Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Black Rock Coffee Bar Inc (BRCB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -19
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — BRCB

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BRCB 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
92 funds currently hold this stock — 83% of the 3.0-year high of 111 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +9100% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+9100% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 46% buying

56 buying66 selling
Last quarter: 66 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 79 → 40 → 41 → 21. 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 — 70% entered in last year

■ 3% conviction (2yr+) ■ 27% medium ■ 70% new
Only 3 funds (3%) 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.
💎

Buying through price weakness — shares -18%, value -46%

Value
-46%
Shares
-17%
Last quarter: funds added -18% more shares while total portfolio value only changed -46%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

0 → 79 → 40 → 41 → 21 new funds/Q
New funds entering each quarter: 79 → 40 → 41 → 21. BRCB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 94 current holders: 90 (96%) entered in the past year, only 4 (4%) 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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
28 of 91 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BRCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — BRCB

In 2026 Q2, 56 hedge funds were net buyers of BRCB (21 opened a new position, 35 added to an existing one), while 66 reduced or exited (26 trimmed, 40 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 58% of total institutional value in BRCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -19 funds (more exits than new entries). Total institutional holders: 92.

Hedge Fund Ownership: BRCB

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

Market Analysis: BRCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRCB

-- --

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
0.3
/ 10
conviction
Hedge Fund Positioning: BRCB
91 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 91 111 -18.02%
13F Shares 16M 19M -17.73%
Total Value $135M $249M -46.08%
New Positions 21 41 -20
Increased Positions 35 36 -1
Closed Positions 40 29 +11
Reduced Positions 25 22 +3
Total Calls 3 0 100%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BRCB

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Valuation Measures Data as of: --

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

Financial Highlights

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Return on Equity (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

91 + investors

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

QUARTER:
Top 25 BRCB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CWC Advisors, LLC. 0.42% 115,435 $957K
2 Nano Cap New Millennium Growth Fund L P 0.32% 50,000 $414K
3 Ophir Asset Management Pty Ltd 0.19% 274,688 $2.3M
4 Emerald Advisers, LLC 0.14% 742,337 $6.2M
5 Emerald Mutual Fund Advisers Trust 0.13% 453,734 $3.8M
6 Ares Management LLC 0.09% 250,676 $2.1M
7 ArrowMark Colorado Holdings LLC 0.07% 209,872 $1.7M
8 Range Financial Group LLC 0.04% 18,712 $155K
9 Burkehill Global Management, LP 0.04% 125,000 $1.0M
10 Seven Grand Managers, LLC 0.03% 100,000 $829K
11 XTX Topco Ltd 0.01% 132,430 $1.1M
12 Engineers Gate Manager LP 0.01% 59,909 $497K
13 Marshall Wace, LLP 0.01% 946,693 $7.8M
14 BlueCrest Capital Management Ltd 0.01% 20,000 $166K
15 Renaissance Technologies LLC 0.00% 368,620 $3.1M
16 Qube Research & Technologies Ltd 0.00% 534,990 $4.4M
17 Bridgeway Capital Management, LLC 0.00% 25,000 $207K
18 Trexquant Investment LP 0.00% 52,176 $433K
19 Jacobs Levy Equity Management, Inc 0.00% 82,436 $683K
20 Point72 Asset Management, L.P. 0.00% 252,476 $2.1M
21 Tudor Investment Corp Et Al 0.00% 172,383 $1.4M
22 Massachusetts Financial Services Co /Ma/ 0.00% 661,497 $5.5M
23 BNP Paribas Financial Markets 0.00% 298,173 $2.5M
24 Morgan Stanley 0.00% 1,824,391 $15.1M
25 Millennium Management LLC 0.00% 217,809 $1.8M
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 — Black Rock Coffee Bar Inc (BRCB)

What does the Smart Money Trend signal show for BRCB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BRCB 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 BRCB?

More sellers than buyers — 46% buying: Last quarter: 66 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BRCB holders?

Elite ownership — 58% AUM from top-100 funds: 28 of 91 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BRCB. 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 BRCB?

Mostly new holders — 70% entered in last year: Only 3 funds (3%) 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.

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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