Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERGY VAULT HOLDINGS INC (NRGV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — NRGV

Based on 155 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 NRGV 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
155 hedge funds hold NRGV 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 — +40% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+40% 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 — 63% buying

97 buying56 selling
Last quarter: 97 funds were net buyers (45 opened a brand new position + 52 added to an existing one). Only 56 were sellers (36 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 48 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 41% new

■ 35% conviction (2yr+) ■ 25% medium ■ 41% new
Of the 155 current holders: 54 (35%) held >2 years, 38 held 1–2 years, and 63 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 +31%, value -7%

Value
-6%
Shares
+30%
Last quarter: funds added +31% more shares while total portfolio value only changed -7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

9 → 21 → 15 → 48 → 45 new funds/Q
New funds entering each quarter: 21 → 15 → 48 → 45. 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 — 48% of holders stayed 2+ years

■ 48% veterans ■ 15% 1-2yr ■ 36% new
Of 162 current holders: 78 (48%) 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 — 39% AUM from major funds

39% from top-100 AUM funds
36 of 155 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — NRGV

In 2026 Q1, 97 hedge funds were net buyers of NRGV (45 opened a new position, 52 added to an existing one), while 56 reduced or exited (36 trimmed, 20 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 39% of total institutional value in NRGV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 155.

Hedge Fund Ownership: NRGV

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

Market Analysis: NRGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NRGV

-- --

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

Is It Too Late to Buy ENERGY VAULT HOLDINGS INC (NRGV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NRGV has moved relative to its sector benchmark (XLU) 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 · 51d ago
NRGV
+45.9%
XLU
-3.0%

NRGV outperformed XLU by +48.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
NRGV
-19.2%
XLU
+1.5%

Since the filing became public, NRGV outperformed XLU by -20.7% .

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.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: NRGV
155 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 155 130 19.23%
13F Shares 90M 69M 30.86%
Total Value $295M $317M -6.87%
New Positions 45 48 -3
Increased Positions 52 35 +17
Closed Positions 20 15 +5
Reduced Positions 33 26 +7
Total Calls 5 4 25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.6 0.5 Bullish

Statistics: NRGV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

155 + investors

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

QUARTER:
Top 25 institutional holders of NRGV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SailingStone Capital Partners LLC 3.33% 4,445,017 $14.7M
2 Beartown Capital Management, LLC 2.21% 1,400,000 $4.6M
3 SCOGGIN MANAGEMENT LP 1.75% 5,500,000 $18.1M
4 SB INVESTMENT ADVISERS (UK) LTD 0.66% 15,535,631 $51.3M
5 SCOGGIN MANAGEMENT LP 0.40% 1,250,000 $4.1M
6 Green Alpha Advisors, LLC 0.33% 102,638 $339K
7 Monashee Investment Management LLC 0.32% 176,453 $582K
8 Covestor Ltd 0.27% 118,592 —
9 SHEPHERD KAPLAN KROCHUK, LLC 0.19% 67,796 $224K
10 Scientech Research LLC 0.07% 25,286 $83K
11 Informed Momentum Co LLC 0.06% 154,791 $511K
12 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% 192,657 $636K
13 AXQ CAPITAL, LP 0.04% 86,371 $285K
14 GSA CAPITAL PARTNERS LLP 0.04% 173,922 —
15 CAMBIENT FAMILY OFFICE, LLC 0.03% 69,310 $229K
16 Atala Financial Inc 0.03% 13,387 $46K
17 EntryPoint Capital, LLC 0.03% 31,290 $103K
18 Abacus Wealth Partners, LLC 0.03% 95,848 $316K
19 Caitong International Asset Management Co., Ltd 0.03% 45,516 $150K
20 Catalyst Funds Management Pty Ltd 0.03% 44,895 $148K
21 MARSHALL WACE, LLP 0.02% 5,491,749 $18.1M
22 Meridian Wealth Management, LLC 0.02% 147,875 $488K
23 NOMURA HOLDINGS INC 0.02% 1,921,490 $6.3M
24 Defiance ETFs, LLC 0.02% 328,833 $1.1M
25 FORTE ASSET MANAGEMENT LLC 0.01% 10,000 $33K
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 — ENERGY VAULT HOLDINGS INC (NRGV)

What does the Smart Money Trend signal show for NRGV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NRGV 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 NRGV?

More buyers than sellers — 63% buying: Last quarter: 97 funds were net buyers (45 opened a brand new position + 52 added to an existing one). Only 56 were sellers (36 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NRGV holders?

Strong quality — 39% AUM from major funds: 36 of 155 holders rank in the top 100 by AUM, accounting for 39% 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 NRGV?

Mixed — 35% long-term, 41% new: Of the 155 current holders: 54 (35%) held >2 years, 38 held 1–2 years, and 63 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 ENERGY VAULT HOLDINGS INC (NRGV) following the 2026 Q1 hedge fund 13F filings?

As of today, NRGV has moved -19.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of -20.7%. Since the quarter end (March 31, 2026), NRGV has gained +45.9% vs -3.0% for XLU. 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.

Full history →