Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACK ROCK COFFEE BAR INC (BRCB)

110 + 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
↑ +12
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — BRCB

Based on 110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BRCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
110 hedge funds hold BRCB 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 — +5400% more funds vs a year ago

fund count last 6Q
+108 new funds entered over the past year (+5400% 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 buyers than sellers — 61% buying

77 buying50 selling
Last quarter: 77 funds were net buyers (40 opened a brand new position + 37 added to an existing one). Only 50 were sellers (22 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 78 → 40 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 95% entered in last year

■ 3% conviction (2yr+) ■ 3% medium ■ 95% 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 -4%, value -44%

Value
-44%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~40 new funds/quarter

0 → 0 → 78 → 40 → 40 new funds/Q
New funds entering each quarter: 0 → 78 → 40 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 111 current holders: 107 (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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
28 of 110 holders are among the 100 largest funds by AUM, controlling 48% 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.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. 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 — BRCB

In 2026 Q1, 77 hedge funds were net buyers of BRCB (40 opened a new position, 37 added to an existing one), while 50 reduced or exited (22 trimmed, 28 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in BRCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 110.

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.

Is It Too Late to Buy BLACK ROCK COFFEE BAR INC (BRCB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BRCB has moved relative to its sector benchmark (XLY) 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 · 51d ago
BRCB
-50.6%
XLY
+8.2%

BRCB outperformed XLY by -58.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
BRCB
-9.1%
XLY
+1.0%

Since the filing became public, BRCB outperformed XLY by -10.1% .

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.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BRCB
110 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 110 98 12.24%
13F Shares 19M 20M -3.65%
Total Value $249M $447M -44.21%
New Positions 40 40 -
Increased Positions 36 26 +10
Closed Positions 28 21 +7
Reduced Positions 22 19 +3
Total Calls 0 1 -100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.0 1.0 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) --
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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

110 + 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 institutional holders of BRCB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CWC Advisors, LLC. 0.42% 68,391 $884K
2 Ophir Asset Management Pty Ltd 0.41% 274,688 $3.5M
3 Shellback Capital, LP 0.35% 190,000 $2.5M
4 EMERALD ADVISERS, LLC 0.31% 749,626 $9.7M
5 EMERALD MUTUAL FUND ADVISERS TRUST 0.28% 453,734 $5.9M
6 Wakefield Asset Management LLLP 0.25% 72,694 $939K
7 ARES MANAGEMENT LLC 0.21% 250,676 $3.2M
8 PEREGRINE CAPITAL MANAGEMENT LLC 0.16% 331,702 $4.3M
9 OBERWEIS ASSET MANAGEMENT INC/ 0.14% 365,600 $4.7M
10 ArrowMark Colorado Holdings LLC 0.10% 304,890 $3.9M
11 GILDER GAGNON HOWE & CO LLC 0.09% 602,893 $7.8M
12 SEVEN GRAND MANAGERS, LLC 0.09% 100,000 $1.3M
13 Burkehill Global Management, LP 0.08% 125,000 $1.6M
14 Woodline Partners LP 0.05% 955,820 $12.3M
15 SOROS FUND MANAGEMENT LLC 0.05% 322,760 $4.2M
16 Ghisallo Capital Management LLC 0.04% 110,000 $1.4M
17 Longaeva Partners L.P. 0.03% 71,547 $924K
18 Dynamic Technology Lab Private Ltd 0.03% 12,960 $167K
19 Jump Financial, LLC 0.02% 138,900 $1.8M
20 AXQ CAPITAL, LP 0.02% 14,278 $184K
21 Roxbury Financial LLC 0.02% 1,719 $22K
22 Jefferies Financial Group Inc. 0.02% 210,909 $2.7M
23 XTX Topco Ltd 0.02% 67,801 $876K
24 Point72 Asset Management, L.P. 0.01% 755,707 $9.8M
25 JENNISON ASSOCIATES LLC 0.01% 583,806 $7.5M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BRCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRCB?

More buyers than sellers — 61% buying: Last quarter: 77 funds were net buyers (40 opened a brand new position + 37 added to an existing one). Only 50 were sellers (22 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRCB holders?

Elite ownership — 48% AUM from top-100 funds: 28 of 110 holders are among the 100 largest funds by AUM, controlling 48% 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 — 95% 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.

Is it too late to buy BLACK ROCK COFFEE BAR INC (BRCB) following the 2026 Q1 hedge fund 13F filings?

As of today, BRCB has moved -9.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the XLY sector ETF — an outperformance of -10.1%. Since the quarter end (March 31, 2026), BRCB has gained -50.6% vs +8.2% for XLY. 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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