Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Usio Inc (USIO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — USIO

Based on 32 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 USIO 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 (97% of max)

97% of all-time peak
32 hedge funds hold USIO 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 — +14% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

15 buying10 selling
Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 19% medium ■ 34% new
15 out of 32 hedge funds have held USIO 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.
💰

Value +116% but shares only +2% — price-driven

Value
+116%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +116%, but actual share count only changed +2%. 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 — ~6 new funds/quarter

3 → 6 → 3 → 6 → 6 new funds/Q
New funds entering each quarter: 6 → 3 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 31% newcomers

■ 56% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 32 holders: 18 (56%) are 2+ year veterans, 4 entered 1–2 years ago, and 10 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
12 of 32 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — USIO

In 2026 Q2, 15 hedge funds were net buyers of USIO (6 opened a new position, 9 added to an existing one), while 10 reduced or exited (9 trimmed, 1 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: USIO

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

Market Analysis: USIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USIO

-- --

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.

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

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 32 27 18.52%
13F Shares 6M 6M 2.44%
Total Value $15M $7M 115.97%
New Positions 6 6 -
Increased Positions 9 3 +6
Closed Positions 1 9 -8
Reduced Positions 9 11 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USIO

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q2)

32 + investors

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

QUARTER:
Top 25 USIO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Perkins Capital Management Inc 1.31% 700,371 $1.7M
2 Stonebridge Wealth Management, LLC 0.39% 177,084 $439K
3 Whittier Trust Co 0.06% 2,713,852 $6.4M
4 North Star Investment Management Corp. 0.02% 180,000 $446K
5 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.02% 20,000 $50K
6 Rothschild Wealth LLC 0.02% 79,700 $198K
7 Bridgeway Capital Management, LLC 0.00% 71,000 $176K
8 Renaissance Technologies LLC 0.00% 437,241 $1.1M
9 XTX Topco Ltd 0.00% 25,368 $63K
10 Allworth Financial LP 0.00% 41,234 $102K
11 Osaic Holdings, INC. 0.00% 46,353 $115K
12 Hrt Financial LP 0.00% 21,603 $53K
13 Vanguard Fiduciary Trust Co 0.00% 105,174 $261K
14 Tower Research Capital LLC (TRC) 0.00% 913 $2K
15 Vanguard Capital Management LLC 0.00% 917,455 $2.3M
16 Citadel Advisors LLC 0.00% 71,027 $176K
17 Jones Financial Companies Lllp 0.00% 17,608 $39K
18 SBI Securities Co., Ltd. 0.00% 175 —
19 Caitong International Asset Management Co., Ltd 0.00% 21 —
20 Morgan Stanley 0.00% 50,289 $125K
21 Susquehanna International Group, LLP 0.00% 28,027 $70K
22 Goldman Sachs Group Inc 0.00% 20,357 $50K
23 BlackRock, Inc. 0.00% 111,768 $277K
24 Simplex Trading, LLC 0.00% 2,734 $7K
25 Jane Street Group, LLC 0.00% 12,221 $30K
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 — Usio Inc (USIO)

What does the Smart Money Trend signal show for USIO?

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

More buyers than sellers — 60% buying: Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USIO holders?

Smaller funds dominant — 10% AUM from top-100: 12 of 32 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USIO?

47% of holders stayed for 2+ years: 15 out of 32 hedge funds have held USIO 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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