XOOMAR

Boston Beer (SAM)

Boston Beer on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as malt beverages.

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1.6M

Short interest

settlement 2026-09-30

5.1

Days to cover

-2.1 days vs prior

72.8%

Short share of volume

2026-10-09

617

Fails to deliver

settlement 2026-08-05

Thu 22 Oct

Next earnings

estimated date

$0

Insider flow, 90 days

0 buys, 0 sells

As of 2026-10-09.

Short interest

FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSON

As of 30 September 2026, short interest in SAM is 1,589,429 shares, up 166,569 shares over the last month. Over the last 48 readings it ranged from 317,539 shares (29 November 2024) to 1,621,715 shares (30 June 2026). The latest reading sits at the top of that range. At the reported average volume of 313K shares a day that is 5.1 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-09-301,589,429+0.5%312,6015.08
2026-09-151,581,690+11.2%221,3157.15
2026-08-311,422,860+0.7%160,3458.87
2026-08-141,413,558+1.4%185,0257.64
2026-07-311,394,217-11.2%379,4913.67
2026-07-151,569,751-3.2%281,7555.57
2026-06-301,621,715+1.2%381,9194.25
2026-06-151,603,149+5.1%264,6336.06
2026-05-291,525,043+18.4%295,4265.16
2026-05-151,287,927+8.9%356,9733.61
2026-04-301,182,842+14.4%220,3525.37
2026-04-151,033,672+11.3%231,0304.47
2026-03-31928,333-4.3%154,2046.02
2026-03-13969,653+17.8%172,6445.62
2026-02-27823,475-7.9%209,7353.93
2026-02-13894,072-5.3%179,6394.98
2026-01-30944,487-0.1%154,1816.13
2026-01-15945,654+5.3%153,8126.15
2025-12-31898,517-4.6%168,7005.33
2025-12-15942,126-5.2%163,1125.78
2025-11-28993,988+4.4%159,0166.25
2025-11-14952,247-3.8%176,7325.39
2025-10-31989,677-1.0%219,8344.50
2025-10-151,000,045-4.3%201,4524.96

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 9 October 2026, the short share of SAM volume is 72.8%, up 5.4 points over the last five sessions. Over the last 30 readings it ranged from 52.3% (23 September 2026) to 81.6% (31 August 2026). The latest reading is 4.0 points above the 30-session average of 68.8%, on 66K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-10-0948K66K72.8%0
2026-10-0868K89K76.2%600
2026-10-0755K76K72.0%0
2026-10-0656K85K65.1%0
2026-10-0536K58K62.4%0
2026-10-0233K48K67.4%54
2026-10-0144K63K69.2%124
2026-09-3046K75K61.0%189
2026-09-2946K84K55.0%146
2026-09-2839K61K63.9%0
2026-09-2549K69K70.0%0
2026-09-2437K66K56.8%0
2026-09-2335K67K52.3%0
2026-09-2261K95K64.3%0
2026-09-2163K91K68.9%8
2026-09-1879K99K79.2%1
2026-09-1746K63K73.6%10
2026-09-1658K85K68.0%25
2026-09-1549K81K60.6%0
2026-09-1458K79K73.7%0
2026-09-1166K88K74.5%416
2026-09-10135K186K72.8%275
2026-09-0983K123K67.8%0
2026-09-0893K129K72.0%0
2026-09-0436K50K71.4%0
2026-09-0352K67K77.5%543
2026-09-0249K69K71.1%739
2026-09-0165K83K78.5%0
2026-08-3144K54K81.6%0
2026-08-2829K44K65.1%0

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 5 August 2026, the fails-to-deliver balance in SAM is 617 shares, down 1,048 shares over the last settlement date. Over the last 30 readings it ranged from 4 shares (1 December 2025) to 9,612 shares (12 June 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-08-05617$184.12$114K
2026-08-041,665$186.52$311K
2026-08-031,705$183.20$312K
2026-07-1721$182.50$4K
2026-07-061,725$183.62$317K
2026-07-021,002$177.63$178K
2026-07-011,202$177.03$213K
2026-06-22137$176.11$24K
2026-06-159,593$181.89$1.7M
2026-06-129,612$179.62$1.7M
2026-04-241,594$240.43$383K
2026-04-153,335$236.38$788K
2026-04-141,493$243.13$363K
2026-04-06307$240.83$74K
2026-03-264,824$224.27$1.1M
2026-03-24280$221.62$62K
2026-03-234$223.21$893
2026-03-0932$232.20$7K
2026-03-051,605$232.23$373K
2026-02-2585$227.45$19K
2026-02-12483$250.83$121K
2025-12-3026$197.61$5K
2025-12-221,157$200.67$232K
2025-12-15464$203.03$94K
2025-12-12297$199.47$59K
2025-12-014$194.80$779
2025-11-1721$198.24$4K
2025-10-2092$223.83$21K
2025-09-24329$215.99$71K
2025-09-1010$223.00$2K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

No open-market insider trades were reported for SAM in the last 90 days. The most recent filings are listed below. Latest filing: JORDAN JOSEPH HUGH (Director) on 2026-05-27.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-05-27JORDAN JOSEPH HUGHDirectorGrant358$0.00$01K
2026-05-27Joyce Meghan V.DirectorGrant358$0.00$01K
2026-05-27Stone Christopher IsaacDirectorGrant358$0.00$01K
2026-05-27Nemeth Julio NDirectorGrant358$0.00$01K
2026-05-27Fisher Cynthia ADirectorGrant358$0.00$04K
2026-05-27Swanson CynthiaDirectorGrant358$0.00$01K
2026-04-02Fisher Cynthia ADirectorOption exercise2K$157.58$246K4K
2026-03-20Murphy Matthew DonalCAO & VP of FinanceGrant129$136.07$18K7K
2026-03-01Boynton Laura J.Chief People OfficerGrant1K$0.00$03K
2026-03-01Boynton Laura J.Chief People OfficerTax withholding88$226.78$20K1K
2026-03-01Savastano Philip E.Chief Supply Chain OfficerGrant2K$0.00$04K
2026-03-01Savastano Philip E.Chief Supply Chain OfficerTax withholding134$226.78$30K2K
2026-03-01Crowley Michael R.Chief Sales OfficerGrant2K$0.00$013K
2026-03-01Crowley Michael R.Chief Sales OfficerTax withholding341$226.78$77K11K
2026-03-01Hodges Philip A.Chief Operating OfficerTax withholding2K$226.78$360K45K
2026-03-01Reynoso DiegoCFO and TreasurerGrant6K$0.00$026K
2026-03-01Reynoso DiegoCFO and TreasurerTax withholding622$226.78$141K21K
2026-03-01Fritsch Annette NVP of Product Design and R&DTax withholding270$226.78$61K9K
2026-03-01HEATH TARA L.Chief Legal OfficerGrant2K$0.00$014K
2026-03-01HEATH TARA L.Chief Legal OfficerTax withholding297$226.78$67K12K
2026-03-01Murphy Matthew DonalCAO & VP of FinanceGrant2K$0.00$07K
2026-03-01Murphy Matthew DonalCAO & VP of FinanceTax withholding193$226.78$44K5K
2026-03-01Lysyj LesyaChief Marketing OfficerTax withholding383$226.78$87K17K
2025-11-04Spillane MichaelDirectorSell2K$206.15$406K11K
2025-11-04Spillane MichaelDirectorSell1K$205.15$236K13K
2025-10-28Hodges Philip A.Chief Operating OfficerGrant13K$0.00$047K
2025-08-11Reynoso DiegoCFO and TreasurerGrant6K$0.00$021K
2025-08-11Hodges Philip A.Chief Supply Chain OfficerGrant14K$0.00$034K
2025-08-08Fritsch Annette NVP of Product Design and R&DSell136$219.94$30K10K
2025-08-08Fritsch Annette NVP of Product Design and R&DSell464$219.04$102K10K
2025-05-14Fisher Cynthia ADirectorGrant271$0.00$02K
2025-05-14Joyce Meghan V.DirectorGrant271$0.00$0718
2025-05-14Nemeth Julio NDirectorGrant271$0.00$0718
2025-05-14Swanson CynthiaDirectorGrant271$0.00$0936
2025-05-14Stone Christopher IsaacDirectorGrant271$0.00$01K
2025-05-14JORDAN JOSEPH HUGHDirectorGrant271$0.00$01K
2025-03-19Murphy Matthew DonalCAO & VP of FinanceGrant120$146.26$18K6K
2025-03-19O'Boyle Carolyn L.Chief People OfficerGrant120$146.26$18K13K
2025-03-13VALETTE JEAN MICHELDirectorSell3K$228.18$593K12K
2025-03-13VALETTE JEAN MICHELDirectorSell900$229.23$206K11K
2025-03-01O'Boyle Carolyn L.Chief People OfficerTax withholding303$243.77$74K6K
2025-03-01O'Boyle Carolyn L.Chief People OfficerGrant7K$0.00$013K
2025-03-01Crowley Michael R.Chief Sales OfficerGrant8K$0.00$011K
2025-03-01Crowley Michael R.Chief Sales OfficerTax withholding170$243.77$41K3K
2025-03-01Spillane MichaelPresident and CEOGrant4K$0.00$011K
2025-03-01HEATH TARA L.Chief Legal OfficerTax withholding157$243.77$38K4K
2025-03-01HEATH TARA L.Chief Legal OfficerGrant8K$0.00$012K
2025-03-01Hodges Philip A.Chief Supply Chain OfficerTax withholding444$243.77$108K16K
2025-03-01Hodges Philip A.Chief Supply Chain OfficerGrant4K$0.00$020K
2025-03-01Lysyj LesyaChief Marketing OfficerTax withholding309$243.77$75K17K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.

Planned sales (Form 144)

Newest first. JSON

1 Form 144 notice on file for SAM worth $642K at the prices reported; 0 in the last 90 days worth $0. Latest: MICHAEL SPILLANE filed on 2025-11-04 to sell 3,120 shares ($642K) from 2025-11-04.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2025-11-04MICHAEL SPILLANEOfficer, Director3K$642K0.036%2025-11-04Morgan Stanley Smith Barney LLC Executive Financial Services

Large holders (13D and 13G)

One row per reporting person with its latest filing, newest first. JSON

5 holders report 5% or more of SAM in their latest filing, all on Schedule 13G (passive). The largest reported stake is C. James Koch at 21.6% of the class (2,271,472 shares), filed 2026-02-11 for an event on 2025-12-31.

FiledFormHolderSharesOf classEvent
2026-08-1313G/Ano. 3AQR Capital Management, LLCinvestment adviser540K6.5%2026-06-30
2026-08-1313G/Ano. 3AQR Capital Management Holdings, LLCparent holding company540K6.5%2026-06-30
2026-07-2213GMillennium Management LLCother entity411K4.9%2026-07-16
2026-07-2213GMillennium Group Management LLCother entity411K4.9%2026-07-16
2026-07-2213GIsrael A. Englanderindividual411K4.9%2026-07-16
2026-07-0813G/Ano. 17BlackRock, Inc.parent holding company947K11.3%2026-06-30
2026-05-0613G/Ano. 4FMR LLCparent holding company195K2.3%2026-03-31
2026-05-0613G/Ano. 4Abigail P. Johnsonindividual195K2.3%2026-03-31
2026-04-2913GVanguard Portfolio Managementinvestment adviser635K7.6%2026-03-31
2026-03-2613G/Ano. 17The Vanguard Groupinvestment adviser00.0%2026-03-13
2026-02-1113G/Ano. 30C. James Kochindividual2.3M21.6%2025-12-31

13F holders

Tracked managers holding SAM at their latest 13F. JSON

7 of the 30 tracked managers held SAM at their latest 13F, $195.0M in total at quarter-end prices. AQR Capital Management is the largest at $95.6M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 5 added shares and 2 cut.

FundQuarterSharesValueOf portfolioChange in shares
AQR Capital Management2026-06-30540K$95.6M0.03%-112K
Millennium Management2026-06-30284K$50.2M0.02%+187K
Renaissance Technologies2026-06-30102K$18.1M0.02%+8K
D. E. Shaw & Co.2026-06-3099K$17.6M0.01%+53K
Citadel Advisors2026-06-3049K$8.6M0.00%-4K
Bridgewater Associates2026-06-3019K$3.3M0.01%+17K
Two Sigma Investments2026-06-309K$1.6M0.00%+1K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 FY 2026 (quarter ended 2026-06-27) Boston Beer reported revenue of $568.3M, down 3.3% from the same quarter a year earlier, and net income of $51.6M (4.96 diluted EPS). In FY 2025 it generated $270.2M of operating cash flow and spent $202.4M on buybacks.

Cash
$265.5M
Equity
$714.6M
Total assets
$1.26B

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 FY 20262026-06-27$568.3M$51.6M9.1%4.96
Q1 FY 20262026-03-28$433.9M-$145.3M-33.5%-13.88
Q4 FY 2025derived2025-12-27$385.7Mn/an/an/a
Q3 FY 20252025-09-27$537.5M$46.2M8.6%4.25
Q2 FY 20252025-06-28$587.9M$60.4M10.3%5.45
Q1 FY 20252025-03-29$453.9M$24.4M5.4%2.16
Q4 FY 2024derived2024-12-28$402.3Mn/an/an/a
Q3 FY 20242024-09-28$605.5M$33.5M5.5%2.86

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-27$1.96B$109.5M$270.2M$54.6M$202.4Mn/a
FY 20242024-12-28$2.01B$59.7M$248.9M$76.3M$238.6Mn/a
FY 20232023-12-30$2.01B$76.3M$265.2M$64.1M$92.9Mn/a
FY 20222022-12-31$2.09B$67.3M$199.9M$90.6Mn/an/a
FY 20212021-12-25$2.06B$14.6M$56.3M$147.9Mn/an/a

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-27.

What this page is

Boston Beer in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Boston Beer (SAM), SEC CIK 949870, listed on NYSE, classified by the SEC as malt beverages. The cross-market tables live on the short interest and insider transactions hubs.

Source and updates

Short interest
FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-08-05.JSON and CSV
Planned sales
SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2025-11-04.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-13.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-27.JSON and CSV
Earnings dates
SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-23.JSON and CSV
Insider trades
SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-05-27.JSON and CSV
Company record
EDGAR filing index for CIK 949870Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
10 requests a minute without a key, 30 with a free key from a free account.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Other companies the SEC classifies as malt beverages

Datasets

Frequently Asked Questions

How much of SAM is sold short?
1,589,429 shares were held short at the 2026-09-30 settlement, 5.1 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is SAM's daily short volume?
On 2026-10-09, 48,209 of the 66,191 SAM shares reported to FINRA were sold short, 72.8% of the day's reported volume. Short volume is a flow for one day, not a position.
Does SAM have fails to deliver?
The SEC's latest file shows 617 SAM shares failed to deliver at settlement 2026-08-05. Fails are reported per settlement date and published twice a month with a lag.
Are SAM insiders buying or selling?
No open-market insider trades were reported for SAM in the last 90 days. The most recent filings are listed below. Latest filing: JORDAN JOSEPH HUGH (Director) on 2026-05-27.
Have SAM insiders filed to sell?
1 Form 144 notice on file for SAM worth $642K at the prices reported; 0 in the last 90 days worth $0. Latest: MICHAEL SPILLANE filed on 2025-11-04 to sell 3,120 shares ($642K) from 2025-11-04.
Who owns 5% or more of SAM?
5 holders report 5% or more of SAM in their latest filing, all on Schedule 13G (passive). The largest reported stake is C. James Koch at 21.6% of the class (2,271,472 shares), filed 2026-02-11 for an event on 2025-12-31.
What did SAM report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-27) Boston Beer reported revenue of $568.3M, down 3.3% from the same quarter a year earlier, and net income of $51.6M (4.96 diluted EPS). In FY 2025 it generated $270.2M of operating cash flow and spent $202.4M on buybacks.
Which tracked 13F managers own SAM?
7 of the 30 tracked 13F managers held SAM shares at their latest filing, $195.0M in all. The largest: Cliff Asness's AQR Capital Management (540K shares, $95.6M), Izzy Englander's Millennium Management (284K shares, $50.2M), Renaissance Technologies (102K shares, $18.1M), D. E. Shaw & Co. (99K shares, $17.6M), Ken Griffin's Citadel Advisors (49K shares, $8.6M), Ray Dalio's Bridgewater Associates (19K shares, $3.3M). The table above lists all 7.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.