SNNYSEHousehold AppliancesFiscal year ends December 31
SharkNinja, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$188.94+2.43 (+1.30%)
Close on Oct 19, 2026
- Market cap
- $26.74B
- P/E (TTM)
- 38.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.0%
92M of 141M shares
Institutional holders
564
163 new, 63 sold out
Net institutional buying
10M
In Q2 2026
Insider trades, 12 months
0 buys · 28 sales
Net sold $600.17M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,241,974 | 5.10% | 13G (passive) | Jun 30, 2026 |
| CJ Xuning Wang | 55,018,093 | 39.10% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 20,816,822 | 14.80% | 13G (passive) amendment | Sep 30, 2025 |
| Abigail P. Johnson | 17,122,602 | 12.10% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 19,374,823 | 13.75% | $2.95B | −788,556 | 0.13% |
| BlackRock, Inc. | 7,440,189 | 5.28% | $1.13B | +4,291,735 | 0.02% |
| HighTower Advisors, LLC | 6,335,917 | 4.50% | $964.77M | −291,268 | 0.93% |
| UBS Group AG | 3,959,748 | 2.81% | $602.95M | +1,793,109 | 0.08% |
| State Street Corp | 2,594,513 | 1.84% | $395.07M | +1,451,008 | 0.01% |
| Baillie Gifford & Co | 1,912,105 | 1.36% | $291.16M | −27,211 | 0.26% |
| FIL Ltd | 1,763,360 | 1.25% | $268.51M | −553,990 | 0.19% |
| Alliancebernstein L.P. | 1,722,242 | 1.22% | $182.39M | +413,392 | 0.06% |
| Geode Capital Management, LLC | 1,436,528 | 1.02% | $218.06M | +137,510 | 0.01% |
| Abrams Bison Investments, LLC | 1,436,000 | 1.02% | $218.66M | – | 10.67% |
| Price T Rowe Associates Inc /Md/ | 1,311,849 | 0.93% | $199.76K | +580,748 | 0.02% |
| Ameriprise Financial Inc | 1,123,810 | 0.80% | $171.12M | +170,860 | 0.03% |
| Dimensional Fund Advisors LP | 1,121,068 | 0.80% | $170.61M | +76,287 | 0.03% |
| Westfield Capital Management Co LP | 1,008,349 | 0.72% | $153.54M | +103,808 | 0.50% |
| William Blair Investment Management, LLC | 986,806 | 0.70% | $150.26M | −86,578 | 0.45% |
| Wcm Investment Management, LLC | 946,384 | 0.67% | $138.53M | +153,321 | 0.25% |
| Gilder Gagnon Howe & Co LLC | 935,238 | 0.66% | $142.41M | −21,869 | 1.47% |
| Morgan Stanley | 907,196 | 0.64% | $138.14M | +551,639 | 0.01% |
| Goldman Sachs Group Inc | 901,780 | 0.64% | $137.31M | +4,930 | 0.01% |
| Vanguard Capital Management LLC | 885,097 | 0.63% | $134.77M | +28,893 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 564 | 92M | 65.0% | 163 / 207 | 144 / 63 | 20M | 10M |
| Q1 2026 | 471 | 82M | 58.4% | 106 / 180 | 133 / 59 | 15M | 12M |
| Q4 2025 | 429 | 80M | 56.9% | 91 / 168 | 130 / 69 | 12M | 10M |
| Q3 2025 | 415 | 79M | 55.8% | 94 / 144 | 136 / 48 | 13M | 10M |
| Q2 2025 | 371 | 76M | 54.1% | 96 / 139 | 115 / 85 | 18M | 10M |
| Q1 2025 | 366 | 68M | 48.3% | 87 / 138 | 110 / 40 | 11M | 14M |
| Q4 2024 | 321 | 71M | 50.6% | 68 / 116 | 108 / 54 | 19M | 9M |
| Q3 2024 | 310 | 62M | 43.9% | 108 / 88 | 99 / 32 | 17M | 17M |
| Q2 2024 | 235 | 64M | 45.1% | 88 / 68 | 66 / 47 | 16M | 14M |
| Q1 2024 | 194 | 62M | 44.1% | 65 / 71 | 50 / 24 | 19M | 7M |
| Q4 2023 | 154 | 50M | 35.4% | 72 / 52 | 23 / 19 | 22M | 10M |
| Q3 2023 | 101 | 37M | 26.3% | 100 / 0 | 1 / 0 | 37M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard U.S. Growth Fund | 1,144,375 | 0.81% | $139.49M | 0.29% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 811,493 | 0.58% | $123.57M | 0.13% | Jun 30, 2026 |
| Oberweis Small-Cap Opportunities Fund | 500,600 | 0.36% | $76.23M | 2.68% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 428,667 | 0.30% | $69.35M | 1.27% | Jul 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 388,300 | 0.28% | $59.13M | 0.60% | Jun 30, 2026 |
| Thrivent Small Cap Stock Fund | 314,861 | 0.22% | $50.94M | 1.75% | Jul 31, 2026 |
| Ave Maria Growth Fund | 295,000 | 0.21% | $44.92M | 3.55% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 282,238 | 0.20% | $42.98M | 0.41% | Jun 30, 2026 |
| Thrivent Mid Cap Stock Fund | 269,192 | 0.19% | $43.55M | 1.40% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 252,751 | 0.18% | $40.89M | 0.09% | Jul 31, 2026 |
| Growth Fund of America | 211,832 | 0.15% | $25.82M | 0.01% | May 31, 2026 |
| Thrivent Mid Cap Stock Portfolio | 192,056 | 0.14% | $29.24M | 1.50% | Jun 30, 2026 |
| Vanguard Explorer Fund | 173,005 | 0.12% | $27.99M | 0.13% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 164,094 | 0.12% | $24.99M | 0.22% | Jun 30, 2026 |
| iShares Russell 1000 Value ETF | 159,561 | 0.11% | $24.30M | 0.03% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark Barrocas | Chief Executive Officer, Director | 1,617,959 | 1.15% | Aug 7, 2026 |
| Neil B. Shah | Chief Commercial Officer | 497,220 | 0.35% | Aug 28, 2026 |
| Adam Quigley | Chief Financial Officer | 107 | 0.00% | Aug 10, 2026 |
| Pedro J. Lopez-Baldrich | Chief Legal Officer | 73 | 0.00% | Jun 5, 2026 |
| Kaitlin Folan | Chief Accounting Officer | – | – | Feb 26, 2026 |
| Peter Feld | Director | 5,328 | 0.00% | Aug 21, 2026 |
| Barney Tianhao Wang | Director | 4,568 | 0.00% | Aug 3, 2026 |
| Xuning Wang | Director, 10% owner | 52,349,893 | 37.16% | Jul 13, 2026 |
| Dennis Paul | Director | 10,328 | 0.01% | Jun 22, 2026 |
| Jason Wortendyke | Director | 726 | 0.00% | Jun 22, 2026 |
| Chi Kin Max Hui | Director | 3,777 | 0.00% | Jun 22, 2026 |
| Timothy R. Warner | Director | 4,828 | 0.00% | Jun 22, 2026 |
| Kathryn J. Barton | Director | 4,305 | 0.00% | Jun 22, 2026 |
| Group Holdings Limited Partnership JS&W | 10% owner | 53,307,760 | 37.84% | Jul 13, 2026 |
| Global Holding Limited Partnership JS&W | 10% owner | 53,634,093 | 38.07% | Jan 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Neil B. Shah Chief Commercial Officer | Aug 26, 2026 | Sale | −39,059 | $186.66 | $7.29M | 497,220 |
| Neil B. Shah Chief Commercial Officer | Aug 26, 2026 | Sale | −10,941 | $185.27 | $2.03M | 536,279 |
| Peter Feld Director | Aug 20, 2026 | Sale | −5,000 | $180.00 | $900.00K | 5,328 |
| Neil B. Shah Chief Commercial Officer | Aug 10, 2026 | Sale | −1,457 | $186.12 | $271.18K | 40,766 |
| Neil B. Shah Chief Commercial Officer | Aug 10, 2026 | Sale | −155 | $185.00 | $28.68K | 42,223 |
| Neil B. Shah Chief Commercial Officer | Aug 10, 2026 | Sale | −18,721 | $184.58 | $3.46M | 42,378 |
| Adam Quigley Chief Financial Officer | Aug 7, 2026 | Sale | −1,750 | $183.94 | $321.90K | 107 |
| Neil B. Shah Chief Commercial Officer | Aug 7, 2026 | Option exercise | +40,000 | – | – | 110,106 |
| Neil B. Shah Chief Commercial Officer | Aug 7, 2026 | Tax withholding | −19,340 | $185.52 | $3.59M | 90,766 |
| Neil B. Shah Chief Commercial Officer | Aug 7, 2026 | Sale | −22,723 | $186.67 | $4.24M | 68,043 |
| Neil B. Shah Chief Commercial Officer | Aug 7, 2026 | Sale | −6,944 | $187.07 | $1.30M | 61,099 |
| Mark Barrocas Chief Executive Officer, Director | Aug 7, 2026 | Tax withholding | −78,700 | $185.52 | $14.60M | 1,617,959 |
| Mark Barrocas Chief Executive Officer, Director | Aug 7, 2026 | Option exercise | +200,000 | – | – | 1,696,659 |
| Mark Barrocas Chief Executive Officer, Director | Aug 6, 2026 | Sale(10b5-1 plan) | −250,000 | $185.00 | $46.25M | 1,496,659 |
| Mark Barrocas Chief Executive Officer, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −250,000 | $170.00 | $42.50M | 1,746,659 |
| Adam Quigley Chief Financial Officer | Jul 31, 2026 | Award | +107 | $101.57 | $10.87K | 1,857 |
| Mark Barrocas Chief Executive Officer, Director | Jul 17, 2026 | Sale(10b5-1 plan) | −250,000 | $155.01 | $38.75M | 1,996,659 |
| Xuning Wang Director, 10% owner | Jul 10, 2026 | Sale | −2,668,200 | $150.36 | $401.19M | 50,639,560 |
| Mark Barrocas Chief Executive Officer, Director | Jun 25, 2026 | Sale(10b5-1 plan) | −100,000 | $145.00 | $14.50M | 2,246,659 |
| Mark Barrocas Chief Executive Officer, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −100,000 | $140.00 | $14.00M | 2,346,659 |
| Barney Tianhao Wang Director | Jun 18, 2026 | Option exercise | +2,085 | – | – | 4,568 |
| Kathryn J. Barton Director | Jun 18, 2026 | Option exercise | +2,085 | – | – | 4,305 |
| Peter Feld Director | Jun 18, 2026 | Option exercise | +2,085 | – | – | 10,328 |
| Jason Wortendyke Director | Jun 18, 2026 | Option exercise | +726 | – | – | 726 |
| Chi Kin Max Hui Director | Jun 18, 2026 | Option exercise | +2,085 | – | – | 3,777 |
| Dennis Paul Director | Jun 18, 2026 | Option exercise | +2,085 | – | – | 10,328 |
| Timothy R. Warner Director | Jun 18, 2026 | Option exercise | +2,085 | – | – | 4,828 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Jun 4, 2026 | Sale | −2,200 | $122.60 | $269.72K | 73 |
| Adam Quigley Chief Financial Officer | May 8, 2026 | Sale | −5,979 | $112.85 | $674.73K | 2,694 |
| Adam Quigley Chief Financial Officer | May 8, 2026 | Sale | −943.84 | $113.75 | $107.36K | 1,750 |
| Xuning Wang Director, 10% owner | Apr 16, 2026 | Option exercise | +461,334 | – | – | 1,384,000 |
| Adam Quigley Chief Financial Officer | Mar 4, 2026 | Sale | −2,620 | $114.36 | $299.62K | 8,673 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Mar 3, 2026 | Sale(10b5-1 plan) | −12,236 | $115.85 | $1.42M | 2,458 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Mar 3, 2026 | Sale(10b5-1 plan) | −3,476 | $113.64 | $395.01K | 22,896 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Mar 3, 2026 | Sale(10b5-1 plan) | −8,202 | $114.75 | $941.18K | 14,694 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Mar 3, 2026 | Sale(10b5-1 plan) | −185 | $116.37 | $21.53K | 2,273 |
| Barney Tianhao Wang Director | Feb 28, 2026 | Tax withholding | −4 | $122.87 | $491 | 2,483 |
| Barney Tianhao Wang Director | Feb 28, 2026 | Option exercise | +11 | – | – | 2,487 |
| Neil B. Shah Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −20 | $122.87 | $2.46K | 70,106 |
| Neil B. Shah Chief Commercial Officer | Feb 28, 2026 | Option exercise | +40 | – | – | 70,126 |
| Neil B. Shah Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −33,740 | $122.87 | $4.15M | 70,086 |
| Neil B. Shah Chief Commercial Officer | Feb 28, 2026 | Option exercise | +72,976 | – | – | 103,826 |
| Adam Quigley Chief Financial Officer | Feb 28, 2026 | Option exercise | +25 | – | – | 6,268 |
| Adam Quigley Chief Financial Officer | Feb 28, 2026 | Option exercise | +6,323 | – | – | 8,429 |
| Adam Quigley Chief Financial Officer | Feb 28, 2026 | Tax withholding | −1,384 | $122.87 | $170.05K | 9,134 |
| Adam Quigley Chief Financial Officer | Feb 28, 2026 | Option exercise | +4,263 | – | – | 10,518 |
| Adam Quigley Chief Financial Officer | Feb 28, 2026 | Tax withholding | −13 | $122.87 | $1.60K | 6,255 |
| Adam Quigley Chief Financial Officer | Feb 28, 2026 | Tax withholding | −2,186 | $122.87 | $268.59K | 6,243 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Feb 28, 2026 | Tax withholding | −18 | $122.87 | $2.21K | 26,372 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Feb 28, 2026 | Tax withholding | −19,581 | $122.87 | $2.41M | 26,354 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Feb 28, 2026 | Option exercise | +43,680 | – | – | 45,935 |
| Pedro J. Lopez-Baldrich Chief Legal Officer | Feb 28, 2026 | Option exercise | +36 | – | – | 26,390 |
| Mark Barrocas Chief Executive Officer, Director | Feb 28, 2026 | Option exercise | +467,909 | – | – | 2,629,563 |
| Mark Barrocas Chief Executive Officer, Director | Feb 28, 2026 | Tax withholding | −182,904 | $122.87 | $22.47M | 2,446,659 |
| Mark Barrocas Chief Executive Officer, Director | Feb 26, 2026 | Sale | −46,511 | $129.00 | $6.00M | 2,161,654 |
| Neil B. Shah Chief Commercial Officer | Feb 13, 2026 | Sale | −64,367 | $130.42 | $8.39M | 504,668 |
| Neil B. Shah Chief Commercial Officer | Feb 13, 2026 | Sale | −5,116 | $131.18 | $671.12K | 499,552 |
| Neil B. Shah Chief Commercial Officer | Feb 13, 2026 | Sale | −5,828 | $128.56 | $749.25K | 593,724 |
| Neil B. Shah Chief Commercial Officer | Feb 13, 2026 | Sale | −24,689 | $129.57 | $3.20M | 569,035 |
| Adam Quigley Chief Financial Officer | Feb 2, 2026 | Award | +190 | $95.47 | $18.14K | 2,106 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peter Feld Director | Aug 20, 2026 | 5,000 | $900.00K | Aug 20, 2026 | Restricted Stock Vesting |
| Shah Neil Officer | Aug 14, 2026 | 50,000 | $9.38M | Aug 14, 2026 | Transfer |
| Adam Quigley Officer | Aug 7, 2026 | 1,750 | $321.90K | Aug 7, 2026 | Restricted Stock Vesting |
| Shah Neil Officer | Aug 7, 2026 | 50,000 | $9.09M | Aug 7, 2026 | Transfer |
| Mark Barrocas Officer | Aug 6, 2026 | 250,000 | $46.25M | Aug 6, 2026 | Spin Off |
| Mark Barrocas Officer | Aug 5, 2026 | 250,000 | $42.50M | Aug 5, 2026 | Spin Off |
| Mark Barrocas Officer | Jul 17, 2026 | 250,000 | $38.75M | Jul 17, 2026 | Spin Off |
| Xuning Wang Director | Jul 10, 2026 | 2,668,200 | $397.56M | Jul 10, 2026 | Spin-off and distribution from JS Global Lifestyle Company Limited |
| Mark Barrocas Officer | Jun 25, 2026 | 100,000 | $14.50M | Jun 25, 2026 | Spin Off |
| Mark Barrocas Officer | Jun 18, 2026 | 100,000 | $14.00M | Jun 18, 2026 | Spin Off |
| Pedro J. Lopez-Baldrich Officer | Jun 4, 2026 | 2,200 | $268.59K | Jun 4, 2026 | Puchased |
| Adam Quigley Officer | May 8, 2026 | 6,923 | $782.12K | May 8, 2026 | Restricted Stock Vesting |
| Adam Quigley Officer | Mar 4, 2026 | 2,620 | $299.63K | Mar 4, 2026 | Restricted Stock Vesting |
| Pedro J. Lopez-Baldrich Officer | Mar 3, 2026 | 24,099 | $2.83M | Mar 3, 2026 | Restricted Stock Vesting |
| Mark Barrocas Officer | Feb 26, 2026 | 46,511 | $5.77M | Feb 26, 2026 | Vested RSUs |