PPIH Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Perma-Pipe Intl Hldgs Inc (PPIH) following the 2026 Q2 hedge fund 13F filings?

As of today, PPIH has moved +1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLI sector ETF — an outperformance of +5.7%. Since the quarter end (June 30, 2026), PPIH gained +-0.0% vs -49.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Perma-Pipe Intl Hldgs Inc (PPIH)

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

Smart Money Signals — PPIH

Based on 82 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added PPIH 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

82 hedge funds hold PPIH 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 — +100% more funds vs a year ago

fund count last 6Q

+41 new funds entered over the past year (+100% 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 — 56% buying

59 buying47 selling

Last quarter: 59 funds bought or added vs 47 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.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new PPIH position: 21 → 26 → 22 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 26% long-term, 51% new

■ 26% conviction (2yr+) ■ 23% medium ■ 51% new

Of the 82 current holders: 21 (26%) held >2 years, 19 held 1–2 years, and 42 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.

📈

Growing discovery — still being found

8 → 21 → 26 → 22 → 33 new funds/Q

New funds entering each quarter: 21 → 26 → 22 → 33. A growing number of institutions are discovering PPIH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 56% of holders entered in last year

■ 29% veterans ■ 15% 1-2yr ■ 56% new

Of 84 current holders: 47 (56%) entered in the past year, only 24 (29%) 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.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

27 of 81 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in PPIH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.1

out of 10

Moderate Exit Risk

Exit risk score 5.1/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	80	79	1.27%
13F Shares	4M	4M	0.29%
Total Value	$110M	$120M	-8.19%
New Positions	32	22	+10
Increased Positions	24	25	-1
Closed Positions	30	16	+14
Reduced Positions	17	17	-
Total Calls	2	2	-
Total Puts	1	1	-
PUT/CALL Ratio	0.5	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1.27%

13F Shares

0.29%

Total Value

$110M

$120M

-8.19%

New Positions

+10

Increased Positions

-1

Closed Positions

+14

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.5

Bullish

Institutional Holders (2026 Q2)

80 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PPIH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Caldwell Sutter Capital, INC.	2.38%	231,638	$6.3M
2	Meros Investment Management, LP	1.14%	132,163	$3.6M
3	Topline Capital Management, LLC	0.12%	16,561	$451K
4	Shufro Rose & Co LLC	0.11%	70,000	$1.9M
5	Royce & Associates LP	0.04%	196,758	$5.4M
6	Bridgeway Capital Management, LLC	0.04%	75,207	$2.0M
7	Founders Capital Management	0.04%	3,000	$82K
8	Corsair Capital Management, L.P.	0.03%	10,077	$274K
9	Essex Investment Management Co LLC	0.03%	9,516	$259K
10	Auxier Asset Management LLC	0.03%	8,400	$229K
11	Truvestments Capital LLC	0.03%	6,722	$183K
12	Arlington Financial Advisors, LLC	0.03%	7,793	$212K
13	Global Trust Asset Management, LLC	0.01%	1,475	$40K
14	Jacobs Levy Equity Management, Inc	0.01%	117,281	$3.2M
15	Renaissance Technologies LLC	0.01%	154,393	$4.2M
16	Ritholtz Wealth Management	0.01%	13,175	$359K
17	Empowered Funds, LLC	0.00%	32,097	$874K
18	Ashton Thomas Private Wealth, LLC	0.00%	7,922	$216K
19	Algert Global LLC	0.00%	13,519	$368K
20	Raymond James Financial Inc	0.00%	561,342	$15.3M
21	XTX Topco Ltd	0.00%	8,959	$244K
22	Vise Technologies, Inc.	0.00%	8,588	$234K
23	O'shaughnessy Asset Management, LLC	0.00%	16,882	$460K
24	Arax Advisory Partners	0.00%	10,000	$272K
25	Lazard Asset Management LLC	0.00%	43,319	$1.2M

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 — Perma-Pipe Intl Hldgs Inc (PPIH)

What does the Smart Money Trend signal show for PPIH?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PPIH 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 PPIH?

Slight buying edge — 56% buying: Last quarter: 59 funds bought or added vs 47 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 PPIH holders?

Elite ownership — 42% AUM from top-100 funds: 27 of 81 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in PPIH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PPIH?

Mixed — 26% long-term, 51% new: Of the 82 current holders: 21 (26%) held >2 years, 19 held 1–2 years, and 42 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 Perma-Pipe Intl Hldgs Inc (PPIH) following the 2026 Q2 hedge fund 13F filings?

As of today, PPIH has moved +1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLI sector ETF — an outperformance of +5.7%. Since the quarter end (June 30, 2026), PPIH has gained +-0.0% vs -49.6% for XLI. 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.

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Perma-Pipe Intl Hldgs Inc (PPIH)

Smart Money Signals — PPIH

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +100% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+11 vs last Q)

Mixed — 26% long-term, 51% new

Growing discovery — still being found

Early stage — 56% of holders entered in last year

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — PPIH

Hedge Fund Ownership: PPIH

Market Analysis: PPIH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PPIH

Is It Too Late to Buy Perma-Pipe Intl Hldgs Inc (PPIH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PPIH

Statistics: PPIH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Perma-Pipe Intl Hldgs Inc (PPIH)

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