Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RAPID MICRO BIOSYSTEMS INC (RPID)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — RPID

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added RPID 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
44 hedge funds hold RPID 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 — +57% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+57% 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 — 60% buying

29 buying19 selling
Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 43% new

32% conviction (2yr+) 25% medium 43% new
Of the 44 current holders: 14 (32%) held >2 years, 11 held 1–2 years, and 19 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 +8%, value -16%

Value
-15%
Shares
+8%
Last quarter: funds added +8% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

14 → 3 → 5 → 15 → 12 new funds/Q
New funds entering each quarter: 3 → 5 → 15 → 12. A growing number of institutions are discovering RPID each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 57% of holders entered in last year

41% veterans 2% 1-2yr 57% new
Of 44 current holders: 25 (57%) entered in the past year, only 18 (41%) 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 — 8% AUM from top-100

8% from top-100 AUM funds
15 of 44 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — RPID

In 2026 Q1, 29 hedge funds were net buyers of RPID (12 opened a new position, 17 added to an existing one), while 19 reduced or exited (9 trimmed, 10 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 44.

Hedge Fund Ownership: RPID

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

Market Analysis: RPID

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RPID

-- --

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

Is It Too Late to Buy RAPID MICRO BIOSYSTEMS INC (RPID) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RPID has moved relative to its sector benchmark (XLV) 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 · 56d ago
RPID
-9.7%
XLV
+2.2%

RPID outperformed XLV by -11.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 11d ago
RPID
-1.0%
XLV
+3.3%

Since the filing became public, RPID outperformed XLV by -4.3% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: RPID
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 42 4.76%
13F Shares 16M 15M 8.26%
Total Value $36M $43M -15.5%
New Positions 12 15 -3
Increased Positions 17 12 +5
Closed Positions 10 2 +8
Reduced Positions 9 7 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RPID

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:
Top 25 institutional holders of RPID — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABG-WTT Global Life Science Capital Partners GP Ltd 34.13% 1,848,296 $4.2M
2 Bain Capital Life Sciences Investors, LLC 1.73% 8,434,560 $19.1M
3 ESSEX INVESTMENT MANAGEMENT CO LLC 0.32% 883,931 $2.0M
4 Evernest Financial Advisors, LLC 0.21% 432,510 $1.0M
5 FIFTH LANE CAPITAL, LP 0.20% 71,000 $161K
6 Legato Capital Management LLC 0.06% 274,924 $624K
7 ADVENT INTERNATIONAL, L.P. 0.03% 552,377 $1.3M
8 NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.03% 12,500 $28K
9 683 Capital Management, LLC 0.01% 120,773 $274K
10 Catalyst Funds Management Pty Ltd 0.01% 21,200 $48K
11 XTX Topco Ltd 0.00% 61,070 $139K
12 Graham Capital Management, L.P. 0.00% 20,000 $45K
13 ALGERT GLOBAL LLC 0.00% 23,181
14 SEI INVESTMENTS CO 0.00% 284,816 $647K
15 RENAISSANCE TECHNOLOGIES LLC 0.00% 126,617 $287K
16 Larson Financial Group LLC 0.00% 5,491 $12K
17 MILLENNIUM MANAGEMENT LLC 0.00% 283,280 $643K
18 OMERS ADMINISTRATION Corp 0.00% 15,900 $36K
19 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.00% 12,691 $29K
20 Temasek Holdings (Private) Ltd 0.00% 21,818 $50K
21 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.00% 500
22 Hudson Bay Capital Management LP 0.00% 12,524 $28K
23 VANGUARD FIDUCIARY TRUST CO 0.00% 109,712 $249K
24 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 982,494 $2.2M
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 212,114 $481K
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 — RAPID MICRO BIOSYSTEMS INC (RPID)

What does the Smart Money Trend signal show for RPID?

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

More buyers than sellers — 60% buying: Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RPID holders?

Smaller funds dominant — 8% AUM from top-100: 15 of 44 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RPID?

Mixed — 32% long-term, 43% new: Of the 44 current holders: 14 (32%) held >2 years, 11 held 1–2 years, and 19 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 RAPID MICRO BIOSYSTEMS INC (RPID) following the 2026 Q1 hedge fund 13F filings?

As of today, RPID has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.3% for the XLV sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), RPID has gained -9.7% vs +2.2% for XLV. 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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