Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Covey Co (FC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — FC

Based on 112 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FC 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 — 83% of 3.0Y peak

83% of all-time peak
112 funds currently hold this stock — 83% of the 3.0-year high of 135 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold FC compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

65 buying53 selling
Last quarter: 65 funds bought or added vs 53 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 — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 15 → 20 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
65 out of 112 hedge funds have held FC 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.
💰

Price up while funds trimmed (+44% value, -2% shares)

Value
+43%
Shares
-2%
Last quarter: total value of institutional FC holdings rose +44% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

15 → 19 → 15 → 20 → 25 new funds/Q
New funds entering each quarter: 19 → 15 → 20 → 25. A growing number of institutions are discovering FC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 112 holders: 68 (61%) are 2+ year veterans, 16 entered 1–2 years ago, and 28 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
34 of 111 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — FC

In 2026 Q2, 65 hedge funds were net buyers of FC (25 opened a new position, 40 added to an existing one), while 53 reduced or exited (34 trimmed, 19 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in FC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: FC

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

Market Analysis: FC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FC

-- --

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: FC
111 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 111 106 4.72%
13F Shares 8M 8M -2.14%
Total Value $186M $129M 43.86%
New Positions 25 20 +5
Increased Positions 40 39 +1
Closed Positions 19 19 -
Reduced Positions 34 33 +1
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FC

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

111 + investors

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

QUARTER:
Top 25 FC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rice Hall James & Associates, LLC 0.59% 495,654 $12.2M
2 HERALD INVESTMENT MANAGEMENT Ltd 0.58% 175,000 $4.3M
3 SummerHaven Investment Management, LLC 0.42% 32,130 $788K
4 Royce & Associates LP 0.17% 881,361 $21.6M
5 CWC Advisors, LLC. 0.17% 15,797 $388K
6 Divisadero Street Capital Management, LP 0.10% 185,547 $4.6M
7 Globeflex Capital L P 0.09% 28,427 $697K
8 Bridge City Capital, LLC 0.07% 12,081 $296K
9 Wiser Advisor Group LLC 0.05% 1,812 $44K
10 Mcmorgan & Co LLC 0.03% 8,519 $209K
11 Inscription Capital, LLC 0.03% 12,174 $299K
12 Bridgeway Capital Management, LLC 0.03% 60,200 $1.5M
13 Soltis Investment Advisors LLC 0.02% 14,893 $365K
14 Federated Hermes, INC. 0.02% 440,154 $10.8M
15 Kemnay Advisory Services Inc. 0.02% 4,843 $119K
16 Partners Capital Investment Group, LLP 0.01% 15,341 $376K
17 Quinn Opportunity Partners LLC 0.01% 8,703 $213K
18 XTX Topco Ltd 0.01% 22,246 $546K
19 Ritholtz Wealth Management 0.01% 18,280 $448K
20 Jacobs Levy Equity Management, Inc 0.01% 67,606 $1.7M
21 Alliancebernstein L.P. 0.01% 1,058,790 $16.7M
22 Trexquant Investment LP 0.01% 35,272 $865K
23 Russell Investments Group, Ltd. 0.00% 163,018 $4.0M
24 O'shaughnessy Asset Management, LLC 0.00% 30,731 $754K
25 Marshall Wace, LLP 0.00% 137,460 $3.4M
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 — Franklin Covey Co (FC)

What does the Smart Money Trend signal show for FC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FC 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 FC?

Slight buying edge — 55% buying: Last quarter: 65 funds bought or added vs 53 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 FC holders?

Elite ownership — 51% AUM from top-100 funds: 34 of 111 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FC. 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 FC?

58% of holders stayed for 2+ years: 65 out of 112 hedge funds have held FC 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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