Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Klx Energy Services Holdings (KLXE)

55 + 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
2Q ▲
Buyers last Q
60%

Smart Money Signals — KLXE

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 55 funds hold KLXE today versus a peak of 83 funds at 2024 Q1 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 4% fewer funds vs a year ago

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

More buyers than sellers — 60% buying

30 buying20 selling
Last quarter: 30 funds were net buyers (18 opened a brand new position + 12 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new KLXE position: 9 → 5 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
31 out of 55 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.
💰

Value +48% but shares only +10% — price-driven

Value
+48%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +10%. 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.
🚀

Acceleration phase — new buyers rushing in

9 → 9 → 5 → 11 → 18 new funds/Q
New funds entering each quarter: 9 → 5 → 11 → 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 — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 56 holders: 38 (68%) are 2+ year veterans, 5 entered 1–2 years ago, and 13 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
19 of 55 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — 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 Q1, 30 hedge funds were net buyers of KLXE (18 opened a new position, 12 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 55.

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

-- --

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

Is It Too Late to Buy Klx Energy Services Holdings (KLXE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KLXE has moved relative to its sector benchmark (XLE) 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 · 88d ago
KLXE
-7.7%
XLE
-11.5%

KLXE outperformed XLE by +3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
KLXE
-38.8%
XLE
-8.8%

Since the filing became public, KLXE outperformed XLE by -30.0% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: KLXE
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 47 17.02%
13F Shares 6M 5M 9.9%
Total Value $14M $10M 48.22%
New Positions 18 11 +7
Increased Positions 11 10 +1
Closed Positions 10 9 +1
Reduced Positions 10 15 -5
Total Calls 1 2 -50.0%
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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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 Q1)

55 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Macroview Investment Management LLC 0.32% 174,696 $454K
2 Gendell Jeffrey L 0.06% 1,771,108 $4.6M
3 Round Rock Advisors LLC 0.06% 139,614 $363K
4 CastleKnight Management LP 0.04% 921,045 $2.4M
5 Williams & Novak, LLC 0.02% 11,837 $29K
6 Axq Capital, LP 0.01% 17,845 $46K
7 Bridgeway Capital Management, LLC 0.00% 22,702 $59K
8 Marshall Wace, LLP 0.00% 372,897 $970K
9 Gamco Investors, INC. Et Al 0.00% 35,000 $91K
10 Renaissance Technologies LLC 0.00% 152,100 $395K
11 XTX Topco Ltd 0.00% 11,515 $30K
12 Adage Capital Partners GP, L.L.C. 0.00% 100,000 $260K
13 Schonfeld Strategic Advisors LLC 0.00% 12,172 $32K
14 Blue Trust, Inc. 0.00% 4,633 $12K
15 Fortitude Family Office, LLC 0.00% 218 —
16 Point72 Asset Management, L.P. 0.00% 31,167 $81K
17 Hrt Financial LP 0.00% 15,314 $39K
18 Citadel Advisors LLC 0.00% 130,130 $338K
19 Vanguard Fiduciary Trust Co 0.00% 76,089 $198K
20 Prudential Financial Inc 0.00% 13,536 $35K
21 Vanguard Capital Management LLC 0.00% 553,961 $1.4M
22 PNC Financial Services Group, INC. 0.00% 23,725 $62K
23 Morgan Stanley 0.00% 213,139 $554K
24 Jane Street Group, LLC 0.00% 94,672 $246K
25 Hickory Point Bank & Trust 0.00% 12 —
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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 30 funds were net buyers (18 opened a brand new position + 12 added to an existing one). Only 20 were sellers (10 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 — 16% AUM from top-100: 19 of 55 holders rank in the top 100 by AUM, but together hold only 16% 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: 31 out of 55 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.

Is it too late to buy Klx Energy Services Holdings (KLXE) following the 2026 Q1 hedge fund 13F filings?

As of today, KLXE has moved -38.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.8% for the XLE sector ETF — an outperformance of -30.0%. Since the quarter end (March 31, 2026), KLXE has gained -7.7% vs -11.5% for XLE. 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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