Sweetgreen, Inc.· SG

🇺🇸 US · SmallBroad USNYSE

Consumer CyclicalRestaurantsWebsite

Price: $5.71
Day: -3.55%
Mkt Cap: $678.51M
52W Range: $4.49 – $12.88
Volume: 7.90M
Beta: 2.17

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Sweetgreen, Inc.

SG|Consumer Cyclical|Restaurants

Current price: $6

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$3.4M

Net share flow+593.5K

Purchases28 ($3.4M)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

Jammet Nicolas

Sale

$6.4M

Dec 13

Neman Jonathan

Sale

$6.4M

Dec 13

Ru Nathaniel

Sale

$6.4M

Dec 13

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership80.4%

13F share flow-29.4%

Investors holding259

+173 adding-122 reducing

121

New 52Inc 121Red 66Closed 56

Top Institutional Holders

Institution

Value

Change

BAILLIE GIFFORD & CO

$53.5M

-3.4%

BLACKROCK, INC.

$40.0M

-1.5%

WOODSON CAPITAL MANAGEMENT, LP

$34.8M

+11.5%

GREENHOUSE FUNDS LLLP

$26.2M

+42.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting106

Total shares held35.6M

Share flow-4.8%

16 buying10 selling

Buying 16Unchanged 81Selling 10

Top Fund Holders

Fund

Weight

Change

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

1.6M

0.64%

FIDELITY MT VERNON STREET TRUST

1.4M

4.08%

FIDELITY CONCORD STREET TRUST

774.6K

0.29%

-143.2K

SCHWAB STRATEGIC TRUST

577.7K

0.18%

-7.1K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+85

Institutional Flow

50% weight

+22

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for SG

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bullish

Strong insider buying in Q2 2026

Significant: 28 purchases totaling $3.4M (593.5K shares)

Share volume is 3x+ above the historical average, unusually strong

Insider buying in 3 of the last 4 quarters

Notable Recent Transactions, SG

Top 8 highest-value recent insider trades

Jammet Nicolas

Director

Sell

170,199 shares at $37.73

Dec 13, 2024$6.42M

Neman Jonathan

Director

Sell

170,199 shares at $37.73

Dec 13, 2024$6.42M

Ru Nathaniel

Director

Sell

170,199 shares at $37.73

Dec 13, 2024$6.42M

Neman Jonathan

Director

Sell

200,000 shares at $31.30

May 15, 2024$6.26M

Neman Jonathan

Director

Sell

169,772 shares at $35.77

Aug 26, 2024$6.07M

Ru Nathaniel

Director

Sell

169,770 shares at $35.77

Aug 26, 2024$6.07M

Jammet Nicolas

Director

Sell

169,767 shares at $35.77

Aug 26, 2024$6.07M

Jammet Nicolas

Director

Sell

150,000 shares at $31.30

May 15, 2024$4.70M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for SG

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

80.4% institutional ownership

Slight accumulation: 173 adding vs 122 reducing

13F shares increased by 1.5%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+30 growing-201 shrinkingNet: -171

191

New (8)

Increased (22)

Reduced (10)

Closed (191)

Top Institutional Holders, SG

Largest 8 institutional positions by ownership percentage as of Q2 2026

PRINCIPAL FINANCIAL GROUP INC

881.9K

$7.8M

Ownership

0.74%

+100.0%

CITIGROUP INC

437.2K

$3.9M

Ownership

0.37%

-2.6%

CERTUITY, LLC

300.0K

$2.6M

Ownership

0.25%

-0.8%

WALLEYE TRADING LLC

259.8K

$2.3M

Ownership

0.22%

+154.7%

FORTIS GROUP ADVISORS, LLC

110.9K

$977.0K

Ownership

0.09%

+100.0%

WEALTHCARE ADVISORY PARTNERS LLC

41.7K

$367.3K

Ownership

0.04%

+1.7%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

38.7K

$323.2K

Ownership

0.03%

+77.6%

M&T BANK CORP

38.4K

$337.8K

Ownership

0.03%

+9.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 107 ETFs and mutual funds reporting

16 buying10 sellingNet: +6

Buying (16)

Unchanged (81)

Selling (10)

Bullish Signal

Funds accumulating in Q2 2026

107 ETFs and mutual funds reporting

16 funds buying vs 10 selling

Top Fund Holders, SG

Largest 8 ETF and mutual fund positions by shares held as of latest filing

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

1.6M

Weight

0.64%

No change

FIDELITY MT VERNON STREET TRUST

1.4M

Weight

4.08%

No change

FIDELITY CONCORD STREET TRUST

774.6K

Weight

0.29%

Decreased

SCHWAB STRATEGIC TRUST

577.7K

Weight

0.18%

Decreased

Fidelity Rutland Square Trust II

493.4K

Weight

0.04%

No change

NEUBERGER BERMAN EQUITY FUNDS

253.1K

Weight

1.53%

No change

Federated Hermes ETF Trust

203.0K

Weight

13.80%

Increased

DEUTSCHE DWS INVESTMENT TRUST

167.6K

Weight

52.25%

No change

Sweetgreen, Inc.· SG

Holdings Analysis

Insider Trading Activity

1.3Transaction History239Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings74Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History239Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings74Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights