Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

1stdibs Com Inc (DIBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — DIBS

Based on 86 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DIBS 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 hedge funds hold DIBS 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 — +19% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

51 buying43 selling
Last quarter: 51 funds bought or added vs 43 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DIBS position: 10 → 31 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
48 out of 86 hedge funds have held DIBS 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.
➡️

Steady discovery — ~21 new funds/quarter

17 → 10 → 31 → 14 → 21 new funds/Q
New funds entering each quarter: 10 → 31 → 14 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 87 holders: 54 (62%) are 2+ year veterans, 12 entered 1–2 years ago, and 21 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
30 of 86 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in DIBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — DIBS

In 2026 Q2, 51 hedge funds were net buyers of DIBS (21 opened a new position, 30 added to an existing one), while 43 reduced or exited (25 trimmed, 18 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 49% of total institutional value in DIBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: DIBS

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

Market Analysis: DIBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIBS

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: DIBS
86 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 86 83 3.61%
13F Shares 13M 15M -9.87%
Total Value $59M $76M -22.59%
New Positions 21 14 +7
Increased Positions 30 25 +5
Closed Positions 18 17 +1
Reduced Positions 24 31 -7
Total Calls 0 1 -100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIBS

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Institutional Holders (2026 Q2)

86 + investors

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

QUARTER:
Top 25 DIBS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harspring Capital Management, LLC 5.02% 550,000 $2.7M
2 Verdad Advisers, LP 0.15% 32,661 $160K
3 Joel Isaacson & Co., LLC 0.15% 1,037,746 $5.1M
4 Beck Mack & Oliver LLC 0.12% 1,287,621 $6.3M
5 Allen Operations LLC 0.12% 176,826 $866K
6 G2 Investment Partners Management LLC 0.09% 96,498 $473K
7 Arcadia Wealth Management, Inc. 0.07% 31,897 $156K
8 FreeGulliver LLC 0.06% 36,774 $180K
9 Archon Capital Management LLC 0.06% 31,525 $154K
10 R Squared Ltd 0.06% 21,466 $105K
11 Truffle Hound Capital, LLC 0.02% 21,083 $103K
12 Bridgeway Capital Management, LLC 0.02% 217,236 $1.1M
13 Topline Capital Management, LLC 0.01% 10,256 $50K
14 Occudo Quantitative Strategies LP 0.01% 23,738 $116K
15 Jacobs Levy Equity Management, Inc 0.00% 283,557 $1.4M
16 FIL Ltd 0.00% 1,100,010 $5.4M
17 Trexquant Investment LP 0.00% 129,512 $635K
18 Algert Global LLC 0.00% 53,360 $261K
19 Angeles Wealth Management, LLC 0.00% 10,208 $50K
20 Ritholtz Wealth Management 0.00% 28,551 $140K
21 Renaissance Technologies LLC 0.00% 249,600 $1.2M
22 Boothbay Fund Management, LLC 0.00% 22,138 $108K
23 Two Sigma Investments, LP 0.00% 386,503 $1.9M
24 Arrowstreet Capital, Limited Partnership 0.00% 502,245 $2.5M
25 Perigon Wealth Management, LLC 0.00% 11,000 $54K
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 — 1stdibs Com Inc (DIBS)

What does the Smart Money Trend signal show for DIBS?

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

Slight buying edge — 54% buying: Last quarter: 51 funds bought or added vs 43 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 DIBS holders?

Elite ownership — 49% AUM from top-100 funds: 30 of 86 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in DIBS. 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 DIBS?

56% of holders stayed for 2+ years: 48 out of 86 hedge funds have held DIBS 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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