SHARKNINJA INC SN
COM SHS · Common Stock · CUSIP G8068L108 · ISIN KYG8068L1086
- SectorConsumer discretionary
- IndustryHousehold Appliances
- HeadquartersNeedham, MA
- 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 ($14.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.18. Options: 21 managers hold calls ($183.6m notional), 17 hold puts ($111.0m).
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 1 |
| Q3 2023 | 102 |
| Q4 2023 | 156 |
| Q1 2024 | 195 |
| Q2 2024 | 236 |
| Q3 2024 | 312 |
| Q4 2024 | 323 |
| Q1 2025 | 368 |
| Q2 2025 | 373 |
| Q3 2025 | 417 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 115 | 42 |
| Q1 2024 | 134 | 75 |
| Q2 2024 | 153 | 112 |
| Q3 2024 | 194 | 129 |
| Q4 2024 | 172 | 162 |
| Q1 2025 | 218 | 148 |
| Q2 2025 | 231 | 200 |
| Q3 2025 | 234 | 182 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $102.5m | $96.2m | 0.94 |
| Q1 2025 | $52.5m | $265.8m | 5.06 |
| Q2 2025 | $122.6m | $317.1m | 2.59 |
| Q3 2025 | $183.6m | $111.0m | 0.60 |
Biggest buyers
| FMR LLC | Added | +3.7m |
| Anomaly Capital Management, LP | New | +690.8k |
| Third Point LLC | Added | +600.0k |
| Qube Research & Technologies Ltd | New | +453.4k |
| JPMORGAN CHASE & CO | Added | +295.6k |
| Point72 Asset Management, L.P. | New | +295.2k |
| Divisadero Street Capital Management, LP | Added | +290.0k |
| Allspring Global Investments Holdings, LLC | Added | +261.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +251.6k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +239.8k |
Biggest sellers
| UBS Group AG | Reduced | -1.1m |
| Thrivent Financial for Lutherans | Sold out | -880.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -810.6k |
| HighTower Advisors, LLC | Reduced | -717.9k |
| Wolf Hill Capital Management, LP | Reduced | -533.8k |
| ABRAMS BISON INVESTMENTS, LLC | Reduced | -480.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -439.9k |
| Artisan Partners Limited Partnership | Reduced | -299.4k |
| Cannell & Spears LLC | Reduced | -255.7k |
| MAPLELANE CAPITAL, LLC | Sold out | -237.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.1m388.7k shares |
| JANE STREET GROUP, LLC | Added | $25.8m250.0k shares |
| CITADEL ADVISORS LLC | Added | $23.8m231.1k shares |
| UBS Group AG | Added | $22.0m213.6k shares |
| IMC-Chicago, LLC | Added | $17.6m170.3k shares |
| Walleye Trading LLC | Added | $11.9m115.3k shares |
| WOLVERINE TRADING, LLC | Added | $9.2m86.9k shares |
| Twin Tree Management, LP | Added | $7.4m71.4k shares |
| GROUP ONE TRADING LLC | Added | $7.2m69.8k shares |
| SIMPLEX TRADING, LLC | Added | $5.7m55.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.3m235.6k shares |
| CITADEL ADVISORS LLC | Reduced | $17.5m169.4k shares |
| PEAK6 LLC | Added | $14.9m144.0k shares |
| JANE STREET GROUP, LLC | Reduced | $13.0m126.3k shares |
| Twin Tree Management, LP | Added | $11.0m106.9k shares |
| Walleye Trading LLC | Added | $5.9m57.3k shares |
| IMC-Chicago, LLC | Reduced | $5.4m52.6k shares |
| BARCLAYS PLC | Reduced | $5.2m50.0k shares |
| SIMPLEX TRADING, LLC | Added | $5.0m48.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.8m26.6k 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 |
|---|---|
| Wang Xuning 13G · exempt (held before listing) +0.4 pts · filed 2026-08-14 | 39.1% |
| FMR LLC 13G · institution +2.7 pts · filed 2025-11-05 | 14.8% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-30 | 5.1% |
Insider purchases and sales in Q3 2025
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.
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.11% of their portfolio | 20.6m $2.1bn | Added +3.7m |
| HighTower Advisors, LLC 0.74% of their portfolio | 6.3m $652.9m | Reduced -717.9k |
| FIL Ltd 0.18% of their portfolio | 2.2m $229.0m | Added +207.5k |
| BAILLIE GIFFORD & CO 0.16% of their portfolio | 2.0m $210.5m | Reduced -112.5k |
| BlackRock, Inc. 0.00% of their portfolio | 1.9m $195.2m | Added +237.7k |
| Third Point LLC 2.22% of their portfolio | 1.8m $185.7m | Added +600.0k |
| UBS Group AG 0.04% of their portfolio | 1.7m $180.4m | Reduced -1.1m |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 1.5m $156.2m | Added +176.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.61% of their portfolio | 1.4m $144.6m | Reduced -2.5k |
| Palestra Capital Management LLC 4.70% of their portfolio | 1.4m $143.2m | Added +130.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.37% of their portfolio | 1.4m $142.5m | Reduced -810.6k |
| Alua Capital Management LP 9.49% of their portfolio | 1.3m $137.5m | Unchanged |
| ABRAMS BISON INVESTMENTS, LLC 10.47% of their portfolio | 1.3m $133.6m | Reduced -480.0k |
| Greenvale Capital LLP 10.39% of their portfolio | 1.3m $129.9m | Reduced -90.5k |
| Parsifal Capital Management, LP 10.40% of their portfolio | 1.1m $111.8m | Added +22.3k |
| GILDER GAGNON HOWE & CO LLC 1.07% of their portfolio | 1.0m $104.8m | Added +115.6k |
| Dorsal Capital Management, LP 2.72% of their portfolio | 975.0k $100.6m | Added +125.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 941.6k $97.2m | Added +22.0k |
| STATE STREET CORP 0.00% of their portfolio | 776.9k $80.1m | Added +107.8k |
| Divisadero Street Capital Management, LP 3.71% of their portfolio | 774.4k $79.9m | Added +290.0k |
| Anomaly Capital Management, LP 2.10% of their portfolio | 690.8k $71.3m | New |
| Wolf Hill Capital Management, LP 6.56% of their portfolio | 666.9k $68.8m | Reduced -533.8k |
| WCM INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 661.5k $70.3m | Added +85.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 595.4k $61.4m | Added +109.1k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 548.6k $56.6m | Reduced -146.0k |
| Voss Capital, LP 3.25% of their portfolio | 547.5k $56.5m | Reduced -28.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 509.9k $52.6m | Added +60.1k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 2.67% of their portfolio | 507.4k $52.3m | Reduced -24.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 504.6k $52.1m | Added +295.6k |
| Senator Investment Group LP 1.89% of their portfolio | 495.9k $51.2m | Not comparable |
| OBERWEIS ASSET MANAGEMENT INC/ 1.91% of their portfolio | 482.8k $49.8m | Reduced -1.8k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 453.4k $46.8m | New |
| DISCIPLINED GROWTH INVESTORS INC /MN 0.84% of their portfolio | 447.7k $46.2m | Reduced -17.5k |
| Milestone Resources Group Ltd 2.15% of their portfolio | 415.2k $42.8m | Added +223.9k |
| Blue Grotto Capital, LLC 4.91% of their portfolio | 410.5k $42.3m | Added +160.3k |
| SCOPIA CAPITAL MANAGEMENT LP 5.85% of their portfolio | 404.5k $41.7m | Reduced -153.2k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 397.3k $41.0m | Reduced -439.9k |
| Newbrook Capital Advisors LP 5.00% of their portfolio | 396.2k $40.9m | Reduced -43.2k |
| HIGHLAND PEAK CAPITAL, LLC 15.28% of their portfolio | 395.6k $40.8m | Added +51.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 394.7k $40.7m | Added +251.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 383.7k $39.6m | Reduced -83.1k |
| Oxbow Capital Management (HK) Ltd 6.87% of their portfolio | 380.0k $39.2m | Reduced -51.6k |
| MORGAN STANLEY 0.00% of their portfolio | 370.8k $38.3m | Reduced -61.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 348.4k $35.9m | Reduced -544 |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 345.2k $34.6m | Added +261.3k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 336.9k $34.7m | Reduced -28.7k |
| Waratah Capital Advisors Ltd. 2.15% of their portfolio | 306.1k $31.6m | Added +139.9k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 295.2k $30.5m | New |
| Hook Mill Capital Partners, LP 2.62% of their portfolio | 277.9k $28.7m | Reduced -160.4k |
| Freestone Grove Partners LP 0.20% of their portfolio | 265.7k $27.4m | Added +135.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 265.4k $27.4m | Added +109.2k |
| Hodges Capital Management Inc. 2.30% of their portfolio | 258.2k $26.6m | Reduced -26.5k |
| Aberdeen Group plc 0.04% of their portfolio | 257.2k $27.3m | Reduced -67.6k |
| Holocene Advisors, LP 0.06% of their portfolio | 256.1k $26.4m | Reduced -57.3k |
| Mawer Investment Management Ltd. 0.13% of their portfolio | 245.6k $25.3m | Reduced -46.7k |
| BWCP, LP 4.38% of their portfolio | 245.0k $25.3m | Reduced -39.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.22% of their portfolio | 239.8k $24.7m | New |
| Aperture Investors, LLC 3.42% of their portfolio | 238.4k $24.6m | Reduced -19.8k |
| Tyro Capital Management LLC 8.91% of their portfolio | 232.6k $24.0m | Added +14.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 228.1k $23.5m | Reduced -9.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 226.1k $23.3m | Reduced -28.7k |
| Hardman Johnston Global Advisors LLC 1.14% of their portfolio | 225.3k $23.2m | Reduced -39.0k |
| Shellback Capital, LP 1.43% of their portfolio | 218.7k $22.6m | Added +73.7k |
| Interval Partners, LP 0.48% of their portfolio | 217.8k $22.5m | Reduced -84.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 217.5k $22.4m | Added +36.1k |
| Squarepoint Ops LLC 0.05% of their portfolio | 210.3k $21.7m | Added +85.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 210.2k $21.7m | Reduced -196.5k |
| BRAUN STACEY ASSOCIATES INC 0.70% of their portfolio | 208.5k $21.5m | Added +15.8k |
| Burkehill Global Management, LP 1.17% of their portfolio | 200.0k $20.6m | New |
| Apis Capital Advisors, LLC 4.50% of their portfolio | 197.6k $20.4m | Reduced -47.0k |
| Boston Partners 0.02% of their portfolio | 193.5k $20.0m | Reduced -2.9k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 172.8k $17.8m | New |
| Driehaus Capital Management LLC 0.12% of their portfolio | 168.6k $17.4m | Added +35.7k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.23% of their portfolio | 167.7k $17.3m | Reduced -22.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 167.4k $17.3m | Reduced -3.4k |
| STRS OHIO 0.06% of their portfolio | 163.0k $16.8m | Reduced -29.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 162.4k $16.8m | Added +23.9k |
| Nixon Capital, LLC 5.02% of their portfolio | 159.9k $16.5m | Added +18.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.41% of their portfolio | 156.0k $16.1m | Reduced -43.7k |
| OGBORNE CAPITAL MANAGEMENT, LLC 4.22% of their portfolio | 150.0k $15.5m | New |
| Engle Capital Management, L.P. 5.43% of their portfolio | 149.4k $15.4m | Added +37.4k |
| ALTA FOX CAPITAL MANAGEMENT, LLC 3.43% of their portfolio | 149.0k $15.4m | New |
| Polar Capital Holdings Plc 0.07% of their portfolio | 147.8k $15.3m | Added +33.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.06% of their portfolio | 146.8k $15.1m | Reduced -1.0k |
| Nuveen, LLC 0.00% of their portfolio | 146.6k $15.1m | Added +4.4k |
| Cannell & Spears LLC 0.28% of their portfolio | 145.3k $15.0m | Reduced -255.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 143.4k $14.8m | Added +40.7k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 138.7k $14.3m | Reduced -299.4k |
| GW&K Investment Management, LLC 0.12% of their portfolio | 135.9k $14.0m | Reduced -102.4k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 0.63% of their portfolio | 130.0k $13.4m | New |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 129.0k $13.3m | New |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 125.0k $12.9m | Reduced -85.0k |
| Metavasi Capital LP 4.51% of their portfolio | 123.2k $12.7m | Added +39.5k |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA 2.87% of their portfolio | 121.9k $12.6m | Reduced -430 |
| Invesco Ltd. 0.00% of their portfolio | 115.8k $11.9m | Added +1.5k |
| RIPOSTE CAPITAL LLC 5.70% of their portfolio | 115.0k $11.9m | Unchanged |
| MARSHALL WACE, LLP 0.01% of their portfolio | 113.8k $11.7m | Added +50.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 113.0k $11.7m | Added +2.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 111.6k $11.5m | Added +42.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 105.9k $10.9m | Reduced -17.6k |