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SOFO SONIC FOUNDRY INC NEW COM STK

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COM NEW (common)

14 managers (14 13F filers) reported a position in SOFO shares at 2023-09-30, 602,158 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
4
Reduced
2
Sold out
3
Shares held by filers
602,158

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2023

Filers in the available 13F reports with a share position at 2023-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Roumell Asset Management, LLC405,405$267K0.54%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,606$53K<0.01%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC39,497$26K<0.01%+78813F-HR/ATimelineGroup
Manatuck Hill Partners, LLC27,000$17.8K0.01%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC20,943$13.8K<0.01%new13F-HRTimelineGroup
WealthTrust Axiom LLC14,331$9.42K<0.01%-41,98413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,811$5.8K<0.01%-10613F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,291$2.82K<0.01%+3,60613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,109$1.39K<0.01%+313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70$46<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66$44<0.01%+1713F-HRTimelineGroup
Milestone Investment Advisors LLC25$17<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$3<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.