XOOMAR

SM Energy (SM)

SM Energy 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 crude petroleum & natural gas.

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14.0M

Short interest

settlement 2026-09-30

3.0

Days to cover

-0.8 days vs prior

67.5%

Short share of volume

2026-10-09

32,797

Fails to deliver

settlement 2026-09-14

Mon 2 Nov

Next earnings

estimated date

-$788K

Insider flow, 90 days

0 buys, 2 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 SM is 13,957,972 shares, up 1,155,271 shares over the last month. Over the last 48 readings it ranged from 8,061,182 shares (15 January 2026) to 15,185,089 shares (30 January 2026). At the reported average volume of 4.7M shares a day that is 3.0 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-09-3013,957,972+3.5%4,663,7972.99
2026-09-1513,482,404+5.3%3,528,4783.82
2026-08-3112,802,701-12.3%3,695,8653.46
2026-08-1414,605,783+15.5%4,394,7113.32
2026-07-3112,641,149-16.7%3,003,6634.21
2026-07-1515,176,402+13.2%4,221,1923.60
2026-06-3013,410,352+0.4%4,114,3643.26
2026-06-1513,362,022+3.7%3,780,4673.53
2026-05-2912,886,910+1.9%4,514,7012.85
2026-05-1512,652,639-5.9%4,060,9923.12
2026-04-3013,447,657+2.5%4,221,9703.19
2026-04-1513,117,716+9.6%5,689,8952.31
2026-03-3111,966,387-17.7%6,412,0191.87
2026-03-1314,534,164-2.2%7,476,0201.94
2026-02-2714,858,909+17.5%9,482,4371.57
2026-02-1312,643,929-16.7%8,169,3181.55
2026-01-3015,185,089+88.4%7,554,5142.01
2026-01-158,061,182-5.3%3,581,2322.25
2025-12-318,510,528-8.3%2,797,0183.04
2025-12-159,279,760+1.5%2,501,2973.71
2025-11-289,141,615-8.5%3,094,2242.95
2025-11-149,988,656+0.9%4,263,3472.34
2025-10-319,903,423-6.8%2,503,8813.96
2025-10-1510,619,815+3.7%2,731,1153.89

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 9 October 2026, the short share of SM volume is 67.5%, up 6.2 points over the last five sessions. Over the last 30 readings it ranged from 17.8% (17 September 2026) to 89.7% (28 August 2026). The latest reading is 7.2 points above the 30-session average of 60.3%, on 622K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-10-09420K622K67.5%300
2026-10-08730K1.1M68.1%436
2026-10-07399K638K62.6%1,981
2026-10-06271K611K44.4%200
2026-10-05340K552K61.6%46
2026-10-02354K577K61.3%410
2026-10-01452K727K62.2%771
2026-09-30878K1.2M72.1%0
2026-09-29520K956K54.4%4,600
2026-09-28798K1.2M69.0%503
2026-09-25501K811K61.8%0
2026-09-24500K847K59.1%2,640
2026-09-23534K915K58.4%38
2026-09-22669K1.4M48.1%11
2026-09-21771K1.5M50.4%822
2026-09-18575K1.3M43.3%5,098
2026-09-17648K3.6M17.8%0
2026-09-161.3M2.0M62.4%2,993
2026-09-15999K1.8M55.1%679
2026-09-14891K1.5M57.7%206
2026-09-11564K877K64.4%803
2026-09-10606K904K67.1%900
2026-09-09631K1.1M59.0%425
2026-09-08949K1.5M62.2%3,107
2026-09-04387K638K60.7%4,824
2026-09-03544K995K54.7%3,673
2026-09-02793K1.2M66.0%5,147
2026-09-01476K751K63.4%57
2026-08-312.1M2.5M85.2%2,681
2026-08-282.0M2.2M89.7%25,836

Fails to deliver

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

As of 14 September 2026, the fails-to-deliver balance in SM is 32,797 shares, up 32,080 shares over the last settlement date. Over the last 30 readings it ranged from 2 shares (17 July 2026) to 173,591 shares (20 August 2026).

SettlementShares failedPriceValue
2026-09-1432,797$38.10$1.2M
2026-09-11717$38.18$27K
2026-09-10503$37.98$19K
2026-09-09137,778$37.76$5.2M
2026-09-08271$36.44$10K
2026-09-041,209$37.60$45K
2026-08-311,107$36.62$41K
2026-08-271,232$35.36$44K
2026-08-264,914$35.68$175K
2026-08-252,299$36.46$84K
2026-08-244,892$37.20$182K
2026-08-21115,649$37.64$4.4M
2026-08-20173,591$36.14$6.3M
2026-08-1921,296$35.49$756K
2026-08-1264$32.51$2K
2026-08-0714,322$28.70$411K
2026-08-0675,409$29.02$2.2M
2026-08-0553,487$31.05$1.7M
2026-08-03201$32.52$7K
2026-07-2961,840$29.65$1.8M
2026-07-2832,659$30.30$990K
2026-07-24293$33.51$10K
2026-07-2322,100$33.19$733K
2026-07-22325$32.22$10K
2026-07-20437$31.32$14K
2026-07-172$30.21$60
2026-07-16142$29.93$4K
2026-07-14899$29.89$27K
2026-07-091,123$29.11$33K
2026-07-07989$26.35$26K

Insider trades

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

Insiders at SM reported 2 open-market sells worth $788K in the last 90 days and no open-market buys. Latest filing: Venkatraman Ashwin (Director) on 2026-09-10.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-09-10Venkatraman AshwinDirectorSell4K$38.28$140K13K
2026-08-21PURSELL A WADEEVP & CFOGift5K$0.00$0427K
2026-08-21Lebeck James BarkerEVP, GC & Corp SecretarySell18K$37.02$648K15K
2026-07-24PURSELL A WADEEVP & CFOTax withholding7K$26.10$193K432K
2026-07-24PURSELL A WADEEVP & CFOOption exercise17Kprice not stated in the filingnot stated439K
2026-07-24Lebeck James BarkerEVP, GC & Corp SecretaryTax withholding3K$26.10$86K32K
2026-07-24Lebeck James BarkerEVP, GC & Corp SecretaryOption exercise8Kprice not stated in the filingnot stated35K
2026-07-01PURSELL A WADEEVP & CFOTax withholding6K$26.10$151K422K
2026-07-01PURSELL A WADEEVP & CFOOption exercise16Kprice not stated in the filingnot stated428K
2026-07-01PURSELL A WADEEVP & CFOTax withholding4K$26.10$109K412K
2026-07-01PURSELL A WADEEVP & CFOOption exercise10Kprice not stated in the filingnot stated416K
2026-07-01PURSELL A WADEEVP & CFOTax withholding4K$26.10$97K406K
2026-07-01PURSELL A WADEEVP & CFOOption exercise12Kprice not stated in the filingnot stated410K
2026-07-01McKenna Blake DouglasEVP and COOTax withholding1K$26.10$31K3K
2026-07-01McKenna Blake DouglasEVP and COOOption exercise4Kprice not stated in the filingnot stated4K
2026-07-01McDonald Elizabeth AnnePresident & CEOTax withholding6K$26.10$168K21K
2026-07-01McDonald Elizabeth AnnePresident & CEOOption exercise15Kprice not stated in the filingnot stated28K
2026-07-01McDonald Elizabeth AnnePresident & CEOTax withholding4K$26.10$111K13K
2026-07-01McDonald Elizabeth AnnePresident & CEOOption exercise10Kprice not stated in the filingnot stated17K
2026-07-01Lebeck James BarkerEVP, GC & Corp SecretaryTax withholding5K$26.10$124K28K
2026-07-01Lebeck James BarkerEVP, GC & Corp SecretaryOption exercise11Kprice not stated in the filingnot stated33K
2026-07-01Lebeck James BarkerEVP, GC & Corp SecretaryTax withholding3K$26.10$70K22K
2026-07-01Lebeck James BarkerEVP, GC & Corp SecretaryOption exercise6Kprice not stated in the filingnot stated25K
2026-07-01Lebeck James BarkerEVP, GC & Corp SecretaryTax withholding2K$26.10$60K18K
2026-07-01Lebeck James BarkerEVP, GC & Corp SecretaryOption exercise5Kprice not stated in the filingnot stated21K
2026-07-01Bennett Alan DVice President - ControllerTax withholding802$26.10$21K4K
2026-07-01Bennett Alan DVice President - ControllerOption exercise2Kprice not stated in the filingnot stated4K
2026-07-01Bennett Alan DVice President - ControllerTax withholding264$26.10$7K3K
2026-07-01Bennett Alan DVice President - ControllerOption exercise630price not stated in the filingnot stated3K
2026-07-01Bennett Alan DVice President - ControllerTax withholding396$26.10$10K2K
2026-07-01Bennett Alan DVice President - ControllerOption exercise948price not stated in the filingnot stated3K
2026-06-30PURSELL A WADEEVP & CFOJ190$15.90$3K398K
2026-06-30McDonald Elizabeth AnnePresident & CEOJ1K$15.90$21K8K
2026-06-30Lebeck James BarkerEVP, GC & Corp SecretaryJ622$15.90$10K15K
2026-06-22van Kempen Wouter T.DirectorGrant6K$0.00$0142K
2026-06-22Fox Carrie MDirectorGrant9K$0.00$098K
2026-06-22Willard Howard A.DirectorGrant9K$0.00$082K
2026-06-22PERU RAMIRO GDirectorGrant6K$0.00$072K
2026-06-22ROBESON ROSE MDirectorGrant6K$0.00$048K
2026-06-22Quintana Julio MDirectorGrant10K$0.00$0120K
2026-06-22Clark Morris RDirectorGrant6K$0.00$069K
2026-06-22Helms Lloyd W JrDirectorGrant9K$0.00$027K
2026-06-22Venkatraman AshwinDirectorGrant6K$0.00$016K
2026-06-22BROOKMAN BARTON R JRDirectorGrant9K$0.00$036K
2026-05-21PERU RAMIRO GDirectorSell25K$33.98$834K66K
2026-03-12PURSELL A WADEEVP & CFOGift8K$0.00$0398K
2026-02-05van Kempen Wouter T.DirectorTax withholding75K$18.87$1.4M135K
2026-01-23Lebeck James BarkerEVP Corp Development & GCOption exercise15Kprice not stated in the filingnot stated22K
2026-01-23Lebeck James BarkerEVP Corp Development & GCTax withholding7K$18.75$127K15K
2025-12-31McDonald Elizabeth AnnePresident & CEOJ912$15.96$15K6K

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

3 Form 144 notices on file for SM worth $3.7M at the prices reported; 1 in the last 90 days worth $648K. Latest: JAMES LEBECK filed on 2026-08-21 to sell 17,500 shares ($648K) from 2026-08-21.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2026-08-21JAMES LEBECKOfficer18K$648K0.007%2026-08-21Morgan Stanley Smith Barney LLC Executive Financial Services
2026-05-18Lytle Patrick AOfficer4K$117K0.002%2026-05-18Edward Jones
2026-04-27Vogel Herbert SOfficer101K$2.9M0.042%2026-04-27Fidelity Brokerage Services LLC

Large holders (13D and 13G)

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

6 holders report 5% or more of SM in their latest filing, all on Schedule 13G (passive). The largest reported stake is BlackRock, Inc. at 14.0% of the class (33,455,147 shares), filed 2026-03-04 for an event on 2026-02-28.

FiledFormHolderSharesOf classEvent
2026-08-1413GAristeia Capital, L.L.C.investment adviser, other entity13.0M5.5%2026-06-30
2026-08-0713GSTATE STREET CORPORATIONparent holding company11.7M4.9%2026-06-30
2026-05-1513G/Ano. 1Canada Pension Plan Investment Boardnon-US institution14.5M6.1%2026-03-31
2026-05-1513G/Ano. 1CPPIB Crestone Peak Resources Canada Inc.non-US institution14.5M6.1%2026-03-31
2026-04-3013GVanguard Capital Managementinvestment adviser12.2M5.1%2026-03-31
2026-04-2913GVanguard Portfolio Managementinvestment adviser15.4M6.4%2026-03-31
2026-03-2713G/Ano. 15The Vanguard Groupinvestment adviser00.0%2026-03-13
2026-03-0413G/Ano. 22BlackRock, Inc.parent holding company33.5M14.0%2026-02-28
2026-01-2113G/Ano. 1Dimensional Fund Advisors LPinvestment adviser5.6M4.9%2025-12-31

13F holders

Tracked managers holding SM at their latest 13F. JSON

6 of the 30 tracked managers held SM at their latest 13F, $189.7M in total at quarter-end prices. Millennium Management is the largest at $117.3M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 2 cut.

FundQuarterSharesValueOf portfolioChange in shares
Millennium Management2026-06-304.5M$117.3M0.04%-539K
AQR Capital Management2026-06-301.0M$26.1M0.01%-79K
Fisher Asset Management2026-06-30987K$25.8M0.01%+5K
Citadel Advisors2026-06-30436K$11.4M0.00%+409K
Bridgewater Associates2026-06-30265K$6.9M0.03%new
Two Sigma Investments2026-06-3087K$2.3M0.00%new

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 2026-06-30) SM Energy reported revenue of $2.50B, up 215.3% from the same quarter a year earlier, and net income of $1.07B (4.46 diluted EPS). In FY 2025 it generated $2.01B of operating cash flow and spent $13.0M on buybacks and $92.0M on dividends.

Cash
$620.0M
Equity
$7.81B
Total assets
$18.86B
Shares outstanding
237,854,068

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 FY 20262026-06-30$2.50B$1.07B42.8%4.46
Q1 FY 20262026-03-31$1.48B-$335.0M-22.7%-1.68
Q4 FY 2025derived2025-12-31$704.4M$108.9M15.5%n/a
Q3 FY 20252025-09-30$811.6M$155.1M19.1%1.35
Q2 FY 20252025-06-30$793.0M$202.0M25.5%1.76
Q1 FY 20252025-03-31$845.0M$182.0M21.5%1.59
Q4 FY 2024derived2024-12-31$852.0M$188.0M22.1%n/a
Q3 FY 20242024-09-30$643.6M$240.5M37.4%2.09

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$3.15B$648.0M$2.01B$34.0M$13.0M$92.0M
FY 20242024-12-31$2.69B$770.0M$1.78B$2.10B$86.0M$85.0M
FY 20232023-12-31$2.37B$818.0M$1.57B$110.0M$228.0M$72.0M
FY 20222022-12-31$3.36B$1.11B$1.69B$7K$57.2M$19.6M
FY 20212021-12-31$2.62B$36.2M$1.16B$3.3M$0$2.4M

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 2026-06-30; shares outstanding as of 2026-07-23 from the cover page.

What this page is

SM Energy 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 SM Energy (SM), SEC CIK 893538, listed on NYSE, classified by the SEC as crude petroleum & natural gas. 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 2026-09-14.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 2026-08-21.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 2026-08-14.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 2026-06-30.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 2026-08-05.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 2026-09-10.JSON and CSV
Company record
EDGAR filing index for CIK 893538Ticker, 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.

Datasets

Frequently Asked Questions

How much of SM is sold short?
13,957,972 shares were held short at the 2026-09-30 settlement, 3.0 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 SM's daily short volume?
On 2026-10-09, 419,745 of the 621,879 SM shares reported to FINRA were sold short, 67.5% of the day's reported volume. Short volume is a flow for one day, not a position.
Does SM have fails to deliver?
The SEC's latest file shows 32,797 SM shares failed to deliver at settlement 2026-09-14. Fails are reported per settlement date and published twice a month with a lag.
Are SM insiders buying or selling?
Insiders at SM reported 2 open-market sells worth $788K in the last 90 days and no open-market buys. Latest filing: Venkatraman Ashwin (Director) on 2026-09-10.
Have SM insiders filed to sell?
3 Form 144 notices on file for SM worth $3.7M at the prices reported; 1 in the last 90 days worth $648K. Latest: JAMES LEBECK filed on 2026-08-21 to sell 17,500 shares ($648K) from 2026-08-21.
Who owns 5% or more of SM?
6 holders report 5% or more of SM in their latest filing, all on Schedule 13G (passive). The largest reported stake is BlackRock, Inc. at 14.0% of the class (33,455,147 shares), filed 2026-03-04 for an event on 2026-02-28.
What did SM report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) SM Energy reported revenue of $2.50B, up 215.3% from the same quarter a year earlier, and net income of $1.07B (4.46 diluted EPS). In FY 2025 it generated $2.01B of operating cash flow and spent $13.0M on buybacks and $92.0M on dividends.
Which tracked 13F managers own SM?
6 of the 30 tracked 13F managers held SM shares at their latest filing, $189.7M in all. The largest: Izzy Englander's Millennium Management (4.5M shares, $117.3M), Cliff Asness's AQR Capital Management (1.0M shares, $26.1M), Ken Fisher's Fisher Asset Management (987K shares, $25.8M), Ken Griffin's Citadel Advisors (436K shares, $11.4M), Ray Dalio's Bridgewater Associates (265K shares, $6.9M), Two Sigma Investments (87K shares, $2.3M).

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