SHLS Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Shoals Technologies Group In (SHLS) following the 2026 Q2 hedge fund 13F filings?

As of today, SHLS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SHLS gained -14.6% vs -0.3% 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.

Shoals Technologies Group In (SHLS)

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

Smart Money Signals — SHLS

Based on 272 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SHLS 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 (95% of max)

95% of all-time peak

272 hedge funds hold SHLS 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 — +25% more funds vs a year ago

fund count last 6Q

+55 new funds entered over the past year (+25% 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.

🟡

Slight buying edge — 54% buying

162 buying140 selling

Last quarter: 162 funds bought or added vs 140 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.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 46 → 50 → 72 → 63. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 24% new

135 out of 272 hedge funds have held SHLS 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 +2%, value -28%

Value

-28%

+2%

Last quarter: funds added +2% more shares while total portfolio value only changed -28%. 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

47 → 46 → 50 → 72 → 63 new funds/Q

New funds entering each quarter: 46 → 50 → 72 → 63. A growing number of institutions are discovering SHLS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new

Entry-cohort mix of 286 holders: 177 (62%) are 2+ year veterans, 34 entered 1–2 years ago, and 75 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

53 of 266 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SHLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	270	266	1.5%
13F Shares	186M	183M	1.23%
Total Value	$1.03B	$1.45B	-28.85%
New Positions	62	71	-9
Increased Positions	92	85	+7
Closed Positions	58	43	+15
Reduced Positions	80	80	-
Total Calls	13	13	-
Total Puts	7	7	-
PUT/CALL Ratio	0.54	0.54	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

270

266

1.5%

13F Shares

186M

183M

1.23%

Total Value

$1.03B

$1.45B

-28.85%

New Positions

-9

Increased Positions

Closed Positions

+15

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.54

Bullish

Institutional Holders (2026 Q2)

270 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SHLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Greenvale Capital LLP	4.60%	4,250,000	$42.1M
2	Redwood Grove Capital, LLC	4.42%	1,760,722	$17.4M
3	Woodson Capital Management, LP	2.65%	1,600,000	$15.8M
4	ACK Asset Management LLC	2.61%	2,255,000	$22.3M
5	Arosa Capital Management LP	2.56%	1,450,000	$14.4M
6	Ardsley Advisory Partners LP	1.72%	1,665,000	$16.5M
7	Scalar Gauge Management, LLC	1.36%	250,000	$2.5M
8	Pier Capital, LLC	1.24%	948,433	$9.4M
9	Palo Duro Investment Partners, LP	1.24%	647,469	$6.4M
10	Heartland Advisors Inc	0.65%	1,466,050	$14.5M
11	Hussman Strategic Advisors, INC.	0.57%	252,000	$2.5M
12	Torrey Growth & Income Advisors	0.57%	170,560	$1.7M
13	Stansberry Asset Management, LLC	0.51%	558,849	$5.5M
14	Sora Investors LLC	0.46%	609,206	$6.0M
15	Kingdon Capital Management, L.L.C.	0.41%	400,000	$4.0M
16	Nishkama Capital, LLC	0.39%	1,284,065	$12.7M
17	Aventail Capital Group, LP	0.32%	567,790	$5.6M
18	CoreCommodity Management, LLC	0.32%	159,991	$1.6M
19	Rice Hall James & Associates, LLC	0.31%	650,383	$6.4M
20	Ridge Creek Global, Inc	0.28%	35,750	$354K
21	Round Rock Advisors LLC	0.24%	185,927	$1.8M
22	CenterBook Partners LP	0.21%	425,534	$4.2M
23	Aperture Investors, LLC	0.17%	188,100	$1.9M
24	Dark Forest Capital Management LP	0.16%	243,465	$2.4M
25	Royce & Associates LP	0.14%	1,723,952	$17.1M

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 — Shoals Technologies Group In (SHLS)

What does the Smart Money Trend signal show for SHLS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SHLS 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 SHLS?

Slight buying edge — 54% buying: Last quarter: 162 funds bought or added vs 140 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 SHLS holders?

Elite ownership — 59% AUM from top-100 funds: 53 of 266 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SHLS. 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 SHLS?

50% of holders stayed for 2+ years: 135 out of 272 hedge funds have held SHLS 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 Shoals Technologies Group In (SHLS) following the 2026 Q2 hedge fund 13F filings?

As of today, SHLS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SHLS has gained -14.6% vs -0.3% 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.

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Shoals Technologies Group In (SHLS)

Smart Money Signals — SHLS

Buying streak — 4 quarters in a row

At the ownership peak (95% of max)

Fast accumulation — +25% more funds vs a year ago

Slight buying edge — 54% buying

Fewer new buyers each quarter (-9 vs last Q)

50% of holders stayed for 2+ years

Buying through price weakness — shares +2%, value -28%

Growing discovery — still being found

Veteran-anchored — 62% veterans vs 26% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — SHLS

Hedge Fund Ownership: SHLS

Market Analysis: SHLS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHLS

Is It Too Late to Buy Shoals Technologies Group In (SHLS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SHLS

Statistics: SHLS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Shoals Technologies Group In (SHLS)

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