Sono Tek Corp (SOTK) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Sono Tek Corp (SOTK) following the 2026 Q2 hedge fund 13F filings?

As of today, SOTK has moved -10.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLK sector ETF — an outperformance of -9.9%. Since the quarter end (June 30, 2026), SOTK gained -24.5% vs -0.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Sono Tek Corp (SOTK)

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

Smart Money Signals — SOTK

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added SOTK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

30 hedge funds hold SOTK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

15 buying8 selling

Last quarter: 15 funds were net buyers (5 opened a brand new position + 10 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 3 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 17% medium ■ 30% new

16 out of 30 hedge funds have held SOTK 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.

💰

Price up while funds trimmed (+42% value, -6% shares)

Value

+41%

-6%

Last quarter: total value of institutional SOTK holdings rose +42% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~5 new funds/quarter

1 → 1 → 3 → 5 → 5 new funds/Q

New funds entering each quarter: 1 → 3 → 5 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 30% newcomers

■ 60% veterans ■ 10% 1-2yr ■ 30% new

Entry-cohort mix of 30 holders: 18 (60%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

12 of 30 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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	30	27	11.11%
13F Shares	1M	1M	-6.09%
Total Value	$8M	$5M	41.54%
New Positions	5	5	-
Increased Positions	10	8	+2
Closed Positions	2	3	-1
Reduced Positions	6	4	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

11.11%

13F Shares

-6.09%

Total Value

$8M

$5M

41.54%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

30 + investors

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

QUARTER:

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

Top 25 SOTK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bard Associates Inc	0.08%	57,102	$349K
2	Benin Management CORP	0.05%	43,157	$264K
3	Peak Financial Advisors LLC	0.04%	14,521	$89K
4	Beaumont Financial Advisors, LLC	0.01%	36,671	$224K
5	M&T Bank Corp	0.00%	80,000	$490K
6	Hm Payson & Co	0.00%	15,500	$95K
7	XTX Topco Ltd	0.00%	15,616	$96K
8	Renaissance Technologies LLC	0.00%	115,000	$704K
9	Stifel Financial Corp	0.00%	60,000	$367K
10	Hrt Financial LP	0.00%	17,865	$109K
11	Tower Research Capital LLC (TRC)	0.00%	723	$4K
12	Vanguard Fiduciary Trust Co	0.00%	67,337	$412K
13	Vanguard Capital Management LLC	0.00%	372,812	$2.3M
14	Northwestern Mutual Wealth Management Co	0.00%	11,905	$73K
15	Morgan Stanley	0.00%	68,974	$422K
16	Citadel Advisors LLC	0.00%	26,764	$164K
17	SBI Securities Co., Ltd.	0.00%	101	—
18	Susquehanna International Group, LLP	0.00%	10,522	$64K
19	Osaic Holdings, INC.	0.00%	435	$3K
20	BlackRock, Inc.	0.00%	29,212	$179K
21	Caitong International Asset Management Co., Ltd	0.00%	2	—
22	Mercer Global Advisors Inc /Adv	0.00%	60	—
23	Barclays plc	0.00%	71	—
24	Fmr LLC	0.00%	23	—
25	UBS Group AG	0.00%	1	—

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 — Sono Tek Corp (SOTK)

What does the Smart Money Trend signal show for SOTK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SOTK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SOTK?

More buyers than sellers — 65% buying: Last quarter: 15 funds were net buyers (5 opened a brand new position + 10 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOTK holders?

Strong quality — 33% AUM from major funds: 12 of 30 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SOTK?

53% of holders stayed for 2+ years: 16 out of 30 hedge funds have held SOTK 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 Sono Tek Corp (SOTK) following the 2026 Q2 hedge fund 13F filings?

As of today, SOTK has moved -10.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLK sector ETF — an outperformance of -9.9%. Since the quarter end (June 30, 2026), SOTK has gained -24.5% vs -0.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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Sono Tek Corp (SOTK)

Smart Money Signals — SOTK

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~5 new funds per quarter

53% of holders stayed for 2+ years

Price up while funds trimmed (+42% value, -6% shares)

Steady discovery — ~5 new funds/quarter

Veteran-anchored — 60% veterans vs 30% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — SOTK

Hedge Fund Ownership: SOTK

Market Analysis: SOTK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SOTK

Is It Too Late to Buy Sono Tek Corp (SOTK) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SOTK

Statistics: SOTK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Sono Tek Corp (SOTK)

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