Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Profesionally Managed Portfo (AKRE)

452 + Investors. Track Smart Money conviction in AKRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
29%

Smart Money Signals — AKRE

Based on 457 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AKRE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
457 hedge funds hold AKRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45600% more funds vs a year ago

fund count last 6Q
+456 new funds entered over the past year (+45600% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 29% buying

120 buying297 selling
Last quarter: 297 funds sold vs only 120 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-388 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 461 → 73. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 99% entered in last year

■ 1% conviction (2yr+) ■ 0% medium ■ 99% new
Only 3 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

0 → 0 → 1 → 461 → 73 new funds/Q
New funds entering each quarter: 0 → 1 → 461 → 73. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 457 current holders: 453 (99%) entered in the past year, only 4 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
23 of 457 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
8.5
out of 10
High Exit Risk
Exit risk score 8.5/10 — multiple crowding signals converge. Institutional ownership is at 99% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 29% of active funds buying. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AKRE

In 2026 Q1, 120 hedge funds were net buyers of AKRE (73 opened a new position, 47 added to an existing one), while 297 reduced or exited (219 trimmed, 78 sold completely) — a 29% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 457.

Hedge Fund Ownership: AKRE

How many hedge funds hold AKRE — quarterly history vs. share price
Quarterly hedge fund ownership of AKRE vs. share price

Market Analysis: AKRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AKRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Profesionally Managed Portfo (AKRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AKRE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
AKRE
+1.0%
SPY
+14.9%

AKRE outperformed SPY by -13.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
AKRE
+0.4%
SPY
+1.1%

Since the filing became public, AKRE outperformed SPY by -0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 11 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AKRE
452 + Investors

Track Smart Money conviction in AKRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 452 462 -2.16%
13F Shares 53M 75M -29.66%
Total Value $2.73B $4.33B -37.01%
New Positions 72 461 -389
Increased Positions 46 0 +46
Closed Positions 82 0 +82
Reduced Positions 218 0 +218
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AKRE

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

452 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AKRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AKRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ascension Capital Advisors, Inc. 11.39% 684,610 $36.2M
2 Basepoint Wealth LLC 10.14% 335,521 $17.7M
3 Urban Financial Advisory Corp 8.94% 478,499 $25.3M
4 Montis Financial, LLC 8.83% 807,998 $42.7M
5 Chemistry Wealth Management LLC 8.29% 892,017 $47.1M
6 Cross Staff Investments Inc 7.82% 291,935 $15.4M
7 Parisi Gray Wealth Management 5.93% 470,807 $24.9M
8 Lighthouse Wealth Management Inc. 5.74% 159,964 $8.5M
9 Mendel Capital Management LLC 3.64% 136,816 $7.2M
10 AlTi Global, Inc. 3.59% 3,127,633 $165.3M
11 Ehrenkranz Partners L.P. 3.49% 83,495 $4.4M
12 Brown Brothers Harriman & Co 3.40% 11,994,065 $633.9M
13 NBZ Investment Advisors LLC 3.26% 141,335 $7.5M
14 Montz Harcus Wealth Management LLC 3.20% 150,165 $7.9M
15 Affiance Financial, LLC 3.19% 372,314 $19.7M
16 Karras Company, Inc. 3.02% 56,430 $3.0M
17 JBR Co Financial Management Inc 2.98% 108,793 $7.1M
18 Ironwood Investment Counsel, LLC 2.66% 348,740 $18.4M
19 Lynx Investment Advisory 2.25% 89,139 $4.7M
20 Beacon Financial Planning, Inc 2.10% 102,517 $5.4M
21 RM Financial Services, LLC 1.83% 40,135 $2.1M
22 New England Private Wealth Advisors LLC 1.81% 296,618 $15.7M
23 Compton Wealth Advisory Group, LLC 1.79% 152,654 $8.0M
24 BNB Wealth Management, LLC 1.63% 47,996 $2.5M
25 CoreFirst Bank & Trust 1.36% 48,505 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Profesionally Managed Portfo (AKRE)

What does the Smart Money Trend signal show for AKRE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AKRE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AKRE?

Heavy selling pressure — only 29% buying: Last quarter: 297 funds sold vs only 120 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AKRE holders?

Smaller funds dominant — 15% AUM from top-100: 23 of 457 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AKRE?

Mostly new holders — 99% entered in last year: Only 3 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Profesionally Managed Portfo (AKRE) following the 2026 Q1 hedge fund 13F filings?

As of today, AKRE has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), AKRE has gained +1.0% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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