Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ULTRALIFE CORP (ULBI)

49 + 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
↓ -10
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — ULBI

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ULBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 49 funds hold ULBI today versus a peak of 73 funds at 2024 Q3 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 30% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold ULBI compared to a year ago (-30% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

19 buying29 selling
Last quarter: 29 funds reduced or exited vs 19 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 14 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 27% medium ■ 10% new
31 out of 49 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.
⚠️

Saturation — most institutions already know this story

9 → 12 → 14 → 4 → 5 new funds/Q
New funds entering each quarter: 12 → 14 → 4 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 16% 1-2yr ■ 14% new
Of 49 current holders: 34 (69%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
17 of 49 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 Q1, 19 hedge funds were net buyers of ULBI (5 opened a new position, 14 added to an existing one), while 29 reduced or exited (14 trimmed, 15 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 31% of total institutional value in ULBI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 49.

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

-- --

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

Is It Too Late to Buy ULTRALIFE CORP (ULBI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ULBI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
ULBI
+5.0%
XLI
+5.6%

ULBI outperformed XLI by -0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
ULBI
-16.6%
XLI
-0.3%

Since the filing became public, ULBI outperformed XLI by -16.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ULBI
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 59 -16.95%
13F Shares 5M 6M -3.89%
Total Value $30M $32M -4.16%
New Positions 5 4 +1
Increased Positions 14 16 -2
Closed Positions 15 7 +8
Reduced Positions 14 23 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ULBI

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

49 + 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 institutional holders of ULBI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 0.50% 109,000 $711K
2 Truffle Hound Capital, LLC 0.42% 250,000 $1.6M
3 Visionary Wealth Advisors 0.32% 1,106,154 $7.2M
4 Pitti Group Wealth Management, LLC 0.11% 20,443 $133K
5 RBF Capital, LLC 0.07% 218,714 $1.4M
6 Janney Montgomery Scott LLC 0.01% 518,000 $3K
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 59,579 $388K
8 Ancora Advisors LLC 0.01% 56,169 $366K
9 Connor, Clark & Lunn Investment Management Ltd. 0.00% 155,021 $1.0M
10 RENAISSANCE TECHNOLOGIES LLC 0.00% 198,090 $1.3M
11 LSV ASSET MANAGEMENT 0.00% 64,500 —
12 Walleye Capital LLC 0.00% 32,880 $214K
13 ACADIAN ASSET MANAGEMENT LLC 0.00% 83,799 —
14 Russell Investments Group, Ltd. 0.00% 81,791 $533K
15 Capital Advisors, Ltd. LLC 0.00% 580 —
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% 126,753 $826K
17 IFP Advisors, Inc 0.00% 3,000 $20K
18 TWO SIGMA INVESTMENTS, LP 0.00% 62,225 $406K
19 RAYMOND JAMES FINANCIAL INC 0.00% 139,333 $908K
20 Man Group plc 0.00% 23,090 $151K
21 TWO SIGMA ADVISERS, LP 0.00% 11,600 $66K
22 VANGUARD FIDUCIARY TRUST CO 0.00% 63,066 $411K
23 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 457,837 $3.0M
24 MARSHALL WACE, LLP 0.00% 11,078 $72K
25 Smartleaf Asset Management LLC 0.00% 300 $2K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ULBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ULBI?

More sellers than buyers — 40% buying: Last quarter: 29 funds reduced or exited vs 19 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 ULBI holders?

Strong quality — 31% AUM from major funds: 17 of 49 holders rank in the top 100 by AUM, accounting for 31% 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?

63% of holders stayed for 2+ years: 31 out of 49 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.

Is it too late to buy ULTRALIFE CORP (ULBI) following the 2026 Q1 hedge fund 13F filings?

As of today, ULBI has moved -16.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.3% for the XLI sector ETF — an outperformance of -16.3%. Since the quarter end (March 31, 2026), ULBI has gained +5.0% vs +5.6% for XLI. 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.

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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