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SharkNinja, Inc.

SN Consumer Discretionary
$110.81 +$3.66 (3.42%)
Market Cap: $15.68 B
Gurus Holding
10
Popularity Rank
#465
% of Shares Held
0.71%
Net Activity (Q1 2026)
-$142.56 M

Guru Ownership Trend

Guru Analysis for SharkNinja, Inc. (SN)

SharkNinja, Inc. (SN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $111.65 M.

Top institutional holders include Renaissance Technologies (RenTech) and Mason Hawkins.

Institutional sentiment is currently Bearish. This is evidenced by a $142.56 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 671.2%. Conversely, Daniel Loeb reduced exposure by 89.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$41.7 M
Total Buy Value
New Buys 2
Additions 3
-$184.26 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for SharkNinja, Inc. (SN)

Major holders include Renaissance Technologies (RenTech) ($28.71 M), Mason Hawkins ($26.55 M), Ray Dalio ($22.26 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $142.56 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited SN. The total reported sell value was $184.26 M.

Yes, 2 managers opened new positions in SN, and 3 increased their existing holdings. The total reported buy value was $41.7 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% New Buy 271,100 $28.71 M Q1 2026
1.31% Reduce -13.3% 250,666 $26.55 M Q1 2026
0.10% Add 27.2% 210,232 $22.26 M Q1 2026
0.66% Reduce -89.1% 130,509 $13.82 M Q1 2026
0.02% Add 236.9% 69,001 $7.31 M Q1 2026
0.00% Reduce -73.6% 30,693 $3.13 M Q1 2026
0.02% Add 671.2% 26,991 $2.86 M Q1 2026
0.00% 8,034 $850,801 Q1 2026
0.16% New Buy 5,775 $611,572 Q1 2026
0.00% 4,577 $484,704 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form