AI summary pending
View Full Filing (SEC EDGAR)Sono-tek CORP
$5.10+1.8%
-$205.1K
Net Activity
-6.07% total shares
Institutions Holding
31
Popularity Rank
#7399
Avg Weight
0.01%
Total Value
$7.7M
Market Cap
$80.2M
31 institutions currently hold SOTK, with 16 net buyers and 8 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
8
Net Buying Institutions
16
Top 5 by Value
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Across its top 20 institutional holders, SOTK's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 32/100).
SOTK ranks #7399 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SOTK is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
31 institutions disclose a position in SOTK, but none treat it as a major bet — even Bard Associates Inc, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
Jim Simons has added to its SOTK position for two straight quarters, increasing it by $443.9K to reach $703.8K today.
Susquehanna International Group, LLP has trimmed its SOTK position for two straight quarters, cutting it by $39.8K while still holding $64.4K.
SOTK posted net income of $2.0M over the trailing twelve months, and currently trades at a P/E of 40.3.
+$943.6K
Total Buy Value
$1.3M
Total Sell Value
16
Net Buyers
8
Net Sellers
SOTK
Q2 2026
Top 5 Institutional Movers
SOTK does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$73K
Total Est. Value
13K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Bagley Stephen James | 2026-07-23 | $73K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)835483108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,949
Total reported value
$485.2B
Held by 4949 institutions — one of the most-tracked stocks on AlphaSMO
Access SOTK's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SOTKCLI
npx alphasmo stocks get SOTKFull API & MCP documentation →