Ceredex Value Advisors LLC has opened a new $56.1M position in $SF, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SF.
$SF Hedge Fund Activity
We have seen 251 institutional investors add shares of $SF stock to their portfolio, and 266 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BOSTON PARTNERS added 2,243,961 shares (+2727.0%) to their portfolio in Q2 2025, for an estimated $232,878,272
- MILLENNIUM MANAGEMENT LLC added 1,341,624 shares (+204.4%) to their portfolio in Q2 2025, for an estimated $139,233,738
- ALYESKA INVESTMENT GROUP, L.P. added 997,899 shares (+inf%) to their portfolio in Q2 2025, for an estimated $103,561,958
- FULLER & THALER ASSET MANAGEMENT, INC. removed 622,522 shares (-47.8%) from their portfolio in Q2 2025, for an estimated $64,605,333
- WELLINGTON MANAGEMENT GROUP LLP added 554,482 shares (+22.4%) to their portfolio in Q2 2025, for an estimated $57,544,141
- FMR LLC removed 512,997 shares (-5.4%) from their portfolio in Q2 2025, for an estimated $53,238,828
- CEREDEX VALUE ADVISORS LLC added 494,635 shares (+inf%) to their portfolio in Q3 2025, for an estimated $56,126,233
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SF Insider Trading Activity
$SF insiders have traded $SF stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SF stock by insiders over the last 6 months:
- JAMES M ZEMLYAK (Co-President) has made 4 purchases buying 9 shares for an estimated $1,012 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SF Congressional Stock Trading
Members of Congress have traded $SF stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SF stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SF Analyst Ratings
Wall Street analysts have issued reports on $SF in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- Citigroup issued a "Buy" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
To track analyst ratings and price targets for $SF, check out Quiver Quantitative's $SF forecast page.
$SF Price Targets
Multiple analysts have issued price targets for $SF recently. We have seen 7 analysts offer price targets for $SF in the last 6 months, with a median target of $131.0.
Here are some recent targets:
- Michael Cho from JP Morgan set a target price of $133.0 on 10/23/2025
- Devin Ryan from JMP Securities set a target price of $135.0 on 10/09/2025
- Bill Katz from TD Cowen set a target price of $131.0 on 10/08/2025
- Brennan Hawken from BMO Capital set a target price of $121.0 on 10/03/2025
- Christopher Allen from Citigroup set a target price of $135.0 on 07/31/2025
- Michael Brown from Wells Fargo set a target price of $125.0 on 07/11/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SF ticker page for more data.
