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Sono Tek Corp

SOTK
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000806172

In the last 90 days, Sono Tek Corp insiders filed 0 open-market purchases and 4 sales; 30 institutions reported holding it in 13F filings for Q2 2026, worth $7.72M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Sono Tek Corp as of Dec 31, 2022. 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
20
+1 vs. Q3 2022
Shares held
937.0K
+10.6K (+1.1%) vs. Q3 2022
Total value
$6.01M
−$488.4K (−7.5%) vs. Q3 2022
New holders
3
5 more added
Sold out
2
4 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOTK 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 holdersQ4 2022: 20 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 10 institutionsQ4 2021: 17 institutionsQ1 2022: 16 institutionsQ2 2022: 19 institutionsQ3 2022: 20 institutionsQ4 2022: 20 institutionsQ1 2023: 21 institutionsQ2 2023: 23 institutionsQ3 2023: 21 institutionsQ4 2023: 24 institutionsQ1 2024: 27 institutionsQ2 2024: 23 institutionsQ3 2024: 22 institutionsQ4 2024: 25 institutionsQ1 2025: 24 institutionsQ2 2025: 24 institutionsQ3 2025: 23 institutionsQ4 2025: 25 institutionsQ1 2026: 28 institutionsQ2 2026: 30 institutions
Value heldQ4 2022: $6.01M
Q1 2021: $0Q2 2021: $0Q3 2021: $1.35MQ4 2021: $5.58MQ1 2022: $3.74MQ2 2022: $4.29MQ3 2022: $6.76MQ4 2022: $6.01MQ1 2023: $4.89MQ2 2023: $5.48MQ3 2023: $5.30MQ4 2023: $5.77MQ1 2024: $5.55MQ2 2024: $4.17MQ3 2024: $4.34MQ4 2024: $7.46MQ1 2025: $4.05MQ2 2025: $4.32MQ3 2025: $4.81MQ4 2025: $5.30MQ1 2026: $5.45MQ2 2026: $7.72M
Institutions holding SOTK and their total value by quarter
QuarterHoldersValue
Q2 202630$7.72M
Q1 202628$5.45M
Q4 202525$5.30M
Q3 202523$4.81M
Q2 202524$4.32M
Q1 202524$4.05M
Q4 202425$7.46M
Q3 202422$4.34M
Q2 202423$4.17M
Q1 202427$5.55M
Q4 202324$5.77M
Q3 202321$5.30M
Q2 202323$5.48M
Q1 202321$4.89M
Q4 202220$6.01M
Q3 202220$6.76M
Q2 202219$4.29M
Q1 202216$3.74M
Q4 202117$5.58M
Q3 202110$1.35M
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Sono Tek Corp; share changes are against Q3 2022.

Institutions holding SOTK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc296,883$1.91M0.00%+3,011+1.0%Added
Modera Wealth Management, LLC185,043$1.19M0.05%−10,500−5.4%Reduced
Geode Capital Management, LLC95,216$611.0K0.00%+647+0.7%Added
ARS Investment Partners, LLC68,064$437.0K0.06%−2,436−3.5%Reduced
Stifel Financial Corp60,000$385.2K0.00%00.0%Unchanged
Benin Management CORP49,400$317.1K0.13%−100−0.2%Reduced
First Republic Investment Management, Inc.42,580$273.4K0.00%00.0%Unchanged
Beaumont Financial Advisors, LLC36,671$235.4K0.02%+36,671New
Bard Associates Inc20,500$131.6K0.06%00.0%Unchanged
BlackRock Inc.17,971$115.4K0.00%+512+2.9%Added
Dimensional Fund Advisors LP16,725$107.0K0.00%00.0%Unchanged
Peak Financial Advisors LLC14,521$93.2K0.08%00.0%Unchanged
Focused Wealth Management, Inc13,220$84.9K0.02%−3,570−21.3%Reduced
Acadian Asset Management LLC11,223$71.0K0.00%00.0%Unchanged
Morgan Stanley6,800$43.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,098$7.00K0.00%+393+55.7%Added
Wynnefield Capital Inc950$6.10K0.00%00.0%Unchanged
Wells Fargo & Company79$5070.00%+2+2.6%Added
FMR LLC23$1480.00%+23New
Bank of America Corp10$640.00%+10New
Coombe, Bender & Co LLC0$00.00%−14,000−100.0%Sold out
Royal Bank of Canada0$00.00%−95−100.0%Sold out
Beaumont Financial Partners, LLC––––Not filed