Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ultralife Corp (ULBI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — ULBI

Based on 53 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ULBI 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.
📊

High ownership — 72% of 3.0Y peak

72% of all-time peak
53 funds currently hold this stock — 72% of the 3.0-year high of 74 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold ULBI compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

20 buying19 selling
Last quarter: 20 funds bought or added vs 19 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 4 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 21% medium ■ 11% new
36 out of 53 hedge funds have held ULBI 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

12 → 14 → 4 → 5 → 8 new funds/Q
New funds entering each quarter: 14 → 4 → 5 → 8. ULBI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 13% 1-2yr ■ 17% new
Entry-cohort mix of 53 holders: 37 (70%) are 2+ year veterans, 7 entered 1–2 years ago, and 9 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
20 of 53 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — 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 — ULBI

In 2026 Q2, 20 hedge funds were net buyers of ULBI (8 opened a new position, 12 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 36% of total institutional value in ULBI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: ULBI

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

Market Analysis: ULBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ULBI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: ULBI
53 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 53 49 8.16%
13F Shares 5M 5M 0.38%
Total Value $29M $30M -3.36%
New Positions 8 5 +3
Increased Positions 12 14 -2
Closed Positions 4 15 -11
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ULBI

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:
Top 25 ULBI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 0.40% 109,000 $689K
2 Truffle Hound Capital, LLC 0.34% 250,000 $1.6M
3 Visionary Wealth Advisors 0.28% 1,109,170 $7.0M
4 Pitti Group Wealth Management, LLC 0.09% 20,443 $129K
5 RBF Capital, LLC 0.06% 218,714 $1.4M
6 Maridea Wealth Management LLC 0.03% 42,708 $270K
7 Aster Capital Management (DIFC) Ltd 0.03% 12,640 $114K
8 Ancora Advisors LLC 0.01% 56,169 $355K
9 Bridgeway Capital Management, LLC 0.01% 59,579 $377K
10 Connor, Clark & Lunn Investment Management Ltd. 0.00% 155,043 $980K
11 Renaissance Technologies LLC 0.00% 171,790 $1.1M
12 IFP Advisors, Inc 0.00% 6,000 $38K
13 Walleye Capital LLC 0.00% 23,296 $147K
14 Russell Investments Group, Ltd. 0.00% 72,490 $458K
15 Arrowstreet Capital, Limited Partnership 0.00% 126,753 $801K
16 Man Group plc 0.00% 33,727 $213K
17 Raymond James Financial Inc 0.00% 136,696 $864K
18 Two Sigma Investments, LP 0.00% 51,106 $323K
19 Marshall Wace, LLP 0.00% 24,435 $154K
20 Vanguard Fiduciary Trust Co 0.00% 63,496 $401K
21 Tower Research Capital LLC (TRC) 0.00% 535 $3K
22 Qube Research & Technologies Ltd 0.00% 11,160 $71K
23 Vanguard Capital Management LLC 0.00% 464,730 $2.9M
24 Smartleaf Asset Management LLC 0.00% 300 $2K
25 Ameriprise Financial Inc 0.00% 36,521 $231K
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 — Ultralife Corp (ULBI)

What does the Smart Money Trend signal show for ULBI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ULBI 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 ULBI?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 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 ULBI holders?

Strong quality — 36% AUM from major funds: 20 of 53 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ULBI?

68% of holders stayed for 2+ years: 36 out of 53 hedge funds have held ULBI 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.

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