DNA X
SONM on Nasdaq. Market value $6m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 9 funds in all.
Largest holders overall
- C2C Wealth Management$182,825Added
- BlackRock$72,131
- Citadel Advisors$65,101New
- Geode Capital Management$64,303Cut
- Vanguard Capital Management$30,154Added
- Vanguard Fiduciary Trust$22,975
- UBS Group AG$11,866Cut
- Tower Research Capital LLC (TRC)$3,306Cut
- SBI Securities$1,102
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%; 1 of them is pushing for change.
- Jeffrey WangActivistWants board seatsat least 33.1%0.0 pts(filed with 3 related holders)Since 20 March 2025
What they said
Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: On March 20, 2025, AJP, on behalf of itself as a record holder of shares of the Issuer, and on behalf of Orbic, as beneficial owner of shares of the Issuer, sent the notice attached…
Read the filing - DNA Holdings Venture Inc.Strategic holderat least 19.9%(filed with 2 related holders)Since 15 December 2025
What they said
The information set forth in or incorporated by reference in Item 3 of this Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. Under the Membership Interest Purchase Agreement, DNA Holdings also agreed to vote all shares of the Issuer's common…
Read the filing - AJP Holding Company, LLCStrategic holderat least 19.0%0.0 pts(filed with 4 related holders)Since 26 June 2025
What they said
Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: On June 26, 2025, Orbic submitted a revised non-binding proposal (the "Proposal") to purchase substantially all of the Issuer's assets for a cash purchase price of $25 million. The…
Read the filing - LYTTON LAURENCE WPassive investor6.8%−1.3 ptsSince 30 June 2026
- Lytton-Kambara FoundationPassive investorSold down below 5%Since 7 July 2025
- 1 Main Capital Management, LLCPassive investorSold down below 5%Since 31 December 2025
- Streeterville Capital LLCPassive investorSold down below 5%Since 23 January 2026
- L1 Capital Global Opportunities Master Fund, Ltd.Passive investorSold down below 5%Since 14 November 2025
- CVI Investments, Inc.Passive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Jeffrey Wang Activist Wants board seats | at least 33.1%0.0 pts (filed with 3 related holders) | 20 March 2025 | What they saidItem 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: On March 20, 2025, AJP, on behalf of itself as a record holder of shares of the Issuer, and on behalf of Orbic, as beneficial owner of shares of the Issuer, sent the notice attached… Read the filing |
DNA Holdings Venture Inc. Strategic holder | at least 19.9% (filed with 2 related holders) | 15 December 2025 | What they saidThe information set forth in or incorporated by reference in Item 3 of this Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. Under the Membership Interest Purchase Agreement, DNA Holdings also agreed to vote all shares of the Issuer's common… Read the filing |
AJP Holding Company, LLC Strategic holder | at least 19.0%0.0 pts (filed with 4 related holders) | 26 June 2025 | What they saidItem 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: On June 26, 2025, Orbic submitted a revised non-binding proposal (the "Proposal") to purchase substantially all of the Issuer's assets for a cash purchase price of $25 million. The… Read the filing |
LYTTON LAURENCE W Passive investor | 6.8%−1.3 pts | 30 June 2026 | |
Lytton-Kambara Foundation Passive investor | Sold down below 5% | 7 July 2025 | |
1 Main Capital Management, LLC Passive investor | Sold down below 5% | 31 December 2025 | |
Streeterville Capital LLC Passive investor | Sold down below 5% | 23 January 2026 | |
L1 Capital Global Opportunities Master Fund, Ltd. Passive investor | Sold down below 5% | 14 November 2025 | |
CVI Investments, Inc. Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.