Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPIRE GLOBAL INC (SPIR)

110 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SPIR

Based on 106 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
106 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+29% 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 — 57% buying

62 buying47 selling
Last quarter: 62 funds bought or added vs 47 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 — ~22 new funds per quarter

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

Mixed — 25% long-term, 27% new

■ 25% conviction (2yr+) ■ 47% medium ■ 27% new
Of the 106 current holders: 27 (25%) held >2 years, 50 held 1–2 years, and 29 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.
💎

Buying through price weakness — shares -1%, value -32%

Value
-32%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

20 → 23 → 24 → 17 → 22 new funds/Q
New funds entering each quarter: 23 → 24 → 17 → 22. SPIR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 30% veterans, 39% new entrants

■ 30% veterans ■ 31% 1-2yr ■ 39% new
Of 114 current holders: 34 (30%) held 2+ years, 35 held 1–2 years, 45 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
32 of 106 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — SPIR

In 2025 Q4, 62 hedge funds were net buyers of SPIR (22 opened a new position, 40 added to an existing one), while 47 reduced or exited (32 trimmed, 15 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 40% of total institutional value in SPIR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 106.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SPIR
2026 Q1 Stats Unlock in 3 days 110 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 110 106 3.77%
13F Shares 13M 13M -0.63%
Total Value $95M $140M -32.07%
New Positions 22 18 +4
Increased Positions 50 56 -6
Closed Positions 16 19 -3
Reduced Positions 47 31 +16
Total Calls 6 9 -33.33%
Total Puts 5 5 -
PUT/CALL Ratio 0.83 0.56 Neutral

Statistics: SPIR

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Financial Highlights

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Institutional Holders (2026 Q1)

110 + 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 institutional holders of SPIR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 325 CAPITAL LLC 8.59% 1,875,000 $23.6M
2 Lane Generational LLC 7.57% 755,902 $9.5M
3 AWM Investment Company, Inc. 0.60% 428,813 $5.4M
4 HERALD INVESTMENT MANAGEMENT Ltd 0.60% 340,000 $4.3M
5 Resolute Advisors LLC 0.12% 23,000 $289K
6 EntryPoint Capital, LLC 0.09% 24,248 $305K
7 Auxano Advisors, LLC 0.08% 33,650 $423K
8 ROYCE & ASSOCIATES LP 0.07% 570,000 $7.2M
9 Shay Capital LLC 0.05% 43,120 $542K
10 Penserra Capital Management LLC 0.04% 244,311 $3K
11 Jump Financial, LLC 0.03% 178,814 $2.2M
12 Atlantic Private Wealth, LLC 0.02% 3,000 $38K
13 ARS Investment Partners, LLC 0.02% 31,497 $396K
14 AXQ CAPITAL, LP 0.02% 11,478 $144K
15 Defiance ETFs, LLC 0.02% 95,664 $1.2M
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 52,500 $660K
17 Granite Investment Partners, LLC 0.01% 10,257 $129K
18 TUDOR INVESTMENT CORP ET AL 0.01% 264,430 $3.3M
19 STIFEL FINANCIAL CORP 0.01% 518,217 $6.5M
20 AlphaQuest LLC 0.01% 12,123 $91K
21 RAELIPSKIE PARTNERSHIP 0.00% 875 $11K
22 Brevan Howard Capital Management LP 0.00% 27,537 $346K
23 Millstone Evans Group, LLC 0.00% 219 $3K
24 Cresset Asset Management, LLC 0.00% 24,664 $310K
25 SBI Securities Co., Ltd. 0.00% 3,763 $47K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 62 funds bought or added vs 47 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 — 40% AUM from top-100 funds: 32 of 106 holders are among the 100 largest funds by AUM, controlling 40% 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 — 25% long-term, 27% new: Of the 106 current holders: 27 (25%) held >2 years, 50 held 1–2 years, and 29 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.