Cannae Hldgs Inc (CNNE) Hedge Fund Ownership (Q1 2026)

Cannae Hldgs Inc (CNNE)

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

Smart Money Signals — CNNE

Based on 200 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added CNNE 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 (96% of max)

96% of all-time peak

200 hedge funds hold CNNE 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding CNNE is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

107 buying84 selling

Last quarter: 107 funds bought or added vs 84 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.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new CNNE position: 23 → 25 → 37 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 22% new

119 out of 200 hedge funds have held CNNE 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.

💎

Buying through price weakness — shares -1%, value -31%

Value

-30%

Last quarter: funds added -1% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

30 → 23 → 25 → 37 → 46 new funds/Q

New funds entering each quarter: 23 → 25 → 37 → 46. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new

Entry-cohort mix of 208 holders: 141 (68%) are 2+ year veterans, 21 entered 1–2 years ago, and 46 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

40 of 200 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	200	182	9.89%
13F Shares	39M	39M	-0.55%
Total Value	$429M	$619M	-30.65%
New Positions	46	37	+9
Increased Positions	61	37	+24
Closed Positions	28	35	-7
Reduced Positions	55	77	-22
Total Calls	7	0	100%
Total Puts	1	0	100%
PUT/CALL Ratio	0.14	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

200

182

9.89%

13F Shares

39M

-0.55%

Total Value

$429M

$619M

-30.65%

New Positions

Increased Positions

+24

Closed Positions

-7

Reduced Positions

-22

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

0.14

0.0

Bullish

Institutional Holders (2026 Q2)

200 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CNNE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Michelson Medical Research Foundation, Inc.	6.39%	480,600	$6.9M
2	Newtyn Management, LLC	5.70%	3,169,631	$45.6M
3	Poehling Capital Management, INC.	2.97%	960,109	$13.8M
4	Almitas Capital LLC	2.56%	741,318	$10.7M
5	EJF Capital LP	2.41%	250,000	$3.6M
6	Private Management Group Inc	0.91%	2,404,943	$34.6M
7	Carronade Capital Management, LP	0.81%	3,230,148	$46.5M
8	Saba Capital Management, L.P.	0.58%	1,582,225	$22.8M
9	Bulldog Investors, LLP	0.50%	156,978	$2.3M
10	Palogic Value Management, L.P.	0.46%	96,189	$1.4M
11	Shayne & Jacobs, LLC	0.36%	84,163	$1.2M
12	EntryPoint Capital, LLC	0.32%	25,590	$464K
13	River Road Asset Management, LLC	0.31%	1,915,746	$27.6M
14	Prelude Capital Management, LLC	0.29%	271,355	$3.9M
15	Corbyn Investment Management Inc/Md	0.28%	67,552	$973K
16	Horrell Capital Management, Inc.	0.28%	42,000	$605K
17	GABELLI & Co INVESTMENT ADVISERS, INC.	0.26%	123,250	$1.8M
18	Crescent Grove Advisors, LLC	0.24%	195,819	$2.8M
19	Yakira Capital Management, Inc.	0.15%	36,495	$526K
20	Levin Capital Strategies, L.P.	0.15%	151,268	$2.2M
21	Park Capital Management, LLC / WI	0.13%	14,803	$213K
22	Hollencrest Capital Management	0.12%	128,436	$1.8M
23	Ironwood Investment Management LLC	0.09%	18,607	$268K
24	PDT Partners, LLC	0.09%	114,284	$1.6M
25	Vigilare Wealth Management	0.07%	16,811	$242K

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 — Cannae Hldgs Inc (CNNE)

What does the Smart Money Trend signal show for CNNE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CNNE 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 CNNE?

Slight buying edge — 56% buying: Last quarter: 107 funds bought or added vs 84 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 CNNE holders?

Strong quality — 30% AUM from major funds: 40 of 200 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CNNE?

60% of holders stayed for 2+ years: 119 out of 200 hedge funds have held CNNE 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Cannae Hldgs Inc (CNNE)

Smart Money Signals — CNNE

Buying streak — 2 quarters in a row

At the ownership peak (96% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

More new buyers each quarter (+9 vs last Q)

60% of holders stayed for 2+ years

Buying through price weakness — shares -1%, value -31%

Acceleration phase — new buyers rushing in

Veteran-anchored — 68% veterans vs 22% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — CNNE

Hedge Fund Ownership: CNNE

Market Analysis: CNNE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CNNE

Hedge Fund Positioning: CNNE

Statistics: CNNE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Cannae Hldgs Inc (CNNE)

Welcome to 13Foresight!