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SG Institutional Ownership

Sweetgreen, Inc.
1W: -3.3% 1M: +25.2% 3M: +62.3% YTD: +48.9% 1Y: +39.8% 3Y: -5.5%
$10.31
+0.43 (+4.35%)
After Hours: $10.15 (-0.16, -1.55%)
Weekly Expected Move ±7.1%
$8 $9 $10 $11 $11
NYSE · Consumer Cyclical · Restaurants · Tech Score Buy · Power 60 · $1.2B mcap · 103M float · 5.23% daily turnover · Short 42% of daily vol
Credit Risk of going bust: higher than 77% of companies Debt: 23.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.41 (down 96%), Sweetgreen, Inc. would be worth roughly what it owes.
Total debt $355.4M against a stock market value of $1.18B.
Distance to default 2.82 (Merton model): prices to 2026-10-26, balance sheet 2026-06-28, debt counted $177.7M (short-term plus half of long-term), stock volatility 75.1%; Altman Z'' -1.69. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — SG

276
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
$851M
Total Invested
45
New Positions
87
Increased
88
Reduced
35
Closed
0.88
Put/Call Ratio

Ownership Trends

Top Institutional Holders (72 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GOLDMAN SACHS GROUP INC NEW 3,457,608 $36M +3,457,608 — 1Q SEC ↗
2 STATE STREET CORP NEW 2,550,635 $26M +2,550,635 — 1Q SEC ↗
3 CITADEL ADVISORS LLC NEW 2,006,229 $21M +2,006,229 — 1Q SEC ↗
4 CALIFORNIA STATE TEACHERS RETIREMENT S 1,070,820 $11M +969,790 +959.9% 2Q SEC ↗
5 MAPLELANE CAPITAL, LLC 1,050,200 $11M -1,570,260 -59.9% 2Q SEC ↗
6 PRINCIPAL FINANCIAL GROUP INC NEW 881,877 $9M +881,877 — 1Q SEC ↗
7 MARSHALL WACE, LLP NEW 650,242 $7M +650,242 — 1Q SEC ↗
8 TEACHERS RETIREMENT SYSTEM OF THE STAT NEW 329,058 $3M +329,058 — 1Q SEC ↗
9 Walleye Trading LLC NEW 297,952 $3M +297,952 — 1Q SEC ↗
10 IMC-Chicago, LLC 220,597 $2M -55,976 -20.2% 2Q SEC ↗
11 Lotus Technology Management, LP NEW 168,200 $2M +168,200 — 1Q SEC ↗
12 Corient Private Wealth LP NEW 157,133 $2M +157,133 — 1Q SEC ↗
13 IEQ CAPITAL, LLC NEW 143,559 $1M +143,559 — 1Q SEC ↗
14 Fortis Group Advisors, LLC NEW 110,891 $1M +110,891 — 1Q SEC ↗
15 Clear Harbor Asset Management, LLC NEW 86,040 $887K +86,040 — 1Q SEC ↗
16 Walleye Capital LLC 74,464 $768K +17,703 +31.2% 2Q SEC ↗
17 Pathstone Holdings, LLC NEW 61,435 $633K +61,435 — 1Q SEC ↗
18 WELLS FARGO & COMPANY/MN NEW 58,473 $603K +58,473 — 1Q SEC ↗
19 Wealthcare Advisory Partners LLC 41,613 $429K -74 -0.2% 3Q SEC ↗
20 MERCER GLOBAL ADVISORS INC /ADV NEW 41,216 $425K +41,216 — 1Q SEC ↗
21 Mariner, LLC NEW 35,599 $367K +35,599 — 1Q SEC ↗
22 M&T BANK CORP NEW 34,974 $361K +34,974 — 1Q SEC ↗
23 Ensign Peak Advisors, Inc NEW 31,300 $323K +31,300 — 1Q SEC ↗
24 NEW YORK STATE COMMON RETIREMENT FUND NEW 30,325 $313K +30,325 — 1Q SEC ↗
25 MANUFACTURERS LIFE INSURANCE COMPANY, 27,982 $288K +10 +0.0% 2Q SEC ↗
26 STATE BOARD OF ADMINISTRATION OF FLORI NEW 27,580 $284K +27,580 — 1Q SEC ↗
27 EASTERN BANK 27,054 $279K +1,830 +7.3% 3Q SEC ↗
28 INTECH INVESTMENT MANAGEMENT LLC NEW 23,966 $247K +23,966 — 1Q SEC ↗
29 Manhattan West Asset Management, LLC NEW 21,311 $220K +21,311 — 1Q SEC ↗
30 MIRABELLA FINANCIAL SERVICES LLP NEW 18,825 $194K +18,825 — 1Q SEC ↗
31 Farther Finance Advisors, LLC 17,936 $185K +64 +0.4% 3Q SEC ↗
32 Optas, LLC NEW 15,608 $161K +15,608 — 1Q SEC ↗
33 ProShare Advisors LLC NEW 13,899 $143K +13,899 — 1Q SEC ↗
34 PSI Advisors, LLC NEW 13,366 $138K +13,366 — 1Q SEC ↗
35 Integrated Wealth Concepts LLC NEW 12,732 $131K +12,732 — 1Q SEC ↗
36 PFG Investments, LLC NEW 12,700 $131K +12,700 — 1Q SEC ↗
37 Wealthfront Advisers LLC 12,537 $129K -133 -1.0% 2Q SEC ↗
38 SUMMIT SECURITIES GROUP LLC NEW 11,691 $121K +11,691 — 1Q SEC ↗
39 Proficio Capital Partners LLC NEW 11,198 $115K +11,198 — 1Q SEC ↗
40 Forum Financial Management, LP 11,000 $113K — +0.0% 3Q SEC ↗
41 Sequoia Financial Advisors, LLC NEW 10,202 $105K +10,202 — 1Q SEC ↗
42 PRIMORIS WEALTH ADVISORS, LLC NEW 10,000 $103K +10,000 — 1Q SEC ↗
43 Prospera Financial Services Inc 10,000 $103K — +0.0% 2Q SEC ↗
44 Versant Capital Management, Inc 6,466 $67K -4,052 -38.5% 3Q SEC ↗
45 Bogart Wealth, LLC 4,000 $41K -1,000 -20.0% 2Q SEC ↗
46 Ares Financial Consulting, LLC 3,000 $31K — +0.0% 3Q SEC ↗
47 Sterling Capital Management LLC NEW 2,936 $30K +2,936 — 1Q SEC ↗
48 NISA INVESTMENT ADVISORS, LLC NEW 2,729 $28K +2,729 — 1Q SEC ↗
49 GK Wealth Management LLC NEW 2,065 $21K +2,065 — 1Q SEC ↗
50 Nykredit A/S NEW 1,460 $15K +1,460 — 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (6)
HolderAddedChange %Total Shares
CALIFORNIA STATE TEACHERS RETIREMEN +969,790 +959.9% 1,070,820
Walleye Capital LLC +17,703 +31.2% 74,464
EASTERN BANK +1,830 +7.3% 27,054
GAMMA Investing LLC +1,133 +1192.6% 1,228
Farther Finance Advisors, LLC +64 +0.4% 17,936
MANUFACTURERS LIFE INSURANCE COMPAN +10 +0.0% 27,982
Biggest Decreases (6)
HolderReducedChange %Total Shares
MAPLELANE CAPITAL, LLC -1,570,260 -59.9% 1,050,200
IMC-Chicago, LLC -55,976 -20.2% 220,597
Versant Capital Management, Inc -4,052 -38.5% 6,466
Bogart Wealth, LLC -1,000 -20.0% 4,000
Wealthfront Advisers LLC -133 -1.0% 12,537
Wealthcare Advisory Partners LLC -74 -0.2% 41,613

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms