Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UFP INDUSTRIES INC (UFPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — UFPI

Based on 406 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
406 funds currently hold this stock — 94% of the 3.0-year high of 432 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

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

More sellers than buyers — 43% buying

183 buying240 selling
Last quarter: 240 funds reduced or exited vs 183 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 (+25 vs last Q)

new funds entering per quarter
Funds opening a new UFPI position: 53 → 67 → 38 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
273 out of 406 hedge funds have held UFPI 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.
📊

Peak discovery — momentum slowing

59 → 53 → 67 → 38 → 63 new funds/Q
New funds entering each quarter: 53 → 67 → 38 → 63. UFPI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 19% new
Of 411 current holders: 292 (71%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
57 of 406 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in UFPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — UFPI

In 2025 Q4, 183 hedge funds were net buyers of UFPI (63 opened a new position, 120 added to an existing one), while 240 reduced or exited (177 trimmed, 63 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in UFPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 406.

Hedge Fund Ownership: UFPI

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

Market Analysis: UFPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UFPI

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UFPI
2026 Q1 Stats Unlock in 2 days 387 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 387 385 0.52%
13F Shares 48M 49M -2.43%
Total Value $4.32B $4.54B -4.91%
New Positions 61 36 +25
Increased Positions 121 130 -9
Closed Positions 60 58 +2
Reduced Positions 174 174 -
Total Calls 3 2 50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.5 Bullish

Statistics: UFPI

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Institutional Holders (2026 Q1)

387 + investors

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

QUARTER:
Top 25 institutional holders of UFPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Covalent Partners LLC 6.30% 12,000 $1.1M
2 WASATCH ADVISORS LP 1.25% 2,037,908 $187.7M
3 Flagship Capital Management Inc. 1.13% 16,637 $1.5M
4 DEPRINCE RACE & ZOLLO INC 1.01% 579,797 $53.4M
5 River Road Asset Management, LLC 0.93% 889,843 $82.0M
6 Bridge City Capital, LLC 0.90% 35,116 $3.2M
7 Palisades Investment Partners, LLC 0.89% 24,781 $2.3M
8 Copeland Capital Management, LLC 0.88% 430,026 $39.6M
9 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.86% 3,187,680 $293.6M
10 Watchman Group, Inc. 0.85% 37,944 $3.5M
11 ROYCE & ASSOCIATES LP 0.75% 824,386 $75.9M
12 Cascade Investment Advisors, Inc. 0.63% 11,614 $1.1M
13 Henrickson Nauta Wealth Advisors, Inc. 0.61% 23,518 $2.2M
14 IRONWOOD INVESTMENT MANAGEMENT LLC 0.57% 14,725 $1.4M
15 GENDELL JEFFREY L 0.47% 375,698 $34.6M
16 MQS Management LLC 0.47% 7,473 $688K
17 Ausbil Investment Management Ltd 0.44% 9,627 $877K
18 KENNEDY CAPITAL MANAGEMENT LLC 0.40% 204,204 $18.8M
19 Narwhal Capital Management 0.34% 49,721 $4.6M
20 CHICAGO TRUST Co NA 0.23% 15,301 $1.4M
21 SEIZERT CAPITAL PARTNERS, LLC 0.22% 51,634 $4.8M
22 Corient IA LLC 0.21% 2,420 $223K
23 SG Capital Management LLC 0.18% 29,366 $2.7M
24 Boston Partners 0.17% 1,803,658 $166.1M
25 GW&K Investment Management, LLC 0.17% 207,265 $19K
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 — UFP INDUSTRIES INC (UFPI)

What does the Smart Money Trend signal show for UFPI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for UFPI?

More sellers than buyers — 43% buying: Last quarter: 240 funds reduced or exited vs 183 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 UFPI holders?

Elite ownership — 48% AUM from top-100 funds: 57 of 406 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in UFPI. 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 UFPI?

67% of holders stayed for 2+ years: 273 out of 406 hedge funds have held UFPI 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.

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.