Smart SandSND

13F holders, Q4 2025 (December 31)
64holders +19
23new positions
5sold out
4famous investors
$4.00avg. 13F price*

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

020406080100 Q1 2024: 46Q1 2024Q2 2024: 44Q2 2024Q3 2024: 42Q3 2024Q4 2024: 51Q4 2024Q1 2025: 59Q1 2025Q2 2025: 53Q2 2025Q3 2025: 45Q3 2025Q4 2025: 64Q4 2025Q1 2026: 84Q1 2026Q2 2026: 91Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$7.5M
Exits5$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.