Soundthinking
SSTI on Nasdaq. Market value $110m.
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. 77 funds in all.
Largest holders overall
- Veradace Capital Management$19m
- Kopion Asset Management$10mAdded
- Rice Hall James & Associates$4mAdded
- Vanguard Capital Management$4m
- BlackRock$3mCut
- AQR Capital Management$3mAdded
- Quantinno Capital Management LP$3mAdded
- Pullen Investment Management$2mAdded
- Jane Street Group$1mAdded
- Goldman Sachs Group$1mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- Gary M. Lauderat least 17.0%(filed with 3 related holders)Since 28 September 2026
What they said
Almost all of the shares of Common Stock beneficially owned by the Reporting Persons were acquired prior to the Issuer's 2017 initial public offering. The Reporting Persons acquired their shares of Common Stock for investment. On September 28, 2026, the Issuer, Transom Signal…
Read the filing - at least 15.8%−0.7 pts(filed with 3 related holders)Since 28 September 2026
What they said
Veradace originally acquired beneficial ownership of the Shares of the Issuer for investment purposes and filed a Schedule 13G on January 7, 2026 based on a passive investment intent. Veradace evaluates investment on a continuous basis. On March 10, 2026 Veradace filed a…
Read the filing - Kopion Asset Management, LLCPassive investorat least 9.7%+1.8 pts(filed with 1 related holder)Since 30 September 2026
- Ralph A. ClarkPassive investor6.2%Since 30 June 2025
- Veradace Capital Management LLCPassive investorat least 5.1%(filed with 1 related holder)Since 7 January 2026
- Federated Hermes, Inc.Passive investorat least 3.5%−4.3 pts(filed with 4 related holders)Since 31 March 2026
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2025
- Transom Capital Public Fund, LPStrategic holderSold down below 5%Since 28 September 2026
What they said
The Reporting Persons purchased the Common Stock reported hereunder for investment purposes but the Reporting Persons and certain of their affiliates have continuously evaluated the Issuer's businesses, results of operations, and prospects. Agreement and Plan of Merger On…
Read the filing - GILDER GAGNON HOWE & CO LLCPassive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
Gary M. Lauder | at least 17.0% (filed with 3 related holders) | 28 September 2026 | What they saidAlmost all of the shares of Common Stock beneficially owned by the Reporting Persons were acquired prior to the Issuer's 2017 initial public offering. The Reporting Persons acquired their shares of Common Stock for investment. On September 28, 2026, the Issuer, Transom Signal… Read the filing |
at least 15.8%−0.7 pts (filed with 3 related holders) | 28 September 2026 | What they saidVeradace originally acquired beneficial ownership of the Shares of the Issuer for investment purposes and filed a Schedule 13G on January 7, 2026 based on a passive investment intent. Veradace evaluates investment on a continuous basis. On March 10, 2026 Veradace filed a… Read the filing | |
Kopion Asset Management, LLC Passive investor | at least 9.7%+1.8 pts (filed with 1 related holder) | 30 September 2026 | |
Ralph A. Clark Passive investor | 6.2% | 30 June 2025 | |
Veradace Capital Management LLC Passive investor | at least 5.1% (filed with 1 related holder) | 7 January 2026 | |
Federated Hermes, Inc. Passive investor | at least 3.5%−4.3 pts (filed with 4 related holders) | 31 March 2026 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2025 | |
Transom Capital Public Fund, LP Strategic holder | Sold down below 5% | 28 September 2026 | What they saidThe Reporting Persons purchased the Common Stock reported hereunder for investment purposes but the Reporting Persons and certain of their affiliates have continuously evaluated the Issuer's businesses, results of operations, and prospects. Agreement and Plan of Merger On… Read the filing |
GILDER GAGNON HOWE & CO LLC Passive investor | Sold down below 5% | 31 December 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 2 sold $23,749.
- Jochim DavidSee remarksSold
- Date
- 31 August 2026
- Shares
- 1,162
- Price
- $6.05
- Value
- $7,032
- Golzadeh NasimSee remarksSold
- Date
- 1 December 2025
- Shares
- 2,306
- Price
- $6.03
- Value
- $13,905
- Golzadeh NasimSee remarksSold
- Date
- 18 November 2025
- Shares
- 461
- Price
- $6.10
- Value
- $2,812
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 31 August 2026 | Jochim David See remarks | Sold | 1,162 | $6.05 | $7,032 |
| 1 December 2025 | Golzadeh Nasim See remarks | Sold | 2,306 | $6.03 | $13,905 |
| 18 November 2025 | Golzadeh Nasim See remarks | Sold | 461 | $6.10 | $2,812 |
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
A big holder just moved. The deep dive shows what the business is worth.
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.