SBH
SALLY BEAUTY HOLDINGS, INC.Marquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2014 | 48Q | $26 | $12 | -55% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $11 | $12 | +4% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $11 | $12 | +4% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $11 | $12 | +4% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $11 | $12 | +4% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $11 | $12 | +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 |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $12 | -24% |
| Renaissance Technologies | Q1 2025 | Q3 2025 | → $14 | +41% |
| Maverick Capital 4× in & out | Q1 2024 | Q2 2025 | → $9.09 | -33% |
| Coatue Management 3× in & out | Q2 2020 | Q3 2020 | → $13 | +32% |
| JANA Partners | Q4 2015 | Q1 2016 | → $31 | +28% |
| Lone Pine Capital | Q3 2013 | Q4 2013 | → $27 | -1% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Sally Beauty Holdings, Inc.. 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.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001526548-26-000004Jun 9, 2026
- Form 40001807266-26-000010May 15, 2026
- Form 40001681367-26-000006Apr 22, 2026
- Form 40002075386-26-000004Jan 26, 2026
- Form 40001606429-26-000002Jan 26, 2026
- Form 40001681367-26-000004Jan 26, 2026
- Form 40001842028-26-000003Jan 26, 2026
- Form 40001609146-26-000004Jan 26, 2026
- Form 40001214225-26-000004Jan 26, 2026
- Form 40001291353-26-000003Jan 26, 2026
- Form 40001412065-26-000003Jan 26, 2026
- Form 40001275975-26-000002Jan 26, 2026
- Form 40001850971-25-000008Dec 12, 2025
- Form 40001718810-25-000008Dec 3, 2025
- Form 40001850971-25-000006Nov 18, 2025
Fundamentals
XBRL · SALLY BEAUTY HOLDINGS, INC.Annual figures sourced directly from SALLY BEAUTY HOLDINGS, INC.'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.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Sally Beauty Holdings, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 11, 2026
- 8-KMaterial eventMay 11, 2026
- 8-KMaterial eventApr 2, 2026
- 8-KMaterial eventMar 17, 2026
- 10-QQuarterly reportFeb 9, 2026
- 8-KMaterial eventFeb 9, 2026
- 8-KMaterial eventJan 26, 2026
- DEF 14AProxy statementDec 10, 2025
- 10-KAnnual reportNov 13, 2025
- 8-KMaterial eventNov 13, 2025
- 10-QQuarterly reportAug 5, 2025
- 8-KMaterial eventAug 5, 2025
- 8-KMaterial eventJul 9, 2025
- 8-KMaterial eventJun 18, 2025
- 10-QQuarterly reportMay 12, 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 | $12 | $13 | +7% |
| Citadel Advisors | Q2 2026 | open | $12 | $12 | -1% |
| Two Sigma Investments | Q2 2026 | open | $12 | $12 | -1% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $16 | $12 | -24% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $14 | $16 | +11% |
| Renaissance Technologies | Q1 2025 | Q3 2025 | $9.59 | $14 | +41% |
| Point72 Asset Management | Q4 2024 | Q2 2025 | $14 | $9.09 | -34% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $11 | $13 | +17% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $11 | $14 | +21% |
| D.E. Shaw | Q3 2024 | open | $11 | $12 | +4% |
| AQR Capital Management | Q3 2024 | open | $11 | $12 | +4% |
| Millennium Management | Q3 2024 | open | $11 | $12 | +4% |
| Maverick Capital | Q1 2024 | Q2 2025 | $14 | $9.09 | -33% |
| Bridgewater Associates | Q4 2022 | Q4 2023 | $13 | $8.13 | -37% |
| Maverick Capital | Q4 2020 | Q3 2023 | $11 | $11 | -2% |
| Coatue Management | Q2 2020 | Q3 2020 | $9.85 | $13 | +32% |
| Coatue Management | Q4 2019 | Q1 2020 | $19 | $13 | -30% |
| Bridgewater Associates | Q4 2019 | Q1 2020 | $20 | $14 | -31% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $19 | $16 | -14% |
| Coatue Management | Q4 2018 | Q2 2019 | $20 | $16 | -19% |
| Maverick Capital | Q3 2018 | Q3 2020 | $14 | $13 | -8% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $15 | $21 | +34% |
| Maverick Capital | Q3 2017 | Q4 2017 | $20 | $16 | -23% |
| Bridgewater Associates | Q1 2017 | Q3 2017 | $23 | $20 | -15% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $27 | $27 | +0% |
| JANA Partners | Q4 2015 | Q1 2016 | $24 | $31 | +28% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $24 | $30 | +21% |
| Bridgewater Associates | Q3 2014 | Q4 2014 | $26 | $29 | +12% |
| Lone Pine Capital | Q3 2013 | Q4 2013 | $28 | $27 | -1% |
- 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.