Rule One Partners’s Sprouts Farmers Market SFM Stock Holding History

Rule One Partners’s Portfolio SFM Stock Details SFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1M	Buy	209,000 +80,000	+62%	+$5.97M	16.01%	3
2025 Q4	$10.3M	Buy	129,000 +2,000	+2%	+$179K	1.5%	7
2025 Q3	$13.9M	Hold	127,000	–	–	1.96%	5
2025 Q2	$20.9M	Hold	127,000	–	–	11.34%	3
2025 Q1	$19.4M	Hold	127,000	–	–	7.57%	3
2024 Q4	$16.1M	Hold	127,000	–	–	6.22%	3
2024 Q3	$14M	Buy	+127,000	New	+$12.1M	5.99%	4

Other funds holding SFM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rule One Partners's SFM Position: Q1 2026 in Review

Rule One Partners increased its Sprouts Farmers Market (SFM) stake by 62% in Q1 2026, buying an estimated $5.97M and bringing the position to 209,000 shares worth $16.1M. The position accounts for 16.01% of the portfolio, ranked #3.

Rule One Partners first reported a position in SFM in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.9M in Q2 2025. 635 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

Rule One Partners held 209,000 shares of Sprouts Farmers Market worth $16.1M as of Q1 2026.
Rule One Partners bought 80,000 Sprouts Farmers Market shares in Q1 2026, an estimated $5.97M.
Sprouts Farmers Market made up 16.01% of Rule One Partners's portfolio in Q1 2026, its #3 holding.
Rule One Partners first reported a position in Sprouts Farmers Market in Q3 2024 and has held it in 7 quarters since.
Rule One Partners's Sprouts Farmers Market position peaked at $20.9M in Q2 2025.
635 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Rule One Partners's 13F filing for Q1 2026, filed 15 May 2026.