SentinelOne, Inc. (S): A Bull Case Theory
We came across a bullish thesis on SentinelOne, Inc. on Multibagger Radar’s Substack by Joshua Nielsen. In this article, we will summarize the bulls’ thesis on S.
Sentinelone Inc. (S)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sylebra Capital Management Daniel Patrick Gibson | 6,615,273 | $116,494,958 | -17% | 6.43% |
| 2. | Anchorage Advisors Kevin Michael Ulrich And Anthony Davis | 4,937,053 | $86,941,503 | 74.05% | |
| 3. | AQR Capital Management Cliff Asness | 4,246,608 | $74,782,766 | -1% | 0.05% |
| 4. | Millennium Management Israel Englander | 2,714,094 | $47,795,195 | +32% | 0.02% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,269,748 | $39,970,262 | +527% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.89 | 40,000 | $595,600.00 | 120,000 | 2025-12-16 | Filing | |
| $22.36 | 10,000 | $223,596.00 | 80,000 | 2024-04-03 | Filing | |
| $23.98 | 10,000 | $239,829.00 | 10,000 | 2022-06-03 | Filing | |
| $23.98 | 10,000 | $239,829.00 | 10,000 | 2022-06-03 | Filing | |
| $34.35 | 20,000 | $687,000.00 | 70,000 | 2022-04-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.82 | 11,173 | $165,583.86 | 539,372 | 2026-01-06 | Filing | |
| $14.82 | 11,900 | $176,358.00 | 560,589 | 2026-01-06 | Filing | |
| $15.12 | 51,595 | $780,121.56 | 1,145,608 | 2026-01-06 | Filing | |
| $15.04 | 6,346 | $95,442.57 | 1,145,608 | 2026-01-02 | Filing | |
| $15.09 | 125,429 | $1,892,987.01 | 1,093,108 | 2025-12-11 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,501,905 | $37,528,575 | 0.01% | |
| 2. | 1,330,384 | $19,955,760 | 0.03% | |
| 3. | 1,063,223 | $15,948,345 | 2.73% | |
| 4. | 446,000 | $6,690,000 | 3.22% | |
| 5. | 288,372 | $4,325,580 | 0.02% |
News See All
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