Ies Holdings Inc (IESC) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ies Holdings Inc (IESC) following the 2026 Q2 hedge fund 13F filings?

As of today, IESC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IESC gained +1.9% vs -51.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ies Holdings Inc (IESC)

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

Smart Money Signals — IESC

Based on 352 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IESC 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 (100% of max)

100% of all-time peak

352 hedge funds hold IESC 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.

🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q

+108 new funds entered over the past year (+44% 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.

🟡

Slight buying edge — 55% buying

198 buying162 selling

Last quarter: 198 funds bought or added vs 162 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 — ~61 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 68 → 78 → 65 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 34% long-term, 30% new

■ 34% conviction (2yr+) ■ 36% medium ■ 30% new

Of the 352 current holders: 121 (34%) held >2 years, 125 held 1–2 years, and 106 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +22% but shares only +0% — price-driven

Value

+21%

+0%

Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~61 new funds/quarter

40 → 68 → 78 → 65 → 61 new funds/Q

New funds entering each quarter: 68 → 78 → 65 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 37% veterans, 38% new entrants

■ 37% veterans ■ 24% 1-2yr ■ 38% new

Of 368 current holders: 137 (37%) held 2+ years, 90 held 1–2 years, 141 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

50 of 346 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	346	341	1.47%
13F Shares	19M	19M	0.25%
Total Value	$9.06B	$7.44B	21.69%
New Positions	61	65	-4
Increased Positions	132	117	+15
Closed Positions	50	40	+10
Reduced Positions	108	108	-
Total Calls	12	8	50.0%
Total Puts	10	7	42.86%
PUT/CALL Ratio	0.83	0.88	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

346

341

1.47%

13F Shares

19M

0.25%

Total Value

$9.06B

$7.44B

21.69%

New Positions

-4

Increased Positions

132

117

+15

Closed Positions

+10

Reduced Positions

108

Total Calls

50.0%

Total Puts

42.86%

PUT/CALL Ratio

0.83

0.88

Neutral

Institutional Holders (2026 Q2)

346 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IESC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pertento Partners LLP	6.67%	168,457	$123.8M
2	AltraVue Capital, LLC	5.10%	96,317	$70.8M
3	Parsifal Capital Management, LP	4.36%	48,971	$36.0M
4	United Capital Management of KS, Inc.	3.37%	35,002	$25.7M
5	Palisades Investment Partners, LLC	3.13%	15,003	$11.0M
6	Yorktown Management & Research Co Inc	2.48%	5,510	$4.0M
7	Legato Capital Management LLC	1.30%	21,306	$15.7M
8	AdvisorShares Investments LLC	1.20%	13,474	$9.9M
9	Truvestments Capital LLC	0.85%	7,759	$5.7M
10	Hedeker Wealth, LLC	0.69%	4,944	$3.6M
11	De Lisle Partners LLP	0.65%	8,086	$5.9M
12	Petra Financial Advisors Inc	0.60%	1,769	$1.3M
13	Peterson Wealth Services	0.59%	3,710	$2.7M
14	Parkway Wealth Management Group, LLC	0.59%	7,000	$5.1M
15	Emerald Investment Advisers, LLC	0.56%	11,518	$8.5M
16	Ducere Wealth Management LLC	0.54%	2,466	$1.8M
17	IPG Investment Advisors LLC	0.50%	4,766	$3.5M
18	Renaissance Group LLC	0.44%	14,849	$10.9M
19	Stirlingshire Investments, Inc.	0.41%	745	$548K
20	Informed Momentum Co LLC	0.36%	5,562	$4.1M
21	J. Team Financial, Inc.	0.32%	448	$329K
22	Rexford Capital Inc	0.31%	700	$514K
23	Impact Investors, Inc	0.31%	573	$421K
24	Montgomery Investment Management Inc	0.31%	1,370	$1.0M
25	Navellier & Associates Inc	0.28%	4,882	$3.6M

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 — Ies Holdings Inc (IESC)

What does the Smart Money Trend signal show for IESC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IESC 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 IESC?

Slight buying edge — 55% buying: Last quarter: 198 funds bought or added vs 162 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 IESC holders?

Strong quality — 32% AUM from major funds: 50 of 346 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IESC?

Mixed — 34% long-term, 30% new: Of the 352 current holders: 121 (34%) held >2 years, 125 held 1–2 years, and 106 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ies Holdings Inc (IESC) following the 2026 Q2 hedge fund 13F filings?

As of today, IESC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IESC has gained +1.9% vs -51.8% for XLI. 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.

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Ies Holdings Inc (IESC)

Smart Money Signals — IESC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~61 new funds per quarter

Mixed — 34% long-term, 30% new

Value +22% but shares only +0% — price-driven

Steady discovery — ~61 new funds/quarter

Mixed cohorts — 37% veterans, 38% new entrants

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — IESC

Hedge Fund Ownership: IESC

Market Analysis: IESC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IESC

Is It Too Late to Buy Ies Holdings Inc (IESC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IESC

Statistics: IESC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ies Holdings Inc (IESC)

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