Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bumble Inc (BMBL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
3Q ▼
Buyers last Q
50%

Smart Money Signals — BMBL

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their BMBL 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 — 83% of 3.0Y peak

83% of all-time peak
193 funds currently hold this stock — 83% of the 3.0-year high of 232 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold BMBL compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

110 buying111 selling
Last quarter: 110 funds bought or added vs 111 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 54 → 43 → 45 → 38. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
103 out of 193 hedge funds have held BMBL 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.
➡️

Steady discovery — ~38 new funds/quarter

45 → 54 → 43 → 45 → 38 new funds/Q
New funds entering each quarter: 54 → 43 → 45 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 202 holders: 123 (61%) are 2+ year veterans, 35 entered 1–2 years ago, and 44 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
44 of 190 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BMBL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — BMBL

In 2026 Q2, 110 hedge funds were net buyers of BMBL (38 opened a new position, 72 added to an existing one), while 111 reduced or exited (58 trimmed, 53 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 43% of total institutional value in BMBL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 193.

Hedge Fund Ownership: BMBL

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

Market Analysis: BMBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMBL

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BMBL
190 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 190 208 -8.65%
13F Shares 88M 114M -23.24%
Total Value $276M $373M -25.97%
New Positions 38 45 -7
Increased Positions 68 72 -4
Closed Positions 53 59 -6
Reduced Positions 56 66 -10
Total Calls 7 5 40.0%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 0.71 1.4 Neutral

Statistics: BMBL

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Financial Highlights

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Institutional Holders (2026 Q2)

190 + investors

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

QUARTER:
Top 25 BMBL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accel Growth Fund V Associates L.L.C. 18.02% 5,054,531 $16.2M
2 Prentice Capital Management, LP 1.37% 226,649 $725K
3 Saba Capital Management, L.P. 0.46% 5,558,395 $17.8M
4 Quinn Opportunity Partners LLC 0.15% 988,140 $3.2M
5 RBF Capital, LLC 0.14% 1,031,718 $3.3M
6 Diametric Capital, LP 0.11% 315,504 $1.0M
7 Ramsey Quantitative Systems 0.08% 28,600 $92K
8 DRW Securities, LLC 0.06% 819,300 $2.6M
9 CastleKnight Management LP 0.05% 1,218,812 $3.9M
10 Bridgeway Capital Management, LLC 0.04% 783,943 $2.5M
11 Polymer Capital Management (US) LLC 0.04% 98,765 $316K
12 180 Wealth Advisors, LLC 0.03% 95,699 $306K
13 Susquehanna Portfolio Strategies, LLC 0.03% 558,879 $1.8M
14 Segall Bryant & Hamill, LLC 0.02% 484,482 $1.6M
15 Headlands Technologies LLC 0.02% 51,703 $165K
16 Renaissance Technologies LLC 0.02% 3,732,500 $11.9M
17 Prelude Capital Management, LLC 0.01% 55,474 $178K
18 Two Sigma Securities, LLC 0.01% 41,794 $134K
19 Persistent Asset Partners Ltd 0.01% 10,804 $35K
20 Engineers Gate Manager LP 0.01% 242,698 $777K
21 XTX Topco Ltd 0.01% 240,688 $770K
22 Federated Hermes, INC. 0.01% 2,136,515 $6.8M
23 Empowered Funds, LLC 0.01% 577,414 $1.8M
24 Globeflex Capital L P 0.01% 22,000 $70K
25 Aster Capital Management (DIFC) Ltd 0.01% 5,770 $38K
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 — Bumble Inc (BMBL)

What does the Smart Money Trend signal show for BMBL?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their BMBL 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 BMBL?

Slight buying edge — 50% buying: Last quarter: 110 funds bought or added vs 111 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 BMBL holders?

Elite ownership — 43% AUM from top-100 funds: 44 of 190 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BMBL. 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 BMBL?

53% of holders stayed for 2+ years: 103 out of 193 hedge funds have held BMBL 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.

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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