Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ceragon Networks Ltd (CRNT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — CRNT

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
80 funds currently hold this stock — 88% of the 3.0-year high of 91 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CRNT is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

44 buying30 selling
Last quarter: 44 funds bought or added vs 30 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 (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 26 → 12. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 21% new
42 out of 80 hedge funds have held CRNT 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.
💰

Value +34% but shares only +14% — price-driven

Value
+34%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

14 → 11 → 9 → 26 → 12 new funds/Q
New funds entering each quarter: 11 → 9 → 26 → 12. A growing number of institutions are discovering CRNT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 83 holders: 52 (63%) are 2+ year veterans, 12 entered 1–2 years ago, and 19 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
21 of 78 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — CRNT

In 2026 Q2, 44 hedge funds were net buyers of CRNT (12 opened a new position, 32 added to an existing one), while 30 reduced or exited (18 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 23% of total institutional value in CRNT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 80.

Hedge Fund Ownership: CRNT

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

Market Analysis: CRNT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRNT

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CRNT
78 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 78 80 -2.5%
13F Shares 22M 19M 14.43%
Total Value $47M $35M 34.44%
New Positions 12 26 -14
Increased Positions 29 20 +9
Closed Positions 12 13 -1
Reduced Positions 18 14 +4
Total Calls 4 3 33.33%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.25 1.0 Bullish

Statistics: CRNT

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Institutional Holders (2026 Q2)

78 + investors

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

QUARTER:
Top 25 CRNT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Wilshire Securities Management Inc 2.57% 4,811,079 $12.5M
2 WealthTrust Axiom LLC 0.55% 957,178 $2.5M
3 Stanley-Laman Group, Ltd. 0.24% 914,444 $2.4M
4 Nano Cap New Millennium Growth Fund L P 0.20% 100,000 $259K
5 KLCM Advisors, Inc. 0.16% 795,500 $2.1M
6 Aristides Capital LLC 0.09% 176,103 $456K
7 R Squared Ltd 0.08% 57,209 $148K
8 Spark Investment Management LLC 0.05% 10,411 $27K
9 DLK Investment Management, LLC 0.03% 30,200 $76K
10 Private Advisor Group, LLC 0.02% 1,416,888 $3.7M
11 Axq Capital, LP 0.01% 48,663 $126K
12 Axis Wealth Partners, LLC 0.01% 10,744 $28K
13 XTX Topco Ltd 0.01% 392,482 $1.0M
14 JBF Capital, Inc. 0.01% 36,458 $94K
15 WINTON GROUP Ltd 0.01% 117,297 $304K
16 Solstein Capital, LLC 0.01% 10,395 $27K
17 Susquehanna Fundamental Investments, LLC 0.01% 113,144 $293K
18 Decker Wealth Management LLC 0.01% 10,000 $26K
19 NewEdge Wealth, LLC 0.00% 175,200 $454K
20 Kathmere Capital Management, LLC 0.00% 30,000 $78K
21 Bullock Wealth Management Group 0.00% 2,463 $6K
22 Point72 Asset Management, L.P. 0.00% 813,929 $2.1M
23 Caption Management, LLC 0.00% 192,000 $497K
24 Renaissance Technologies LLC 0.00% 575,323 $1.5M
25 Marshall Wace, LLP 0.00% 976,612 $2.5M
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 — Ceragon Networks Ltd (CRNT)

What does the Smart Money Trend signal show for CRNT?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CRNT?

Slight buying edge — 59% buying: Last quarter: 44 funds bought or added vs 30 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 CRNT holders?

Strong quality — 23% AUM from major funds: 21 of 78 holders rank in the top 100 by AUM, accounting for 23% 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 CRNT?

52% of holders stayed for 2+ years: 42 out of 80 hedge funds have held CRNT 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.

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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