Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXTREME NETWORKS INC (EXTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — EXTR

Based on 294 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EXTR 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 (97% of max)

97% of all-time peak
294 hedge funds hold EXTR 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 — +13% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

171 buying137 selling
Last quarter: 171 funds bought or added vs 137 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 — ~47 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 59 → 48 → 47. 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+) ■ 19% medium ■ 19% new
183 out of 294 hedge funds have held EXTR 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 -17%

Value
-17%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~47 new funds/quarter

47 → 29 → 59 → 48 → 47 new funds/Q
New funds entering each quarter: 29 → 59 → 48 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 20% new
Of 300 current holders: 215 (72%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
39 of 294 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EXTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: EXTR

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

Market Analysis: EXTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXTR

-- --

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.

55 top-rated funds 3 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: EXTR
2026 Q1 Stats Unlock in 11 days 300 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 300 298 0.67%
13F Shares 127M 124M 3.14%
Total Value $2.12B $2.55B -16.95%
New Positions 48 48 -
Increased Positions 130 117 +13
Closed Positions 46 34 +12
Reduced Positions 102 99 +3
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 Neutral

Statistics: EXTR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

300 + investors

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

Top 25 institutional holders of EXTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BROOKTREE CAPITAL MANAGEMENT 2.66% 222,688 $3.4M
2 Aurora Investment Counsel 1.43% 170,866 $2.6M
3 Penbrook Management LLC 0.95% 83,525 $1.3M
4 Ballast Asset Management, LP 0.94% 139,668 $2.1M
5 Mirador Capital Partners LP 0.89% 416,916 $6.3M
6 Villanova Investment Management Co LLC 0.75% 48,219 $727K
7 LYELL WEALTH MANAGEMENT, LP 0.65% 582,345 $8.8M
8 Capital Advantage, Inc. 0.47% 238,829 $3.6M
9 Green Alpha Advisors, LLC 0.37% 24,977 $377K
10 Bayforest Capital Ltd 0.15% 8,601 $130K
11 Armor Investment Advisors, LLC 0.14% 25,145 $379K
12 Byrne Asset Management LLC 0.13% 15,090 $228K
13 Hillsdale Investment Management Inc. 0.13% 308,660 $4.7M
14 Centurion Wealth Management LLC 0.11% 32,539 $491K
15 Dash Acquisitions Inc. 0.10% 26,432 $483K
16 OP Asset Management Ltd 0.10% 541,968 $9.4M
17 CenterBook Partners LP 0.10% 119,236 $1.8M
18 Gallacher Capital Management LLC 0.09% 15,656 $236K
19 Counterpoint Mutual Funds LLC 0.08% 36,640 $553K
20 NJ State Employees Deferred Compensation Plan 0.07% 30,000 $620K
21 SEB Asset Management AB 0.05% 808,461 $12.2M
22 NBC SECURITIES, INC. 0.05% 41,914 $632K
23 Central Pacific Bank - Trust Division 0.04% 21,389 $323K
24 one8zero8, LLC 0.04% 12,000 $181K
25 HARBOR CAPITAL ADVISORS, INC. 0.03% 26,632 —
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 — EXTREME NETWORKS INC (EXTR)

What does the Smart Money Trend signal show for EXTR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EXTR 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 EXTR?

Slight buying edge — 56% buying: Last quarter: 171 funds bought or added vs 137 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 EXTR holders?

Elite ownership — 44% AUM from top-100 funds: 39 of 294 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EXTR. 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 EXTR?

62% of holders stayed for 2+ years: 183 out of 294 hedge funds have held EXTR 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.