Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CURIOSITYSTREAM INC (CURI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — CURI

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CURI 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 (98% of max)

98% of all-time peak
116 hedge funds hold CURI 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.
🚀

Fast accumulation — +158% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+158% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

65 buying51 selling
Last quarter: 65 funds bought or added vs 51 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 (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 44 → 34 → 15. 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.
📌

Mixed — 30% long-term, 42% new

■ 30% conviction (2yr+) ■ 28% medium ■ 42% new
Of the 116 current holders: 35 (30%) held >2 years, 32 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +3%, value -26%

Value
-26%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

8 → 23 → 44 → 34 → 15 new funds/Q
New funds entering each quarter: 23 → 44 → 34 → 15. CURI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 6% 1-2yr ■ 45% new
Of 122 current holders: 60 (49%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
26 of 116 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: CURI

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

Market Analysis: CURI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CURI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CURI
2026 Q1 Stats Unlock in 11 days 122 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 122 122 -
13F Shares 20M 19M 2.83%
Total Value $75M $102M -26.41%
New Positions 15 34 -19
Increased Positions 53 51 +2
Closed Positions 18 15 +3
Reduced Positions 43 31 +12
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CURI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

122 + investors

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

Top 25 institutional holders of CURI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penbrook Management LLC 1.51% 675,150 $2.0M
2 Evernest Financial Advisors, LLC 0.09% 135,234 $440K
3 R Squared Ltd 0.07% 44,485 $132K
4 GSA CAPITAL PARTNERS LLP 0.03% 177,032 —
5 ARS Investment Partners, LLC 0.02% 121,532 $360K
6 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% 837,191 $2.5M
7 BURNEY CO/ 0.01% 95,366 $282K
8 BARINGS LLC 0.00% 27,930 $83K
9 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% 17,287 $53K
10 Global Wealth Strategies & Associates 0.00% 991 $3K
11 Merit Financial Group, LLC 0.00% 31,497 $93K
12 Asset Planning,Inc 0.00% 300 —
13 Diversified Trust Co 0.00% 10,596 $31K
14 INTECH INVESTMENT MANAGEMENT LLC 0.00% 10,839 $32K
15 State of Alaska, Department of Revenue 0.00% 9,365 —
16 Russell Investments Group, Ltd. 0.00% 82,189 $243K
17 UBS Group AG 0.00% 434,854 $1.3M
18 VANGUARD FIDUCIARY TRUST CO 0.00% 243,368 $720K
19 Police & Firemen's Retirement System of New Jersey 0.00% 7,271 $22K
20 BESSEMER GROUP INC 0.00% 28,854 —
21 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,672,206 $4.9M
22 NEW YORK STATE COMMON RETIREMENT FUND 0.00% 18,400 $54K
23 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% 322,745 $955K
24 DEUTSCHE BANK AG\ 0.00% 30,957 $92K
25 LPL Financial LLC 0.00% 30,906 $91K
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 — CURIOSITYSTREAM INC (CURI)

What does the Smart Money Trend signal show for CURI?

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

Slight buying edge — 56% buying: Last quarter: 65 funds bought or added vs 51 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 CURI holders?

Strong quality — 33% AUM from major funds: 26 of 116 holders rank in the top 100 by AUM, accounting for 33% 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 CURI?

Mixed — 30% long-term, 42% new: Of the 116 current holders: 35 (30%) held >2 years, 32 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.