SNDNasdaqMining & Quarrying of Nonmetallic Minerals (No Fuels)Fiscal year ends December 31
Smart Sand, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$5.12+0.05 (+0.99%)
Close on Oct 19, 2026
- Market cap
- $211.82M
- P/E (TTM)
- 19.7
- Dividend yield
- 2.93%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
46.0%
20M of 42M shares
Institutional holders
91
30 new, 22 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
3 buys · 15 sales
Net sold $2.55M
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 |
|---|---|---|---|---|
| Young Charles Edwin | 7,357,733 | 17.30% | 13G (passive) amendment | Jun 30, 2026 |
| Jeffrey L. Gendell | 3,126,915 | 7.30% | 13G (passive) amendment | Mar 31, 2026 |
| Tontine Asset Associates, LLC | 2,212,223 | 5.10% | 13G (passive) | Sep 16, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SND | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 3,437,474 | 8.11% | $17.22M | +310,559 | 0.15% |
| BlackRock, Inc. | 2,012,494 | 4.75% | $10.08M | +1,528,716 | 0.00% |
| Acadian Asset Management LLC | 1,345,018 | 3.17% | $6.73K | +385,383 | 0.01% |
| Vanguard Capital Management LLC | 1,069,704 | 2.52% | $5.36M | −114,204 | 0.00% |
| Dimensional Fund Advisors LP | 883,817 | 2.08% | $4.43M | +85,008 | 0.00% |
| Geode Capital Management, LLC | 843,240 | 1.99% | $4.23M | +410,284 | 0.00% |
| Bridgeway Capital Management, LLC | 803,837 | 1.90% | $4.03M | +18,921 | 0.07% |
| Sprott Inc. | 750,000 | 1.77% | $3.76M | – | 0.12% |
| Arrowstreet Capital, Limited Partnership | 657,000 | 1.55% | $3.29M | −141,823 | 0.00% |
| Simcoe Capital LLC | 620,962 | 1.46% | $3.11M | +773 | 1.90% |
| O'Shaughnessy Asset Management, LLC | 480,289 | 1.13% | $2.41M | +130,055 | 0.01% |
| American Century Companies Inc | 477,499 | 1.13% | $2.39M | +257,998 | 0.00% |
| Jb Capital Partners LP | 460,000 | 1.08% | $2.25M | – | 0.35% |
| Two Sigma Investments, LP | 394,970 | 0.93% | $1.98M | +206,814 | 0.00% |
| State Street Corp | 370,443 | 0.87% | $1.86M | +210,646 | 0.00% |
| Ritholtz Wealth Management | 341,106 | 0.80% | $1.71M | +63,708 | 0.03% |
| Invesco Ltd. | 339,139 | 0.80% | $1.70M | New | 0.00% |
| Empowered Funds, LLC | 255,919 | 0.60% | $1.28M | +18,921 | 0.01% |
| Northern Trust Corp | 232,638 | 0.55% | $1.17M | +164,872 | 0.00% |
| WINTON GROUP Ltd | 220,575 | 0.52% | $1.11M | +58,870 | 0.04% |
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 | 91 | 20M | 46.0% | 30 / 39 | 17 / 22 | 6M | 4M |
| Q1 2026 | 84 | 17M | 40.8% | 28 / 32 | 18 / 7 | 6M | 1M |
| Q4 2025 | 64 | 14M | 33.0% | 24 / 22 | 13 / 5 | 3M | 1M |
| Q3 2025 | 45 | 12M | 27.5% | 6 / 12 | 17 / 14 | 1M | 1M |
| Q2 2025 | 53 | 11M | 26.2% | 7 / 20 | 15 / 13 | 1M | 1M |
| Q1 2025 | 59 | 11M | 25.5% | 13 / 22 | 11 / 5 | 1M | 1M |
| Q4 2024 | 51 | 10M | 23.6% | 14 / 18 | 10 / 4 | 2M | 1M |
| Q3 2024 | 42 | 9M | 21.8% | 5 / 6 | 14 / 6 | 1M | 1M |
| Q2 2024 | 44 | 9M | 22.2% | 8 / 9 | 12 / 10 | 2M | 1M |
| Q1 2024 | 46 | 9M | 20.8% | 5 / 17 | 12 / 9 | 1M | 1M |
| Q4 2023 | 51 | 8M | 20.0% | 9 / 19 | 9 / 5 | 1M | 0M |
| Q3 2023 | 47 | 7M | 17.2% | 12 / 15 | 9 / 8 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SND | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 723,626 | 1.71% | $3.63M | 0.00% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 706,019 | 1.67% | $3.54M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 339,906 | 0.80% | $1.70M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 330,199 | 0.78% | $1.42M | 0.00% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 325,369 | 0.77% | $1.40M | 0.01% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 255,919 | 0.60% | $1.28M | 0.05% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 245,833 | 0.58% | $1.23M | 0.01% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 220,500 | 0.52% | $1.10M | 0.08% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 206,223 | 0.49% | $888.82K | 0.01% | Jul 31, 2026 |
| Ultra-Small Company Fund | 184,918 | 0.44% | $926.44K | 0.94% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 160,119 | 0.38% | $686.91K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 133,200 | 0.31% | $667.33K | 0.45% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 112,744 | 0.27% | $485.93K | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 106,102 | 0.25% | $457.30K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 101,862 | 0.24% | $510.33K | 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 |
|---|---|---|---|---|
| Charles Edwin Young | CEO, Director, 10% owner | 7,467,796 | 17.61% | Aug 20, 2026 |
| James Douglas Young | SEE REMARKS | 360,821 | 0.85% | Aug 24, 2026 |
| Christopher M. Green | Vice President of Accounting | 46,469 | 0.11% | Aug 20, 2026 |
| William John Young | Chief Operating Officer | 680,680 | 1.61% | Aug 20, 2026 |
| Lee E. Beckelman | Chief Financial Officer | 784,738 | 1.85% | Aug 20, 2026 |
| Ronald P. Whelan | SEE REMARKS | 512,256 | 1.21% | Aug 20, 2026 |
| Robert Kiszka | Executive VP of Operations | 1,030,267 | 2.43% | Aug 20, 2026 |
| Keystone Cranberry, Llc | Director, 10% owner | 7,369,355 | 17.38% | Aug 20, 2026 |
| Andrew R. Speaker | Director | 996,221 | 2.35% | Aug 20, 2026 |
| Sharon Spurlin | Director | 191,129 | 0.45% | Aug 20, 2026 |
| Francis Michael Porcelli | Director | 762,928 | 1.80% | Aug 20, 2026 |
| Timothy Pawlenty | Director | 239,415 | 0.56% | Aug 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| James Douglas Young SEE REMARKS | Aug 24, 2026 | Sale | −2,236 | $4.70 | $10.51K | 360,821 |
| James Douglas Young SEE REMARKS | Aug 21, 2026 | Sale | −19,078 | $4.83 | $92.15K | 363,057 |
| James Douglas Young SEE REMARKS | Aug 20, 2026 | Sale | −25,716 | $4.83 | $124.21K | 382,135 |
| Robert Kiszka Executive VP of Operations | Aug 19, 2026 | Award | +41,929 | – | – | 581,529 |
| Charles Edwin Young CEO, Director, 10% owner | Aug 19, 2026 | Award | +110,063 | – | – | 1,625,096 |
| Andrew R. Speaker Director | Aug 19, 2026 | Award | +18,868 | – | – | 996,221 |
| Christopher M. Green Vice President of Accounting | Aug 19, 2026 | Award | +12,176 | – | – | 46,469 |
| Ronald P. Whelan SEE REMARKS | Aug 19, 2026 | Award | +41,929 | – | – | 512,256 |
| Timothy Pawlenty Director | Aug 19, 2026 | Award | +18,868 | – | – | 239,415 |
| Lee E. Beckelman Chief Financial Officer | Aug 19, 2026 | Award | +62,893 | – | – | 784,738 |
| Sharon Spurlin Director | Aug 19, 2026 | Award | +18,868 | – | – | 191,129 |
| William John Young Chief Operating Officer | Aug 19, 2026 | Award | +62,893 | – | – | 680,680 |
| James Douglas Young SEE REMARKS | Aug 19, 2026 | Award | +62,893 | – | – | 407,851 |
| Francis Michael Porcelli Director | Aug 19, 2026 | Award | +18,868 | – | – | 762,928 |
| Lee E. Beckelman Chief Financial Officer | Aug 19, 2026 | Sale | −50,000 | $4.79 | $239.50K | 721,845 |
| James Douglas Young SEE REMARKS | Aug 19, 2026 | Sale | −11,669 | $4.84 | $56.48K | 344,958 |
| James Douglas Young SEE REMARKS | Aug 18, 2026 | Sale | −16,301 | $4.93 | $80.36K | 356,627 |
| Sharon Spurlin Director | Aug 17, 2026 | Sale | −2,700 | $5.10 | $13.77K | 172,261 |
| Christopher M. Green Vice President of Accounting | Aug 14, 2026 | Sale | −13,874 | $5.06 | $70.20K | 34,293 |
| Sharon Spurlin Director | Aug 14, 2026 | Sale | −15,000 | $5.06 | $75.90K | 174,961 |
| Christopher M. Green Vice President of Accounting | Jul 23, 2026 | Tax withholding | −1,738 | $4.81 | $8.36K | 48,167 |
| Christopher M. Green Vice President of Accounting | Jul 10, 2026 | Tax withholding | −1,717 | $4.80 | $8.24K | 49,905 |
| Robert Kiszka Executive VP of Operations | Jun 5, 2026 | Tax withholding | −2,591 | $5.45 | $14.12K | 539,600 |
| Charles Edwin Young CEO, Director, 10% owner | Jun 5, 2026 | Tax withholding | −5,811 | $5.45 | $31.67K | 1,515,033 |
| Ronald P. Whelan SEE REMARKS | Jun 5, 2026 | Tax withholding | −2,614 | $5.45 | $14.25K | 470,327 |
| William John Young Chief Operating Officer | Jun 5, 2026 | Tax withholding | −3,885 | $5.45 | $21.17K | 617,787 |
| James Douglas Young SEE REMARKS | Jun 5, 2026 | Tax withholding | −2,500 | $5.45 | $13.63K | 372,928 |
| Lee E. Beckelman Chief Financial Officer | Jun 5, 2026 | Tax withholding | −3,321 | $5.45 | $18.10K | 771,845 |
| Ronald P. Whelan SEE REMARKS | May 29, 2026 | Buy | +4,444 | $4.50 | $20.00K | 472,941 |
| Sharon Spurlin Director | May 26, 2026 | Sale | −50,000 | $4.93 | $246.50K | 189,961 |
| Charles Edwin Young CEO, Director, 10% owner | Mar 17, 2026 | Tax withholding | −5,811 | $4.08 | $23.71K | 1,520,844 |
| Ronald P. Whelan SEE REMARKS | Mar 17, 2026 | Tax withholding | −2,614 | $4.08 | $10.67K | 468,497 |
| Lee E. Beckelman Chief Financial Officer | Mar 17, 2026 | Tax withholding | −3,321 | $4.08 | $13.55K | 775,166 |
| William John Young Chief Operating Officer | Mar 17, 2026 | Tax withholding | −3,885 | $4.08 | $15.85K | 621,672 |
| James Douglas Young SEE REMARKS | Mar 17, 2026 | Tax withholding | −2,500 | $4.08 | $10.20K | 375,428 |
| Robert Kiszka Executive VP of Operations | Mar 17, 2026 | Tax withholding | −2,591 | $4.08 | $10.57K | 542,191 |
| Timothy Pawlenty Director | Mar 11, 2026 | Sale | −27,975 | $3.66 | $102.39K | 220,547 |
| Francis Michael Porcelli Director | Mar 10, 2026 | Sale | −75,000 | $3.87 | $290.25K | 744,060 |
| Francis Michael Porcelli Director | Mar 9, 2026 | Sale | −50,000 | $3.78 | $189.00K | 819,060 |
| Francis Michael Porcelli Director | Mar 5, 2026 | Sale | −150,000 | $4.02 | $603.00K | 869,060 |
| Francis Michael Porcelli Director | Mar 4, 2026 | Sale | −100,000 | $4.03 | $403.00K | 1,019,060 |
| Ronald P. Whelan SEE REMARKS | Feb 28, 2026 | Tax withholding | −6,250 | $5.19 | $32.44K | 471,111 |
| Andrew R. Speaker Director | Feb 28, 2026 | Tax withholding | −12,469 | $5.19 | $64.71K | 977,353 |
| Robert Kiszka Executive VP of Operations | Feb 28, 2026 | Tax withholding | −6,194 | $5.19 | $32.15K | 515,836 |
| Ronald P. Whelan SEE REMARKS | Feb 28, 2026 | Tax withholding | −6,250 | $5.19 | $32.44K | 442,260 |
| Robert Kiszka Executive VP of Operations | Feb 28, 2026 | Tax withholding | −6,194 | $5.19 | $32.15K | 544,782 |
| James Douglas Young SEE REMARKS | Feb 28, 2026 | Tax withholding | −5,977 | $5.19 | $31.02K | 377,928 |
| William John Young Chief Operating Officer | Feb 28, 2026 | Tax withholding | −9,291 | $5.19 | $48.22K | 625,557 |
| Keystone Cranberry, Llc Director, 10% owner | Feb 28, 2026 | Tax withholding | −13,896 | $5.19 | $72.12K | 1,526,655 |
| Lee E. Beckelman Chief Financial Officer | Feb 28, 2026 | Tax withholding | −7,941 | $5.19 | $41.21K | 778,487 |
| William John Young Chief Operating Officer | Feb 27, 2026 | Award | +27,879 | – | – | 619,328 |
| William John Young Chief Operating Officer | Feb 27, 2026 | Tax withholding | −17,292 | $5.19 | $89.75K | 634,848 |
| William John Young Chief Operating Officer | Feb 27, 2026 | Award | +32,812 | – | – | 652,140 |
| Robert Kiszka Executive VP of Operations | Feb 27, 2026 | Award | +21,874 | – | – | 562,491 |
| Robert Kiszka Executive VP of Operations | Feb 27, 2026 | Tax withholding | −11,515 | $5.19 | $59.76K | 550,976 |
| Robert Kiszka Executive VP of Operations | Feb 27, 2026 | Award | +18,587 | – | – | 540,617 |
| Lee E. Beckelman Chief Financial Officer | Feb 27, 2026 | Award | +27,879 | – | – | 768,395 |
| Lee E. Beckelman Chief Financial Officer | Feb 27, 2026 | Award | +32,812 | – | – | 801,207 |
| Lee E. Beckelman Chief Financial Officer | Feb 27, 2026 | Tax withholding | −14,779 | $5.19 | $76.70K | 786,428 |
| Charles Edwin Young CEO, Director, 10% owner | Feb 27, 2026 | Award | +48,788 | – | – | 1,508,993 |
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 |
|---|---|---|---|---|---|
| E. Beckelman Lee Officer | Aug 19, 2026 | 50,000 | $239.50K | Aug 19, 2026 | Compensation |
| James Douglas Young Officer | Aug 17, 2026 | 75,000 | $383.25K | Aug 17, 2026 | Equity Compensation Grant |
| Spurlin Sharon Director | Aug 14, 2026 | 100,000 | $495.00K | Aug 14, 2026 | Compensation |
| Christopher M. Green Officer | Aug 14, 2026 | 13,874 | $69.79K | Aug 14, 2026 | Stock Award |
| Spurlin Sharon Director | May 26, 2026 | 160,000 | $785.60K | May 26, 2026 | Equity Board Fees |
| Timothy Pawlenty Director | Mar 11, 2026 | 27,975 | $102.39K | Mar 11, 2026 | PRIVATE PURCHASE |
| Porcelli Frank Director | Mar 10, 2026 | 75,000 | $290.57K | Mar 10, 2026 | Pre-IPO Investment |
| Porcelli Frank Director | Mar 9, 2026 | 50,000 | $189.02K | Mar 9, 2026 | Pre-IPO Investment |
| Porcelli Frank Director | Mar 5, 2026 | 150,000 | $603.38K | Mar 5, 2026 | Board Compensation |
| Porcelli Frank Director | Mar 4, 2026 | 100,000 | $402.79K | Mar 4, 2026 | Board Compensation |
| R. Speaker Andrew Officer | Dec 1, 2023 | 75,333 | $148.19K | Dec 1, 2023 | Restricted stock vesting under a registered plan |