Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LIGHTPATH TECHNOLOGIES INC (LPTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — LPTH

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LPTH 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
105 hedge funds hold LPTH 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 — +162% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+162% 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 — 62% buying

75 buying45 selling
Last quarter: 75 funds were net buyers (41 opened a brand new position + 34 added to an existing one). Only 45 were sellers (26 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 46 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 54% new

■ 32% conviction (2yr+) ■ 13% medium ■ 54% new
Of the 105 current holders: 34 (32%) held >2 years, 14 held 1–2 years, and 57 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.
💰

Value +113% but shares only +56% — price-driven

Value
+113%
Shares
+56%
Last quarter: the total dollar value of institutional holdings rose +113%, but actual share count only changed +56%. 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

12 → 5 → 7 → 46 → 41 new funds/Q
New funds entering each quarter: 5 → 7 → 46 → 41. 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.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 2% 1-2yr ■ 50% new
Of 113 current holders: 55 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
15 of 105 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — 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 — LPTH

In 2025 Q4, 75 hedge funds were net buyers of LPTH (41 opened a new position, 34 added to an existing one), while 45 reduced or exited (26 trimmed, 19 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in LPTH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 105.

Hedge Fund Ownership: LPTH

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

Market Analysis: LPTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LPTH

Technology Electronic Components

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: LPTH
2026 Q1 Stats Unlock in 8 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 88 28.41%
13F Shares 29M 19M 56.11%
Total Value $316M $148M 113.42%
New Positions 42 50 -8
Increased Positions 50 16 +34
Closed Positions 19 2 +17
Reduced Positions 30 16 +14
Total Calls 4 2 100.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: LPTH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of LPTH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PEREGRINE INVESTMENT MANAGEMENT INC 3.15% 400,000 $4.0M
2 Palisades Investment Partners, LLC 2.35% 597,492 $6.0M
3 Relyea Zuckerberg Hanson LLC 0.77% 765,605 $7.7M
4 Counterpoint Mutual Funds LLC 0.64% 423,658 $4.2M
5 THOMPSON DAVIS & CO., INC. 0.42% 63,000 $632K
6 WEALTH EFFECTS LLC 0.41% 115,500 $1.2M
7 ESSEX INVESTMENT MANAGEMENT CO LLC 0.34% 216,531 $2.2M
8 Steadtrust LLC 0.32% 56,379 $565K
9 AIGH Capital Management LLC 0.14% 100,000 $1.0M
10 Murphy Pohlad Asset Management LLC 0.13% 35,200 $353K
11 Bosman Wealth Management, LLC 0.11% 12,198 $122K
12 HARBOR CAPITAL ADVISORS, INC. 0.05% 61,483 —
13 Ironwood Investment Counsel, LLC 0.04% 25,665 $257K
14 THOMPSON SIEGEL & WALMSLEY LLC 0.03% 195,077 $2K
15 Pekin Hardy Strauss, Inc. 0.03% 29,100 $292K
16 LAKE STREET PRIVATE WEALTH, LLC 0.03% 20,000 $201K
17 Redhawk Wealth Advisors, Inc. 0.02% 20,500 $206K
18 Quent Capital, LLC 0.02% 30,000 $301K
19 ING GROEP NV 0.02% 308,000 $3.1M
20 Y-Intercept (Hong Kong) Ltd 0.01% 59,853 $600K
21 Walleye Capital LLC 0.01% 254,855 $2.6M
22 Granite Investment Partners, LLC 0.01% 12,231 $123K
23 Crewe Advisors LLC 0.01% 8,000 $80K
24 BARD ASSOCIATES INC 0.01% 2,000 $20K
25 Calamos Advisors LLC 0.00% 139,019 $1.4M
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 — LIGHTPATH TECHNOLOGIES INC (LPTH)

What does the Smart Money Trend signal show for LPTH?

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

More buyers than sellers — 62% buying: Last quarter: 75 funds were net buyers (41 opened a brand new position + 34 added to an existing one). Only 45 were sellers (26 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LPTH holders?

Strong quality — 20% AUM from major funds: 15 of 105 holders rank in the top 100 by AUM, accounting for 20% 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 LPTH?

Mixed — 32% long-term, 54% new: Of the 105 current holders: 34 (32%) held >2 years, 14 held 1–2 years, and 57 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.

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.