Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fold Hldgs Inc (FLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — FLD

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FLD 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 — 91% of 3.0Y peak

91% of all-time peak
51 funds currently hold this stock — 91% of the 3.0-year high of 56 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+82% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

28 buying37 selling
Last quarter: 37 funds reduced or exited vs 28 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 17 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 57% entered in last year

■ 2% conviction (2yr+) ■ 41% medium ■ 57% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -14%, value -95%

Value
-95%
Shares
-13%
Last quarter: funds added -14% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~15 new funds/quarter

18 → 19 → 17 → 19 → 15 new funds/Q
New funds entering each quarter: 19 → 17 → 19 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 69% of holders entered in last year

■ 16% veterans ■ 16% 1-2yr ■ 69% new
Of 51 current holders: 35 (69%) entered in the past year, only 8 (16%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
12 of 50 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FLD

In 2026 Q2, 28 hedge funds were net buyers of FLD (15 opened a new position, 13 added to an existing one), while 37 reduced or exited (17 trimmed, 20 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 51.

Hedge Fund Ownership: FLD

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

Market Analysis: FLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLD

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: FLD
50 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 56 -10.71%
13F Shares 4M 5M -13.73%
Total Value $2M $37M -95.14%
New Positions 15 19 -4
Increased Positions 13 19 -6
Closed Positions 20 7 +13
Reduced Positions 17 9 +8
Total Calls 1 2 -50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: FLD

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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)

50 + investors

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

QUARTER:
Top 25 FLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Owl Capital Holdings LP 0.06% 856,632 $385K
2 Union Square Park Capital Management, LLC 0.01% 89,130 $40K
3 Cypress Point Wealth Management, LLC 0.00% 53,604 $24K
4 Tower Research Capital LLC (TRC) 0.00% 44,863 $20K
5 XTX Topco Ltd 0.00% 35,043 $16K
6 Hrt Financial LP 0.00% 223,550 $101K
7 Physician Wealth Advisors, Inc. 0.00% 1,754 —
8 Baird Financial Group, Inc. 0.00% 105,150 $48K
9 Marex Group Ltd 0.00% 22,500 $10K
10 Ieq Capital, LLC 0.00% 20,609 $9K
11 Mariner, LLC 0.00% 71,659 $32K
12 Qube Research & Technologies Ltd 0.00% 80,485 $36K
13 Aqr Capital Management LLC 0.00% 203,968 $92K
14 Private Trust Co NA 0.00% 750 —
15 Essential Partners LLC 0.00% 74 —
16 Vanguard Capital Management LLC 0.00% 1,275,989 $578K
17 Citadel Advisors LLC 0.00% 192,300 $87K
18 Arax Advisory Partners 0.00% 3,208 $1K
19 EverSource Wealth Advisors, LLC 0.00% 497 —
20 Integrated Wealth Concepts LLC 0.00% 3,349 $2K
21 Vanguard Fiduciary Trust Co 0.00% 74,059 $34K
22 Transamerica Financial Advisors, LLC 0.00% 186 —
23 Osaic Holdings, INC. 0.00% 11,951 $5K
24 Jane Street Group, LLC 0.00% 131,624 $60K
25 UBS Group AG 0.00% 84,601 $38K
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 — Fold Hldgs Inc (FLD)

What does the Smart Money Trend signal show for FLD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FLD 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 FLD?

More sellers than buyers — 43% buying: Last quarter: 37 funds reduced or exited vs 28 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 FLD holders?

Smaller funds dominant — 17% AUM from top-100: 12 of 50 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FLD?

Mostly new holders — 57% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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