CERENCE INC (CRNC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy CERENCE INC (CRNC) following the 2026 Q1 hedge fund 13F filings?

As of today, CRNC has moved +12.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of +9.9%. Since the quarter end (March 31, 2026), CRNC gained +77.9% vs +35.7% 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.

CERENCE INC (CRNC)

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

Smart Money Signals — CRNC

Based on 196 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 CRNC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

196 hedge funds hold CRNC 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.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

107 buying110 selling

Last quarter: 110 funds reduced or exited vs 107 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.

➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 25 → 45 → 38 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 23% new

105 out of 196 hedge funds have held CRNC 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 -0%, value -43%

Value

-42%

Last quarter: funds added -0% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

46 → 25 → 45 → 38 → 43 new funds/Q

New funds entering each quarter: 25 → 45 → 38 → 43. A growing number of institutions are discovering CRNC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 23% new

Of 206 current holders: 137 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

42 of 196 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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	195	198	-1.52%
13F Shares	38M	38M	-0.16%
Total Value	$232M	$405M	-42.78%
New Positions	42	38	+4
Increased Positions	60	67	-7
Closed Positions	45	30	+15
Reduced Positions	64	60	+4
Total Calls	7	8	-12.5%
Total Puts	7	8	-12.5%
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

195

198

-1.52%

13F Shares

38M

-0.16%

Total Value

$232M

$405M

-42.78%

New Positions

Increased Positions

-7

Closed Positions

+15

Reduced Positions

Total Calls

-12.5%

Total Puts

-12.5%

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

195 + investors

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

QUARTER:

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

Top 25 institutional holders of CRNC — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	One Fin Capital Management LP	2.93%	1,300,016	$8.2M
2	AMERICAN CAPITAL MANAGEMENT INC	0.85%	2,519,289	$15.9M
3	No Street GP LP	0.64%	1,525,000	$9.6M
4	PARADIGM CAPITAL MANAGEMENT INC/NY	0.61%	2,507,276	$15.8M
5	Ares Systematic Credit Ltd	0.37%	77,666	$463K
6	Olympiad Research LP	0.24%	12,373	$78K
7	Crawford Fund Management, LLC	0.22%	185,000	$1.2M
8	Themes Management Co LLC	0.19%	48,505	$306K
9	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.09%	109,527	$691K
10	Kovack Advisors, Inc.	0.09%	253,386	$1.7M
11	OXFORD ASSET MANAGEMENT LLP	0.05%	18,836	$119K
12	Integrated Quantitative Investments LLC	0.04%	36,332	$229K
13	GSA CAPITAL PARTNERS LLP	0.04%	97,116	—
14	State of Wyoming	0.03%	44,053	$278K
15	Trexquant Investment LP	0.02%	535,040	$3.4M
16	ALGERT GLOBAL LLC	0.02%	244,291	$2K
17	Y-Intercept (Hong Kong) Ltd	0.02%	154,379	$974K
18	PRELUDE CAPITAL MANAGEMENT, LLC	0.02%	35,172	$222K
19	Connor, Clark & Lunn Investment Management Ltd.	0.02%	1,095,458	$6.9M
20	FEDERATED HERMES, INC.	0.01%	1,236,751	$7.8M
21	XTX Topco Ltd	0.01%	114,314	$721K
22	Covestor Ltd	0.01%	2,570	—
23	Numerai GP LLC	0.01%	16,948	$107K
24	TWO SIGMA ADVISERS, LP	0.01%	483,600	$5.2M
25	AlphaQuest LLC	0.01%	15,180	$162K

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 — CERENCE INC (CRNC)

What does the Smart Money Trend signal show for CRNC?

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

More sellers than buyers — 49% buying: Last quarter: 110 funds reduced or exited vs 107 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 CRNC holders?

Strong quality — 28% AUM from major funds: 42 of 196 holders rank in the top 100 by AUM, accounting for 28% 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 CRNC?

54% of holders stayed for 2+ years: 105 out of 196 hedge funds have held CRNC 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.

Is it too late to buy CERENCE INC (CRNC) following the 2026 Q1 hedge fund 13F filings?

As of today, CRNC has moved +12.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of +9.9%. Since the quarter end (March 31, 2026), CRNC has gained +77.9% vs +35.7% 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.

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CERENCE INC (CRNC)

Smart Money Signals — CRNC

Selling streak — 1 quarter in a row

At the ownership peak (95% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~43 new funds per quarter

54% of holders stayed for 2+ years

Buying through price weakness — shares -0%, value -43%

Growing discovery — still being found

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — CRNC

Hedge Fund Ownership: CRNC

Market Analysis: CRNC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CRNC

Is It Too Late to Buy CERENCE INC (CRNC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CRNC

Statistics: CRNC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — CERENCE INC (CRNC)

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