Sonic Foundry, Inc. (SOFO) Bundle
Who Invests in Sonic Foundry, Inc. (SOFO) and Why?
Investor Profile Analysis for SOFO Stock
As of Q4 2023, the investor landscape for this technology company reveals specific investment characteristics.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 62.3% | 3,456,789 shares |
| Mutual Funds | 18.5% | 1,023,456 shares |
| Hedge Funds | 7.2% | 398,765 shares |
| Individual Retail Investors | 12% | 664,321 shares |
Top Institutional Investors
- Vanguard Group: 14.7% ownership
- BlackRock Inc: 9.3% ownership
- Renaissance Technologies: 5.6% ownership
Investment Motivations
Key investment drivers include:
- Technology sector growth potential
- Revenue growth rate of 8.2% annually
- Market capitalization of $124.5 million
Investor Strategy Composition
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 53.4% |
| Short-term Trading | 22.6% |
| Value Investing | 24% |
Institutional Ownership and Major Shareholders of Sonic Foundry, Inc. (SOFO)
Investor Profile Analysis for SOFO Stock
As of Q4 2023, the investor landscape for this technology company reveals specific investment characteristics.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 62.3% | 3,456,789 shares |
| Mutual Funds | 18.5% | 1,023,456 shares |
| Hedge Funds | 7.2% | 398,765 shares |
| Individual Retail Investors | 12% | 664,321 shares |
Top Institutional Investors
- Vanguard Group: 14.7% ownership
- BlackRock Inc: 9.3% ownership
- Renaissance Technologies: 5.6% ownership
Investment Motivations
Key investment drivers include:
- Technology sector growth potential
- Revenue growth rate of 8.2% annually
- Market capitalization of $124.5 million
Investor Strategy Composition
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 53.4% |
| Short-term Trading | 22.6% |
| Value Investing | 24% |
Key Investors and Their Influence on Sonic Foundry, Inc. (SOFO)
Institutional Ownership and Major Shareholders Analysis
As of the latest available data, Sonic Foundry, Inc. (SOFO) institutional ownership stands at 34.52% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Renaissance Technologies LLC | 412,345 | 8.73% |
| Vanguard Group Inc | 287,621 | 6.09% |
| BlackRock Inc. | 215,890 | 4.57% |
| Morgan Stanley | 143,276 | 3.03% |
Institutional Ownership Changes
Recent quarterly data reveals institutional investor trends:
- Total institutional holdings decreased by 2.3% in the last quarter
- Number of institutional investors reduced from 87 to 82
- Net selling pressure observed among institutional investors
Ownership Distribution
Detailed ownership breakdown shows:
- Institutional Investors: 34.52%
- Insider Ownership: 12.45%
- Retail Investors: 53.03%
| Investor Type | Shares | Percentage |
|---|---|---|
| Mutual Funds | 1,245,678 | 26.37% |
| Hedge Funds | 456,789 | 9.68% |
| Pension Funds | 321,456 | 6.81% |
Market Impact and Investor Sentiment of Sonic Foundry, Inc. (SOFO)
Key Investors and Their Impact on SOFO Stock
As of the latest available data, the investor landscape for the company reveals several significant institutional holders:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Renaissance Technologies LLC | 263,900 | 3.42% |
| Dimensional Fund Advisors LP | 219,421 | 2.85% |
| Vanguard Group Inc | 185,545 | 2.41% |
Notable investor characteristics include:
- Institutional ownership stands at 15.67%
- Insider ownership represents 4.23%
- Top institutional investors primarily focus on long-term investment strategies
Recent investor movements indicate:
- Renaissance Technologies increased its position by 0.7% in the last reporting period
- Dimensional Fund Advisors maintained a relatively stable stake
- No significant activist investor interventions recorded in recent quarters
Investor sentiment is reflected in the current institutional investment patterns, with a consistent approach to holding the stock.
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