Sweetgreen Inc (SG) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Sweetgreen Inc (SG) following the 2026 Q2 hedge fund 13F filings?

As of today, SG has moved +11.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLY sector ETF — an outperformance of +11.5%. Since the quarter end (June 30, 2026), SG gained -20.7% vs +0.6% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Sweetgreen Inc (SG)

228 + Investors. Track Smart Money conviction in SG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SG

Based on 233 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 80% of 3.0Y peak

80% of all-time peak

233 funds currently hold this stock — 80% of the 3.0-year high of 293 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q

26 fewer hedge funds hold SG compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 55% buying

135 buying110 selling

Last quarter: 135 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~47 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 53 → 66 → 52 → 47. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 26% new

107 out of 233 hedge funds have held SG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +73% but shares only +1% — price-driven

Value

+72%

+1%

Last quarter: the total dollar value of institutional holdings rose +73%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

62 → 53 → 66 → 52 → 47 new funds/Q

New funds entering each quarter: 53 → 66 → 52 → 47. SG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 54% veterans vs 24% newcomers

■ 54% veterans ■ 22% 1-2yr ■ 24% new

Entry-cohort mix of 251 holders: 136 (54%) are 2+ year veterans, 55 entered 1–2 years ago, and 60 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

46 of 228 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.6

out of 10

Low Exit Risk

Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	228	233	-2.15%
13F Shares	107M	105M	1.31%
Total Value	$932M	$540M	72.67%
New Positions	47	52	-5
Increased Positions	84	67	+17
Closed Positions	47	53	-6
Reduced Positions	56	66	-10
Total Calls	12	15	-20.0%
Total Puts	11	14	-21.43%
PUT/CALL Ratio	0.92	0.93	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

228

233

-2.15%

13F Shares

107M

105M

1.31%

Total Value

$932M

$540M

72.67%

New Positions

-5

Increased Positions

+17

Closed Positions

-6

Reduced Positions

-10

Total Calls

-20.0%

Total Puts

-21.43%

PUT/CALL Ratio

0.92

0.93

Neutral

Institutional Holders (2026 Q2)

228 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Woodson Capital Management, LP	7.82%	5,300,000	$46.7M
2	Ibex Investors LLC	5.10%	1,123,000	$9.9M
3	Caden Capital Partners, LP	2.57%	24,211	$213K
4	Greenhouse Funds LLLP	2.28%	5,066,028	$44.6M
5	Lotus Technology Management, LP	1.95%	168,200	$1.6M
6	nVerses Capital, LLC	0.37%	27,032	$238K
7	Portolan Capital Management, LLC	0.34%	1,029,016	$9.1M
8	Crawford Fund Management, LLC	0.19%	137,900	$1.2M
9	Granahan Investment Management, LLC	0.18%	559,643	$4.9M
10	Maplelane Capital, LLC	0.17%	1,050,200	$9.3M
11	Fortis Group Advisors, LLC	0.16%	110,891	$977K
12	Landscape Capital Management, L.L.C.	0.14%	253,604	$2.2M
13	Certuity, LLC	0.13%	300,000	$2.6M
14	Baillie Gifford & Co	0.08%	10,156,071	$89.5M
15	Atika Capital Management LLC	0.07%	120,000	$1.1M
16	Divisadero Street Capital Management, LP	0.06%	288,601	$2.5M
17	Warren Street Wealth Advisors, LLC	0.05%	27,000	$238K
18	Susquehanna Portfolio Strategies, LLC	0.05%	369,790	$3.3M
19	Clear Harbor Asset Management, LLC	0.05%	86,040	$758K
20	AlphaGrep UK Ltd	0.04%	19,415	$131K
21	Primoris Wealth Advisors, LLC	0.04%	10,000	$88K
22	Regatta Capital Group, LLC	0.04%	33,701	$297K
23	Aspen Grove Capital, LLC	0.04%	30,000	$264K
24	Federated Hermes, INC.	0.04%	2,868,905	$25.3M
25	Inceptionr LLC	0.03%	15,269	$135K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Sweetgreen Inc (SG)

What does the Smart Money Trend signal show for SG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SG?

Slight buying edge — 55% buying: Last quarter: 135 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SG holders?

Elite ownership — 43% AUM from top-100 funds: 46 of 228 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SG?

46% of holders stayed for 2+ years: 107 out of 233 hedge funds have held SG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sweetgreen Inc (SG) following the 2026 Q2 hedge fund 13F filings?

As of today, SG has moved +11.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLY sector ETF — an outperformance of +11.5%. Since the quarter end (June 30, 2026), SG has gained -20.7% vs +0.6% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Sweetgreen Inc (SG)

Smart Money Signals — SG

No change last quarter

High ownership — 80% of 3.0Y peak

Outflows — 10% fewer funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~47 new funds per quarter

46% of holders stayed for 2+ years

Value +73% but shares only +1% — price-driven

Peak discovery — momentum slowing

Veteran-anchored — 54% veterans vs 24% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — SG

Hedge Fund Ownership: SG

Market Analysis: SG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SG

Is It Too Late to Buy Sweetgreen Inc (SG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SG

Statistics: SG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Sweetgreen Inc (SG)

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