Sono-TekSOTK
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 28 institutions reported holding Sono-Tek Corp. (SOTK) in their 13F filings, up 3 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Vanguard Capital Management LLC ($1.5M), Northwestern Mutual Wealth Management Co. ($650K) and Geode Capital Management, LLC ($552K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sono-Tek Corp.
- CUSIP
- 835483108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $699K |
| Exits | 2 | $2K |
All 13F filers, Q4 2025 → Q1 2026: 220,885 shares bought and 160,828 shares sold, net +60,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Vanguard Capital Management LLC | 0.00% | — | 361,255 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 160,202 | $650K |
| Geode Capital Management, LLC | 0.00% | Reduce -12.4% | 136,007 | $552K |
| Renaissance Technologies | 0.00% | Add +41.6% | 89,100 | $362K |
| M&T Bank Corp | 0.00% | No change | 80,000 | $325K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 66,804 | $271K |
| Stifel Financial Corp. | 0.00% | No change | 60,000 | $244K |
| Bard Associates Inc. | 0.05% | Add +21.3% | 52,453 | $213K |
| Benin Management CORP | 0.04% | No change | 44,157 | $179K |
| Northern Trust Corp. | 0.00% | Add +18.9% | 43,459 | $176K |
| Beaumont Financial Advisors, LLC | 0.01% | No change | 36,671 | $149K |
| Topline Capital Management, LLC | 0.02% | Reduce -79.3% | 35,159 | $143K |
| Citadel Advisors | 0.00% | Add +18.1% | 23,663 | $96K |
| Dimensional Fund Advisors LP | 0.00% | Add +3.6% | 21,962 | $89K |
| HM Payson & Co. | 0.00% | No change | 21,500 | $87K |
| BlackRock, Inc. | 0.00% | Add +8.4% | 20,451 | $83K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.4% | 19,309 | $78K |
| Peak Financial Advisors LLC | 0.03% | No change | 14,521 | $59K |
| State Street Corp. | 0.00% | No change | 13,612 | $55K |
| Focused Wealth Management, Inc | 0.01% | Reduce -3.7% | 12,855 | $52K |
| XTX Topco Ltd | 0.00% | New | 11,605 | $47K |
| Morgan Stanley | 0.00% | No change | 10,120 | $41K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,736 | $11K |
| Acadian Asset Management LLC | 0.00% | No change | 2,520 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +28.1% | 1,760 | $7K |
| Osaic Holdings, Inc. | 0.00% | New | 435 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 101 | $410 |
| FMR LLC | 0.00% | No change | 23 | $93 |
"% of holder's portfolio" is SOTK's weight in each manager's 13F, not the share of Sono-Tek Corp. the manager owns.