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ExodusPoint Capital Management’s SBA Communications SBAC Stock Holding History

ExodusPoint Capital Management’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.16M Buy
29,993
+3,158
+12% +$592K 0.04% 427
2025
Q4 		$5.19M Sell
26,835
-25,262
-48% -$4.88M 0.04% 458
2025
Q3 		$10.1M Buy
52,097
+31,865
+157% +$6.9M 0.1% 200
2025
Q2 		$4.75M Buy
+20,232
New +$4.63M 0.04% 442
2025
Q1 		– Sell
-61,109
Closed -$12.5M – 1938
2024
Q4 		$12.5M Sell
61,109
-104,130
-63% -$23.5M 0.09% 222
2024
Q3 		$39.8M Buy
165,239
+92,808
+128% +$20.6M 0.24% 59
2024
Q2 		$14.2M Buy
72,431
+24,370
+51% +$4.82M 0.1% 183
2024
Q1 		$10.4M Sell
48,061
-55,186
-53% -$12.3M 0.08% 201
2023
Q4 		$26.2M Buy
103,247
+23,104
+29% +$5.19M 0.17% 81
2023
Q3 		$16M Buy
80,143
+6,318
+9% +$1.41M 0.15% 132
2023
Q2 		$17.1M Buy
73,825
+44,433
+151% +$10.6M 0.14% 139
2023
Q1 		$7.67M Buy
29,392
+1,203
+4% +$331K 0.06% 368
2022
Q4 		$7.9M Buy
28,189
+18,849
+202% +$5.25M 0.11% 226
2022
Q3 		$2.66M Sell
9,340
-12,247
-57% -$3.97M 0.03% 652
2022
Q2 		$6.91M Buy
21,587
+17,544
+434% +$5.91M 0.08% 300
2022
Q1 		$1.39M Sell
4,043
-11,864
-75% -$3.85M 0.02% 955
2021
Q4 		$6.19M Sell
15,907
-5,684
-26% -$2M 0.06% 358
2021
Q3 		$7.14M Buy
21,591
+17,286
+402% +$5.98M 0.1% 281
2021
Q2 		$1.37M Buy
4,305
+2,118
+97% +$635K 0.02% 843
2021
Q1 		$607K Sell
2,187
-14,196
-87% -$3.76M 0.01% 1212
2020
Q4 		$4.62M Buy
16,383
+13,570
+482% +$3.98M 0.05% 273
2020
Q3 		$896K Sell
2,813
-4,797
-63% -$1.47M 0.02% 730
2020
Q2 		$2.27M Sell
7,610
-4,647
-38% -$1.37M 0.06% 378
2020
Q1 		$3.31M Buy
12,257
+974
+9% +$257K 0.18% 99
2019
Q4 		$2.72M Buy
11,283
+6,572
+140% +$1.56M 0.05% 274
2019
Q3 		$1.14M Buy
4,711
+3,681
+357% +$911K 0.04% 362
2019
Q2 		$232K Buy
+1,030
New +$217K 0.01% 835
2019
Q1 		– Sell
-1,739
Closed -$282K – 758
2018
Q4 		$282K Buy
+1,739
New +$283K 0.02% 207

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ExodusPoint Capital Management's SBAC Position: Q1 2026 in Review

ExodusPoint Capital Management increased its SBA Communications (SBAC) stake by 12% in Q1 2026, buying an estimated $592K and bringing the position to 29,993 shares worth $5.16M. The position accounts for 0.04% of the portfolio, ranked #427.

ExodusPoint Capital Management first reported a position in SBAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $39.8M in Q3 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • ExodusPoint Capital Management held 29,993 shares of SBA Communications worth $5.16M as of Q1 2026.
  • ExodusPoint Capital Management bought 3,158 SBA Communications shares in Q1 2026, an estimated $592K.
  • SBA Communications made up 0.04% of ExodusPoint Capital Management's portfolio in Q1 2026, its #427 holding.
  • ExodusPoint Capital Management first reported a position in SBA Communications in Q4 2018 and has held it in 28 quarters since.
  • ExodusPoint Capital Management's SBA Communications position peaked at $39.8M in Q3 2024.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.