Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Klx Energy Services Holdings (KLXE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — KLXE

Based on 63 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added KLXE 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.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
63 funds currently hold this stock — 76% of the 3.0-year high of 83 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

39 buying17 selling
Last quarter: 39 funds were net buyers (18 opened a brand new position + 21 added to an existing one). Only 17 were sellers (7 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 18 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 11% medium ■ 33% new
35 out of 63 hedge funds have held KLXE 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

9 → 5 → 11 → 18 → 18 new funds/Q
New funds entering each quarter: 5 → 11 → 18 → 18. 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 — 64% veterans vs 26% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 66 holders: 42 (64%) are 2+ year veterans, 7 entered 1–2 years ago, and 17 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
20 of 63 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — KLXE

In 2026 Q2, 39 hedge funds were net buyers of KLXE (18 opened a new position, 21 added to an existing one), while 17 reduced or exited (7 trimmed, 10 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: KLXE

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

Market Analysis: KLXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KLXE

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: KLXE
63 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 55 14.55%
13F Shares 7M 6M 28.68%
Total Value $18M $14M 25.74%
New Positions 18 18 -
Increased Positions 22 11 +11
Closed Positions 10 10 -
Reduced Positions 6 10 -4
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KLXE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

63 + investors

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

QUARTER:
Top 25 KLXE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Round Rock Advisors LLC 0.05% 139,614 $360K
2 Gendell Jeffrey L 0.04% 1,866,221 $4.8M
3 CastleKnight Management LP 0.02% 691,727 $1.8M
4 Whitebox Advisors LLC 0.01% 179,058 $462K
5 Adage Capital Partners GP, L.L.C. 0.00% 550,000 $1.4M
6 Kestra Advisory Services, LLC 0.00% 201,879 $521K
7 Marshall Wace, LLP 0.00% 545,197 $1.4M
8 Bridgeway Capital Management, LLC 0.00% 22,702 $59K
9 Verition Fund Management LLC 0.00% 75,000 $194K
10 Engineers Gate Manager LP 0.00% 27,988 $72K
11 Gamco Investors, INC. Et Al 0.00% 35,000 $90K
12 Renaissance Technologies LLC 0.00% 153,600 $396K
13 Centiva Capital, LP 0.00% 17,836 $46K
14 Mackenzie Financial Corp 0.00% 103,322 $267K
15 Jain Global LLC 0.00% 20,002 $52K
16 NewEdge Advisors, LLC 0.00% 25,136 $65K
17 Blue Trust, Inc. 0.00% 4,633 $12K
18 Tower Research Capital LLC (TRC) 0.00% 1,844 $5K
19 Arrowstreet Capital, Limited Partnership 0.00% 78,214 $202K
20 Point72 Asset Management, L.P. 0.00% 31,167 $80K
21 Citadel Advisors LLC 0.00% 258,384 $667K
22 Physician Wealth Advisors, Inc. 0.00% 188 —
23 IFG Advisory, LLC 0.00% 575 $1K
24 Prudential Financial Inc 0.00% 15,636 $40K
25 Vanguard Fiduciary Trust Co 0.00% 76,694 $198K
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 — Klx Energy Services Holdings (KLXE)

What does the Smart Money Trend signal show for KLXE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KLXE 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 KLXE?

More buyers than sellers — 70% buying: Last quarter: 39 funds were net buyers (18 opened a brand new position + 21 added to an existing one). Only 17 were sellers (7 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KLXE holders?

Smaller funds dominant — 19% AUM from top-100: 20 of 63 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KLXE?

56% of holders stayed for 2+ years: 35 out of 63 hedge funds have held KLXE 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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