Public record / Tickers / SONO

SONO — Sonos Inc

Both disclosure regimes on one name: who in Congress filed about SONO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming SONO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-14
filed 2025-04-14
13F holders
293
top-293 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Julie Johnson · $1.0K–$15.0K

Sale · traded 2025-03-11 → filed 2025-04-14. Ranked over every SONO row by the provable lower bound, never a point estimate.

No member disclosed SONO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SONO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SONO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 03-11 +34d$1K–$15K
2019-01-29Justin Amash ?–MI-3Purchase · DC (dependent-child-owned)Traded 01-02 +27d$1K–$15K
2018-11-13Justin Amash ?–MI-3Purchase · DC (dependent-child-owned)Traded 11-01 +12d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in SONO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed SONO in the trailing 12 months.

Congress ↔ notable managers · SONO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.3M held
Trimming
1 Bridgewater Associates $172K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SONOS INC

Merged timeline of congressional filings and notable-manager moves on SONO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+83,484 sh
2026-05-15Bridgewater Associates 13Ftrim−93,770 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SONO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$237M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$117M1
3VANGUARD CAPITAL MANAGEMENT LLC$69.9M1
4STATE STREET CORP$61.5M1
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.3M1
6JACOBS LEVY EQUITY MANAGEMENT, INC$40.6M1
7GEODE CAPITAL MANAGEMENT, LLC$40.0M1
8Trigran Investments, Inc.$33.4M1
9MORGAN STANLEY$32.2M1
10DIMENSIONAL FUND ADVISORS LP$31.9M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26.8M1
12FMR LLC$25.5M1
13RENAISSANCE TECHNOLOGIES LLC$22.9M1
14Nuveen, LLC$18.3M1
15FRANKLIN RESOURCES INC$18.1M1
16SYSTEMATIC FINANCIAL MANAGEMENT LP$17.5M1
17NORTHERN TRUST CORP$17.0M1
18Engine Capital Management, LP$16.8M1
19BANK OF AMERICA CORP /DE/$15.9M1
20Crestwood Capital Management, L.P.$15.7M1
21Allianz Asset Management GmbH$15.5M1
22AQR CAPITAL MANAGEMENT LLC$14.1M1
23Two Seas Capital LP$12.3M1
24VANGUARD FIDUCIARY TRUST CO$11.1M1
25OP Asset Management Ltd$10.4M1
26Aristotle Capital Boston, LLC$9.9M1
27First Eagle Investment Management, LLC$9.5M1
28Man Group plc$9.3M1
29D. E. Shaw & Co., Inc.$9.2M1
30Bank of New York Mellon Corp$9.0M1
31UBS Group AG$8.7M1
32MILLENNIUM MANAGEMENT LLC$8.5M1
33PUBLIC SECTOR PENSION INVESTMENT BOARD$8.4M1
34PRINCIPAL FINANCIAL GROUP INC$7.9M1
35ROYCE & ASSOCIATES LP$7.4M1
36Invesco Ltd.$7.1M1
37Hillsdale Investment Management Inc.$6.6M1
38Point72 Asset Management, L.P.$6.6M1
39PDT Partners, LLC$6.3M1
40TWO SIGMA INVESTMENTS, LP$6.0M1
41AMERICAN CENTURY COMPANIES INC$5.5M1
42VOYA INVESTMENT MANAGEMENT LLC$5.2M1
43Robeco Institutional Asset Management B.V.$5.2M1
44SEI INVESTMENTS CO$5.1M1
45JANE STREET GROUP, LLC$4.9M1
46XTX Topco Ltd$4.8M1
47Trexquant Investment LP$4.8M1
48RHUMBLINE ADVISERS$4.4M1
49AMERIPRISE FINANCIAL INC$4.4M1
50DEUTSCHE BANK AG\$4.2M1
51PRUDENTIAL FINANCIAL INC$3.9M1
52CANADA PENSION PLAN INVESTMENT BOARD$3.8M1
53PANAGORA ASSET MANAGEMENT INC$3.7M1
54Legal & General Group Plc$3.7M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.6M1
56NewEdge Wealth, LLC$3.5M1
57Waverly Advisors, LLC$3.3M1
58Engineers Gate Manager LP$3.3M1
59MIRABELLA FINANCIAL SERVICES LLP$3.2M1
60EFG International AG$3.0M1
61IEQ CAPITAL, LLC$2.9M1
62Swiss National Bank$2.9M1
63Hudson Bay Capital Management LP$2.7M1
64ALLIANCEBERNSTEIN L.P.$2.5M1
65Susquehanna Portfolio Strategies, LLC$2.3M1
66Gotham Asset Management, LLC$2.3M1
67ENVESTNET ASSET MANAGEMENT INC$2.1M1
68OMERS ADMINISTRATION Corp$2.1M1
69Y-Intercept (Hong Kong) Ltd$1.9M1
70FCA CORP /TX$1.8M1
71ZACKS INVESTMENT MANAGEMENT$1.7M1
72Integrated Quantitative Investments LLC$1.7M1
73SCS Capital Management LLC$1.5M1
74Jasper Ridge Partners, L.P.$1.5M1
75GFS Advisors, LLC$1.3M1
76Qube Research & Technologies Ltd$1.3M1
77VANGUARD ASSET MANAGEMENT, Ltd$1.3M1
78Freestone Grove Partners LP$1.3M1
79CITADEL ADVISORS LLC$1.1M1
80Cerity Partners LLC$1.1M1
81CWM, LLC$1.1M1
82TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
83Creative Planning$1.0M1
84WELLS FARGO & COMPANY/MN$972K1
85Mariner, LLC$956K1
86MetLife Investment Management, LLC$924K1
87Illinois Municipal Retirement Fund$901K1
88PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$835K1
89Quantinno Capital Management LP$798K1
90Zurcher Kantonalbank (Zurich Cantonalbank)$797K1
91RAYMOND JAMES FINANCIAL INC$796K1
92Brevan Howard Capital Management LP$787K1
93WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$777K1
94NOMURA HOLDINGS INC$776K1
95Round Rock Advisors LLC$764K1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$759K1
97MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$751K1
98Voleon Capital Management LP$741K1
99Limestone Investment Advisors LP$739K1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$733K1
101EXCHANGE TRADED CONCEPTS, LLC$723K1
102KLP KAPITALFORVALTNING AS$704K1
103Allegheny Financial Group$673K1
104PEAK6 LLC$670K1
105MERCER GLOBAL ADVISORS INC /ADV$660K1
106Vanguard Global Advisers, LLC$645K1
107Legato Capital Management LLC$604K1
108IRONWOOD INVESTMENT MANAGEMENT LLC$586K1
109State of Wyoming$577K1
110Janus Henderson Group Ltd.$574K1
111STATE OF WISCONSIN INVESTMENT BOARD$551K1
112Edgestream Partners, L.P.$531K1
113Corient Private Wealth LLC$522K1
114Schonfeld Strategic Advisors LLC$502K1
115STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$487K1
116Connor, Clark & Lunn Investment Management Ltd.$484K1
117FIFTH THIRD BANCORP$475K1
118Holocene Advisors, LP$472K1
119Amundi$465K1
120ExodusPoint Capital Management, LP$465K1
121Dynamic Technology Lab Private Ltd$451K1
122Graham Capital Management, L.P.$449K1
123INTECH INVESTMENT MANAGEMENT LLC$445K1
124YOUSIF CAPITAL MANAGEMENT, LLC$433K1
125NEW YORK STATE COMMON RETIREMENT FUND$427K1
126ROYAL BANK OF CANADA$423K1
127BARCLAYS PLC$403K1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$401K1
129Arizona State Retirement System$398K1
130DRW Securities, LLC$392K1
131OREGON PUBLIC EMPLOYEES RETIREMENT FUND$370K1
132Universal- Beteiligungs- und Servicegesellschaft mbH$364K1
133FORMULA GROWTH LTD$362K1
134PRELUDE CAPITAL MANAGEMENT, LLC$359K1
135Walleye Capital LLC$347K1
136Vanguard Investments Australia, Ltd.$336K1
137MCDONALD PARTNERS LLC$315K1
138AXQ CAPITAL, LP$310K1
139FULLER & THALER ASSET MANAGEMENT, INC.$280K1
140Linden Thomas Advisory Services, LLC$278K1
141Pictet Asset Management Holding SA$269K1
142Blueshift Asset Management, LLC$255K1
143VICTORY CAPITAL MANAGEMENT INC$254K1
144Bridgefront Capital, LLC$253K1
145ProShare Advisors LLC$249K1
146LPL Financial LLC$240K1
147Maryland State Retirement & Pension System$238K1
148CITIGROUP INC$236K1
149HANCOCK WHITNEY CORP$232K1
150Focus Partners Wealth$230K1
151CADEN CAPITAL PARTNERS, LP$220K1
152Bayforest Capital Ltd$218K1
153Cornerstone Investment Partners, LLC$214K1
154Pallas Capital Advisors LLC$209K1
155OXFORD ASSET MANAGEMENT LLP$204K1
156FIRST TRUST ADVISORS LP$199K1
157Merit Financial Group, LLC$192K1
158TWO SIGMA SECURITIES, LLC$190K1
159MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$185K1
160Semanteon Capital Management, LP$181K1
161HighTower Advisors, LLC$181K1
162Z3 Capital Partners, LLC$173K1
163Bridgewater Associates, LP$172K1
164Empower Advisory Group, LLC$162K1
165XPONANCE LLC$153K1
166Allworth Financial LP$149K1
167BANK OF MONTREAL /CAN/$148K1
168Ritter Alpha, LP$146K1
169BANQUE PICTET & CIE SA$143K1
170Vanguard Personalized Indexing Management, LLC$141K1
171Focus Partners Advisor Solutions, LLC$138K1
172Olympiad Research LP$135K1
173Ameritas Investment Partners, Inc.$132K1
174GROUP ONE TRADING LLC$122K1
175Tower Research Capital LLC (TRC)$122K1
176OSAIC HOLDINGS, INC.$112K1
177Leonteq Securities AG$103K1
178Ensign Peak Advisors, Inc$98.5K1
179QUADRANT CAPITAL GROUP LLC$82.6K1
180NISA INVESTMENT ADVISORS, LLC$79.0K1
181Aster Capital Management (DIFC) Ltd$73.5K1
182MEEDER ASSET MANAGEMENT INC$58.7K1
183Pinnacle Wealth Planning Services, Inc.$44.3K1
184Federation des caisses Desjardins du Quebec$40.0K1
185NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.3K1
186BNP Paribas Asset Management Holding S.A.$30.6K1
187Tradewinds Capital Management, LLC$26.9K1
188DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$26.2K1
189SBI Securities Co., Ltd.$23.2K1
190Rockefeller Capital Management L.P.$19.1K1
191Smartleaf Asset Management LLC$18.6K1
192Owl Creek Wealth Partners LLC$18.0K1
193Caitong International Asset Management Co., Ltd$17.1K1
194Steward Partners Investment Advisory, LLC$16.4K1
195True Wealth Design, LLC$15.1K1
196Clearstead Advisors, LLC$15.0K1
197Sterling Capital Management LLC$13.9K1
198Mountain Hill Investment Partners Corp.$13.4K1
199Arax Advisory Partners$12.3K1
200ACADIAN ASSET MANAGEMENT LLC$11.8K1
201US BANCORP \DE\$10.9K1
202UMB Bank, n.a.$10.7K1
203Keating Financial Advisory Services, Inc.$7.5K1
204BROWN, LISLE/CUMMINGS, INC.$7.2K1
205Salomon & Ludwin, LLC$6.4K1
206MAI Capital Management$6.2K1
207Performa Ltd (US), LLC$6.2K1
208CHILTON CAPITAL MANAGEMENT LLC$6.0K1
209GS Investments, Inc.$5.3K1
210Private Wealth Management Group, LLC$4.7K1
211Costello Asset Management, INC$4.0K1
212ALGERT GLOBAL LLC$2.7K1
213INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.4K1
214THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
215FEDERATED HERMES, INC.$1.3K1
216Parkside Financial Bank & Trust$1.3K1
217Blue Trust, Inc.$1.3K1
218CANADA LIFE ASSURANCE Co$1.3K1
219FARMERS & MERCHANTS INVESTMENTS INC$9381
220Summit Global Investments$9141
221State of Alaska, Department of Revenue$8951
222SALEM INVESTMENT COUNSELORS INC$6701
223NATIONAL BANK OF CANADA /FI/$6421
224FINANCIAL CONSULATE, INC$5771
225William B. Walkup & Associates, Inc.$5341
226AMALGAMATED BANK$4661
227GILPIN WEALTH MANAGEMENT, LLC$4431
228GSA CAPITAL PARTNERS LLP$3391
229NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3211
230Ankerstar Wealth, LLC$2951
231SJS Investment Consulting Inc.$2551
232TD Capital Management LLC$2011
233SWAN Capital LLC$2011
234PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1761
235CENTAURUS FINANCIAL, INC.$1571
236TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$611
237KBC Group NV$601
238Farmers & Merchants Trust Co of Chambersburg PA$71
239PIN OAK INVESTMENT ADVISORS INC$41
240HAZLETT, BURT & WATSON, INC.$21
241VANGUARD GROUP INC$01
242HARBOUR INVESTMENTS, INC.$01
243COMERICA BANK$01
244MACKENZIE FINANCIAL CORP$01
245NATIXIS ADVISORS, LLC$01
246HARBOR CAPITAL ADVISORS, INC.$01
247SCHRODER INVESTMENT MANAGEMENT GROUP$01
248JUPITER ASSET MANAGEMENT LTD$01
249Advisors Asset Management, Inc.$01
250CIBC Private Wealth Group LLC$01
251Weiss Asset Management LP$01
252NORGES BANK$01
253Walleye Trading LLC$01
254Marquette Asset Management, LLC$01
255O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
256Verition Fund Management LLC$01
257TWO SIGMA ADVISERS, LP$01
258Daiwa Securities Group Inc.$01
259SIMPLEX TRADING, LLC$01
260FOX RUN MANAGEMENT, L.L.C.$01
261HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
262PICTON MAHONEY ASSET MANAGEMENT$01
263BOOTHBAY FUND MANAGEMENT, LLC$01
264Kemnay Advisory Services Inc.$01
265VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
266Lighthouse Investment Partners, LLC$01
267Versor Investments LP$01
268Numerai GP LLC$01
269Centiva Capital, LP$01
270Meridian Wealth Management, LLC$01
271Counterpoint Mutual Funds LLC$01
272Neo Ivy Capital Management$01
273Larson Financial Group LLC$01
274Global Retirement Partners, LLC$01
275CVA Family Office, LLC$01
276Aquatic Capital Management LLC$01
277Verdad Advisers, LP$01
278OCCUDO QUANTITATIVE STRATEGIES LP$01
279Kestra Advisory Services, LLC$01
280WOLFF WIESE MAGANA LLC$01
281Vermillion & White Wealth Management Group, LLC$01
282AlphaQuest LLC$01
283PharVision Advisers, LLC$01
284SageView Advisory Group, LLC$01
285Dunhill Financial, LLC$01
286Abound Wealth Management$01
287Quarry LP$01
288EntryPoint Capital, LLC$01
289Jain Global LLC$01
290Motiv8 Investments LLC$01
291Glen Eagle Advisors, LLC$01
292OPTIMA CAPITAL LLC$01
293MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 293 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SONO

RETAINED WINDOW · ACTIVE HITS

Zero hits on SONO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SONO · financials and macro

Financials — as filed PLANNED

SONO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SONO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing