Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SWEETGREEN INC (SG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
4Q ▼
Buyers last Q
50%

Smart Money Signals — SG

Based on 233 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their SG 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 — 80% of 3.0Y peak

80% of all-time peak
233 funds currently hold this stock — 80% of the 3.0-year high of 292 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
59 fewer hedge funds hold SG compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

141 buying142 selling
Last quarter: 141 funds bought or added vs 142 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new SG position: 47 → 61 → 53 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 30% new
99 out of 233 hedge funds have held SG 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.
📈

Growing discovery — still being found

59 → 47 → 61 → 53 → 66 new funds/Q
New funds entering each quarter: 47 → 61 → 53 → 66. A growing number of institutions are discovering SG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 20% 1-2yr ■ 30% new
Of 263 current holders: 133 (51%) 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.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
46 of 233 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — SG

In 2025 Q4, 141 hedge funds were net buyers of SG (66 opened a new position, 75 added to an existing one), while 142 reduced or exited (69 trimmed, 73 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 59% of total institutional value in SG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 233.

Hedge Fund Ownership: SG

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

Market Analysis: SG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SG

-- --

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

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

Signal Freshness measures how much SG has moved relative to its sector benchmark (XLY) 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 · 50d ago
SG
+69.6%
XLY
+6.2%

SG outperformed XLY by +63.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
SG
+7.0%
XLY
-1.0%

Since the filing became public, SG outperformed XLY by +8.0% .

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.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SG
231 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 231 233 -0.86%
13F Shares 105M 108M -2.22%
Total Value $540M $725M -25.59%
New Positions 50 66 -16
Increased Positions 67 73 -6
Closed Positions 52 73 -21
Reduced Positions 66 57 +9
Total Calls 15 20 -25.0%
Total Puts 14 15 -6.67%
PUT/CALL Ratio 0.93 0.75 Neutral

Statistics: SG

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

231 + investors

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

QUARTER:
Top 25 institutional holders of SG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodson Capital Management, LP 5.47% 6,700,000 $34.8M
2 IBEX INVESTORS LLC 3.77% 1,103,000 $5.7M
3 CADEN CAPITAL PARTNERS, LP 2.19% 34,211 $178K
4 Greenhouse Funds LLLP 1.17% 5,049,235 $26.2M
5 Semanteon Capital Management, LP 1.00% 14,351 $74K
6 MAPLELANE CAPITAL, LLC 0.27% 1,462,800 $7.6M
7 Crawford Fund Management, LLC 0.25% 247,900 $1.3M
8 Massar Capital Management, LP 0.23% 411,000 $2.1M
9 Havemeyer Place LP 0.15% 243,171 $1.3M
10 Scientech Research LLC 0.11% 24,897 $129K
11 CERTUITY, LLC 0.10% 302,500 $1.6M
12 Quinn Opportunity Partners LLC 0.10% 364,495 $1.9M
13 GSA CAPITAL PARTNERS LLP 0.10% 300,690 $2K
14 Bridgefront Capital, LLC 0.08% 60,952 $316K
15 MAPLELANE CAPITAL, LLC 0.07% 159,925 $2.1M
16 Granahan Investment Management, LLC 0.07% 283,646 $1.5M
17 Divisadero Street Capital Management, LP 0.06% 273,270 $1.4M
18 Riverview Capital Advisers, LLC 0.06% 34,200 $177K
19 BAILLIE GIFFORD & CO 0.05% 10,315,624 $53.5M
20 Jump Financial, LLC 0.05% 651,555 $3.4M
21 FOX RUN MANAGEMENT, L.L.C. 0.04% 42,907 $206K
22 Curated Wealth Partners LLC 0.04% 54,103 $281K
23 FEDERATED HERMES, INC. 0.03% 3,912,010 $20.3M
24 Clear Harbor Asset Management, LLC 0.03% 90,535 $470K
25 Aspen Grove Capital, LLC 0.03% 30,000 $156K
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 — SWEETGREEN INC (SG)

What does the Smart Money Trend signal show for SG?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their SG 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 SG?

Slight buying edge — 50% buying: Last quarter: 141 funds bought or added vs 142 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 SG holders?

Elite ownership — 59% AUM from top-100 funds: 46 of 233 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SG. 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 SG?

42% of holders stayed for 2+ years: 99 out of 233 hedge funds have held SG 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 SWEETGREEN INC (SG) following the 2026 Q1 hedge fund 13F filings?

As of today, SG has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.0% for the XLY sector ETF — an outperformance of +8.0%. Since the quarter end (March 31, 2026), SG has gained +69.6% vs +6.2% for XLY. 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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