Lensar Inc (LNSR) Hedge Fund Ownership (Q2 2026)

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

As of today, LNSR has moved +1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.3% for the XLV sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), LNSR gained +45.4% vs +7.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Lensar Inc (LNSR)

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

Smart Money Signals — LNSR

Based on 75 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their LNSR 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 — 87% of 3.0Y peak

87% of all-time peak

75 funds currently hold this stock — 87% of the 3.0-year high of 86 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding LNSR is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 44% buying

39 buying50 selling

Last quarter: 50 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 5 → 24 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 36% new

■ 32% conviction (2yr+) ■ 32% medium ■ 36% new

Of the 75 current holders: 24 (32%) held >2 years, 24 held 1–2 years, and 27 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.

🚀

Acceleration phase — new buyers rushing in

28 → 14 → 5 → 24 → 19 new funds/Q

New funds entering each quarter: 14 → 5 → 24 → 19. 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.

📊

Mixed cohorts — 36% veterans, 42% new entrants

■ 36% veterans ■ 22% 1-2yr ■ 42% new

Of 78 current holders: 28 (36%) held 2+ years, 17 held 1–2 years, 33 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

22 of 75 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	75	86	-12.79%
13F Shares	4M	5M	-18.44%
Total Value	$24M	$31M	-21.74%
New Positions	19	24	-5
Increased Positions	18	29	-11
Closed Positions	30	12	+18
Reduced Positions	20	14	+6
Total Calls	1	1	-
Total Puts	2	3	-33.33%
PUT/CALL Ratio	2.0	3.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-12.79%

13F Shares

-18.44%

Total Value

$24M

$31M

-21.74%

New Positions

-5

Increased Positions

-11

Closed Positions

+18

Reduced Positions

Total Calls

Total Puts

-33.33%

PUT/CALL Ratio

2.0

3.0

Bearish

Institutional Holders (2026 Q2)

75 + investors

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

QUARTER:

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

Top 25 LNSR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kerrisdale Advisers, LLC	0.20%	139,390	$796K
2	Evernest Financial Advisors, LLC	0.14%	118,100	$674K
3	Yakira Capital Management, Inc.	0.14%	83,288	$476K
4	DCF Advisers, LLC	0.12%	118,217	$675K
5	Dynamic Technology Lab Private Ltd	0.07%	54,166	$309K
6	Alpine Global Management, LLC	0.06%	59,569	$340K
7	Deltec Asset Management LLC	0.05%	65,000	$371K
8	Credit Industriel Et Commercial	0.05%	144,359	$824K
9	RBF Capital, LLC	0.04%	188,661	$1.1M
10	Brandes Investment Partners, LP	0.04%	1,075,400	$6.1M
11	Essex Investment Management Co LLC	0.04%	53,258	$304K
12	Css LLC/Il	0.04%	163,450	$933K
13	Carlson Capital, L.P.	0.02%	20,000	$114K
14	Groupe la Francaise	0.01%	213,537	$1.2M
15	Murchinson Ltd.	0.01%	13,223	$76K
16	Quinn Opportunity Partners LLC	0.01%	29,349	$168K
17	Legato Capital Management LLC	0.01%	12,569	$72K
18	Gts Securities LLC	0.00%	25,004	$143K
19	Centiva Capital, LP	0.00%	49,252	$281K
20	Gabelli Funds LLC	0.00%	59,000	$337K
21	Skandinaviska Enskilda Banken AB (publ)	0.00%	10,000	$57K
22	Gamco Investors, INC. Et Al	0.00%	33,000	$188K
23	Atria Investments, Inc	0.00%	15,183	$87K
24	Engineers Gate Manager LP	0.00%	11,090	$63K
25	Man Group plc	0.00%	77,962	$445K

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 — Lensar Inc (LNSR)

What does the Smart Money Trend signal show for LNSR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LNSR 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 LNSR?

More sellers than buyers — 44% buying: Last quarter: 50 funds reduced or exited vs 39 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LNSR holders?

Strong quality — 23% AUM from major funds: 22 of 75 holders rank in the top 100 by AUM, accounting for 23% 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 LNSR?

Mixed — 32% long-term, 36% new: Of the 75 current holders: 24 (32%) held >2 years, 24 held 1–2 years, and 27 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 Lensar Inc (LNSR) following the 2026 Q2 hedge fund 13F filings?

As of today, LNSR has moved +1.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.3% for the XLV sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), LNSR has gained +45.4% vs +7.9% for XLV. 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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Lensar Inc (LNSR)

Smart Money Signals — LNSR

Selling streak — 1 quarter in a row

High ownership — 87% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 44% buying

Steady new buyers — ~19 new funds per quarter

Mixed — 32% long-term, 36% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 36% veterans, 42% new entrants

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — LNSR

Hedge Fund Ownership: LNSR

Market Analysis: LNSR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LNSR

Is It Too Late to Buy Lensar Inc (LNSR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LNSR

Statistics: LNSR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Lensar Inc (LNSR)

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