HolderBook

SOUNDHOUND AI INC (SOUN)

Institutional ownership reported to the SEC as of Q3 2026, across 18 quarters.

14
Reporting holders
$570.3K
Reported value
12.7%
Calls
0.0%
Puts
-443
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Whalen Wealth Management Inc.$165.6K27,5000.07%2qHELD
Valeo Financial Advisors, LLC$105.8K5,5710.00%2q+5.1%+$5.1K
Farther Finance Advisors, LLC$89.6K14,8760.00%11q+7.3%+$6.1K
Kessler Investment Group, LLC$88.4K14,6860.04%11qHELD
CoreCap Advisors, LLC$41.2K6,8450.00%9q-6.8%-$3.0K
GAMMA Investing LLC$22.4K3,7130.00%8q+19.4%+$3.6K
GK Wealth Management LLC$17.3K2,8730.01%newNEW
Versant Capital Management, Inc$13.5K2,2380.00%10q+10.0%+$1.2K
Investors Research Corp$11.0K1,8220.00%11qHELD
AMERICAN NATIONAL BANK & TRUST$6.0K1,0000.00%newNEW
Grove Bank & Trust$6.0K1,0000.00%2qHELD
Hickory Point Bank & Trust$3.6K6000.00%3qHELD
Davis Capital Management$5490.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$2540.00%10qHELD
Polaris Financial Partners$46520.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3013G/ABlackRock, Inc.8.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-042026-09-04Acquisition or disposal completed Directors or officers departed or appointed Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-15ZAGORSEK MICHAELChief Operating OfficerSold64,994$484.7K
2026-09-15ZAGORSEK MICHAELChief Operating OfficerSold71,113$450.0K
2026-09-15HOM JAMES MINGChief Product OfficerSold38,730$245.1K
2026-06-15HOM JAMES MINGChief Product OfficerSold28,843$215.1K
2026-06-15STONEHOCKER TIMOTHYChief Technology OfficerSold18,802$140.2K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-06-15MOHAJER KEYVANCEOSold126,540$943.7K
2026-09-15MOHAJER KEYVANCEOSold137,290$868.9K
2026-09-15EMAMI MAJIDCSO & SVP, EngineeringSold38,730$245.1K
2026-06-15EMAMI MAJIDCSO & SVP, EngineeringSold28,843$215.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202614$570.3K82,73734112.7%
Q2 2026457$1.4B185,831,0037514212216.8%
Q1 2026463$1.5B175,641,3227214112520.2%
Q4 2025471$2.2B177,725,2896714813220.5%
Q3 2025466$4.2B193,407,1359117110025.8%
Q2 2025437$2.3B177,239,833751679518.3%
Q1 2025408$1.7B164,510,729841648821.4%
Q4 2024415$3.7B131,572,9241301407228.6%
Q3 2024302$553.9M98,221,110701095717.3%
Q2 2024278$430.6M91,481,200721034816.1%
Q1 2024249$549.9M69,439,725144593426.6%
Q4 2023145$139.1M60,958,6433247266.0%
Q3 2023121$121.0M55,867,5753443217.2%
Q2 2023113$222.2M43,390,32562251011.2%
Q1 202379$85.0M27,219,0704811911.7%
Q4 202236$42.7M23,343,86391043.3%
Q3 202238$57.7M17,256,0519572.9%
Q2 202237$42.3M15,196,82139003.9%