Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Investar Holding Corp (ISTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
10Q ▲
Buyers last Q
64%

Smart Money Signals — ISTR

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added ISTR 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
108 hedge funds hold ISTR 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 — +26% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+26% 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 buyers than sellers — 64% buying

64 buying36 selling
Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 36 were sellers (23 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new ISTR position: 6 → 12 → 13 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 17% medium ■ 29% new
59 out of 108 hedge funds have held ISTR 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.
🚀

Acceleration phase — new buyers rushing in

11 → 6 → 12 → 13 → 23 new funds/Q
New funds entering each quarter: 6 → 12 → 13 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 32% newcomers

■ 58% veterans ■ 9% 1-2yr ■ 32% new
Entry-cohort mix of 108 holders: 63 (58%) are 2+ year veterans, 10 entered 1–2 years ago, and 35 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
33 of 108 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ISTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — ISTR

In 2026 Q1, 64 hedge funds were net buyers of ISTR (23 opened a new position, 41 added to an existing one), while 36 reduced or exited (23 trimmed, 13 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in ISTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: ISTR

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

Market Analysis: ISTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISTR

-- --

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ISTR
122 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 122 109 11.93%
13F Shares 8M 8M 5.09%
Total Value $240M $209M 15.06%
New Positions 28 24 +4
Increased Positions 50 41 +9
Closed Positions 15 13 +2
Reduced Positions 28 23 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISTR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

122 + investors

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

QUARTER:
Top 25 ISTR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourthstone LLC 6.88% 322,428 $9.7M
2 Banc Funds Co LLC 1.52% 306,896 $9.2M
3 Maltese Capital Management LLC 0.88% 160,900 $4.8M
4 Mendon Capital Advisors Corp 0.61% 57,740 $1.7M
5 Glass Wealth Management Co LLC 0.50% 49,903 $1.5M
6 Texas Capital Bank Wealth Management Services Inc 0.27% 168,779 $5.1M
7 ELCO Management Co., LLC 0.23% 17,740 $531K
8 Steel Grove Capital Advisors, LLC 0.12% 41,805 $1.3M
9 Integrated Quantitative Investments LLC 0.11% 22,503 $674K
10 True North Advisors, LLC 0.08% 27,092 $812K
11 Kennedy Capital Management LLC 0.07% 139,386 $4.2M
12 Royce & Associates LP 0.07% 292,086 $8.8M
13 Bridgeway Capital Management, LLC 0.07% 130,677 $3.9M
14 Occudo Quantitative Strategies LP 0.05% 34,451 $1.0M
15 James Investment Research, INC. 0.03% 8,819 $264K
16 XTX Topco Ltd 0.02% 60,614 $1.8M
17 Axq Capital, LP 0.02% 7,070 $212K
18 Quantbot Technologies LP 0.02% 17,295 $518K
19 Numerai GP LLC 0.02% 7,994 $240K
20 Legato Capital Management LLC 0.02% 6,814 $204K
21 WINTON GROUP Ltd 0.01% 12,235 $367K
22 Empowered Funds, LLC 0.01% 69,612 $2.1M
23 Ritholtz Wealth Management 0.01% 21,009 $629K
24 Geneos Wealth Management Inc. 0.01% 11,784 $353K
25 Engineers Gate Manager LP 0.01% 18,204 $545K
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 — Investar Holding Corp (ISTR)

What does the Smart Money Trend signal show for ISTR?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added ISTR 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 ISTR?

More buyers than sellers — 64% buying: Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 36 were sellers (23 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISTR holders?

Elite ownership — 47% AUM from top-100 funds: 33 of 108 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ISTR. 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 ISTR?

55% of holders stayed for 2+ years: 59 out of 108 hedge funds have held ISTR 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.

Full history →