Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nextdoor Holdings Inc (KIND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
55%

Smart Money Signals — KIND

Based on 201 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their KIND 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
201 funds currently hold this stock — 91% of the 3.0-year high of 220 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

117 buying95 selling
Last quarter: 117 funds bought or added vs 95 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 — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 51 → 36 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 31% medium ■ 25% new
88 out of 201 hedge funds have held KIND 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.
💰

Value +74% but shares only +8% — price-driven

Value
+74%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +74%, but actual share count only changed +8%. 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.
📊

Peak discovery — momentum slowing

36 → 35 → 51 → 36 → 36 new funds/Q
New funds entering each quarter: 35 → 51 → 36 → 36. KIND is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 31% newcomers

■ 51% veterans ■ 18% 1-2yr ■ 31% new
Entry-cohort mix of 205 holders: 105 (51%) are 2+ year veterans, 37 entered 1–2 years ago, and 63 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
44 of 201 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in KIND. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — KIND

In 2026 Q2, 117 hedge funds were net buyers of KIND (36 opened a new position, 81 added to an existing one), while 95 reduced or exited (51 trimmed, 44 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 50% of total institutional value in KIND is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 201.

Hedge Fund Ownership: KIND

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

Market Analysis: KIND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KIND

-- --

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.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: KIND
201 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 201 209 -3.83%
13F Shares 152M 141M 7.8%
Total Value $320M $184M 74.02%
New Positions 36 36 -
Increased Positions 79 79 -
Closed Positions 44 47 -3
Reduced Positions 51 54 -3
Total Calls 2 2 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: KIND

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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)

201 + investors

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

QUARTER:
Top 25 KIND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bond Capital Management, LP 4.06% 5,458,871 $12.4M
2 Pinegrove Venture Partners, LLC 3.50% 114,178 $259K
3 Westerly Capital Management, LLC 2.03% 4,850,000 $11.0M
4 Potrero Capital Research LLC 1.13% 897,718 $2.0M
5 Nano Cap New Millennium Growth Fund L P 0.73% 419,700 $953K
6 AWM Investment Company, Inc. 0.52% 2,655,204 $6.0M
7 Quinn Opportunity Partners LLC 0.39% 3,689,476 $8.4M
8 EntryPoint Capital, LLC 0.36% 188,096 $523K
9 Thompson Davis & CO., INC. 0.21% 151,643 $345K
10 Byrne Asset Management LLC 0.18% 145,600 $331K
11 Abu Dhabi Investment Council Co P.J.S.C 0.15% 456,711 $1.0M
12 Globeflex Capital L P 0.14% 481,684 $1.1M
13 Algert Global LLC 0.10% 3,599,009 $8.2M
14 R Squared Ltd 0.06% 52,595 $119K
15 Essential Partners LLC 0.06% 53,866 $122K
16 Caz Investments LP 0.05% 20,000 $45K
17 Oasis Management Co Ltd. 0.03% 250,000 $568K
18 Jacobs Levy Equity Management, Inc 0.02% 2,911,537 $6.6M
19 Tocqueville Asset Management L.P. 0.02% 575,000 $1.3M
20 Abel Hall, LLC 0.02% 43,892 $100K
21 Mackenzie Financial Corp 0.01% 5,947,673 $13.5M
22 Polymer Capital Management (US) LLC 0.01% 42,598 $97K
23 Susquehanna Portfolio Strategies, LLC 0.01% 316,316 $718K
24 Crewe Advisors LLC 0.01% 60,000 $136K
25 Tudor Investment Corp Et Al 0.01% 2,721,518 $6.2M
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 — Nextdoor Holdings Inc (KIND)

What does the Smart Money Trend signal show for KIND?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their KIND 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 KIND?

Slight buying edge — 55% buying: Last quarter: 117 funds bought or added vs 95 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 KIND holders?

Elite ownership — 50% AUM from top-100 funds: 44 of 201 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in KIND. 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 KIND?

44% of holders stayed for 2+ years: 88 out of 201 hedge funds have held KIND 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.

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