Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCANSOURCE INC (SCSC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — SCSC

Based on 199 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SCSC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
199 funds currently hold this stock — 93% of the 3.0-year high of 215 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold SCSC compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

97 buying110 selling
Last quarter: 110 funds reduced or exited vs 97 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SCSC position: 24 → 30 → 23 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 17% new
129 out of 199 hedge funds have held SCSC 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.
➡️

Steady discovery — ~29 new funds/quarter

32 → 24 → 30 → 23 → 29 new funds/Q
New funds entering each quarter: 24 → 30 → 23 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 18% new
Of 200 current holders: 138 (69%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
47 of 199 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — SCSC

In 2026 Q1, 97 hedge funds were net buyers of SCSC (29 opened a new position, 68 added to an existing one), while 110 reduced or exited (76 trimmed, 34 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 36% of total institutional value in SCSC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 199.

Hedge Fund Ownership: SCSC

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

Market Analysis: SCSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCSC

-- --

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

Is It Too Late to Buy SCANSOURCE INC (SCSC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCSC has moved relative to its sector benchmark (XLK) 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 · 57d ago
SCSC
+34.6%
XLK
+39.2%

SCSC outperformed XLK by -4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
SCSC
+7.8%
XLK
+4.9%

Since the filing became public, SCSC outperformed XLK by +2.9% .

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.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SCSC
198 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 198 204 -2.94%
13F Shares 21M 22M -2.18%
Total Value $713M $843M -15.37%
New Positions 28 23 +5
Increased Positions 68 71 -3
Closed Positions 34 34 -
Reduced Positions 75 85 -10
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCSC

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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)

198 + investors

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

QUARTER:
Top 25 institutional holders of SCSC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Medina Value Partners, LLC 1.76% 231,306 $8.4M
2 SummerHaven Investment Management, LLC 0.38% 17,228 $625K
3 WASATCH ADVISORS LP 0.27% 1,099,992 $39.9M
4 DENALI ADVISORS LLC 0.25% 61,799 $2.2M
5 Dana Investment Advisors, Inc. 0.24% 223,542 $8.1M
6 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.20% 280,749 $10.2M
7 MQS Management LLC 0.15% 5,939 $216K
8 JB CAPITAL PARTNERS LP 0.13% 20,000 $726K
9 PZENA INVESTMENT MANAGEMENT LLC 0.11% 913,239 $33.2M
10 MEEDER ASSET MANAGEMENT INC 0.11% 50,898 $1.8M
11 Atom Investors LP 0.09% 35,797 $1.3M
12 LSV ASSET MANAGEMENT 0.07% 852,163 $31K
13 MARTINGALE ASSET MANAGEMENT L P 0.07% 73,066 $2.7M
14 INCEPTIONR LLC 0.06% 7,363 $267K
15 MANGROVE PARTNERS IM, LLC 0.06% 19,545 $709K
16 Sollinda Capital Management LLC 0.06% 6,297 $229K
17 JACOBS LEVY EQUITY MANAGEMENT, INC 0.05% 356,488 $12.9M
18 Aristides Capital LLC 0.05% 6,903 $251K
19 Nebula Research & Development LLC 0.05% 15,031 $628K
20 WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% 71,222 $2.6M
21 Dynamic Technology Lab Private Ltd 0.05% 7,930 $288K
22 WINTON GROUP Ltd 0.04% 34,087 $1.2M
23 Inspire Investing, LLC 0.04% 14,193 $515K
24 Numerai GP LLC 0.04% 11,143 $404K
25 TWO SIGMA SECURITIES, LLC 0.03% 8,120 $295K
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 — SCANSOURCE INC (SCSC)

What does the Smart Money Trend signal show for SCSC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SCSC 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 SCSC?

More sellers than buyers — 47% buying: Last quarter: 110 funds reduced or exited vs 97 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SCSC holders?

Strong quality — 36% AUM from major funds: 47 of 199 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SCSC?

65% of holders stayed for 2+ years: 129 out of 199 hedge funds have held SCSC 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 SCANSOURCE INC (SCSC) following the 2026 Q1 hedge fund 13F filings?

As of today, SCSC has moved +7.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLK sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), SCSC has gained +34.6% vs +39.2% 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.

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