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Stock
SBAC
SBA COMMUNICATIONS CORPORATIONReal EstateTelecom Tower REITsLatest close $2037 of 27 marquee funds currently hold2 CUSIPs mapped
Current holders
7
27 funds tracked
Ever held
14
Current + past
New this quarter
1
Exited this quarter
0
Marquee-fund ownership over time
Aug 13, 2013Nov 14, 2016Nov 13, 2020May 15, 2026
Now
7
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $0.00 | $203 | — |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $210 | $203 | -3% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $210 | $203 | -3% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $210 | $203 | -3% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $210 | $203 | -3% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $210 | $203 | -3% |
| Point72 Asset Management | Q4 2025(8Q snapshot) | 2Q | $196 | $203 | +4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2024 | Q1 2025 | → $203 | -1% |
| Coatue Management | Q1 2020 | Q2 2020 | → $260 | -3% |
| Lone Pine Capital 2× in & out | Q2 2018 | Q4 2018 | → $157 | +9% |
| Duquesne Family Office 2× in & out | Q3 2017 | Q4 2017 | → $152 | +18% |
| Maverick Capital | Q2 2017 | Q3 2017 | → $128 | +8% |
| Glenview Capital | Q3 2016 | Q4 2016 | — | +0% |
| Viking Global Investors | Q3 2014 | Q1 2015 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SBA COMMUNICATIONS CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
22
Filings · last 90d
31
Total on file
627
Recent SEC buffer
Most recent
May 27, 2026
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40001089833-26-000006May 27, 2026
- Form 40001106860-26-000008May 27, 2026
- Form 40001772229-26-000004May 27, 2026
- Form 40001978602-26-000004May 27, 2026
- Form 40001736249-26-000006May 27, 2026
- Form 40001641154-26-000006May 27, 2026
- Form 40001187378-26-000007May 27, 2026
- Form 40001473955-26-000006May 27, 2026
- Form 40001253093-26-000006May 27, 2026
- Form 40001473955-26-000004May 15, 2026
- Form 40001253093-26-000004May 15, 2026
- Form 40001187378-26-000005May 15, 2026
- Form 40001089833-26-000004May 15, 2026
- Form 40001253093-26-000002May 5, 2026
- Form 40001089833-26-000002May 5, 2026
Showing 15 of 627 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · SBA COMMUNICATIONS CORPORATIONAnnual figures sourced directly from SBA COMMUNICATIONS CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$2.82B
FY2025+284% YoY
Net income
$1.05B
FY2025+345% YoY
EPS (diluted)
$9.80
FY2025+345% YoY
Free cash flow(?)
$1.07B
FY2025-4% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SBA COMMUNICATIONS CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 22, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventApr 29, 2026
- DEF 14AProxy statementApr 9, 2026
- 8-KMaterial eventMar 27, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 26, 2026
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 3, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KMaterial eventAug 4, 2025
- 8-KMaterial eventMay 23, 2025
- 10-QQuarterly reportMay 1, 2025
- 8-KMaterial eventApr 28, 2025
- DEF 14AProxy statementApr 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $198 | $197 | -1% |
| Two Sigma Investments | Q1 2026 | open | $202 | $203 | +1% |
| D.E. Shaw | Q1 2026 | open | $202 | $203 | +1% |
| Point72 Asset Management | Q4 2025 | open | $196 | $203 | +4% |
| Citadel Advisors | Q2 2025 | open | $224 | $203 | -9% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $210 | $200 | -5% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $210 | $196 | -7% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $210 | $196 | -7% |
| AQR Capital Management | Q3 2024 | open | $210 | $203 | -3% |
| Millennium Management | Q3 2024 | open | $210 | $203 | -3% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $205 | $203 | -1% |
| Bridgewater Associates | Q4 2023 | Q2 2024 | $207 | $190 | -8% |
| Bridgewater Associates | Q4 2021 | Q2 2023 | $318 | $222 | -30% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $259 | $279 | +8% |
| Coatue Management | Q1 2020 | Q2 2020 | $269 | $260 | -3% |
| Bridgewater Associates | Q4 2019 | Q1 2020 | $211 | $265 | +25% |
| Lone Pine Capital | Q2 2018 | Q4 2018 | $144 | $157 | +9% |
| Duquesne Family Office | Q3 2017 | Q4 2017 | $129 | $152 | +18% |
| Maverick Capital | Q2 2017 | Q3 2017 | $119 | $128 | +8% |
| Bridgewater Associates | Q4 2016 | Q1 2017 | $0.00 | — | +0% |
| Glenview Capital | Q3 2016 | Q4 2016 | $0.00 | — | +0% |
| Bridgewater Associates | Q1 2016 | Q2 2016 | $0.00 | — | +0% |
| Viking Global Investors | Q3 2014 | Q1 2015 | $0.00 | — | +0% |
| Bridgewater Associates | Q2 2014 | Q4 2014 | $0.00 | — | +0% |
| Lone Pine Capital | Q1 2014 | Q1 2016 | $0.00 | — | +0% |
| Duquesne Family Office | Q1 2014 | Q2 2014 | $0.00 | — | +0% |
| Bridgewater Associates | Q3 2013 | Q4 2013 | $0.00 | — | +0% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.