SNDANYSEServices-Nursing & Personal Care FacilitiesFiscal year ends December 31
SONIDA SENIOR LIVING, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$34.03−1.26 (-3.57%)
Close on Oct 19, 2026
- Market cap
- $1.59B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.4%
38M of 48M shares
Institutional holders
229
47 new, 43 sold out
Net institutional buying
12M
In Q2 2026
Insider trades, 12 months
4 buys · 9 sales
Net bought $89.01M
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 |
|---|---|---|---|---|
| Conversant GP Holdings LLC | 9,805,668 | 62.10% | 13D (active) amendment | Mar 22, 2024 |
| Capital International Investors | 3,291,753 | 7.00% | 13G (passive) | Jun 30, 2026 |
| Seymour Pluchenik | 3,073,565 | 6.70% | 13D (active) amendment | Mar 10, 2026 |
| Pertento Partners LLP | 2,874,486 | 6.00% | 13G (passive) amendment | Sep 4, 2026 |
| Eduardo Marques | 2,375,656 | 5.00% | 13G (passive) | Jun 5, 2026 |
| Simanovsky Michael | 15,637,124 | 32.30% | 13D (active) amendment | Aug 10, 2026 |
| Conversant Capital LLC | 14,454,529 | 29.50% | 13D (active) amendment | Aug 21, 2026 |
| Hazelview Investments Inc. | 1,123,422 | 5.90% | 13G (passive) | Aug 16, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SNDA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Conversant Capital LLC | 14,605,874 | 30.40% | $595.92M | – | 69.90% |
| Capital International Investors | 3,291,753 | 6.85% | $134.30M | +1,548,181 | 0.03% |
| Pertento Partners LLP | 2,375,656 | 4.94% | $96.93M | New | 5.22% |
| BlackRock, Inc. | 2,218,503 | 4.62% | $90.51M | +1,793,993 | 0.00% |
| Irenic Capital Management LP | 1,903,621 | 3.96% | $77.67M | +683,874 | 3.73% |
| Vanguard Capital Management LLC | 1,289,010 | 2.68% | $52.59M | +925,269 | 0.00% |
| Geode Capital Management, LLC | 742,702 | 1.55% | $30.31M | +582,872 | 0.00% |
| Tyro Capital Management LLC | 628,152 | 1.31% | $25.63M | +591,701 | 5.75% |
| State Street Corp | 618,498 | 1.29% | $25.22M | +478,309 | 0.00% |
| Nuveen, LLC | 571,641 | 1.19% | $23.32M | +549,479 | 0.01% |
| Jennison Associates LLC | 414,541 | 0.86% | $16.91M | New | 0.01% |
| Arbiter Partners Capital Management LLC | 404,282 | 0.84% | $16.42M | +252,051 | 4.32% |
| J. Goldman & Co LP | 400,023 | 0.83% | $16.32M | −150,653 | 0.42% |
| Hazelview Securities Inc. | 350,941 | 0.73% | $14.81M | −317,706 | 2.05% |
| Kennedy Capital Management LLC | 343,524 | 0.71% | $14.02M | New | 0.25% |
| Solas Capital Management, LLC | 337,679 | 0.70% | $13.78M | −108,200 | 7.38% |
| Citadel Advisors LLC | 335,453 | 0.70% | $13.69M | +208,387 | 0.00% |
| Clayton Partners LLC | 316,775 | 0.66% | $12.92M | +5,699 | 8.49% |
| DigitalBridge Group, Inc. | 309,900 | 0.64% | $12.64M | +83,500 | 0.76% |
| Hudson Bay Capital Management LP | 273,500 | 0.57% | $11.16M | +256,326 | 0.03% |
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 | 229 | 38M | 78.4% | 47 / 80 | 58 / 43 | 14M | 2M |
| Q1 2026 | 229 | 26M | 54.0% | 170 / 34 | 13 / 7 | 13M | 1M |
| Q4 2025 | 69 | 14M | 29.0% | 12 / 18 | 23 / 7 | 1M | 1M |
| Q3 2025 | 64 | 14M | 29.0% | 11 / 19 | 16 / 8 | 0M | 1M |
| Q2 2025 | 61 | 14M | 29.3% | 6 / 30 | 13 / 2 | 0M | 0M |
| Q1 2025 | 57 | 14M | 29.1% | 5 / 28 | 16 / 8 | 0M | 0M |
| Q4 2024 | 60 | 14M | 29.0% | 10 / 30 | 12 / 13 | 2M | 1M |
| Q3 2024 | 63 | 13M | 26.2% | 30 / 19 | 8 / 1 | 4M | 0M |
| Q2 2024 | 36 | 10M | 20.0% | 15 / 12 | 5 / 8 | 1M | 0M |
| Q1 2024 | 29 | 9M | 18.3% | 10 / 10 | 6 / 1 | 4M | 0M |
| Q4 2023 | 20 | 5M | 10.9% | 0 / 11 | 5 / 1 | 0M | 0M |
| Q3 2023 | 21 | 5M | 10.0% | 2 / 3 | 8 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SNDA | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 3,200,373 | 6.66% | $130.58M | 0.14% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 906,987 | 1.89% | $37.01M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 731,519 | 1.52% | $29.85M | 0.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 354,630 | 0.74% | $14.47M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 314,054 | 0.65% | $12.68M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 269,830 | 0.56% | $11.01M | 0.08% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 248,038 | 0.52% | $10.01M | 0.34% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 207,579 | 0.43% | $8.47M | 0.01% | Jun 30, 2026 |
| PGIM Jennison Small Company Fund | 170,729 | 0.36% | $6.97M | 0.20% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 124,440 | 0.26% | $5.02M | 0.12% | Jul 31, 2026 |
| SMALLCAP World Fund | 91,380 | 0.19% | $3.73M | 0.15% | Jun 30, 2026 |
| Nuveen Small Cap Value Opportunities Fund | 86,265 | 0.18% | $3.52M | 1.11% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 78,661 | 0.16% | $3.17M | 0.02% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 69,670 | 0.15% | $2.81M | 0.04% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Health Care Services ETF | 63,113 | 0.13% | $2.58M | 1.84% | 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 |
|---|---|---|---|---|
| Brandon Ribar | President & CEO, Director | 303,831 | 0.63% | May 21, 2026 |
| Anton D. Nikodemus | Chief Operating Officer | 12,118 | 0.03% | Jul 6, 2026 |
| Max Levy | SVP & Chief Investment Officer | 102,082 | 0.21% | Jun 8, 2026 |
| Kevin Detz | EVP & Chief Financial Officer | 186,593 | 0.39% | May 21, 2026 |
| Tabitha Bailey | SVP & Chief Legal Officer | 19,328 | 0.04% | May 21, 2026 |
| Timothy Cober | SVP & Chief Accounting Officer | 40,966 | 0.09% | May 21, 2026 |
| Michael Karicher | Chief People Officer | 46,442 | 0.10% | Apr 8, 2025 |
| David R. Brickman | SVP Gen. Counsel & Secretary | 37,425 | 0.08% | Jan 29, 2025 |
| Michael Fryar | SVP-Chief Revenue Officer | 85,266 | 0.18% | Jan 22, 2025 |
| Capital LLC Conversant | Director, 10% owner | 807,115 | 1.68% | Sep 4, 2026 |
| Michael Simanovsky | Director, 10% owner | 1,032,216 | 2.15% | Sep 4, 2026 |
| Private GP LLC Conversant | Director, 10% owner | 1,403,815 | 2.92% | Sep 4, 2026 |
| Dallas Parkway (B) LP Conversant | Director, 10% owner | 1,607,592 | 3.35% | Sep 4, 2026 |
| GP Holdings LLC Conversant | Director, 10% owner | 3,764,936 | 7.84% | Sep 4, 2026 |
| Dallas Parkway (A) LP Conversant | Director, 10% owner | 1,565,481 | 3.26% | Sep 4, 2026 |
| Conversant PIF Aggregator A, LP | Director, 10% owner | 224,829 | 0.47% | Sep 4, 2026 |
| CPIF Sparti SAF, L.P. | Director, 10% owner | 2,487,307 | 5.18% | Aug 25, 2026 |
| Benjamin P. Harris | Director | 10,037 | 0.02% | Aug 19, 2026 |
| Sam Levinson | Director | 2,706,005 | 5.63% | Jun 15, 2026 |
| Jill M. Krueger | Director | 22,874 | 0.05% | Jun 15, 2026 |
| Stephen H. Mauldin | Director | 4,940 | 0.01% | Jun 15, 2026 |
| J. Chandler Martin | Director | 4,132 | 0.01% | Jun 15, 2026 |
| Lilly Donohue | Director | 9,827 | 0.02% | Jun 15, 2026 |
| CPIF K Co-Invest SPT A, L.P. | Director | 224,829 | 0.47% | Mar 23, 2026 |
| Noah Beren | Director | 47,357 | 0.10% | Jun 12, 2025 |
| Elliot R. Zibel | Director | 11,608 | 0.02% | Jun 12, 2025 |
| Shmuel Lieberman | Director | 12,608 | 0.03% | Jun 12, 2025 |
| David William Johnson | Director | 11,608 | 0.02% | Jun 12, 2025 |
| Dallas Parkway (F) LP Conversant | Director, 10% owner | 648,942 | 1.35% | Jan 13, 2025 |
| Dallas Parkway (D) LP Conversant | Director, 10% owner | 1,032,216 | 2.15% | Jan 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Simanovsky Director, 10% owner | Sep 2, 2026 | Other | −100,373 | – | – | 0 |
| Capital LLC Conversant Director, 10% owner | Sep 1, 2026 | Sale | −97,581 | $38.42 | $3.75M | 100,373 |
| Capital LLC Conversant Director, 10% owner | Aug 28, 2026 | Sale | −4,615 | $39.25 | $181.14K | 197,954 |
| Capital LLC Conversant Director, 10% owner | Aug 28, 2026 | Sale | −21,792 | $38.16 | $831.58K | 202,569 |
| Capital LLC Conversant Director, 10% owner | Aug 27, 2026 | Sale | −15,000 | $39.00 | $585.00K | 224,361 |
| Capital LLC Conversant Director, 10% owner | Aug 26, 2026 | Sale | −15,086 | $40.94 | $617.62K | 239,361 |
| Capital LLC Conversant Director, 10% owner | Aug 25, 2026 | Sale | −115,000 | $40.71 | $4.68M | 254,447 |
| CPIF Sparti SAF, L.P. Director, 10% owner | Aug 21, 2026 | Other | −1,182,595 | – | – | 652,356 |
| Benjamin P. Harris Director | Aug 14, 2026 | Sale | −3,195 | $39.79 | $127.13K | 10,037 |
| Benjamin P. Harris Director | Aug 14, 2026 | Sale | −3,074 | $39.79 | $122.31K | 13,232 |
| Michael Simanovsky Director, 10% owner | Aug 10, 2026 | Returned to company | −1,504,134 | – | – | 5,353,689 |
| Michael Simanovsky Director, 10% owner | Aug 10, 2026 | Returned to company | −97,371 | – | – | 709,744 |
| Michael Simanovsky Director, 10% owner | Aug 10, 2026 | Option exercise | +97,371 | $32.00 | $3.12M | 807,115 |
| Michael Simanovsky Director, 10% owner | Aug 10, 2026 | Option exercise | +1,504,134 | $32.00 | $48.13M | 6,857,823 |
| Anton D. Nikodemus Chief Operating Officer | Jul 1, 2026 | Award | +12,118 | – | – | 12,118 |
| Benjamin P. Harris Director | Jun 11, 2026 | Award | +7,124 | – | – | 16,306 |
| J. Chandler Martin Director | Jun 11, 2026 | Award | +4,132 | – | – | 4,132 |
| Jill M. Krueger Director | Jun 11, 2026 | Award | +4,132 | – | – | 22,874 |
| Sam Levinson Director | Jun 11, 2026 | Award | +6,412 | – | – | 6,412 |
| Stephen H. Mauldin Director | Jun 11, 2026 | Award | +4,132 | – | – | 4,940 |
| Lilly Donohue Director | Jun 11, 2026 | Award | +4,132 | – | – | 9,827 |
| Max Levy SVP & Chief Investment Officer | Jun 2, 2026 | Tax withholding | −1,785 | $32.75 | $58.46K | 100,297 |
| Max Levy SVP & Chief Investment Officer | May 19, 2026 | Tax withholding | −1,405 | $36.94 | $51.90K | 102,082 |
| Brandon Ribar President & CEO, Director | May 19, 2026 | Tax withholding | −3,067 | $36.94 | $113.29K | 303,831 |
| Kevin Detz EVP & Chief Financial Officer | May 19, 2026 | Tax withholding | −1,952 | $36.94 | $72.11K | 186,423 |
| Max Levy SVP & Chief Investment Officer | May 19, 2026 | Tax withholding | −1,363 | $36.94 | $50.35K | 102,124 |
| Tabitha Bailey SVP & Chief Legal Officer | May 19, 2026 | Tax withholding | −432 | $36.94 | $15.96K | 19,328 |
| Timothy Cober SVP & Chief Accounting Officer | May 19, 2026 | Tax withholding | −346 | $36.94 | $12.78K | 40,966 |
| Benjamin P. Harris Director | May 13, 2026 | Sale | −2,500 | $37.46 | $93.65K | 9,182 |
| Brandon Ribar President & CEO, Director | Apr 17, 2026 | Award | +23,023 | – | – | 306,898 |
| Kevin Detz EVP & Chief Financial Officer | Apr 17, 2026 | Award | +12,723 | – | – | 188,375 |
| Timothy Cober SVP & Chief Accounting Officer | Apr 17, 2026 | Award | +3,635 | – | – | 41,312 |
| Tabitha Bailey SVP & Chief Legal Officer | Apr 17, 2026 | Award | +4,847 | – | – | 19,760 |
| Max Levy SVP & Chief Investment Officer | Apr 17, 2026 | Award | +8,482 | – | – | 103,487 |
| Brandon Ribar President & CEO, Director | Apr 5, 2026 | Tax withholding | −7,010 | $32.18 | $225.58K | 283,875 |
| Kevin Detz EVP & Chief Financial Officer | Apr 5, 2026 | Tax withholding | −4,461 | $32.18 | $143.55K | 175,652 |
| Timothy Cober SVP & Chief Accounting Officer | Apr 5, 2026 | Tax withholding | −593 | $32.18 | $19.08K | 37,677 |
| Capital LLC Conversant Director, 10% owner | Mar 11, 2026 | Option exercise | +97,371 | $32.00 | $3.12M | 807,115 |
| Capital LLC Conversant Director, 10% owner | Mar 11, 2026 | Option exercise | +1,504,134 | $32.00 | $48.13M | 6,857,823 |
| Capital LLC Conversant Director, 10% owner | Mar 11, 2026 | Award | +1,834,951 | $26.74 | $49.07M | 1,834,951 |
| Capital LLC Conversant Director, 10% owner | Mar 11, 2026 | Award | +224,829 | $26.74 | $6.01M | 224,829 |
| Capital LLC Conversant Director, 10% owner | Mar 11, 2026 | Award | +87,530 | $26.74 | $2.34M | 5,353,689 |
| Capital LLC Conversant Director, 10% owner | Mar 11, 2026 | Award | +1,592,406 | $26.74 | $42.58M | 3,199,998 |
| Conversant PIF Aggregator A, LP Director, 10% owner | Mar 11, 2026 | Buy | +224,829 | $26.74 | $6.01M | 224,829 |
| Conversant PIF Aggregator A, LP Director, 10% owner | Mar 11, 2026 | Option exercise | +97,371 | $32.00 | $3.12M | 807,115 |
| Conversant PIF Aggregator A, LP Director, 10% owner | Mar 11, 2026 | Buy | +87,530 | $26.74 | $2.34M | 5,353,689 |
| Conversant PIF Aggregator A, LP Director, 10% owner | Mar 11, 2026 | Option exercise | +1,504,134 | $32.00 | $48.13M | 6,857,823 |
| Conversant PIF Aggregator A, LP Director, 10% owner | Mar 11, 2026 | Buy | +1,834,951 | $26.74 | $49.07M | 1,834,951 |
| Conversant PIF Aggregator A, LP Director, 10% owner | Mar 11, 2026 | Buy | +1,592,406 | $26.74 | $42.58M | 3,199,998 |
| Brandon Ribar President & CEO, Director | Mar 9, 2026 | Tax withholding | −6,472 | $36.64 | $237.13K | 290,885 |
| Brandon Ribar President & CEO, Director | Mar 9, 2026 | Returned to company | −14,353 | – | – | 297,357 |
| Timothy Cober SVP & Chief Accounting Officer | Mar 9, 2026 | Tax withholding | −547 | $36.64 | $20.04K | 38,270 |
| Timothy Cober SVP & Chief Accounting Officer | Mar 9, 2026 | Returned to company | −1,957 | – | – | 38,817 |
| Kevin Detz EVP & Chief Financial Officer | Mar 9, 2026 | Returned to company | −9,134 | – | – | 183,030 |
| Kevin Detz EVP & Chief Financial Officer | Mar 9, 2026 | Tax withholding | −2,917 | $36.64 | $106.88K | 180,113 |
| Tabitha Bailey SVP & Chief Legal Officer | Dec 9, 2025 | Tax withholding | −402 | $30.43 | $12.23K | 14,913 |
| Brandon Ribar President & CEO, Director | Sep 5, 2025 | Tax withholding | −809 | $25.80 | $20.87K | 326,367 |
| Timothy Cober VP & Chief Accounting Officer | Jul 21, 2025 | Tax withholding | −187 | $24.83 | $4.64K | 40,774 |
| Jill M. Krueger Director | Jun 10, 2025 | Award | +2,985 | – | – | 18,742 |
| Shmuel Lieberman Director | Jun 10, 2025 | Award | +2,985 | – | – | 12,608 |
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 |
|---|---|---|---|---|---|
| P. Harris Benjamin Affiliate | Dec 6, 2024 | 3,000 | $74.76K | Dec 6, 2024 | Director Stock Grant |
| Timothy Cober Officer | Nov 15, 2024 | 3,430 | $78.62K | Nov 15, 2024 | Open Market Purchase |
| Michael Fryar Officer | Apr 8, 2024 | 9,194 | $260.19K | Apr 8, 2024 | AWARD VESTING |