Institutional Ownership
Solo Brands Inc
CUSIP 83425V203COM CL A NEWSBDSQ1 2026
Institutional Holders
20
13F filers
Shares Held
1.19M
Aggregate institutional
Institutional Value
$4.47M
Q1 2026
Net New Holders
+1
5 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased2
Decreased6
Sold out4
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Summit Partners L P | 1.10M | $4.14M | 0 | Held |
| 2 | Barclays PLC | 38.3K | $144.0K | 0 | Held |
| 3 | Geode Capital Management, LLC | 19.0K | $71.4K | +2.0K | Added |
| 4 | Wealth Architects, LLC | 18.6K | $69.9K | +18.6K | New |
| 5 | Ubs Group AG | 9.9K | $37.1K | +6.7K | Added |
| 6 | Morgan Stanley | 1.1K | $4.0K | −27 | Reduced |
| 7 | Tower Research Capital LLC (Trc) | 478 | $1.8K | +478 | New |
| 8 | Citigroup Inc | 380 | $1.4K | −1 | Reduced |
| 9 | Group One Trading LLC | 93 | $350 | −1 | Reduced |
| 10 | Jpmorgan Chase & Co | 57 | $210 | 0 | Held |
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