Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Via Transn Inc (VIA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — VIA

Based on 128 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VIA 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
128 hedge funds hold VIA 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 — +12700% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+12700% 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.
🟢

More buyers than sellers — 64% buying

92 buying52 selling
Last quarter: 92 funds were net buyers (35 opened a brand new position + 57 added to an existing one). Only 52 were sellers (19 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 93 → 38 → 58 → 35. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 34% long-term, 49% new

34% conviction (2yr+) 16% medium 49% new
Of the 128 current holders: 44 (34%) held >2 years, 21 held 1–2 years, and 63 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.
💰

Value +47% but shares only +22% — price-driven

Value
+46%
Shares
+22%
Last quarter: the total dollar value of institutional holdings rose +47%, but actual share count only changed +22%. 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.
📊

Peak discovery — momentum slowing

0 → 93 → 38 → 58 → 35 new funds/Q
New funds entering each quarter: 93 → 38 → 58 → 35. VIA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 59% of holders entered in last year

41% veterans 0% 1-2yr 59% new
Of 128 current holders: 75 (59%) entered in the past year, only 53 (41%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
40 of 127 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VIA

In 2026 Q2, 92 hedge funds were net buyers of VIA (35 opened a new position, 57 added to an existing one), while 52 reduced or exited (19 trimmed, 33 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in VIA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 128.

Hedge Fund Ownership: VIA

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

Market Analysis: VIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VIA

-- --

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

Is It Too Late to Buy Via Transn Inc (VIA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VIA has moved relative to its sector benchmark (XLK) since the 2026 Q2 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 June 30, 2026 · 82d ago
VIA
+54.2%
XLK
-0.5%

VIA outperformed XLK by +54.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
VIA
+6.8%
XLK
-0.2%

Since the filing became public, VIA outperformed XLK by +7.0% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: VIA
126 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 126 126 -
13F Shares 46M 38M 20.53%
Total Value $834M $597M 39.72%
New Positions 35 58 -23
Increased Positions 55 33 +22
Closed Positions 34 30 +4
Reduced Positions 19 16 +3
Total Calls 1 0 100%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VIA

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

126 + investors

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

QUARTER:
Top 25 VIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ION Crossover Partners Ltd 69.09% 2,844,179 $51.6M
2 Robert Bosch GmbH 4.93% 450,001 $8.2M
3 Exor N.V. 4.69% 14,121,131 $256.2M
4 Koch, Inc. 2.82% 1,700,231 $30.8M
5 Claar Advisors LLC 1.05% 180,081 $3.3M
6 MYDA Advisors LLC 0.81% 300,000 $5.4M
7 Scoggin Management LP 0.49% 250,000 $4.5M
8 Gilder Gagnon Howe & Co LLC 0.48% 2,573,117 $46.7M
9 ArrowMark Colorado Holdings LLC 0.36% 482,918 $8.8M
10 nVerses Capital, LLC 0.30% 10,787 $196K
11 Palogic Value Management, L.P. 0.30% 50,068 $908K
12 Sellwood Investment Partners LLC 0.15% 24,047 $436K
13 Orland Properties Ltd 0.14% 15,209 $276K
14 Common Fund for Nonprofit Organizations 0.11% 65,922 $1.2M
15 Ethos Financial Group, LLC 0.10% 72,142 $1.5M
16 Burkehill Global Management, LP 0.10% 150,000 $2.7M
17 Lavaca Capital LLC 0.07% 41,627 $755K
18 Divisadero Street Capital Management, LP 0.07% 172,755 $3.1M
19 Axq Capital, LP 0.04% 21,759 $395K
20 Compound Planning, Inc. 0.04% 87,620 $1.6M
21 Quent Capital, LLC 0.04% 32,000 $580K
22 Oppenheimer & Co Inc 0.03% 146,400 $2.7M
23 Inspire Investing, LLC 0.03% 36,677 $665K
24 Adage Capital Partners GP, L.L.C. 0.03% 1,010,101 $18.3M
25 Monograph Wealth Advisors, LLC 0.02% 16,596 $301K
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 — Via Transn Inc (VIA)

What does the Smart Money Trend signal show for VIA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VIA 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 VIA?

More buyers than sellers — 64% buying: Last quarter: 92 funds were net buyers (35 opened a brand new position + 57 added to an existing one). Only 52 were sellers (19 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VIA holders?

Strong quality — 37% AUM from major funds: 40 of 127 holders rank in the top 100 by AUM, accounting for 37% 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 VIA?

Mixed — 34% long-term, 49% new: Of the 128 current holders: 44 (34%) held >2 years, 21 held 1–2 years, and 63 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.

Is it too late to buy Via Transn Inc (VIA) following the 2026 Q2 hedge fund 13F filings?

As of today, VIA has moved +6.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLK sector ETF — an outperformance of +7.0%. Since the quarter end (June 30, 2026), VIA has gained +54.2% vs -0.5% for XLK. 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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