Sweetgreen Ownership

SG Stock  USD 16.45  2.45  17.50%   
The majority of Sweetgreen outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Sweetgreen to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Sweetgreen. Please pay attention to any change in the institutional holdings of Sweetgreen as this could imply that something significant has changed or is about to change at the company. On June 20, 2024, Senator Richard Blumenthal of US Senate acquired $250k to $500k worth of Sweetgreen's common stock.
 
Shares in Circulation  
First Issued
2018-12-31
Previous Quarter
116.1 M
Current Value
117.3 M
Avarage Shares Outstanding
108.2 M
Quarterly Volatility
14.4 M
 
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Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sweetgreen. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
For more detail on how to invest in Sweetgreen Stock please use our How to Invest in Sweetgreen guide.

Sweetgreen Stock Ownership Analysis

About 96.0% of the company shares are owned by institutional investors. The book value of Sweetgreen was at this time reported as 3.68. The company has Price/Earnings (P/E) ratio of 250.0. Sweetgreen recorded a loss per share of 0.77. The entity had not issued any dividends in recent years. Sweetgreen, Inc., together with its subsidiaries, develops and operates fast-casual restaurants serving healthy foods prepared from seasonal and organic ingredients. The company was founded in 2006 and is headquartered in Los Angeles, California. Sweetgreen Inc is traded on New York Stock Exchange in the United States. To find out more about Sweetgreen contact the company at 323-990-7040 or learn more at https://www.sweetgreen.com.
Besides selling stocks to institutional investors, Sweetgreen also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Sweetgreen's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Sweetgreen's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Sweetgreen Quarterly Liabilities And Stockholders Equity

834.32 Million

Sweetgreen Insider Trades History

Roughly 4.0% of Sweetgreen are currently held by insiders. Unlike Sweetgreen's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Sweetgreen's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Sweetgreen's insider trades
 
Covid

Sweetgreen Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Sweetgreen is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sweetgreen backward and forwards among themselves. Sweetgreen's institutional investor refers to the entity that pools money to purchase Sweetgreen's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2025-03-31
2.4 M
Balyasny Asset Management Llc2025-03-31
M
Bank Of America Corp2025-03-31
1.9 M
Dimensional Fund Advisors, Inc.2025-03-31
1.8 M
Morgan Stanley - Brokerage Accounts2025-03-31
1.7 M
Citadel Advisors Llc2025-03-31
1.6 M
Stephens Inv Mgmt Group Llc2025-03-31
1.4 M
Champlain Investment Partners, Llc2025-03-31
1.3 M
Point72 Asset Management, L.p.2025-03-31
1.1 M
Fmr Inc2025-03-31
15.2 M
Baillie Gifford & Co Limited.2025-03-31
11.7 M
Note, although Sweetgreen's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Sweetgreen Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sweetgreen insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sweetgreen's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Sweetgreen insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Sweetgreen's latest congressional trading

Congressional trading in companies like Sweetgreen, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Sweetgreen by those in governmental positions are based on the same information available to the general public.
2024-06-20Senator Richard BlumenthalAcquired $250K to $500KVerify

Sweetgreen Outstanding Bonds

Sweetgreen issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sweetgreen uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sweetgreen bonds can be classified according to their maturity, which is the date when Sweetgreen has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Sweetgreen Corporate Filings

8K
18th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
13th of June 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
6th of June 2025
Other Reports
ViewVerify
F3
13th of May 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

Currently Active Assets on Macroaxis

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sweetgreen. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
For more detail on how to invest in Sweetgreen Stock please use our How to Invest in Sweetgreen guide.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sweetgreen. If investors know Sweetgreen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sweetgreen listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.77)
Revenue Per Share
5.935
Quarterly Revenue Growth
0.054
Return On Assets
(0.07)
Return On Equity
(0.20)
The market value of Sweetgreen is measured differently than its book value, which is the value of Sweetgreen that is recorded on the company's balance sheet. Investors also form their own opinion of Sweetgreen's value that differs from its market value or its book value, called intrinsic value, which is Sweetgreen's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sweetgreen's market value can be influenced by many factors that don't directly affect Sweetgreen's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sweetgreen's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sweetgreen is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sweetgreen's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.