Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spire Global Inc (SPIR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SPIR

Based on 109 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPIR 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
109 hedge funds hold SPIR 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

65 buying49 selling
Last quarter: 65 funds bought or added vs 49 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.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 17 → 22 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 30% new

■ 28% conviction (2yr+) ■ 42% medium ■ 30% new
Of the 109 current holders: 30 (28%) held >2 years, 46 held 1–2 years, and 33 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.
💰

Value +81% but shares only +10% — price-driven

Value
+81%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +81%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~23 new funds/quarter

23 → 24 → 17 → 22 → 23 new funds/Q
New funds entering each quarter: 24 → 17 → 22 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 37% new entrants

■ 31% veterans ■ 31% 1-2yr ■ 37% new
Of 118 current holders: 37 (31%) held 2+ years, 37 held 1–2 years, 44 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
34 of 107 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SPIR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — SPIR

In 2026 Q1, 65 hedge funds were net buyers of SPIR (23 opened a new position, 42 added to an existing one), while 49 reduced or exited (29 trimmed, 20 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in SPIR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 109.

Hedge Fund Ownership: SPIR

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

Market Analysis: SPIR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPIR

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: SPIR
129 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 129 109 18.35%
13F Shares 24M 14M 68.46%
Total Value $429M $173M 147.88%
New Positions 47 23 +24
Increased Positions 53 42 +11
Closed Positions 22 20 +2
Reduced Positions 20 26 -6
Total Calls 9 6 50.0%
Total Puts 6 5 20.0%
PUT/CALL Ratio 0.67 0.83 Bullish

Statistics: SPIR

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Institutional Holders (2026 Q2)

129 + investors

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

QUARTER:
Top 25 SPIR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 325 Capital LLC 13.16% 2,966,932 $55.2M
2 Lane Generational LLC 10.17% 622,826 $11.6M
3 Science & Technology Partners, L.P. 3.63% 1,157,389 $21.5M
4 AWM Investment Company, Inc. 0.67% 413,522 $7.7M
5 HERALD INVESTMENT MANAGEMENT Ltd 0.64% 253,000 $4.7M
6 Bleichroeder LP 0.45% 135,000 $2.5M
7 Manatuck Hill Partners, LLC 0.43% 70,000 $1.3M
8 Parvin Asset Management, LLC 0.14% 9,655 $180K
9 Granahan Investment Management, LLC 0.11% 159,131 $3.0M
10 Royce & Associates LP 0.10% 650,430 $12.1M
11 Auxano Advisors, LLC 0.09% 26,850 $499K
12 Informed Momentum Co LLC 0.08% 47,775 $889K
13 Diametric Capital, LP 0.05% 26,232 $488K
14 Driehaus Capital Management LLC 0.04% 370,379 $6.9M
15 Defiance ETFs, LLC 0.04% 156,405 $2.9M
16 Atlantic Private Wealth, LLC 0.03% 3,000 $56K
17 FORA Capital, LLC 0.03% 26,367 $490K
18 Jump Financial, LLC 0.02% 215,219 $1.7M
19 Aquatic Capital Management LLC 0.02% 26,827 $499K
20 Van Eck Associates Corp 0.02% 1,406,777 $26.2M
21 Vontobel Holding Ltd. 0.01% 208,458 $3.9M
22 Bridgeway Capital Management, LLC 0.01% 30,000 $558K
23 Granite Investment Partners, LLC 0.01% 10,257 $191K
24 Persistent Asset Partners Ltd 0.01% 1,576 $29K
25 Stifel Financial Corp 0.01% 542,148 $10.1M
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 — Spire Global Inc (SPIR)

What does the Smart Money Trend signal show for SPIR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPIR 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 SPIR?

Slight buying edge — 57% buying: Last quarter: 65 funds bought or added vs 49 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 SPIR holders?

Elite ownership — 41% AUM from top-100 funds: 34 of 107 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SPIR. 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 SPIR?

Mixed — 28% long-term, 30% new: Of the 109 current holders: 30 (28%) held >2 years, 46 held 1–2 years, and 33 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.

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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