Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VERTIV HOLDINGS CO (VRT)

2K + Investors. Track Smart Money conviction in VRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +173
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — VRT

Based on 1531 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VRT 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
1,531 hedge funds hold VRT 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 — +36% more funds vs a year ago

fund count last 6Q
+407 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 57% buying

889 buying669 selling
Last quarter: 889 funds bought or added vs 669 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.
📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter
Funds opening a new VRT position: 205 → 292 → 249 → 294. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 28% long-term, 32% new

■ 28% conviction (2yr+) ■ 39% medium ■ 32% new
Of the 1,531 current holders: 436 (28%) held >2 years, 603 held 1–2 years, and 492 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.
➡️

Steady discovery — ~294 new funds/quarter

257 → 205 → 292 → 249 → 294 new funds/Q
New funds entering each quarter: 205 → 292 → 249 → 294. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 30% veterans, 43% new entrants

■ 30% veterans ■ 27% 1-2yr ■ 43% new
Of 1,612 current holders: 484 (30%) held 2+ years, 442 held 1–2 years, 686 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
46 of 1531 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in VRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: VRT

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

Market Analysis: VRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRT

-- --

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

163 top-rated funds 56 high-conviction
Consensus
9.6
/ 10
breadth
×
Elite
7.9
/ 10
conviction
Hedge Fund Positioning: VRT
2026 Q1 Stats Unlock in 12 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1612 1431 12.65%
13F Shares 337M 331M 1.97%
Total Value $53.28B $50.88B 4.72%
New Positions 301 253 +48
Increased Positions 688 660 +28
Closed Positions 124 135 -11
Reduced Positions 635 569 +66
Total Calls 41 45 -8.89%
Total Puts 51 44 15.91%
PUT/CALL Ratio 1.24 0.98 Bearish

Statistics: VRT

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VRT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Highlander Partners, L.P. 25.85% 263,569 $66.0M
2 First Growth Capital LLC 17.11% 73,156 $19.0M
3 Crystal Rock Capital Management 9.66% 64,925 $16.3M
4 GLYNN CAPITAL MANAGEMENT LLC 8.53% 71,236 $17.9M
5 Ulland Investment Advisors, LLC 5.81% 27,026 $7K
6 HARTLINE INVESTMENT CORP/ 5.26% 190,948 $47.8M
7 Kessler Investment Group, LLC 4.29% 36,195 $9.1M
8 Eagle Bluffs Wealth Management LLC 4.26% 43,608 $10.9M
9 Haven Capital Group, Inc. 4.08% 17,554 $4.4M
10 FISHMAN JAY A LTD/MI 3.88% 173,380 $43.4M
11 Robeco Schweiz AG 3.83% 722,999 $181.2M
12 KTF INVESTMENTS, LLC 3.79% 88,460 $22.2M
13 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3.54% 82,439 $20.7M
14 BLUE JEAN FINANCIAL LLC 3.50% 16,956 $4.2M
15 Summerhill Capital Management lnc. 3.43% 15,679 $3.9M
16 Abacus FCF Advisors LLC 3.41% 60,415 $15.1M
17 Geneva Partners, LLC 3.40% 28,288 $7.1M
18 KIECKHEFER GROUP LLC 3.40% 28,729 $7.2M
19 FFG Partners, LLC 3.10% 31,220 $7.8M
20 Merrion Investment Management Co, LLC 3.03% 22,500 $5.6M
21 SMITHBRIDGE ASSET MANAGEMENT INC/DE 2.89% 77,875 $19.5M
22 Titan Investment Management LLC 2.81% 12,706 $3.2M
23 Zweig-DiMenna Associates LLC 2.76% 79,583 $19.9M
24 NIA IMPACT ADVISORS, LLC 2.65% 23,765 $6.0M
25 Cherry Creek Investment Advisors, Inc. 2.62% 24,077 $6.0M
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 — VERTIV HOLDINGS CO (VRT)

What does the Smart Money Trend signal show for VRT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VRT 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 VRT?

Slight buying edge — 57% buying: Last quarter: 889 funds bought or added vs 669 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 VRT holders?

Elite ownership — 44% AUM from top-100 funds: 46 of 1531 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in VRT. 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 VRT?

Mixed — 28% long-term, 32% new: Of the 1,531 current holders: 436 (28%) held >2 years, 603 held 1–2 years, and 492 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.

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.