Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXP WORLD HLDGS INC (EXPI)

215 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — EXPI

Based on 209 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 88% of 3.0Y peak

88% of all-time peak
209 funds currently hold this stock — 88% of the 3.0-year high of 237 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
18 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 — 52% buying

110 buying100 selling
Last quarter: 110 funds bought or added vs 100 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.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 25 → 32 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
129 out of 209 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.
➡️

Steady discovery — ~35 new funds/quarter

38 → 40 → 25 → 32 → 35 new funds/Q
New funds entering each quarter: 40 → 25 → 32 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 215 current holders: 147 (68%) 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.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
35 of 209 holders are among the 100 largest funds by AUM, controlling 60% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — EXPI

In 2025 Q4, 110 hedge funds were net buyers of EXPI (35 opened a new position, 75 added to an existing one), while 100 reduced or exited (68 trimmed, 32 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in EXPI 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: 209.

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

Real Estate Real Estate Services

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 1 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EXPI
2026 Q1 Stats Unlock in 7 days 215 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 215 214 0.47%
13F Shares 62M 64M -1.82%
Total Value $598M $673M -11.09%
New Positions 35 32 +3
Increased Positions 81 93 -12
Closed Positions 32 27 +5
Reduced Positions 80 66 +14
Total Calls 5 6 -16.67%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.4 0.5 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 --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

215 + investors

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

Top 25 institutional holders of EXPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Baring Financial LLC 1.66% 453,682 $2.7M
2 Valued Retirements, Inc. 0.38% 65,189 $390K
3 nVerses Capital, LLC 0.14% 24,880 $149K
4 State of Wyoming 0.06% 90,250 $541K
5 Optimize Financial Inc 0.05% 18,082 $108K
6 Copia Wealth Management 0.04% 9,116 $55K
7 Philadelphia Investment Partners, LLC 0.03% 8,569 $51K
8 Everhart Financial Group, Inc. 0.03% 62,384 $374K
9 MIRABELLA FINANCIAL SERVICES LLP 0.03% 53,408 $320K
10 OP Asset Management Ltd 0.03% 409,123 $2.8M
11 Precision Wealth Strategies, LLC 0.03% 13,805 $83K
12 Brooklyn Investment Group 0.02% 118,057 $707K
13 Linden Thomas Advisory Services, LLC 0.02% 35,352 $212K
14 WINTON GROUP Ltd 0.02% 86,979 $521K
15 Commonwealth Financial Services, LLC 0.02% 18,609 $111K
16 AlphaQuest LLC 0.02% 34,394 $311K
17 HARBOR CAPITAL ADVISORS, INC. 0.02% 33,446 —
18 Quantbot Technologies LP 0.02% 65,032 $390K
19 AMG National Trust Bank 0.01% 108,577 $650K
20 GSA CAPITAL PARTNERS LLP 0.01% 35,268 —
21 SMITH, MOORE & CO. 0.01% 17,446 $105K
22 PUBLIC SECTOR PENSION INVESTMENT BOARD 0.01% 323,910 $1.9M
23 Vestcor Inc 0.01% 35,351 —
24 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% 233,255 $1.4M
25 Reyes Financial Architecture, Inc. 0.00% 1,009 $6K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 110 funds bought or added vs 100 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 — 60% AUM from top-100 funds: 35 of 209 holders are among the 100 largest funds by AUM, controlling 60% 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?

62% of holders stayed for 2+ years: 129 out of 209 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.