SND

Smart Sand, Inc.

Nasdaq · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · Inc. DE · CIK 0001529628
$5.32 +2.50% $228.7M
Insider Selling Cluster (2 insiders)6 New Institutional Positions
Vol
Market Cap$228.7M
Cap SizeMicro Cap
Inst. Holders35 funds
Inst. Value$35.0M
Inst. Activity6 buys / 2 sells
Insider Activity1B / 6S
Insider Net $-$1.8M
Reddit Sentiment50° Neutral
SEC Reports3
Exchange Nasdaq·Sector Mining & Quarrying of Nonmetallic Minerals (No Fuels)·Inc. DE·CIK 0001529628·Prev Close $5.19

Recent Activity

Jun 5, 2026 Insider
YOUNG CHARLES EDWIN surrendered for taxes 5,811 shares
CEO @ $5.45 ($31.7K)
Jun 5, 2026 Insider
Beckelman Lee E surrendered for taxes 3,321 shares
Chief Financial Officer @ $5.45 ($18.1K)
Jun 5, 2026 Insider
Young James Douglas surrendered for taxes 2,500 shares
SEE REMARKS @ $5.45 ($13.6K)
Jun 1, 2026 SEC
Insider cluster at Smart Sand (SND) shows a director selling $247K worth of shares and an insider buying $20K, netting m
CLUSTER — Impact 4/10
May 12, 2026 SEC
Smart Sand reported Q1 2026 revenue of $93.1 million (+42% YoY) and record quarterly sales volumes of ~1.49 million tons
8-K — Impact 6/10
Apr 22, 2026 SEC
Smart Sand, Inc. filed a definitive proxy statement for its upcoming annual shareholder meeting. The filing is routine a
DEFA14A — Impact 2/10
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
798,809 shares ($4.1M)
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
798,823 shares ($4.1M)

Analyst Ratings

Historical distribution0% buy · 8 analysts · last covering-analyst action Jul 2024
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jul 15, 2024 Piper Sandler MAINTAIN Neutral → Neutral
May 15, 2024 Stifel MAINTAIN Hold → Hold
Aug 14, 2023 Piper Sandler MAINTAIN Neutral → Neutral
Jun 12, 2023 Piper Sandler MAINTAIN Neutral → Neutral
Nov 18, 2022 Piper Sandler MAINTAIN Neutral

Top Institutional Holders

FundValueMove
VANGUARD CAPITAL MANAGEMENT LLC$6.1M
DIMENSIONAL FUND ADVISORS LP$4.1MADD
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.1MADD
BlackRock, Inc.$2.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026YOUNG CHARLESF$31.7K
Jun 5, 2026Beckelman LeeF$18.1K
Jun 5, 2026Young JamesF$13.6K
Jun 5, 2026YOUNG WILLIAMF$21.2K
Jun 5, 2026WHELAN RONALDF$14.2K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
35 institutional holders with $35.0M total value (6,873,560 shares) as of 2026-Q1. Top holders: VANGUARD, DIMENSIONAL, ARROWSTREET. Net buying activity: 6 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1VANGUARD CAPITAL MANAGEMENT LLC1,183,908$6.1M17.3%
2DIMENSIONAL FUND ADVISORS LP798,809$4.1M11.7%ADD +25.6%
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP798,823$4.1M11.7%ADD +59.5%
4BlackRock, Inc.483,778$2.5M7.1%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP475,600$2.4M7.0%
6MARSHALL WACE, LLP475,536$2.4M7.0%TRIM -47.2%
7O'SHAUGHNESSY ASSET MANAGEMENT, LLC350,234$1.8M5.1%ADD +97.8%
8SEI INVESTMENTS CO332,535$1.7M4.9%ADD +78.5%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP265,153$1.4M3.9%
10BANK OF AMERICA CORP /DE/202,813$1.0M3.0%ADD +52.3%
11TWO SIGMA INVESTMENTS, LP188,156$963.4K2.8%
12VANGUARD FIDUCIARY TRUST CO171,371$877.4K2.5%
13Connor, Clark & Lunn Investment Management Ltd.159,922$818.8K2.3%DOUBLED +241.4%
14STATE STREET CORP159,797$818.2K2.3%ADD +86.9%
15Point72 Asset Management, L.P.144,412$739.4K2.1%DOUBLED +204.0%
16GOLDMAN SACHS GROUP INC136,576$699.3K2.0%
17VICTORY CAPITAL MANAGEMENT INC134,029$686.2K2.0%
18CITADEL ADVISORS LLC113,400$580.6K1.7%TRIM -68.7%
19Hudson Bay Capital Management LP51,249$262.4K0.8%
20RENAISSANCE TECHNOLOGIES LLC50,600$259.1K0.7%TRIM -37.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD635,986798,809+25.6%$4.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD500,806798,823+59.5%$4.1M2026-Q1
SEI INVESTMENTS COADD186,334332,535+78.5%$1.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD133,203202,813+52.3%$1.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED46,849159,922+241.4%$818.8K2026-Q1
Point72 Asset Management, L.P.DOUBLED47,501144,412+204.0%$739.4K2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM80,80050,600-37.4%$259.1K2026-Q1
MORGAN STANLEYTRIM27,98015,127-45.9%$77.5K2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD384,416500,806+30.3%$2.0M2025-Q4
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD156,714309,952+97.8%$1.2M2025-Q4
SEI INVESTMENTS CODOUBLED40,895186,334+355.6%$745.3K2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED235133,203+56582.1%$532.8K2025-Q4
STIFEL FINANCIAL CORPTRIM208,29585,949-58.7%$343.8K2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM230,50080,800-64.9%$323.2K2025-Q4
MORGAN STANLEYADD21,72227,980+28.8%$111.9K2025-Q4
UBS Group AGNEAR_EXIT28,6314,012-86.0%$8.6K2025-Q3
FMR LLCTRIM2,2691,596-29.7%$3.4K2025-Q3
BANK OF AMERICA CORP /DE/TRIM523235-55.1%$503.002025-Q3
STIFEL FINANCIAL CORPDOUBLED49,785207,659+317.1%$417.4K2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM293,900190,100-35.3%$382.1K2025-Q2
SEI INVESTMENTS CODOUBLED12,61040,949+224.7%$82.3K2025-Q2
MARSHALL WACE, LLPTRIM67,70235,749-47.2%$71.9K2025-Q2
UBS Group AGDOUBLED1,70128,631+1583.2%$57.5K2025-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED120,830322,943+167.3%$836.4K2025-Q1
MARSHALL WACE, LLPDOUBLED10,30367,702+557.1%$175.3K2025-Q1
10 unique insiders with 39 transactions. Net insider value: -$1.8M ($20.0K bought, $1.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026YOUNG CHARLES EDWINCEOTAX W/H5,811$5.45$31.7K
Jun 5, 2026Beckelman Lee EChief Financial OfficerTAX W/H3,321$5.45$18.1K
Jun 5, 2026Young James DouglasSEE REMARKSTAX W/H2,500$5.45$13.6K
Jun 5, 2026YOUNG WILLIAM JOHNChief Operating OfficerTAX W/H3,885$5.45$21.2K
Jun 5, 2026WHELAN RONALD PSEE REMARKSTAX W/H2,614$5.45$14.2K
Jun 5, 2026KISZKA ROBERTExecutive VP of OperationsTAX W/H2,591$5.45$14.1K
May 29, 2026WHELAN RONALD PSEE REMARKSBUY4,444$4.50$20.0K
May 26, 2026Spurlin SharonDirectorSELL50,000$4.93$246.5K
Mar 17, 2026KISZKA ROBERTExecutive VP of OperationsTAX W/H2,591$4.08$10.6K
Mar 17, 2026WHELAN RONALD PSEE REMARKSTAX W/H2,614$4.08$10.7K
Mar 17, 2026Beckelman Lee EChief Financial OfficerTAX W/H3,321$4.08$13.5K
Mar 17, 2026YOUNG WILLIAM JOHNChief Operating OfficerTAX W/H3,885$4.08$15.9K
Mar 17, 2026YOUNG CHARLES EDWINCEOTAX W/H5,811$4.08$23.7K
Mar 17, 2026Young James DouglasSEE REMARKSTAX W/H2,500$4.08$10.2K
Mar 11, 2026Pawlenty TimothyDirectorSELL27,975$3.66$102.4K
Mar 10, 2026Porcelli Francis MichaelDirectorSELL75,000$3.87$290.3K
Mar 9, 2026Porcelli Francis MichaelDirectorSELL50,000$3.78$189.0K
Mar 5, 2026Porcelli Francis MichaelDirectorSELL150,000$4.02$603.0K
Mar 4, 2026Porcelli Francis MichaelDirectorSELL100,000$4.03$403.0K
Feb 28, 2026WHELAN RONALD PSEE REMARKSTAX W/H6,250$5.19$32.4K
Feb 28, 2026WHELAN RONALD PSEE REMARKSTAX W/H6,250$5.19$32.4K
Feb 28, 2026YOUNG CHARLES EDWINCEOTAX W/H13,896$5.19$72.1K
Feb 28, 2026Young James DouglasSEE REMARKSTAX W/H5,977$5.19$31.0K
Feb 28, 2026Beckelman Lee EChief Financial OfficerTAX W/H7,941$5.19$41.2K
Feb 28, 2026YOUNG WILLIAM JOHNChief Operating OfficerTAX W/H9,291$5.19$48.2K
Feb 28, 2026KISZKA ROBERTExecutive VP of OperationsTAX W/H6,194$5.19$32.1K
Feb 28, 2026SPEAKER ANDREW RDirectorTAX W/H12,469$5.19$64.7K
Feb 27, 2026WHELAN RONALD PSEE REMARKSAWARD18,587
Feb 27, 2026Young James DouglasSEE REMARKSAWARD18,587
Feb 27, 2026YOUNG WILLIAM JOHNChief Operating OfficerAWARD27,879
Feb 27, 2026KISZKA ROBERTExecutive VP of OperationsAWARD18,587
Feb 27, 2026Beckelman Lee EChief Financial OfficerAWARD27,879
Feb 27, 2026YOUNG CHARLES EDWINCEOAWARD48,788
Feb 22, 2026KISZKA ROBERTExecutive VP of OperationsTAX W/H8,618$5.25$45.2K
Feb 22, 2026WHELAN RONALD PSEE REMARKSTAX W/H8,756$5.25$46.0K
Feb 22, 2026Young James DouglasSEE REMARKSTAX W/H7,837$5.25$41.1K
Feb 22, 2026Beckelman Lee EChief Financial OfficerTAX W/H10,632$5.25$55.8K
Feb 22, 2026YOUNG CHARLES EDWINCEOTAX W/H17,423$5.25$91.5K
Feb 22, 2026YOUNG WILLIAM JOHNChief Operating OfficerTAX W/H12,260$5.25$64.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jul 2024): 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 4 sell, 1 strong sell. No current recommendation available.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
2025-06-30
$0.00 $0.00 $0.00 $0.0B
Current FY
2025-12-31
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B
11 analyst firms have rated this stock: 2 upgrades, 8 downgrades, 11 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jul 15, 2024 Piper Sandler MAINTAIN Neutral Neutral
May 15, 2024 Stifel MAINTAIN Hold Hold
Aug 14, 2023 Piper Sandler MAINTAIN Neutral Neutral
Jun 12, 2023 Piper Sandler MAINTAIN Neutral Neutral
Nov 18, 2022 Piper Sandler MAINTAIN Neutral
Jun 29, 2021 Evercore ISI Group UPGRADE Underperform In-Line
Apr 15, 2020 Piper Sandler MAINTAIN Neutral
Apr 13, 2020 B. Riley Securities MAINTAIN Buy
Feb 27, 2020 Stifel MAINTAIN Hold
Feb 27, 2020 B. Riley Securities MAINTAIN Buy
Mar 20, 2019 B. Riley Securities INITIATE Neutral
Nov 13, 2018 Piper Sandler DOWNGRADE Overweight Neutral
Nov 12, 2018 Credit Suisse DOWNGRADE Neutral Underperform
Oct 17, 2018 Jefferies DOWNGRADE Hold Underperform
Oct 10, 2018 Stifel MAINTAIN Hold Hold
Sep 11, 2018 Stifel INITIATE Hold
Jun 26, 2018 Johnson Rice DOWNGRADE Buy Hold
Mar 19, 2018 Deutsche Bank MAINTAIN Buy Buy
Mar 16, 2018 Credit Suisse MAINTAIN Neutral Neutral
Jan 2, 2018 Janney Montgomery Scott DOWNGRADE Buy Neutral
Dec 8, 2017 Seaport Global INITIATE Buy
Nov 15, 2017 Jefferies DOWNGRADE Buy Hold
Nov 14, 2017 Credit Suisse MAINTAIN Neutral
Oct 10, 2017 Deutsche Bank INITIATE Buy
Aug 28, 2017 Jefferies MAINTAIN Buy
Jul 20, 2017 Credit Suisse DOWNGRADE Outperform Neutral
Jun 15, 2017 Janney Montgomery Scott INITIATE Buy
May 26, 2017 Evercore ISI Group INITIATE In-Line
Mar 17, 2017 Johnson Rice UPGRADE Buy Accumulate
Jan 20, 2017 Goldman Sachs DOWNGRADE Buy Neutral
Dec 13, 2016 Jefferies INITIATE Buy
Nov 30, 2016 Deutsche Bank INITIATE Buy
Nov 29, 2016 Piper Sandler INITIATE Overweight
Nov 29, 2016 Credit Suisse INITIATE Outperform
Nov 29, 2016 Goldman Sachs INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Nov 1, 2025003410%
Oct 1, 2025003410%
Sep 1, 2025003410%
Aug 1, 2025003410%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 15, 2026150° Neutral001
Apr 15, 2026150° Neutral001

Recent Reddit Threads

May 12, 2026
earnings_calendar
SND Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
earnings_calendar
SND Q1 2026 Earnings Scheduled — 2026-05-11
Mar 3, 2026
earnings_calendar
SND Q4 2025 Earnings After Market Close — 2026-03-03