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 Q2	$7.42M	Buy	42,040 +12,047	+40%	+$2.48M	0.05%	372
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ExodusPoint Capital Management's SBAC Position: Q2 2026 in Review

ExodusPoint Capital Management increased its SBA Communications (SBAC) stake by 40% in Q2 2026, buying an estimated $2.48M and bringing the position to 42,040 shares worth $7.42M. The position accounts for 0.05% of the portfolio, ranked #372.

ExodusPoint Capital Management first reported a position in SBAC in Q4 2018 and has held it in 29 quarters since. The position peaked at $39.8M in Q3 2024. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

ExodusPoint Capital Management held 42,040 shares of SBA Communications worth $7.42M as of Q2 2026.
ExodusPoint Capital Management bought 12,047 SBA Communications shares in Q2 2026, an estimated $2.48M.
SBA Communications made up 0.05% of ExodusPoint Capital Management's portfolio in Q2 2026, its #372 holding.
ExodusPoint Capital Management first reported a position in SBA Communications in Q4 2018 and has held it in 29 quarters since.
ExodusPoint Capital Management's SBA Communications position peaked at $39.8M in Q3 2024.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.