Key Takeaways
- • FJARDE AP-FONDEN (Fourth Swedish National Pension Fund) opened a new $67.0M position in SanDisk (SNDK), according to a 13F filing covering the 09-30-2026 reporting period, as reported by Quiver Quantitative.
- • Across institutional holders, 1,186 investors added SNDK shares and 578 decreased positions in the most recent quarter, per Quiver Quantitative's tracking.
- • Large Q2 2026 moves included INVESCO adding 4,445,122 shares (+381.5%, est. $10.1B) and FMR LLC cutting 5,528,320 shares (-41.3%, est. $12.6B).
- • Insiders recorded 73 open-market sales and zero purchases over the past six months, including CEO David Goeckeler's 28 sales totaling an estimated $105M.
- • Analyst price targets over the last six months show a median of $2,200, with 13 analysts issuing targets ranging from $1,750 to $3,250.
Summary
FJARDE AP-FONDEN, the Fourth Swedish National Pension Fund, has opened a new $67.0M position in SanDisk (SNDK), according to a new SEC 13F filing reflecting holdings for the period ended September 30, 2026. The disclosure was published by Quiver Quantitative on October 15, 2026.
Quiver Quantitative's data show broad institutional activity in the stock. It reports that 1,186 institutional investors added SNDK shares and 578 reduced positions in their most recent quarter. Among the largest Q2 2026 moves, Invesco Ltd. added 4,445,122 shares (+381.5%), an estimated $10.1 billion position, while JPMorgan Chase & Co. added 3,941,436 shares, valued at an estimated $8.96 billion. FMR LLC removed 5,528,320 shares (-41.3%), estimated at $12.6 billion, and D. E. Shaw & Co. cut 1,531,092 shares (-73.2%). Renaissance Technologies LLC reduced its holding by 99.4%, removing 794,588 shares.
Insider activity over the past six months was one-directional. Insiders executed 73 open-market sales and no purchases. Chairman and CEO David Goeckeler accounted for 28 sales of 67,679 shares, an estimated $105.0 million. Executive Vice President and CTO Alper Ilkbahar made 37 sales, and CFO Luis Felipe Visoso sold 1,000 shares for an estimated $1.6 million.
On the sell side, Quiver Quantitative reports 13 analysts issued price targets over the past six months, with a median target of $2,200. Recent targets include $3,250 from Mehdi Hosseini of Susquehanna, $3,000 from Mark C. Newman of Bernstein, and $1,750 from Joseph Moore of Morgan Stanley. Quiver notes that estimates may contain inaccuracies due to filing or parsing errors.
Quiver Quantitative's data show broad institutional activity in the stock. It reports that 1,186 institutional investors added SNDK shares and 578 reduced positions in their most recent quarter. Among the largest Q2 2026 moves, Invesco Ltd. added 4,445,122 shares (+381.5%), an estimated $10.1 billion position, while JPMorgan Chase & Co. added 3,941,436 shares, valued at an estimated $8.96 billion. FMR LLC removed 5,528,320 shares (-41.3%), estimated at $12.6 billion, and D. E. Shaw & Co. cut 1,531,092 shares (-73.2%). Renaissance Technologies LLC reduced its holding by 99.4%, removing 794,588 shares.
Insider activity over the past six months was one-directional. Insiders executed 73 open-market sales and no purchases. Chairman and CEO David Goeckeler accounted for 28 sales of 67,679 shares, an estimated $105.0 million. Executive Vice President and CTO Alper Ilkbahar made 37 sales, and CFO Luis Felipe Visoso sold 1,000 shares for an estimated $1.6 million.
On the sell side, Quiver Quantitative reports 13 analysts issued price targets over the past six months, with a median target of $2,200. Recent targets include $3,250 from Mehdi Hosseini of Susquehanna, $3,000 from Mark C. Newman of Bernstein, and $1,750 from Joseph Moore of Morgan Stanley. Quiver notes that estimates may contain inaccuracies due to filing or parsing errors.
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