Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Castle Biosciences Inc (CSTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — CSTL

Based on 185 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 CSTL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
185 funds currently hold this stock — 94% of the 3.0-year high of 196 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 CSTL is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

102 buying96 selling
Last quarter: 102 funds bought or added vs 96 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 (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 34 → 43 → 27. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 18% new
103 out of 185 hedge funds have held CSTL 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 -38%

Value
-38%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -38%. 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

31 → 17 → 34 → 43 → 27 new funds/Q
New funds entering each quarter: 17 → 34 → 43 → 27. A growing number of institutions are discovering CSTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 189 holders: 115 (61%) are 2+ year veterans, 32 entered 1–2 years ago, and 42 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
45 of 185 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CSTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — CSTL

In 2026 Q1, 102 hedge funds were net buyers of CSTL (27 opened a new position, 75 added to an existing one), while 96 reduced or exited (59 trimmed, 37 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 40% of total institutional value in CSTL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 185.

Hedge Fund Ownership: CSTL

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

Market Analysis: CSTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSTL

-- --

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CSTL
174 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 174 186 -6.45%
13F Shares 27M 28M -1.35%
Total Value $626M $658M -4.78%
New Positions 26 27 -1
Increased Positions 77 73 +4
Closed Positions 38 36 +2
Reduced Positions 56 59 -3
Total Calls 0 3 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: CSTL

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Institutional Holders (2026 Q2)

174 + investors

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

QUARTER:
Top 25 CSTL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AIGH Capital Management LLC 0.82% 545,101 $13.0M
2 Rtw Investments, LP 0.57% 2,778,335 $66.3M
3 Parkman Healthcare Partners LLC 0.35% 144,791 $3.5M
4 Summit Partners Public Asset Management, LLC 0.35% 824,872 $19.7M
5 Portolan Capital Management, LLC 0.29% 328,818 $7.8M
6 Perkins Capital Management Inc 0.29% 16,140 $385K
7 Palisade Capital Management, LP 0.24% 231,931 $5.5M
8 Green Alpha Advisors, LLC 0.16% 9,941 $237K
9 Kennedy Capital Management LLC 0.15% 348,371 $8.3M
10 Birchview Capital, LP 0.14% 12,984 $310K
11 Kornitzer Capital Management Inc /Ks 0.13% 264,235 $6.3M
12 Jefferies Financial Group Inc. 0.10% 647,391 $15.4M
13 Bridgeway Capital Management, LLC 0.09% 221,338 $5.3M
14 First Bank & Trust 0.07% 18,591 $443K
15 Advisors Capital Management, LLC 0.06% 238,204 $5.7M
16 SummitTX Capital, L.P. 0.05% 79,018 $1.9M
17 Wasatch Advisors LP 0.04% 279,349 $6.7M
18 Silvercrest Asset Management Group LLC 0.04% 256,095 $6.1M
19 Counterpoint Mutual Funds LLC 0.04% 16,510 $394K
20 Oak Harvest Investment Services 0.03% 13,485 $322K
21 Trexquant Investment LP 0.03% 206,111 $4.9M
22 Inspire Investing, LLC 0.03% 29,047 $693K
23 Panagora Asset Management Inc 0.02% 301,040 $7.2M
24 TritonPoint Partners, LLC 0.02% 10,796 $257K
25 Campbell & CO Investment Adviser LLC 0.02% 16,476 $393K
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 — Castle Biosciences Inc (CSTL)

What does the Smart Money Trend signal show for CSTL?

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

Slight buying edge — 52% buying: Last quarter: 102 funds bought or added vs 96 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 CSTL holders?

Elite ownership — 40% AUM from top-100 funds: 45 of 185 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CSTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSTL?

56% of holders stayed for 2+ years: 103 out of 185 hedge funds have held CSTL 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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