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Sonendo, Inc.

SONX
Exchange
OTC
Industry
Dental Equipment & Supplies
SEC CIK
0001407973

No open-market purchases or sales by Sonendo, Inc. insiders were filed in the last 90 days; no institution reported holding it in 13F filings for Q2 2026; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Sonendo, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
38
+1 vs. Q4 2022
Shares held
31.8M
−73.2K (−0.2%) vs. Q4 2022
Total value
$60.3M
−$29.8M (−33.1%) vs. Q4 2022
New holders
5
16 more added
Sold out
4
5 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SONX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 38 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 44 institutionsQ1 2022: 37 institutionsQ2 2022: 33 institutionsQ3 2022: 40 institutionsQ4 2022: 37 institutionsQ1 2023: 38 institutionsQ2 2023: 38 institutionsQ3 2023: 39 institutionsQ4 2023: 6 institutionsQ1 2024: 4 institutionsQ2 2024: 3 institutionsQ3 2024: 3 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $60.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $94.5MQ1 2022: $61.3MQ2 2022: $25.7MQ3 2022: $22.1MQ4 2022: $90.1MQ1 2023: $60.3MQ2 2023: $43.0MQ3 2023: $23.4MQ4 2023: $3.10MQ1 2024: $1.34MQ2 2024: $530.4KQ3 2024: $272.0KQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SONX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20243$272.0K
Q2 20243$530.4K
Q1 20244$1.34M
Q4 20236$3.10M
Q3 202339$23.4M
Q2 202338$43.0M
Q1 202338$60.3M
Q4 202237$90.1M
Q3 202240$22.1M
Q2 202233$25.7M
Q1 202237$61.3M
Q4 202144$94.5M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Sonendo, Inc.; share changes are against Q4 2022.

Institutions holding SONX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ArrowMark Colorado Holdings LLC5,980,817$12.0M0.14%00.0%Unchanged
Blue Water Life Science Advisors, LLC4,643,461$9.29M6.14%00.0%Unchanged
First Light Asset Management, LLC4,185,619$8.37M0.75%00.0%Unchanged
Driehaus Capital Management LLC3,843,051$7.69M0.11%+158,841+4.3%Added
Pura Vida Investments, LLC4,541,805$5.96M0.60%−374,240−7.6%Reduced
Vanguard Group Inc1,989,825$3.98M0.00%+133,582+7.2%Added
Masters Capital Management LLC1,750,000$3.50M0.84%+225,000+14.8%Added
HighMark Wealth Management LLC655,292$1.31M1.02%+125,835+23.8%Added
JPMorgan Chase & Co627,895$1.26M0.00%+259,082+70.2%Added
Fan Yu547,945$1.10M60.35%00.0%Unchanged
Redmile Group, LLC498,131$996.3K0.04%00.0%Unchanged
Wedbush Securities Inc366,683$733.0K0.04%+13,000+3.7%Added
Geode Capital Management, LLC328,543$657.1K0.00%+55,401+20.3%Added
Millennium Management LLC288,180$576.0K0.00%+7,408+2.6%Added
Boothbay Fund Management, LLC215,000$430.0K0.01%+215,000New
Bridgeway Capital Management, LLC171,500$343.0K0.01%+70,000+69.0%Added
CPV Partners, LLC149,439$298.9K0.24%00.0%Unchanged
Morgan Stanley146,176$292.4K0.00%+1,592+1.1%Added
Skandinaviska Enskilda Banken AB (publ)145,913$292.0K0.00%−364,580−71.4%Reduced
Federated Hermes, Inc.120,000$240.0K0.00%−30,000−20.0%Reduced
M&T Bank Corp91,404$182.4K0.00%00.0%Unchanged
State Street Corp86,400$172.8K0.00%+1,300+1.5%Added
Global Retirement Partners, LLC127,830$154.7K0.01%−4,000−3.0%Reduced
Northern Trust Corp66,145$132.3K0.00%+3,058+4.8%Added
BlackRock Inc.51,821$103.6K0.00%+1,434+2.8%Added
UBS Group AG27,590$55.2K0.00%−6,838−19.9%Reduced
Charles Schwab Investment Management Inc24,344$48.7K0.00%00.0%Unchanged
Bank of New York Mellon Corp20,583$41.2K0.00%+20,583New
XTX Topco Ltd19,494$39.0K0.01%+19,494New
Renaissance Technologies LLC14,100$28.0K0.00%+3,400+31.8%Added
Cambridge Investment Research Advisors, Inc.12,980$26.0K0.00%00.0%Unchanged
HighTower Advisors, LLC10,907$22.0K0.00%00.0%Unchanged
Bank of America Corp8,000$16.0K0.00%+1,818+29.4%Added
Standard Family Office LLC5,300$10.6K0.02%00.0%Unchanged
Parallel Advisors, LLC581$1.16K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC400$8000.00%+400New
Wells Fargo & Company258$5160.00%+4+1.6%Added
Allworth Financial LP100$2000.00%+100New
AWM Investment Company, Inc.0$00.00%−344,632−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−250,000−100.0%Sold out
Park Avenue Securities LLC0$00.00%−11,242−100.0%Sold out
Romano Brothers and Company0$00.00%−4,000−100.0%Sold out