Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exp World Hldgs Inc (EXPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — EXPI

Based on 229 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 EXPI 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 — 92% of 3.0Y peak

92% of all-time peak
229 funds currently hold this stock — 92% of the 3.0-year high of 250 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold EXPI compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

117 buying113 selling
Last quarter: 117 funds bought or added vs 113 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new EXPI position: 26 → 34 → 35 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
136 out of 229 hedge funds have held EXPI 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 -3%, value -39%

Value
-39%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -39%. 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

42 → 26 → 34 → 35 → 45 new funds/Q
New funds entering each quarter: 26 → 34 → 35 → 45. A growing number of institutions are discovering EXPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 230 holders: 148 (64%) are 2+ year veterans, 33 entered 1–2 years ago, and 49 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
45 of 227 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in EXPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
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 — EXPI

In 2026 Q1, 117 hedge funds were net buyers of EXPI (45 opened a new position, 72 added to an existing one), while 113 reduced or exited (76 trimmed, 37 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 57% of total institutional value in EXPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 229.

Hedge Fund Ownership: EXPI

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

Market Analysis: EXPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXPI

-- --

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.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: EXPI
2026 Q2 Stats Unlock in 3 days 228 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 228 220 3.64%
13F Shares 61M 63M -2.69%
Total Value $365M $601M -39.3%
New Positions 44 35 +9
Increased Positions 70 75 -5
Closed Positions 36 35 +1
Reduced Positions 76 73 +3
Total Calls 2 5 -60.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.4 Bullish

Statistics: EXPI

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

228 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EXPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PharVision Advisers, LLC 1.25% 12,211 $66K
2 Baring Financial LLC 1.08% 362,841 $2.0M
3 Valued Retirements, Inc. 0.32% 65,189 $353K
4 VARCOV Co. 0.27% 132,474 $717K
5 Olympiad Research LP 0.24% 21,208 $115K
6 Dynamic Technology Lab Private Ltd 0.13% 105,186 $570K
7 Park Capital Management, LLC / WI 0.08% 25,539 $138K
8 Anchyra Partners LLC 0.04% 27,475 $149K
9 Atom Investors LP 0.03% 71,388 $386K
10 Jacobs Levy Equity Management, Inc 0.03% 1,611,106 $8.7M
11 Philadelphia Investment Partners, LLC 0.03% 8,569 $46K
12 Quantbot Technologies LP 0.03% 132,931 $719K
13 OP Asset Management Ltd 0.02% 426,845 $2.3M
14 Sound Capital Solutions LLC 0.02% 18,020 $97K
15 Precision Wealth Strategies, LLC 0.02% 13,805 $75K
16 Susquehanna Portfolio Strategies, LLC 0.02% 243,086 $1.3M
17 Twinbeech Capital LP 0.02% 20,440 $111K
18 Renaissance Technologies LLC 0.02% 2,652,116 $14.3M
19 National Philanthropic Trust 0.02% 245,000 $1.3M
20 Everhart Financial Group, Inc. 0.02% 52,172 $282K
21 Commonwealth Financial Services, LLC 0.02% 23,973 $130K
22 Inscription Capital, LLC 0.02% 35,269 $191K
23 Engineers Gate Manager LP 0.02% 225,907 $1.2M
24 Linden Thomas Advisory Services, LLC 0.02% 35,058 $190K
25 Able Wealth Management LLC 0.01% 16,890 $65K
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 — Exp World Hldgs Inc (EXPI)

What does the Smart Money Trend signal show for EXPI?

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

Slight buying edge — 51% buying: Last quarter: 117 funds bought or added vs 113 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 EXPI holders?

Elite ownership — 57% AUM from top-100 funds: 45 of 227 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in EXPI. 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 EXPI?

59% of holders stayed for 2+ years: 136 out of 229 hedge funds have held EXPI 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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