their portfolio | 113.8k $1.5m | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 109.6k $1.5m | Added +109.1k |
| GFS Advisors, LLC 0.09% of their portfolio | 100.0k $1.3m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 99.3k $1.3m | Reduced -5.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 98.7k $1.3m | Added +31.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 97.9k $1.3m | First filing |
| Freestone Grove Partners LP 0.01% of their portfolio | 96.3k $1.3m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 84.1k $1.1m | Added +56.9k |
| Cerity Partners LLC 0.00% of their portfolio | 81.4k $1.1m | Added +9.6k |
| CWM, LLC 0.00% of their portfolio | 81.4k $1.1m | Added +12.9k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 81.3k $1.1m | Added +33.8k |
| Creative Planning 0.00% of their portfolio | 74.8k $1.0m | Reduced -16.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 72.5k $971.5k | Reduced -219.9k |
| Mariner, LLC 0.00% of their portfolio | 71.3k $955.8k | Added +14.1k |