Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OFFERPAD SOLUTIONS INC (OPAD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — OPAD

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OPAD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak
Only 36 funds hold OPAD today versus a peak of 56 funds at 2025 Q1 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 36% fewer funds vs a year ago

fund count last 6Q
20 fewer hedge funds hold OPAD compared to a year ago (-36% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

17 buying32 selling
Last quarter: 32 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 18 → 6. 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.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 19% medium ■ 33% new
17 out of 36 hedge funds have held OPAD 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.
💎

Buying through price weakness — shares -17%, value -54%

Value
-54%
Shares
-17%
Last quarter: funds added -17% more shares while total portfolio value only changed -54%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

7 → 6 → 8 → 18 → 6 new funds/Q
New funds entering each quarter: 6 → 8 → 18 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 18% 1-2yr ■ 32% new
Of 40 current holders: 20 (50%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
12 of 36 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — OPAD

In 2026 Q1, 17 hedge funds were net buyers of OPAD (6 opened a new position, 11 added to an existing one), while 32 reduced or exited (12 trimmed, 20 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: OPAD

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

Market Analysis: OPAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPAD

-- --

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

Is It Too Late to Buy OFFERPAD SOLUTIONS INC (OPAD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPAD has moved relative to its sector benchmark (XLRE) 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 · 54d ago
OPAD
+5.7%
XLRE
+9.1%

OPAD outperformed XLRE by -3.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
OPAD
-97.5%
XLRE
+3.1%

Since the filing became public, OPAD outperformed XLRE by -100.6% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: OPAD
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 50 -28.0%
13F Shares 12M 14M -17.08%
Total Value $8M $17M -54.14%
New Positions 6 18 -12
Increased Positions 8 12 -4
Closed Positions 20 6 +14
Reduced Positions 12 11 +1
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: OPAD

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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

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Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:
Top 25 institutional holders of OPAD — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First American Financial Corp 0.91% 5,119,314 $3.4M
2 Kemnay Advisory Services Inc. 0.15% 1,379,507 $904K
3 Shay Capital LLC 0.01% 269,839 $177K
4 Wilmington Savings Fund Society, FSB 0.01% 595,238 $390K
5 MONOGRAPH WEALTH ADVISORS, LLC 0.00% 59,534 $39K
6 R Squared Ltd 0.00% 10,100 $7K
7 XTX Topco Ltd 0.00% 156,631 $103K
8 Avion Wealth 0.00% 8,167 —
9 TWO SIGMA ADVISERS, LP 0.00% 300,600 $364K
10 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 45,400 $30K
11 IEQ CAPITAL, LLC 0.00% 78,220 $51K
12 Physician Wealth Advisors, Inc. 0.00% 1,594 $1K
13 Pathstone Holdings, LLC 0.00% 26,123 $17K
14 RENAISSANCE TECHNOLOGIES LLC 0.00% 34,923 $23K
15 MARSHALL WACE, LLP 0.00% 35,015 $23K
16 VANGUARD FIDUCIARY TRUST CO 0.00% 135,917 $89K
17 CITADEL ADVISORS LLC 0.00% 209,300 $137K
18 Cerity Partners LLC 0.00% 23,806 $16K
19 UBS Group AG 0.00% 201,854 $132K
20 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,163,697 $762K
21 SIMPLEX TRADING, LLC 0.00% 29,633 $19K
22 JANE STREET GROUP, LLC 0.00% 101,600 $67K
23 BlackRock, Inc. 0.00% 638,845 $419K
24 CITADEL ADVISORS LLC 0.00% 68,400 $45K
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 93,645 $61K
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 — OFFERPAD SOLUTIONS INC (OPAD)

What does the Smart Money Trend signal show for OPAD?

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

Heavy selling pressure — only 35% buying: Last quarter: 32 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OPAD holders?

Smaller funds dominant — 12% AUM from top-100: 12 of 36 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OPAD?

47% of holders stayed for 2+ years: 17 out of 36 hedge funds have held OPAD 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.

Is it too late to buy OFFERPAD SOLUTIONS INC (OPAD) following the 2026 Q1 hedge fund 13F filings?

As of today, OPAD has moved -97.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.1% for the XLRE sector ETF — an outperformance of -100.6%. Since the quarter end (March 31, 2026), OPAD has gained +5.7% vs +9.1% for XLRE. 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.

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