Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HELPORT AI LTD (HPAIW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
12%

Smart Money Signals — HPAIW

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HPAIW 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 — 80% of 3.0Y peak

80% of all-time peak
16 funds currently hold this stock — 80% of the 3.0-year high of 20 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold HPAIW compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 12% buying

1 buying7 selling
Last quarter: 7 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 2 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 12% entered in last year

6% conviction (2yr+) 81% medium 12% new
Only 1 funds (6%) 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 -3%, value -35%

Value
-34%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

3 → 2 → 2 → 2 → 0 new funds/Q
New funds entering each quarter: 2 → 2 → 2 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 6% veterans, 25% new entrants

6% veterans 69% 1-2yr 25% new
Of 16 current holders: 1 (6%) held 2+ years, 11 held 1–2 years, 4 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
3 of 16 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — HPAIW

In 2026 Q1, 1 hedge fund were net buyers of HPAIW (1 added to existing positions), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 12% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 16.

Hedge Fund Ownership: HPAIW

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

Market Analysis: HPAIW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HPAIW

-- --

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

Is It Too Late to Buy HELPORT AI LTD (HPAIW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HPAIW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 55d ago
HPAIW
+15.0%
SPY
+14.7%

HPAIW outperformed SPY by +0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
HPAIW
+0.0%
SPY
+0.9%

Since the filing became public, HPAIW outperformed SPY by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: HPAIW
16 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 16 19 -15.79%
13F Shares 6M 7M -2.73%
Total Value $690K $1M -34.59%
New Positions 0 2 -2
Increased Positions 1 3 -2
Closed Positions 3 2 +1
Reduced Positions 4 3 +1
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HPAIW

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

16 + investors

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

QUARTER:
Top 16 institutional holders of HPAIW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRATIA CAPITAL, LLC 0.06% 1,304,362 $143K
2 Yakira Capital Management, Inc. 0.00% 49,726 $5K
3 ARISTEIA CAPITAL, L.L.C. 0.00% 664,491 $69K
4 Polar Asset Management Partners Inc. 0.00% 670,835 $70K
5 Shaolin Capital Management LLC 0.00% 194,700 $21K
6 Ionic Capital Management LLC 0.00% 82,640 $9K
7 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.00% 73,801 $8K
8 LMR Partners LLP 0.00% 1,034,486 $114K
9 Clear Street Group Inc. 0.00% 420,147 $46K
10 Calamos Advisors LLC 0.00% 450,000 $50K
11 TORONTO DOMINION BANK 0.00% 413,837 $46K
12 D. E. Shaw & Co., Inc. 0.00% 847,500 $93K
13 WOLVERINE ASSET MANAGEMENT LLC 0.00% 24,794 $3K
14 Ancora Advisors LLC 0.00% 10,349 $1K
15 MILLENNIUM MANAGEMENT LLC 0.00% 101,834 $11K
16 UBS Group AG 0.00% 335
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 — HELPORT AI LTD (HPAIW)

What does the Smart Money Trend signal show for HPAIW?

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

Heavy selling pressure — only 12% buying: Last quarter: 7 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HPAIW holders?

Smaller funds dominant — 15% AUM from top-100: 3 of 16 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HPAIW?

Mostly new holders — 12% entered in last year: Only 1 funds (6%) 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.

Is it too late to buy HELPORT AI LTD (HPAIW) following the 2026 Q1 hedge fund 13F filings?

As of today, HPAIW has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), HPAIW has gained +15.0% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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