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SN Sharkninja Inc.

Consumer Discretionary, filed as SHARKNINJA INC (COM SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 7 Owners
  • #217
  • Max 10.7%
  • Master 0.02%
  • $286M
  • 1 add 2 reduce 1 exit 2 small

In 2026 Q2 Polen Capital Management added to Sharkninja, Senator Investment Group and Mason Hawkins trimmed, and Dan Loeb sold out.

Who owns this now

Largest portfolio weights among holders, up to 10.7% (Abrams Bison, Abrams Bison Investments). Not free-float ownership.

  1. Abrams Bison 10.7%
  2. Senator Investment Group Reduce 1.7%
  3. Robert Karr 1.6%
  4. Mason Hawkins Reduce 0.50%
  5. Bill Miller Add 0.21%
  6. Polen Capital Management Add 0.01%

Who owns SN

Sorted by value, long equity only, as of 2026 Q2.

History
Abrams Bison, Abrams Bison Investments 10.7% Hold 1,436,000 $219M History
Senator Investment Group 1.7%, was 2.7% Reduce −43.3% 314,011 $48M History
Mason Hawkins, Southeastern Asset Management 0.50%, was 1.3% Reduce −74.8% 63,234 $9.6M History
Robert Karr, Joho Capital 1.6% Hold 48,000 $7.3M History
First Eagle Investment Management <0.01% Small add +1.5% 8,155 $1.2M History
Bill Miller, Miller Value Partners 0.21%, was 0.16% Small add +2.7% 5,932 $903K History
Polen Capital Management 0.01% Add +66.4% 4,146 $631K History
Dan Loeb, Third Point exited 2026 Q2 Last 2026 Q1 0.66% Exit −0.66% 130,509 $14M History

7 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SN insider trades
  • None no insider bought on the open market
  • $441M sold by 6 insiders outside a trading plan
  • $159M sold by 2 insiders under 10b5-1 plans
  1. Neil B. Shah Chief Commercial Officer
    Sale
    $9.3M 50,000 shares at $186.36 9.1% of stake
    Traded Aug 26 Filed Aug 28
    ↗
  2. Peter Feld Director
    Sale
    $900K 5,000 shares at $180.00 48% of stake
    Traded Aug 20 Filed Aug 21
    ↗
  3. Neil B. Shah Chief Commercial Officer
    Sale
    $3.8M 20,333 shares at $184.69 33% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  4. Adam Quigley CFO
    Sale
    $322K 1,750 shares at $183.94 94% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  5. Neil B. Shah Chief Commercial Officer
    Sale
    $5.5M 29,667 shares at $186.76 33% of stake
    Traded Aug 7 Filed Aug 7
    ↗
  6. Mark Barrocas CEO
    Planned sale
    $88.8M 500,000 shares at $177.50 25% of stake
    Traded Aug 5–6 Filed Aug 7
    ↗
  7. Mark Barrocas CEO
    Planned sale
    $38.8M 250,000 shares at $155.01 11% of stake
    Traded Jul 17 Filed Jul 20
    ↗
  8. Xuning Wang Director, +1 joint filer
    Sale
    $401M 2,668,200 shares at $150.36 5% of stake
    Traded Jul 10 Filed Jul 13
    ↗
  9. Mark Barrocas CEO
    Planned sale
    $14.5M 100,000 shares at $145.00 4.3% of stake
    Traded Jun 25 Filed Jun 26
    ↗
  10. Mark Barrocas CEO
    Planned sale
    $14M 100,000 shares at $140.00 4.1% of stake
    Traded Jun 18 Filed Jun 23
    ↗
  11. Pedro J. Lopez-Baldrich Chief Legal Officer
    Sale
    $270K 2,200 shares at $122.60 97% of stake
    Traded Jun 4 Filed Jun 5
    ↗
  12. Adam Quigley CFO
    Sale
    $782K 6,923 shares at $112.97 80% of stake
    Traded May 8 Filed May 12
    ↗
  13. Adam Quigley CFO
    Sale
    $300K 2,620 shares at $114.36 23% of stake
    Traded Mar 4 Filed Mar 5
    ↗
  14. Pedro J. Lopez-Baldrich Chief Legal Officer
    Planned sale
    $2.8M 24,099 shares at $115.16 91% of stake
    Traded Mar 3 Filed Mar 4
    ↗
  15. Mark Barrocas CEO
    Sale
    $6M 46,511 shares at $129.00 2.1% of stake
    Traded Feb 26 Filed Feb 26
    ↗

Also filed in the last 12 months, not counted as buying or selling: 21 option exercises, 13 share withholdings for taxes, 2 stock grants, and 1 other transaction.

Congress

1 member of Congress traded SN in the last three years: 0 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 8.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 13 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025
Revenue $6.4B
Gross profit $3.14B
Gross margin * 49.0%
Net income $701.37M
Net margin * 11.0%

Balance sheet

Metric FY2025
Total current assets $3.61B
Total non-current assets * $1.74B
Total assets $5.35B
Total current liabilities $1.77B
Total non-current liabilities * $899.61M
Total equity $2.68B

Cash flow

Metric FY2025
Cash from operations $634.13M
Cash from investing -$159.78M
Cash from financing -$77.08M
Net change in cash $413.62M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.