Cross-institution positioning
Mar 27, 2026Broad accumulation. 2 accumulating across 2 comparable institutions.
Source: Schedule 13 researchWINA Institutional Ownership
WINMARK CORP
Institutional Research
Broad accumulation
Multi-institution accumulation
87/100
3 tracked · 2 comparable
Latest filing
Mar 27, 2026
Positive breadth
3 positive · 0 negative
Recent close
$352.77
Research confidence
Limited
2 accumulating · 1 newly reported · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 27, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating2
Newly reported1
Reducing / exited
0
52-week position
14%
$325.06
$352.77
$527.37
Evidence-first research snapshot
What the evidence shows
A compact read across the newest available filing, institutional, insider, company-event, 13F, fundamental, and price evidence. Each item keeps its own reporting window; the evidence is not collapsed into a buy or sell recommendation.
Insider filing activity
Jul 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Price context
Aug 12, 2026Recent close is 14% through its reported 52-week range; -12.8% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Turn the next ownership filing into a decision-ready research brief.
When mapped Schedule 13 evidence is available, Investor and Pro connect the filing to prior ownership, timing, price context, and significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 27, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Tracked institution filing evidence will appear here when available.
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Institution comparison rows will appear when mapped ownership filings are available.
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Tomlinson Percy C Jr | MExercise or conversion of derivative · derivative | Non-Employee Stock Option (right to buy) | 200 | $197.80 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Tomlinson Percy C Jr | MExercise or conversion of derivative · derivative | Non-Employee Stock Option (right to buy) | 3.5K | $242.58 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Tomlinson Percy C Jr | MExercise or conversion of derivative | Common Stock | 200 | $197.80 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Tomlinson Percy C Jr | MExercise or conversion of derivative | Common Stock | 3.5K | $242.58 | Direct | Jul 1, 2026 |
| Jun 1, 2026 | Barbetta Lawrence A | AGrant, award, or other acquisition · derivative | Non-Employee Director Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Becker Amy C | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | SMITH PHILIP IRVING | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | SPRENGER GINA DECARO | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Tomlinson Percy C Jr | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Hoppe Stephanie S. | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Credendino Keith | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 356 | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Ishaug Anthony D | AGrant, award, or other acquisition · derivative | Employee Stock Option (right to buy) | 2.4K | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Gaudette Renae M. | AGrant, award, or other acquisition · derivative | Employee Stock Option (right to buy) | 2.0K | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | HEFFES BRETT D | AGrant, award, or other acquisition · derivative | Employee Stock Option (right to buy) | 4.6K | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Hake Lisa Schurke | AGrant, award, or other acquisition · derivative | Employee Stock Option (right to buy) | 1.7K | $378.57 | Direct | Jun 1, 2026 |
| Jun 1, 2026 | Hake Lisa Schurke | AGrant, award, or other acquisition · derivative | Employee Stock Option (right to buy) | 9.3K | $378.57 | Direct | Jun 1, 2026 |
| May 5, 2026 | Hoppe Stephanie S. | AGrant, award, or other acquisition · derivative | Non-Employee Stock Option (right to buy) | 3.4K | $372.02 | Direct | May 6, 2026 |
| Apr 30, 2026 | Ishaug Anthony D | MExercise or conversion of derivative · derivative | Employee Stock Option (right to buy) | 3.3K | $98.25 | Direct | Apr 30, 2026 |
| Apr 30, 2026 | Ishaug Anthony D | MExercise or conversion of derivative | Common Stock | 3.3K | $98.25 | Direct | Apr 30, 2026 |
| Apr 28, 2026 | Gaudette Renae M. | MExercise or conversion of derivative · derivative | Employee Stock Option (right to buy) | 2.5K | $98.25 | Direct | Apr 28, 2026 |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent close
$352.77
52-week low
$325.06
Jul 31, 2026
52-week high
$527.37
Oct 3, 2025
Below 52-week high
33.1%
1W return
-2.7%
1M return
-8.5%
3M return
-2.1%
6M return
-19.7%
YTD return
-12.9%
1Y return
-12.8%
30-day volatility
42.6%
90-day volatility
41.5%
1Y max drawdown
-36.0%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 0 of 0 filing(s)View beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|
Explore more institutional activity
Related research
Compare WINA with other securities showing similar institutional activity or recent accumulation across several tracked institutions.