Stephens Inc’s SharkNinja SN Stock Holding History

Stephens Inc’s Portfolio SN Stock Details SN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,000	Closed	-$206K	–	1374
2025 Q3	$206K	Buy	+2,000	New	+$228K	﹤0.01%	1207
2025 Q1	–	Sell	-2,500	Closed	-$243K	–	1310
2024 Q4	$243K	Hold	2,500	–	–	﹤0.01%	1100
2024 Q3	$272K	Buy	+2,500	New	+$217K	﹤0.01%	1066

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Stephens Inc's SN Position: Q4 2025 in Review

Stephens Inc sold out of SharkNinja (SN) in Q4 2025, closing a stake of 2,000 shares — an estimated $206K sold.

Stephens Inc first reported a position in SN in Q3 2024 and held it in 3 quarters. The position peaked at $272K in Q3 2024. 429 funds tracked by Wall St. Rank hold SN as of Q4 2025.

Stephens Inc reported no remaining SharkNinja position as of Q4 2025 after selling out during the quarter.
Stephens Inc sold 2,000 SharkNinja shares in Q4 2025, an estimated $206K.
Stephens Inc first reported a position in SharkNinja in Q3 2024 and held it in 3 quarters.
Stephens Inc's SharkNinja position peaked at $272K in Q3 2024.
429 funds tracked by Wall St. Rank held SharkNinja as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.