Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Phoenix Ed Partners Inc (PXED)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — PXED

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

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PXED 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
94 hedge funds hold PXED 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 — +9300% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+9300% 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 — 64% buying

67 buying37 selling
Last quarter: 67 funds were net buyers (31 opened a brand new position + 36 added to an existing one). Only 37 were sellers (21 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 64 → 30 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 97% entered in last year

■ 2% conviction (2yr+) ■ 1% medium ■ 97% new
Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~31 new funds/quarter

0 → 0 → 64 → 30 → 31 new funds/Q
New funds entering each quarter: 0 → 64 → 30 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 94 current holders: 91 (97%) entered in the past year, only 3 (3%) 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 — 10% AUM from top-100

10% from top-100 AUM funds
33 of 94 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — PXED

In 2026 Q2, 67 hedge funds were net buyers of PXED (31 opened a new position, 36 added to an existing one), while 37 reduced or exited (21 trimmed, 16 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 94.

Hedge Fund Ownership: PXED

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

Market Analysis: PXED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXED

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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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PXED
94 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 94 79 18.99%
13F Shares 31M 30M 0.63%
Total Value $960M $913M 5.22%
New Positions 31 30 +1
Increased Positions 36 22 +14
Closed Positions 16 16 -
Reduced Positions 21 15 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXED

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Financial Highlights

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Institutional Holders (2026 Q2)

94 + investors

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

QUARTER:
Top 25 PXED holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Apollo Management Holdings, L.P. 9.15% 24,901,320 $818.0M
2 CWC Advisors, LLC. 0.28% 19,150 $629K
3 Pacific Ridge Capital Partners, LLC 0.15% 25,067 $823K
4 R Squared Ltd 0.14% 8,315 $273K
5 Heartland Advisors Inc 0.11% 73,005 $2.4M
6 PDT Partners, LLC 0.05% 29,100 $956K
7 Harbor Advisors LLC 0.04% 10,000 $328K
8 New Vernon Capital Holdings II LLC 0.03% 1,849 $61K
9 Segall Bryant & Hamill, LLC 0.03% 83,821 $2.8M
10 Readystate Asset Management LP 0.02% 21,252 $698K
11 First Eagle Investment Management, LLC 0.02% 415,510 $13.6M
12 Equitable Trust Co 0.02% 15,576 $512K
13 XTX Topco Ltd 0.02% 37,252 $1.2M
14 Trexquant Investment LP 0.01% 51,273 $1.7M
15 Meeder Asset Management Inc 0.01% 5,811 $191K
16 Aquatic Capital Management LLC 0.01% 7,862 $258K
17 State of Wyoming 0.01% 2,376 $78K
18 Massachusetts Financial Services Co /Ma/ 0.01% 659,360 $21.7M
19 FIL Ltd 0.01% 250,000 $8.2M
20 Walleye Capital LLC 0.01% 47,493 $1.6M
21 Alyeska Investment Group, L.P. 0.00% 57,696 $1.9M
22 Wellington Management Group LLP 0.00% 743,112 $24.4M
23 Jacobs Levy Equity Management, Inc 0.00% 26,413 $868K
24 Hrt Financial LP 0.00% 32,720 $1.1M
25 Quadrature Capital Ltd 0.00% 6,475 $213K
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 — Phoenix Ed Partners Inc (PXED)

What does the Smart Money Trend signal show for PXED?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PXED 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 PXED?

More buyers than sellers — 64% buying: Last quarter: 67 funds were net buyers (31 opened a brand new position + 36 added to an existing one). Only 37 were sellers (21 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PXED holders?

Smaller funds dominant — 10% AUM from top-100: 33 of 94 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PXED?

Mostly new holders — 97% entered in last year: Only 2 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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