Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lisata Therapeutics Inc (LSTA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — LSTA

Based on 29 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 LSTA 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 — 88% of 3.0Y peak

88% of all-time peak
29 funds currently hold this stock — 88% of the 3.0-year high of 33 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+38% 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.
🟡

Slight buying edge — 52% buying

12 buying11 selling
Last quarter: 12 funds bought or added vs 11 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 13 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 28% long-term, 48% new

■ 28% conviction (2yr+) ■ 24% medium ■ 48% new
Of the 29 current holders: 8 (28%) held >2 years, 7 held 1–2 years, and 14 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.
💎

Buying through price weakness — shares +3%, value -31%

Value
-30%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~3 new funds/quarter

3 → 5 → 7 → 13 → 3 new funds/Q
New funds entering each quarter: 5 → 7 → 13 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

■ 31% veterans ■ 14% 1-2yr ■ 55% new
Of 29 current holders: 16 (55%) entered in the past year, only 9 (31%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
8 of 29 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — LSTA

In 2026 Q2, 12 hedge funds were net buyers of LSTA (3 opened a new position, 9 added to an existing one), while 11 reduced or exited (4 trimmed, 7 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: LSTA

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

Market Analysis: LSTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LSTA

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: LSTA
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 33 -12.12%
13F Shares 1M 1M 3.01%
Total Value $4M $5M -30.68%
New Positions 3 13 -10
Increased Positions 9 5 +4
Closed Positions 7 6 +1
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LSTA

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Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 LSTA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rangeley Capital, LLC 0.25% 81,000 $275K
2 Yakira Capital Management, Inc. 0.13% 138,561 $471K
3 Deltec Asset Management LLC 0.04% 83,197 $283K
4 Css LLC/Il 0.01% 110,422 $375K
5 JBF Capital, Inc. 0.01% 14,347 $49K
6 Founders Capital Management 0.00% 1,667 $6K
7 Connective Capital Management, LLC 0.00% 1,016 $3K
8 Gts Securities LLC 0.00% 30,200 $103K
9 International Assets Investment Management, LLC 0.00% 5,000 $17K
10 Tower Research Capital LLC (TRC) 0.00% 726 $2K
11 Cerity Partners LLC 0.00% 12,183 $41K
12 Caitong International Asset Management Co., Ltd 0.00% 90 —
13 Vanguard Fiduciary Trust Co 0.00% 48,964 $166K
14 HighTower Advisors, LLC 0.00% 10,042 $34K
15 Vanguard Capital Management LLC 0.00% 278,837 $948K
16 Citadel Advisors LLC 0.00% 15,541 $53K
17 Jane Street Group, LLC 0.00% 18,741 $64K
18 BlackRock, Inc. 0.00% 54,857 $187K
19 Bank of America Corp /de/ 0.00% 10,353 $35K
20 Cheviot Value Management, LLC 0.00% 3 —
21 Osaic Holdings, INC. 0.00% 200 —
22 Fortitude Family Office, LLC 0.00% 1 —
23 SBI Securities Co., Ltd. 0.00% 7 —
24 Barclays plc 0.00% 70 —
25 Morgan Stanley 0.00% 75 —
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 — Lisata Therapeutics Inc (LSTA)

What does the Smart Money Trend signal show for LSTA?

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

Slight buying edge — 52% buying: Last quarter: 12 funds bought or added vs 11 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 LSTA holders?

Smaller funds dominant — 19% AUM from top-100: 8 of 29 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 LSTA?

Mixed — 28% long-term, 48% new: Of the 29 current holders: 8 (28%) held >2 years, 7 held 1–2 years, and 14 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.

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