Sunworks, Inc.

NasdaqCM:SUNW Stock Report

Market Cap: US$11.9m

Sunworks Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SUNW?
Owner TypeNumber of SharesOwnership Percentage
Private Companies520.0000916%
Individual Insiders1,357,6622.39%
Institutions3,533,9786.22%
General Public51,892,45591.4%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 61.4%.

Top Shareholders

Top 25 shareholders own 8.52% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
3.17%
The Vanguard Group, Inc.
1,798,802US$375.9k0.71%no data
0.85%
Gaylon Morris
483,304US$101.0k-0.16%no data
0.81%
Mark Trout
461,138US$96.4k163%no data
0.77%
BlackRock, Inc.
435,323US$91.0k-0.12%no data
0.64%
Geode Capital Management, LLC
366,177US$76.5k14.7%no data
0.53%
Bridgeway Capital Management, LLC
302,073US$63.1k0%no data
0.2%
State Street Global Advisors, Inc.
113,153US$23.6k0%no data
0.16%
Christopher Monahan
91,255US$19.1k1,100%no data
0.14%
Jason Bonfigt
78,977US$16.5k30.5%no data
0.13%
T. Rowe Price Group, Inc.
73,400US$15.3k0%no data
0.13%
Patrick McCullough
71,766US$15.0k17.4%no data
0.12%
Judith Hall
67,020US$14.0k0%no data
0.11%
MAI Capital Management, LLC
62,740US$13.1k20.4%no data
0.11%
Northern Trust Global Investments
59,764US$12.5k0%no data
0.092%
Stanley Speer
52,101US$10.9k-17%no data
0.092%
Rhone Resch
52,101US$10.9k-17%no data
0.092%
J.P. Morgan Private Wealth Advisors LLC
52,017US$10.9k0%no data
0.072%
Group One Trading LP, Asset Management Arm
41,136US$8.6k-3.01%no data
0.069%
Jane Street Group, LLC, Asset Management Arm
39,051US$8.2k-40.1%no data
0.06%
PGIM, Inc.
34,200US$7.1k0%no data
0.045%
Marshall Wace LLP
25,666US$5.4k0%no data
0.042%
Morgan Stanley, Investment Banking and Brokerage Investments
23,997US$5.0k8.38%no data
0.033%
Two Sigma Securities, LLC, Asset Management Arm
18,789US$3.9k0%no data
0.03%
Charles Schwab Investment Management, Inc.
17,256US$3.6k0%no data
0.03%
BNY Mellon Asset Management
17,087US$3.6k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/02/06 04:59
End of Day Share Price 2024/02/05 00:00
Earnings2023/09/30
Annual Earnings2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Sunworks, Inc. is covered by 7 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ashok KumarAegis Capital Corporation
James McIlreeChardan Capital Markets, LLC
Donovan SchaferColliers Securities