Exploring Sonic Foundry, Inc. (SOFO) Investor Profile: Who’s Buying and Why?

Exploring Sonic Foundry, Inc. (SOFO) Investor Profile: Who’s Buying and Why?

US | Technology | Software - Application | NASDAQ

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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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