Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CERAGON NETWORKS LTD (CRNT)

80 + 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
↑ +13
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — CRNT

Based on 80 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CRNT 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.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
80 funds currently hold this stock — 89% of the 3.0-year high of 90 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold CRNT compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 61% buying

46 buying30 selling
Last quarter: 46 funds were net buyers (26 opened a brand new position + 20 added to an existing one). Only 30 were sellers (17 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new CRNT position: 14 → 11 → 9 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new
43 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.
📈

Growing discovery — still being found

17 → 14 → 11 → 9 → 26 new funds/Q
New funds entering each quarter: 14 → 11 → 9 → 26. A growing number of institutions are discovering CRNT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Of 86 current holders: 53 (62%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
22 of 80 holders rank in the top 100 by AUM, accounting for 27% 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 Q1, 46 hedge funds were net buyers of CRNT (26 opened a new position, 20 added to an existing one), while 30 reduced or exited (17 trimmed, 13 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in CRNT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy CERAGON NETWORKS LTD (CRNT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRNT 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 · 61d ago
CRNT
+55.0%
XLK
+43.7%

CRNT outperformed XLK by +11.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 16d ago
CRNT
+10.3%
XLK
+8.4%

Since the filing became public, CRNT outperformed XLK by +1.9% .

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CRNT
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 67 19.4%
13F Shares 19M 17M 11.58%
Total Value $35M $35M -0.13%
New Positions 26 9 +17
Increased Positions 20 19 +1
Closed Positions 13 18 -5
Reduced Positions 14 26 -12
Total Calls 3 4 -25.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.25 Neutral

Statistics: CRNT

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Financial Highlights

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Institutional Holders (2026 Q1)

80 + 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 institutional holders of CRNT — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FIRST WILSHIRE SECURITIES MANAGEMENT INC 2.36% 4,854,150 $10.5M
2 WealthTrust Axiom LLC 0.50% 944,135 $2.0M
3 Stanley-Laman Group, Ltd. 0.18% 691,854 $1.5M
4 NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.15% 75,000 $162K
5 KLCM Advisors, Inc. 0.14% 795,500 $1.7M
6 CSM Advisors, LLC 0.12% 2,272,398 $5K
7 Aristides Capital LLC 0.08% 162,963 $352K
8 SEVEN MILE ADVISORY 0.07% 44,672 $96K
9 Penn Capital Management Company, LLC 0.07% 398,121 $860K
10 R Squared Ltd 0.07% 55,838 $121K
11 DLK Investment Management, LLC 0.02% 21,200 $46K
12 Private Advisor Group, LLC 0.01% 1,410,888 $3.0M
13 GSA CAPITAL PARTNERS LLP 0.01% 99,676 —
14 Axis Wealth Partners, LLC 0.01% 10,744 $23K
15 JBF Capital, Inc. 0.01% 36,458 $79K
16 XTX Topco Ltd 0.01% 258,739 $559K
17 EAGLE WEALTH STRATEGIES LLC 0.01% 10,000 $22K
18 Solstein Capital, LLC 0.01% 10,395 $22K
19 WINTON GROUP Ltd 0.01% 113,475 $245K
20 AXQ CAPITAL, LP 0.01% 29,259 $63K
21 TWO SIGMA SECURITIES, LLC 0.01% 20,105 $43K
22 Decker Wealth Management LLC 0.00% 10,000 $22K
23 Tamar Securities, LLC 0.00% 18,294 $40K
24 Virtu Financial LLC 0.00% 26,185 —
25 Caption Management, LLC 0.00% 180,000 $389K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CRNT 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 CRNT?

More buyers than sellers — 61% buying: Last quarter: 46 funds were net buyers (26 opened a brand new position + 20 added to an existing one). Only 30 were sellers (17 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRNT holders?

Strong quality — 27% AUM from major funds: 22 of 80 holders rank in the top 100 by AUM, accounting for 27% 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?

54% of holders stayed for 2+ years: 43 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.

Is it too late to buy CERAGON NETWORKS LTD (CRNT) following the 2026 Q1 hedge fund 13F filings?

As of today, CRNT has moved +10.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.4% for the XLK sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), CRNT has gained +55.0% vs +43.7% 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.

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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