Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capgemini Se (CGEMY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — CGEMY

Based on 9 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 CGEMY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 60% of 3.0Y high

60% of all-time peak
Only 9 funds hold CGEMY today versus a peak of 15 funds at 2025 Q4 — just 60% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CGEMY is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

8 buying7 selling
Last quarter: 8 funds bought or added vs 7 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: 3 → 1 → 7 → 0. 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.
📌

Mixed — 33% long-term, 22% new

33% conviction (2yr+) 44% medium 22% new
Of the 9 current holders: 3 (33%) held >2 years, 4 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +16%, value -27%

Value
-27%
Shares
+16%
Last quarter: funds added +16% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~0 new funds/quarter

3 → 3 → 1 → 7 → 0 new funds/Q
New funds entering each quarter: 3 → 1 → 7 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 44% new entrants

33% veterans 22% 1-2yr 44% new
Of 9 current holders: 3 (33%) held 2+ years, 2 held 1–2 years, 4 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
2 of 9 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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 — CGEMY

In 2026 Q1, 8 hedge funds were net buyers of CGEMY (8 added to existing positions), while 7 reduced or exited (1 trimmed, 6 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 9.

Hedge Fund Ownership: CGEMY

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

Market Analysis: CGEMY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGEMY

-- --

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

Is It Too Late to Buy Capgemini Se (CGEMY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGEMY has moved relative to its sector benchmark (XLK) 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 · 86d ago
CGEMY
-14.7%
XLK
+37.9%

CGEMY outperformed XLK by -52.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
CGEMY
-17.7%
XLK
+4.0%

Since the filing became public, CGEMY outperformed XLK by -21.7% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CGEMY
9 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 9 15 -40.0%
13F Shares 503K 433K 16.26%
Total Value $10M $14M -27.33%
New Positions 0 7 -7
Increased Positions 8 7 +1
Closed Positions 6 0 +6
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGEMY

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Institutional Holders (2026 Q1)

9 + investors

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

QUARTER:
Top 8 CGEMY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altrius Capital Management Inc 1.70% 363,258 $8.6M
2 Nbc Securities, INC. 0.04% 20,996 $486K
3 Sterling Capital Management LLC 0.01% 22,941 $531K
4 GAMMA Investing LLC 0.00% 2,834 $67K
5 Salomon & Ludwin, LLC 0.00% 1,164 $28K
6 Rhumbline Advisers 0.00% 33,068 $779K
7 IMA Advisory Services, Inc. 0.00% 26
8 PNC Financial Services Group, INC. 0.00% 1,516 $36K
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 — Capgemini Se (CGEMY)

What does the Smart Money Trend signal show for CGEMY?

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

Slight buying edge — 53% buying: Last quarter: 8 funds bought or added vs 7 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 CGEMY holders?

Smaller funds dominant — 8% AUM from top-100: 2 of 9 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CGEMY?

Mixed — 33% long-term, 22% new: Of the 9 current holders: 3 (33%) held >2 years, 4 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Capgemini Se (CGEMY) following the 2026 Q1 hedge fund 13F filings?

As of today, CGEMY has moved -17.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.0% for the XLK sector ETF — an outperformance of -21.7%. Since the quarter end (March 31, 2026), CGEMY has gained -14.7% vs +37.9% for XLK. 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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