Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRANKLIN COVEY CO (FC)

103 + 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
4Q ▼
Buyers last Q
44%

Smart Money Signals — FC

Based on 103 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their FC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
103 funds currently hold this stock — 79% of the 3.0-year high of 130 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

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

More sellers than buyers — 44% buying

47 buying60 selling
Last quarter: 60 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 15 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 21% medium ■ 12% new
69 out of 103 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.
➡️

Steady discovery — ~14 new funds/quarter

22 → 23 → 15 → 19 → 14 new funds/Q
New funds entering each quarter: 23 → 15 → 19 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Of 103 current holders: 69 (67%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
28 of 103 holders are among the 100 largest funds by AUM, controlling 45% 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 2025 Q4, 47 hedge funds were net buyers of FC (14 opened a new position, 33 added to an existing one), while 60 reduced or exited (40 trimmed, 20 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 45% 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 exits than new entries). Total institutional holders: 103.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: FC
2026 Q1 Stats Unlock in 4 days 103 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 110 -6.36%
13F Shares 8M 9M -10.72%
Total Value $141M $183M -22.95%
New Positions 14 19 -5
Increased Positions 33 32 +1
Closed Positions 21 29 -8
Reduced Positions 40 43 -3
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

103 + 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 institutional holders of FC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RICE HALL JAMES & ASSOCIATES, LLC 0.45% 510,689 $8.1M
2 HERALD INVESTMENT MANAGEMENT Ltd 0.38% 175,000 $2.8M
3 SummerHaven Investment Management, LLC 0.31% 32,130 $507K
4 ROYCE & ASSOCIATES LP 0.16% 1,042,710 $16.5M
5 CWC Advisors, LLC. 0.13% 16,635 $263K
6 Bridge City Capital, LLC 0.08% 19,116 $302K
7 GLOBEFLEX CAPITAL L P 0.07% 28,427 $449K
8 COOPER CREEK PARTNERS MANAGEMENT LLC 0.04% 69,466 $1K
9 Wiser Advisor Group LLC 0.03% 1,812 $29K
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% 68,200 $1.1M
11 Inscription Capital, LLC 0.02% 11,794 $186K
12 Soltis Investment Advisors LLC 0.01% 14,877 $235K
13 XTX Topco Ltd 0.01% 53,594 $846K
14 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% 196,363 $3.1M
15 FEDERATED HERMES, INC. 0.01% 440,126 $6.9M
16 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.01% 15,341 $242K
17 AlphaQuest LLC 0.01% 8,271 $139K
18 Covestor Ltd 0.01% 653 —
19 ALLIANCEBERNSTEIN L.P. 0.01% 1,055,262 $17.7M
20 Quadrature Capital Ltd 0.00% 20,307 $321K
21 ACADIAN ASSET MANAGEMENT LLC 0.00% 159,832 $3K
22 MARSHALL WACE, LLP 0.00% 161,972 $2.6M
23 RENAISSANCE TECHNOLOGIES LLC 0.00% 86,303 $1.4M
24 EXCHANGE TRADED CONCEPTS, LLC 0.00% 18,878 $298K
25 Quantinno Capital Management LP 0.00% 69,312 $1.1M
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?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their FC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FC?

More sellers than buyers — 44% buying: Last quarter: 60 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FC holders?

Elite ownership — 45% AUM from top-100 funds: 28 of 103 holders are among the 100 largest funds by AUM, controlling 45% 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?

67% of holders stayed for 2+ years: 69 out of 103 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.