Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rackspace Technology Inc (RXT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — RXT

Based on 140 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RXT 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
140 hedge funds hold RXT 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 — +26% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+26% 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 — 67% buying

102 buying50 selling
Last quarter: 102 funds were net buyers (61 opened a brand new position + 41 added to an existing one). Only 50 were sellers (28 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new RXT position: 12 → 24 → 17 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 21% medium ■ 39% new
56 out of 140 hedge funds have held RXT 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 +6%, value -13%

Value
-13%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -13%. 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

23 → 12 → 24 → 17 → 61 new funds/Q
New funds entering each quarter: 12 → 24 → 17 → 61. 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.
🏛️

Veteran-anchored — 53% veterans vs 36% newcomers

■ 53% veterans ■ 10% 1-2yr ■ 36% new
Entry-cohort mix of 148 holders: 79 (53%) are 2+ year veterans, 15 entered 1–2 years ago, and 54 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
34 of 135 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — RXT

In 2026 Q1, 102 hedge funds were net buyers of RXT (61 opened a new position, 41 added to an existing one), while 50 reduced or exited (28 trimmed, 22 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 140.

Hedge Fund Ownership: RXT

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

Market Analysis: RXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RXT

-- --

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

Is It Too Late to Buy Rackspace Technology Inc (RXT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RXT has moved relative to its sector benchmark (XLK) since the 2026 Q2 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 June 30, 2026 · 51d ago
RXT
-46.1%
XLK
-3.5%

RXT outperformed XLK by -42.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 6d ago
RXT
-16.4%
XLK
-3.3%

Since the filing became public, RXT outperformed XLK by -13.1% .

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: RXT
182 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 182 140 30.0%
13F Shares 214M 175M 22.35%
Total Value $1.38B $173M 699.15%
New Positions 72 61 +11
Increased Positions 58 40 +18
Closed Positions 24 22 +2
Reduced Positions 46 27 +19
Total Calls 8 6 33.33%
Total Puts 8 7 14.29%
PUT/CALL Ratio 1.0 1.17 Neutral

Statistics: RXT

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 Q2)

182 + investors

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

QUARTER:
Top 25 RXT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Asset Management LP 56.97% 3,624,047 $23.7M
2 Apollo Management Holdings, L.P. 9.47% 129,609,000 $846.3M
3 Cannell Capital LLC 3.81% 869,700 $5.7M
4 Voss Capital, LP 2.30% 7,593,772 $49.6M
5 Plustick Management LLC 2.18% 900,000 $5.9M
6 Soviero Asset Management, LP 1.46% 530,000 $3.5M
7 Ratan Capital Management LP 0.85% 404,985 $2.6M
8 ABS Direct Equity Fund LLC 0.82% 200,000 $1.3M
9 ABS Investment Management LLC 0.82% 200,000 $1.3M
10 Mozayyx Management LLC 0.73% 116,500 $761K
11 Arete Wealth Advisors, LLC 0.61% 2,838,737 $18.5M
12 October Effect Ltd 0.50% 80,760 $527K
13 Eagle Harbor Asset Management Inc /Adv 0.44% 24,718 $333K
14 BW Gestao de Investimentos Ltda. 0.30% 2,340,279 $15.3M
15 Voss Capital, LP 0.24% 800,000 $5.2M
16 Aventail Capital Group, LP 0.18% 484,085 $3.2M
17 Caitong International Asset Management Co., Ltd 0.16% 174,581 $1.1M
18 Bayforest Capital Ltd 0.16% 25,682 $168K
19 Headlands Technologies LLC 0.15% 222,224 $1.5M
20 Lakeshore Financial Planning, Inc. 0.14% 65,000 $424K
21 Rock Creek Group LLC 0.10% 150,000 $980K
22 GK Wealth Management LLC 0.07% 21,482 $140K
23 Revisor Wealth Management LLC 0.05% 34,146 $223K
24 Polen Capital Management LLC 0.04% 709,189 $4.6M
25 Axq Capital, LP 0.04% 54,161 $354K
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 — Rackspace Technology Inc (RXT)

What does the Smart Money Trend signal show for RXT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RXT 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 RXT?

More buyers than sellers — 67% buying: Last quarter: 102 funds were net buyers (61 opened a brand new position + 41 added to an existing one). Only 50 were sellers (28 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RXT holders?

Smaller funds dominant — 15% AUM from top-100: 34 of 135 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RXT?

40% of holders stayed for 2+ years: 56 out of 140 hedge funds have held RXT 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 Rackspace Technology Inc (RXT) following the 2026 Q2 hedge fund 13F filings?

As of today, RXT has moved -16.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.3% for the XLK sector ETF — an outperformance of -13.1%. Since the quarter end (June 30, 2026), RXT has gained -46.1% vs -3.5% for XLK. 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 →