Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lifeway Foods Inc (LWAY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
72%

Smart Money Signals — LWAY

Based on 94 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LWAY 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 (96% of max)

96% of all-time peak
94 hedge funds hold LWAY 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

67 buying26 selling
Last quarter: 67 funds were net buyers (30 opened a brand new position + 37 added to an existing one). Only 26 were sellers (12 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new LWAY position: 27 → 17 → 10 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 26% medium ■ 34% new
38 out of 94 hedge funds have held LWAY 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 +149% but shares only +62% — price-driven

Value
+148%
Shares
+62%
Last quarter: the total dollar value of institutional holdings rose +149%, but actual share count only changed +62%. 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.
➡️

Steady discovery — ~30 new funds/quarter

11 → 27 → 17 → 10 → 30 new funds/Q
New funds entering each quarter: 27 → 17 → 10 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 40% newcomers

■ 46% veterans ■ 14% 1-2yr ■ 40% new
Entry-cohort mix of 94 holders: 43 (46%) are 2+ year veterans, 13 entered 1–2 years ago, and 38 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
33 of 94 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — LWAY

In 2026 Q2, 67 hedge funds were net buyers of LWAY (30 opened a new position, 37 added to an existing one), while 26 reduced or exited (12 trimmed, 14 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in LWAY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 94.

Hedge Fund Ownership: LWAY

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

Market Analysis: LWAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LWAY

-- --

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 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: LWAY
93 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 93 78 19.23%
13F Shares 8M 5M 62.12%
Total Value $240M $97M 148.85%
New Positions 30 10 +20
Increased Positions 36 28 +8
Closed Positions 15 21 -6
Reduced Positions 12 24 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LWAY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

93 + investors

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

QUARTER:
Top 25 LWAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pillsbury Lake Capital LLC 2.38% 291,709 $8.7M
2 First Sabrepoint Capital Management LP 1.67% 170,000 $5.1M
3 Divisadero Street Capital Management, LP 1.42% 2,101,540 $62.7M
4 Saber Capital Managment, LLC 0.80% 39,412 $1.2M
5 AWM Investment Company, Inc. 0.58% 223,000 $6.7M
6 Riverwater Partners LLC 0.58% 65,180 $1.9M
7 Steadtrust LLC 0.24% 16,000 $477K
8 Teton Advisors, LLC 0.21% 12,000 $358K
9 De Lisle Partners LLP 0.20% 60,732 $1.8M
10 Gamco Investors, INC. Et Al 0.06% 214,150 $6.4M
11 Corsair Capital Management, L.P. 0.05% 14,426 $430K
12 Diametric Capital, LP 0.05% 14,613 $436K
13 Inspire Investing, LLC 0.03% 22,996 $686K
14 Boothbay Fund Management, LLC 0.02% 63,518 $1.9M
15 Empirical Finance, LLC 0.02% 19,795 $591K
16 Renaissance Technologies LLC 0.02% 377,171 $11.3M
17 Crewe Advisors LLC 0.02% 7,000 $209K
18 XTX Topco Ltd 0.01% 28,127 $839K
19 Bridgeway Capital Management, LLC 0.01% 17,500 $522K
20 Tudor Investment Corp Et Al 0.01% 209,953 $6.3M
21 Persistent Asset Partners Ltd 0.01% 878 $26K
22 Central Pacific Bank - Trust Division 0.01% 2,000 $60K
23 Two Sigma Investments, LP 0.00% 228,136 $6.8M
24 Trexquant Investment LP 0.00% 26,712 $797K
25 Squarepoint Ops LLC 0.00% 124,294 $3.7M
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 — Lifeway Foods Inc (LWAY)

What does the Smart Money Trend signal show for LWAY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LWAY 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 LWAY?

More buyers than sellers — 72% buying: Last quarter: 67 funds were net buyers (30 opened a brand new position + 37 added to an existing one). Only 26 were sellers (12 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LWAY holders?

Strong quality — 38% AUM from major funds: 33 of 94 holders rank in the top 100 by AUM, accounting for 38% 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 LWAY?

40% of holders stayed for 2+ years: 38 out of 94 hedge funds have held LWAY 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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