Steven Cohen's SBAC Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 101,998 shares of SBA Communications Corporation (SBAC) worth $17.55 M, representing 0.02% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in SBAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 353,470 shares. Largest reduction occurred in Q2 2024, reducing 416,600 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's SBA Communications Corporation (SBAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly SBA Communications Corporation (SBAC) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -16,168 | Reduce 13.68% | 101,998 | $172.11 |
| Q4 2025 | +33,478 | Add 39.53% | 118,166 | $193.43 |
| Q3 2025 | +84,688 | New Buy | 84,688 | $193.35 |
| Q2 2024 | -416,600 | Sold Out | 0 | $0.00 |
| Q1 2024 | +353,470 | Add 559.91% | 416,600 | $216.70 |
| Q4 2023 | +63,130 | New Buy | 63,130 | $253.69 |
| Q3 2022 | -2,505 | Sold Out | 0 | $0.00 |
| Q2 2022 | +2,505 | New Buy | 2,505 | $320.16 |
| Q1 2022 | -50,000 | Sold Out | 0 | $0.00 |
| Q4 2021 | +50,000 | New Buy | 50,000 | $389.02 |
| Q3 2021 | -38,200 | Sold Out | 0 | $0.00 |
| Q2 2021 | +38,200 | New Buy | 38,200 | $318.69 |
| Q2 2020 | -48,021 | Sold Out | 0 | $0.00 |
| Q1 2020 | +44,421 | Add 1233.92% | 48,021 | $269.97 |
| Q4 2019 | +1,400 | Add 63.64% | 3,600 | $241.11 |
| Q3 2019 | +2,200 | New Buy | 2,200 | $241.36 |
| Q2 2019 | -2,662 | Sold Out | 0 | $0.00 |
| Q1 2019 | +2,662 | New Buy | 2,662 | $199.47 |
| Q2 2018 | -19,900 | Sold Out | 0 | $0.00 |
| Q1 2018 | -166,805 | Reduce 89.34% | 19,900 | $170.90 |
| Q4 2017 | +117,491 | Add 169.75% | 186,705 | $163.36 |
| Q3 2017 | +54,406 | Add 367.41% | 69,214 | $144.05 |
| Q2 2017 | -25,192 | Reduce 62.98% | 14,808 | $134.93 |
| Q1 2017 | +40,000 | New Buy | 40,000 | $120.38 |
Steven Cohen's SBA Communications Corporation Investment FAQs
Steven Cohen first purchased SBA Communications Corporation (SBAC) in Q1 2017, acquiring 40,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held SBA Communications Corporation (SBAC) for 24 quarters since Q1 2017.
Steven Cohen's largest addition to SBA Communications Corporation (SBAC) was in Q1 2024, adding 416,600 shares worth $90.28 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 101,998 shares of SBA Communications Corporation (SBAC), valued at approximately $17.55 M.
As of the Q1 2026 filing, SBA Communications Corporation (SBAC) represents approximately 0.02% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in SBA Communications Corporation (SBAC) was 416,600 shares, as reported at the end of Q1 2024.