Smart SandSND
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 64 institutions reported holding Smart Sand Inc. (SND) in their 13F filings, up 19 from Q3 2025. 23 opened new positions and 5 sold out. The largest holders were Gendell Jeffrey L ($12.5M), Vanguard Group Inc. ($5.4M) and Acadian Asset Management LLC ($3.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Smart Sand Inc.
- CUSIP
- 83191H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.5M |
| Exits | 5 | $160K |
All 13F filers, Q3 2025 → Q4 2025: 3,388,014 shares bought and 1,132,900 shares sold, net +2,255,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Gendell Jeffrey L | 0.22% | Add +16.0% | 3,126,915 | $12.5M |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 1,355,094 | $5.4M |
| Acadian Asset Management LLC | 0.01% | Reduce -1.0% | 870,866 | $3.5M |
| Sprott Inc. | 0.11% | No change | 750,000 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.8% | 635,986 | $2.5M |
| Bridgeway Capital Management, LLC | 0.05% | Add +3.4% | 610,034 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +30.3% | 500,806 | $2.0M |
| JB Capital Partners LP | 0.32% | No change | 460,000 | $1.8M |
| CastleKnight Management LP | 0.10% | Reduce -51.5% | 448,673 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.2% | 434,634 | $1.7M |
| BlackRock, Inc. | 0.00% | Reduce -9.3% | 431,459 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 408,762 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 384,872 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +97.8% | 309,952 | $1.2M |
| Informed Momentum Co LLC | 0.11% | New | 240,141 | $961K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -21.3% | 225,476 | $902K |
| Truffle Hound Capital, LLC | 0.52% | New | 220,000 | $880K |
| Empowered Funds, LLC | 0.01% | Add +10.3% | 216,416 | $866K |
| Ritholtz Wealth Management | 0.02% | Add +156.8% | 207,723 | $831K |
| Sei Investments Co. | 0.00% | Add +355.6% | 186,334 | $745K |
| Goldman Sachs Group Inc. | 0.00% | Add +555.5% | 175,053 | $700K |
| State Street Corp. | 0.00% | Add +6.7% | 161,597 | $646K |
| Bank of America Corp. | 0.00% | Add +56582.1% | 133,203 | $533K |
| Citadel Advisors | 0.00% | Add +60.4% | 132,540 | $530K |
| Verdad Advisers, LP | 0.46% | — | 100,989 | $404K |
| Gsa Capital Partners LLP | 0.03% | Reduce -13.1% | 100,451 | $402K |
| Stifel Financial Corp. | 0.00% | Reduce -58.7% | 85,949 | $344K |
| Walleye Capital LLC | 0.00% | New | 81,193 | $325K |
| Renaissance Technologies | 0.00% | Reduce -65.0% | 80,800 | $323K |
| CWA Asset Management Group, LLC | 0.01% | New | 77,238 | $309K |
| Susquehanna International Group, LLP | 0.00% | Add +447.7% | 74,479 | $298K |
| Northern Trust Corp. | 0.00% | Add +1.7% | 74,028 | $296K |
| Point72 Asset Management | 0.00% | New | 47,501 | $190K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 46,849 | $187K |
| Algert Global LLC | 0.00% | New | 45,535 | $182K |
| Hudson Bay Capital Management LP | 0.00% | New | 43,304 | $173K |
| Prelude Capital Management, LLC | 0.01% | Add +224.7% | 39,307 | $157K |
| Qube Research & Technologies Ltd | 0.00% | New | 36,719 | $147K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 36,500 | $146K |
| UBS Group AG | 0.00% | Add +742.2% | 33,790 | $135K |
| Millennium Management | 0.00% | New | 33,702 | $135K |
| Quartz Partners, LLC | 0.04% | Reduce -1.8% | 28,769 | $115K |
| American Century Companies Inc. | 0.00% | New | 28,150 | $113K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -82.7% | 28,120 | $112K |
| Morgan Stanley | 0.00% | Add +28.8% | 27,980 | $112K |
| Centiva Capital, LP | 0.01% | New | 24,389 | $98K |
| XTX Topco Ltd | 0.00% | New | 23,409 | $94K |
| Kathmere Capital Management, LLC | 0.01% | New | 19,321 | $77K |
| Osaic Holdings, Inc. | 0.00% | Add +6267.7% | 19,294 | $77K |
| Occudo Quantitative Strategies LP | 0.00% | New | 17,755 | $71K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,439 | $70K |
| Prudential Financial Inc. | 0.00% | Add +7.2% | 14,900 | $60K |
| LPL Financial LLC | 0.00% | Add +36.7% | 14,900 | $60K |
| Balyasny Asset Management L.P. | 0.00% | New | 14,678 | $59K |
| Squarepoint Ops LLC | 0.00% | New | 14,282 | $57K |
| Two Sigma Securities, LLC | 0.01% | Reduce -8.5% | 10,675 | $43K |
| Citigroup Inc. | 0.00% | New | 8,347 | $33K |
| Group One Trading LLC | 0.00% | New | 6,319 | $25K |
| State of Wyoming | 0.00% | New | 5,957 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +5.6% | 2,639 | $11K |
| JPMorgan Chase & Co. | 0.00% | Add +8196.0% | 2,074 | $8K |
| FMR LLC | 0.00% | Reduce -9.3% | 1,448 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 800 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 6 | $24 |
"% of holder's portfolio" is SND's weight in each manager's 13F, not the share of Smart Sand Inc. the manager owns.