Strategy Shs (ESSC) Hedge Fund Ownership (Q2 2026)

Strategy Shs (ESSC)

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

Smart Money Signals — ESSC

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added ESSC 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

12 hedge funds hold ESSC right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 85% buying

11 buying2 selling

Last quarter: 11 funds were net buyers (4 opened a brand new position + 7 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 12 current holders: 12 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 12 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	14	12	16.67%
13F Shares	870K	896K	-3.0%
Total Value	$28M	$24M	15.68%
New Positions	3	4	-1
Increased Positions	7	7	-
Closed Positions	1	1	-
Reduced Positions	4	1	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

16.67%

13F Shares

870K

896K

-3.0%

Total Value

$28M

$24M

15.68%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

14 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 14 ESSC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Strategic Equity Management	4.22%	395,159	$12.6M
2	Moneywise, INC.	2.26%	190,897	$6.1M
3	PAX Financial Group, LLC	0.23%	48,329	$1.5M
4	Values First Advisors, Inc.	0.09%	4,043	$195K
5	Whitaker-Myers Wealth Managers, LTD.	0.07%	13,070	$416K
6	First Heartland Consultants, Inc.	0.03%	13,924	$443K
7	EverSource Wealth Advisors, LLC	0.02%	14,318	$455K
8	Wealth Enhancement Advisory Services, LLC	0.01%	140,189	$4.4M
9	CreativeOne Wealth, LLC	0.00%	7,037	$224K
10	Commonwealth Equity Services, LLC	0.00%	38,563	$1.2M
11	Creative Financial Designs Inc /Adv	0.00%	300	$10K
12	Osaic Holdings, INC.	0.00%	1,973	$63K
13	UBS Group AG	0.00%	1,331	$42K
14	Jpmorgan Chase & Co	0.00%	379	$12K

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 — Strategy Shs (ESSC)

What does the Smart Money Trend signal show for ESSC?

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

More buyers than sellers — 85% buying: Last quarter: 11 funds were net buyers (4 opened a brand new position + 7 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ESSC holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 12 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ESSC?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Strategy Shs (ESSC)

Smart Money Signals — ESSC

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 85% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — ESSC

Hedge Fund Ownership: ESSC

Market Analysis: ESSC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ESSC

Hedge Fund Positioning: ESSC

Statistics: ESSC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Strategy Shs (ESSC)

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