SONONasdaqHousehold Audio & Video EquipmentFiscal year ends October 3
Sonos Inc
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 29, 2026
$16.93−0.41 (-2.36%)
Close on Oct 19, 2026
- Market cap
- $2.05B
- P/E (TTM)
- 37.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
121M of 118M shares
Institutional holders
305
55 new, 34 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
17 buys · 6 sales
Net bought $46.02M
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 |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,822,820 | 7.29% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 6,119,698 | 5.06% | 13G (passive) | Mar 31, 2026 |
| Christopher Shackelton | 18,070,762 | 15.30% | 13D (active) | Jul 28, 2026 |
| BlackRock, Inc. | 17,112,298 | 14.20% | 13G (passive) amendment | Sep 30, 2025 |
| Coliseum Capital Management, LLC | 12,118,088 | 10.20% | 13G (passive) amendment | Apr 3, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SONO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,334,625 | 15.50% | $248.07M | +679,084 | 0.00% |
| Coliseum Capital Management, LLC | 18,070,762 | 15.28% | $244.50M | – | 21.04% |
| Vanguard Portfolio Management LLC | 9,188,024 | 7.77% | $124.31M | +464,215 | 0.01% |
| Vanguard Capital Management LLC | 5,152,963 | 4.36% | $69.72M | −65,740 | 0.00% |
| State Street Corp | 4,787,998 | 4.05% | $64.78M | +197,054 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 3,311,063 | 2.80% | $44.80M | +3,700 | 0.02% |
| Geode Capital Management, LLC | 3,149,527 | 2.66% | $42.62M | +166,883 | 0.00% |
| Jacobs Levy Equity Management, Inc | 3,099,455 | 2.62% | $41.94M | +70,270 | 0.15% |
| Trigran Investments, Inc. | 2,862,915 | 2.42% | $38.74M | +373,752 | 7.10% |
| Dimensional Fund Advisors LP | 2,583,211 | 2.18% | $34.95M | +198,781 | 0.01% |
| Morgan Stanley | 2,432,051 | 2.06% | $32.91M | +28,808 | 0.00% |
| FMR LLC | 2,144,032 | 1.81% | $29.01M | +240,927 | 0.00% |
| First Eagle Investment Management, LLC | 2,111,852 | 1.79% | $28.57M | +1,402,848 | 0.02% |
| Charles Schwab Investment Management Inc | 1,952,909 | 1.65% | $26.42M | −43,890 | 0.00% |
| Deroy & Devereaux Private Investment Counsel Inc | 1,919,406 | 1.62% | $25.97K | −35,160 | 1.08% |
| Acadian Asset Management LLC | 1,501,814 | 1.27% | $20.30K | +617,930 | 0.02% |
| Aqr Capital Management LLC | 1,461,738 | 1.24% | $19.78M | +410,826 | 0.01% |
| Allianz Asset Management GmbH | 1,414,017 | 1.20% | $19.13M | +260,175 | 0.02% |
| Nuveen, LLC | 1,400,797 | 1.18% | $18.95M | +37,140 | 0.00% |
| Goldman Sachs Group Inc | 1,340,709 | 1.13% | $18.14M | +136,425 | 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 | 305 | 121M | 100.0% | 55 / 96 | 106 / 34 | 11M | 9M |
| Q1 2026 | 291 | 119M | 100.0% | 49 / 121 | 76 / 56 | 30M | 10M |
| Q4 2025 | 303 | 114M | 96.3% | 54 / 113 | 90 / 29 | 13M | 8M |
| Q3 2025 | 285 | 110M | 92.9% | 43 / 91 | 104 / 25 | 16M | 16M |
| Q2 2025 | 270 | 110M | 93.1% | 42 / 103 | 78 / 44 | 15M | 13M |
| Q1 2025 | 276 | 108M | 91.6% | 47 / 89 | 90 / 44 | 14M | 14M |
| Q4 2024 | 276 | 109M | 92.5% | 48 / 85 | 87 / 54 | 13M | 16M |
| Q3 2024 | 285 | 113M | 95.1% | 50 / 84 | 98 / 46 | 36M | 17M |
| Q2 2024 | 284 | 113M | 95.4% | 45 / 99 | 80 / 40 | 9M | 12M |
| Q1 2024 | 282 | 116M | 98.4% | 65 / 70 | 94 / 40 | 15M | 13M |
| Q4 2023 | 257 | 115M | 96.9% | 53 / 70 | 89 / 34 | 19M | 11M |
| Q3 2023 | 243 | 107M | 90.4% | 26 / 77 | 91 / 44 | 9M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SONO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7,178,769 | 6.07% | $97.13M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,573,150 | 3.02% | $48.34M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,157,797 | 2.67% | $42.72M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,592,937 | 2.19% | $35.08M | 0.02% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,863,293 | 1.58% | $25.21M | 0.44% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,488,736 | 1.26% | $20.14M | 0.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,367,207 | 1.16% | $18.50M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,327,745 | 1.12% | $19.46M | 0.06% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 1,178,815 | 1.00% | $15.95M | 0.13% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,095,002 | 0.93% | $14.82M | 0.09% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 1,069,278 | 0.90% | $14.47M | 0.18% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,055,785 | 0.89% | $14.28M | 0.09% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 947,402 | 0.80% | $13.89M | 0.48% | Jul 31, 2026 |
| PIMCO RAE US Small Fund | 914,553 | 0.77% | $12.37M | 0.33% | Jun 30, 2026 |
| Templeton Global Smaller Companies Fund | 913,571 | 0.77% | $14.42M | 1.78% | May 31, 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 |
|---|---|---|---|---|
| Thomas Conrad | Chief Executive Officer, Director | 353,431 | 0.30% | Aug 17, 2026 |
| Patrick Spence | Chief Executive Officer, Director | 1,080,643 | 0.91% | Nov 19, 2024 |
| Edward P. Lazarus | Chief Legal Officer | 497,356 | 0.42% | Aug 17, 2026 |
| Saori Casey | Chief Financial Officer | 245,308 | 0.21% | Aug 17, 2026 |
| Frank Barbieri | Chief Operating Officer | – | – | May 18, 2026 |
| Nicholas Millington | Chief Innovation Officer | 437,943 | 0.37% | Aug 19, 2025 |
| Shamayne Braman | Chief People Officer | 66,819 | 0.06% | May 19, 2025 |
| Deirdre Findlay | Chief Commercial Officer | 102,903 | 0.09% | Feb 19, 2025 |
| Christopher Scott Mason | Principal Accounting Officer | 182,560 | 0.15% | Nov 19, 2024 |
| Maxime Bouvat-Merlin | Chief Product Officer | 22,799 | 0.02% | Nov 19, 2024 |
| Karen Boone | Director | 69,271 | 0.06% | Sep 28, 2026 |
| Julius Genachowski | Director | 147,809 | 0.12% | Jul 30, 2026 |
| Carmine Arabia | Director | 14,364 | 0.01% | May 8, 2026 |
| Joanna Coles | Director | 48,196 | 0.04% | Mar 6, 2026 |
| Bracken Darrell | Director | 62,177 | 0.05% | Mar 6, 2026 |
| Jonathan Mildenhall | Director | 40,272 | 0.03% | Mar 6, 2026 |
| Mandy J. Fields | Director | 14,364 | 0.01% | Mar 6, 2026 |
| Hugo Barra | Director | 29,351 | 0.02% | Mar 6, 2026 |
| Joseph Jude Kennedy | Director | 14,364 | 0.01% | Mar 6, 2026 |
| Adam Gray | 10% owner | 14,930,280 | 12.62% | Mar 17, 2026 |
| Coliseum Capital Management, LLC | 10% owner | 17,841,842 | 15.08% | Mar 17, 2026 |
| Christopher S. Shackelton | 10% owner | 16,921,842 | 14.30% | Mar 17, 2026 |
| Coliseum Capital, LLC | 10% owner | 14,747,874 | 12.47% | Mar 17, 2026 |
| Coliseum Capital Partners, L.P. | 10% owner | 12,769,676 | 10.79% | Mar 17, 2026 |
| Coliseum Capital Co-Invest IV, L.P. | 10% owner | 18,070,762 | 15.28% | Mar 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Karen Boone Director | Sep 25, 2026 | Sale(10b5-1 plan) | −15,000 | $18.13 | $271.95K | 69,271 |
| Karen Boone Director | Sep 25, 2026 | Option exercise | +31,766 | $13.56 | $430.75K | 116,037 |
| Karen Boone Director | Sep 25, 2026 | Sale(10b5-1 plan) | −31,766 | $18.12 | $575.60K | 84,271 |
| Karen Boone Director | Sep 1, 2026 | Sale(10b5-1 plan) | −10,000 | $15.39 | $153.90K | 84,271 |
| Saori Casey Chief Financial Officer | Aug 14, 2026 | Option exercise | +46,565 | – | – | 245,308 |
| Saori Casey Chief Financial Officer | Aug 14, 2026 | Tax withholding | −24,518 | $16.59 | $406.75K | 220,790 |
| Edward P. Lazarus Chief Legal Officer | Aug 14, 2026 | Tax withholding | −21,314 | $16.59 | $353.60K | 497,356 |
| Edward P. Lazarus Chief Legal Officer | Aug 14, 2026 | Option exercise | +42,983 | – | – | 518,670 |
| Thomas Conrad Chief Executive Officer, Director | Aug 14, 2026 | Tax withholding | −10,748 | $16.59 | $178.31K | 353,431 |
| Thomas Conrad Chief Executive Officer, Director | Aug 14, 2026 | Option exercise | +20,414 | – | – | 364,179 |
| Julius Genachowski Director | Jul 29, 2026 | Sale(10b5-1 plan) | −19,855 | $17.00 | $337.54K | 53,775 |
| Julius Genachowski Director | Jul 29, 2026 | Option exercise | +19,855 | $13.56 | $269.23K | 73,630 |
| Julius Genachowski Director | Jul 28, 2026 | Option exercise | +19,855 | $13.56 | $269.23K | 73,630 |
| Julius Genachowski Director | Jul 28, 2026 | Sale(10b5-1 plan) | −19,855 | $16.50 | $327.61K | 53,775 |
| Thomas Conrad Chief Executive Officer, Director | Jul 22, 2026 | Tax withholding | −42,991 | $14.79 | $635.84K | 343,765 |
| Thomas Conrad Chief Executive Officer, Director | Jul 22, 2026 | Option exercise | +81,653 | – | – | 386,756 |
| Edward P. Lazarus Chief Legal Officer | May 15, 2026 | Option exercise | +42,982 | – | – | 493,939 |
| Edward P. Lazarus Chief Legal Officer | May 15, 2026 | Tax withholding | −18,252 | $14.69 | $268.12K | 475,687 |
| Saori Casey Chief Financial Officer | May 15, 2026 | Tax withholding | −20,622 | $14.69 | $302.94K | 198,743 |
| Saori Casey Chief Financial Officer | May 15, 2026 | Option exercise | +46,565 | – | – | 219,365 |
| Carmine Arabia Director | May 6, 2026 | Buy | +50 | $14.49 | $725 | 14,364 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Mar 17, 2026 | Buy | +125,000 | $13.57 | $1.70M | 18,070,762 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Mar 16, 2026 | Buy | +13,920 | $13.25 | $184.44K | 17,945,762 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Mar 13, 2026 | Buy | +90,000 | $13.20 | $1.19M | 17,931,842 |
| Coliseum Capital Management, LLC 10% owner | Mar 11, 2026 | Buy | +180,000 | $14.22 | $2.56M | 17,841,842 |
| Coliseum Capital Management, LLC 10% owner | Mar 10, 2026 | Buy | +320,000 | $14.19 | $4.54M | 17,661,842 |
| Coliseum Capital Management, LLC 10% owner | Mar 9, 2026 | Buy | +420,000 | $13.95 | $5.86M | 17,341,842 |
| Julius Genachowski Director | Mar 6, 2026 | Gift | −15,427 | – | – | 53,775 |
| Julius Genachowski Director | Mar 6, 2026 | Gift | +15,427 | – | – | 92,484 |
| Mandy J. Fields Director | Mar 5, 2026 | Award | +12,725 | – | – | 14,364 |
| Bracken Darrell Director | Mar 5, 2026 | Award | +12,725 | – | – | 62,177 |
| Hugo Barra Director | Mar 5, 2026 | Award | +12,725 | – | – | 29,351 |
| Joanna Coles Director | Mar 5, 2026 | Award | +12,725 | – | – | 48,196 |
| Julius Genachowski Director | Mar 5, 2026 | Award | +4,772 | – | – | 69,202 |
| Julius Genachowski Director | Mar 5, 2026 | Award | +12,725 | – | – | 64,430 |
| Carmine Arabia Director | Mar 5, 2026 | Award | +12,725 | – | – | 14,364 |
| Karen Boone Director | Mar 5, 2026 | Award | +12,725 | – | – | 94,271 |
| Jonathan Mildenhall Director | Mar 5, 2026 | Award | +12,725 | – | – | 40,272 |
| Joseph Jude Kennedy Director | Mar 5, 2026 | Award | +12,725 | – | – | 14,364 |
| Christopher S. Shackelton 10% owner | Feb 25, 2026 | Buy | +118,020 | $15.25 | $1.80M | 16,921,842 |
| Christopher S. Shackelton 10% owner | Feb 24, 2026 | Buy | +133,259 | $14.83 | $1.98M | 16,803,822 |
| Christopher S. Shackelton 10% owner | Feb 23, 2026 | Buy | +360,000 | $14.90 | $5.36M | 16,670,563 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Feb 17, 2026 | Buy | +290,000 | $15.59 | $4.52M | 16,310,563 |
| Saori Casey Chief Financial Officer | Feb 13, 2026 | Option exercise | +46,565 | – | – | 189,277 |
| Saori Casey Chief Financial Officer | Feb 13, 2026 | Tax withholding | −16,477 | $16.29 | $268.41K | 172,800 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Feb 13, 2026 | Buy | +257,210 | $15.74 | $4.05M | 16,020,563 |
| Edward P. Lazarus Chief Legal & Bus Dev Officer | Feb 13, 2026 | Option exercise | +42,980 | – | – | 466,199 |
| Edward P. Lazarus Chief Legal & Bus Dev Officer | Feb 13, 2026 | Tax withholding | −15,242 | $16.29 | $248.29K | 450,957 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Feb 12, 2026 | Buy | +100,000 | $16.11 | $1.61M | 15,763,353 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Feb 6, 2026 | Buy | +26,824 | $16.49 | $442.33K | 15,663,353 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Feb 5, 2026 | Buy | +211,530 | $16.29 | $3.45M | 15,636,529 |
| Coliseum Capital Co-Invest IV, L.P. 10% owner | Feb 4, 2026 | Buy | +494,719 | $15.50 | $7.67M | 15,424,999 |
| Carmine Arabia Director | Jan 12, 2026 | Award | +1,639 | – | – | 1,639 |
| Mandy J. Fields Director | Jan 12, 2026 | Award | +1,639 | – | – | 1,639 |
| Joseph Jude Kennedy Director | Jan 12, 2026 | Award | +1,639 | – | – | 1,639 |
| Edward P. Lazarus Chief Legal & Bus Dev Officer | Dec 4, 2025 | Sale(10b5-1 plan) | −12,000 | $19.00 | $228.00K | 423,219 |
| Thomas Conrad Chief Executive Officer, Director | Nov 17, 2025 | Buy | +62,325 | $16.17 | $1.01M | 305,103 |
| Edward P. Lazarus Chief Legal & Bus Dev Officer | Nov 14, 2025 | Tax withholding | −20,761 | $16.58 | $344.22K | 435,219 |
| Edward P. Lazarus Chief Legal & Bus Dev Officer | Nov 14, 2025 | Option exercise | +41,870 | – | – | 455,980 |
| Saori Casey Chief Financial Officer | Nov 14, 2025 | Option exercise | +35,417 | – | – | 160,273 |
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 |
|---|---|---|---|---|---|
| Karen Boone Director | Sep 25, 2026 | 46,766 | $847.63K | Sep 25, 2026 | Restricted Stock Vesting |
| Karen Boone Director | Sep 1, 2026 | 10,000 | $153.90K | Sep 1, 2026 | Restricted Stock Vesting |
| Julius Genachowski Director | Jul 29, 2026 | 19,855 | $337.54K | Jul 29, 2026 | Stock Option Exercise |
| Julius Genachowski Director | Jul 28, 2026 | 19,855 | $327.61K | Jul 28, 2026 | Stock Option Exercise |
| Edward P. Lazarus Officer | Dec 4, 2025 | 12,000 | $228.00K | Dec 4, 2025 | Restricted Stock Vesting |
| Nicholas Millington Officer | Dec 3, 2025 | 156,842 | $2.96M | Dec 3, 2025 | Option Granted - 07/07/2016 |
| Patrick Spence Former Officer & Director | Feb 10, 2025 | 250,000 | $3.46M | Feb 10, 2025 | Restricted Stock Vesting |
| Christopher Scott Mason Officer | Dec 3, 2024 | 1,689 | $23.92K | Dec 3, 2024 | Restricted Stock Vesting |
| Joanna Coles Director | Nov 14, 2024 | 905 | $13.98K | Nov 14, 2024 | Restricted Stock Vesting |
| Maxime Bouvat-Merlin Officer | Aug 19, 2024 | 37,256 | $435.90K | Aug 19, 2024 | Restricted Stock Vesting |
| Shamayne Braman Officer | Aug 16, 2024 | 6,438 | $74.42K | Aug 16, 2024 | Restricted Stock Vesting |
| Christopher Scott Mason Officer | Jul 17, 2024 | 10,000 | $144.50K | Jul 17, 2024 | Option Granted - 08/01/2014 |
| Joanna Coles Director | Jul 11, 2024 | 905 | $13.58K | Jul 11, 2024 | Restricted Stock Vesting |
| Nicholas Millington Officer | Jul 2, 2024 | 7,730 | $113.63K | Jul 1, 2024 | Option Granted - 08/01/2014 |
| Christopher Scott Mason Officer | Jul 2, 2024 | 20,000 | $308.80K | Jun 14, 2024 | Option Granted - 08/01/2014 |