Solo Brands Inc. Class ASBDS
13F holders, Q1 2026 (March 31)22holders +1
5new positions
4sold out
$3.76avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Solo Brands Inc. Class A (SBDS) in their 13F filings, up 1 from Q4 2025. 5 opened new positions and 4 sold out. The largest holders were Summit Partners L P ($4.1M), Barclays PLC ($144K) and Geode Capital Management, LLC ($71K).
- Company
- Solo Brands Inc. Class A
- CUSIP
- 83425V203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $72K |
| Exits | 4 | $834 |
All 13F filers, Q4 2025 → Q1 2026: 27,826 shares bought and 185 shares sold, net +27,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Summit Partners L P | 0.62% | No change | 1,100,870 | $4.1M |
| Barclays PLC | 0.00% | No change | 38,297 | $144K |
| Geode Capital Management, LLC | 0.00% | Add +11.6% | 18,988 | $71K |
| Wealth Architects, LLC | 0.01% | New | 18,603 | $70K |
| Vanguard Capital Management LLC | 0.00% | — | 16,830 | $63K |
| UBS Group AG | 0.00% | Add +212.3% | 9,864 | $37K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 6,806 | $26K |
| Morgan Stanley | 0.00% | Reduce -2.5% | 1,064 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 478 | $2K |
| Citigroup Inc. | 0.00% | Reduce -0.3% | 380 | $1K |
| Group One Trading LLC | 0.00% | Reduce -1.1% | 93 | $350 |
| JPMorgan Chase & Co. | 0.00% | No change | 57 | $210 |
| MAI Capital Management | 0.00% | New | 40 | $151 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 31 | $117 |
| Fifth Third Bancorp | 0.00% | No change | 25 | $94 |
| Advisory Services Network, LLC | 0.00% | New | 24 | $90 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 12 | $45 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.3% | 11 | $41 |
| Ascentis Independent Advisors | 0.00% | New | 7 | $26 |
| Sound Income Strategies, LLC | 0.00% | No change | 5 | $19 |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.1% | 3 | $10 |
| Royal Bank of Canada | 0.00% | Reduce -11.5% | 92 | $0 |
"% of holder's portfolio" is SBDS's weight in each manager's 13F, not the share of Solo Brands Inc. Class A the manager owns.