Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Azenta Inc (AZTA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — AZTA

Based on 250 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their AZTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
250 funds currently hold this stock — 79% of the 3.0-year high of 315 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold AZTA compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

145 buying133 selling
Last quarter: 145 funds bought or added vs 133 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 56 → 44 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
173 out of 250 hedge funds have held AZTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+23% value, -2% shares)

Value
+23%
Shares
-1%
Last quarter: total value of institutional AZTA holdings rose +23% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~48 new funds/quarter

57 → 42 → 56 → 44 → 48 new funds/Q
New funds entering each quarter: 42 → 56 → 44 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 11% 1-2yr ■ 15% new
Entry-cohort mix of 257 holders: 192 (75%) are 2+ year veterans, 27 entered 1–2 years ago, and 38 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
57 of 250 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AZTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — AZTA

In 2026 Q2, 145 hedge funds were net buyers of AZTA (48 opened a new position, 97 added to an existing one), while 133 reduced or exited (76 trimmed, 57 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 54% of total institutional value in AZTA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 250.

Hedge Fund Ownership: AZTA

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

Market Analysis: AZTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AZTA

-- --

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

Is It Too Late to Buy Azenta Inc (AZTA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AZTA has moved relative to its sector benchmark (XLV) since the 2026 Q2 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 June 30, 2026 · 71d ago
AZTA
+20.8%
XLV
+5.3%

AZTA outperformed XLV by +15.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 26d ago
AZTA
-7.7%
XLV
-0.1%

Since the filing became public, AZTA outperformed XLV by -7.6% .

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.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AZTA
247 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 247 259 -4.63%
13F Shares 50M 53M -4.45%
Total Value $1.26B $1.06B 18.1%
New Positions 47 44 +3
Increased Positions 96 89 +7
Closed Positions 59 77 -18
Reduced Positions 72 92 -20
Total Calls 3 3 -
Total Puts 4 0 100%
PUT/CALL Ratio 1.33 0.0 Bearish

Statistics: AZTA

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

247 + investors

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

QUARTER:
Top 25 AZTA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Politan Capital Management LP 46.26% 4,622,450 $118.0M
2 Circumference Group LLC 3.88% 70,000 $1.8M
3 Front Street Capital Management, Inc. 3.77% 1,301,398 $33.2M
4 Kerrisdale Advisers, LLC 1.86% 290,682 $7.4M
5 Meros Investment Management, LP 1.78% 220,431 $5.6M
6 American Capital Management Inc 1.21% 1,061,490 $27.1M
7 Lion Point Capital, LP 1.18% 9,700 $248K
8 Rock Springs Capital Management LP 0.50% 403,000 $10.3M
9 nVerses Capital, LLC 0.42% 10,665 $272K
10 Snyder Capital Management L P 0.38% 872,544 $22.3M
11 Systematic Financial Management LP 0.33% 650,055 $16.6M
12 Palisade Capital Management, LP 0.33% 295,898 $7.6M
13 John G Ullman & Associates Inc 0.32% 102,418 $2.6M
14 Inceptionr LLC 0.20% 31,945 $815K
15 Royce & Associates LP 0.18% 891,419 $22.7M
16 Campbell & CO Investment Adviser LLC 0.17% 127,897 $3.3M
17 Segall Bryant & Hamill, LLC 0.17% 553,298 $14.1M
18 Edgestream Partners, L.P. 0.16% 215,679 $5.5M
19 Green Alpha Advisors, LLC 0.15% 8,874 $226K
20 Pension & Wealth Management Advisors, INC. 0.12% 2,493 $145K
21 Ironwood Investment Management LLC 0.11% 12,787 $326K
22 Counterpoint Mutual Funds LLC 0.11% 44,574 $1.1M
23 Bayforest Capital Ltd 0.11% 4,688 $120K
24 Dynamic Technology Lab Private Ltd 0.11% 19,121 $488K
25 Caxton Associates LLP 0.10% 206,465 $5.3M
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 — Azenta Inc (AZTA)

What does the Smart Money Trend signal show for AZTA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AZTA 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 AZTA?

Slight buying edge — 52% buying: Last quarter: 145 funds bought or added vs 133 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AZTA holders?

Elite ownership — 54% AUM from top-100 funds: 57 of 250 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AZTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AZTA?

69% of holders stayed for 2+ years: 173 out of 250 hedge funds have held AZTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Azenta Inc (AZTA) following the 2026 Q2 hedge fund 13F filings?

As of today, AZTA has moved -7.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLV sector ETF — an outperformance of -7.6%. Since the quarter end (June 30, 2026), AZTA has gained +20.8% vs +5.3% for XLV. 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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