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
↑ +215
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — VRT

Based on 1820 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
1,820 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 — +61% more funds vs a year ago

fund count last 6Q
+692 new funds entered over the past year (+61% 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

1058 buying808 selling
Last quarter: 1,058 funds bought or added vs 808 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 (+55 vs last Q)

new funds entering per quarter
Funds opening a new VRT position: 305 → 259 → 315 → 370. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 34% new

■ 29% conviction (2yr+) ■ 36% medium ■ 34% new
Of the 1,820 current holders: 533 (29%) held >2 years, 660 held 1–2 years, and 627 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.
💰

Price up while funds trimmed (+51% value, -1% shares)

Value
+50%
Shares
0%
Last quarter: total value of institutional VRT holdings rose +51% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

219 → 305 → 259 → 315 → 370 new funds/Q
New funds entering each quarter: 305 → 259 → 315 → 370. A growing number of institutions are discovering VRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 42% new entrants

■ 30% veterans ■ 28% 1-2yr ■ 42% new
Of 1,901 current holders: 573 (30%) held 2+ years, 526 held 1–2 years, 802 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
65 of 1810 holders are among the 100 largest funds by AUM, controlling 42% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — VRT

In 2026 Q1, 1058 hedge funds were net buyers of VRT (370 opened a new position, 688 added to an existing one), while 808 reduced or exited (653 trimmed, 155 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in VRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +215 funds (more new holders than closures). Total institutional holders: 1820.

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.

Is It Too Late to Buy Vertiv Holdings Co (VRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VRT 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 · 85d ago
VRT
+27.0%
XLI
+10.2%

VRT outperformed XLI by +16.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
VRT
-14.2%
XLI
+3.9%

Since the filing became public, VRT outperformed XLI by -18.1% .

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 ?
Strong Institutional Conviction

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

112 top-rated funds 73 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
7.8
/ 10
conviction
Hedge Fund Positioning: VRT
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1807 1605 12.59%
13F Shares 339M 342M -0.83%
Total Value $81.39B $53.96B 50.84%
New Positions 364 315 +49
Increased Positions 656 600 +56
Closed Positions 162 126 +36
Reduced Positions 630 543 +87
Total Calls 43 41 4.88%
Total Puts 47 51 -7.84%
PUT/CALL Ratio 1.09 1.24 Neutral

Statistics: VRT

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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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Profit Margin --
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Income Statement & Cash Flow
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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.

QUARTER:
Top 25 VRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Highlander Partners, L.P. 25.85% 263,569 $66.0M
2 Corsair Capital Management, L.P. 21.49% 577,152 $144.6M
3 Atika Capital Management LLC 20.96% 666,100 $166.9M
4 Cooperman Leon G 17.74% 2,157,789 $540.7M
5 First Growth Capital LLC 17.11% 73,156 $19.0M
6 Ma Investment Partnership, LP 12.05% 100,000 $25.1M
7 New South Capital Management Inc 11.73% 977,210 $244.9M
8 Clearfield Capital Management LP 11.12% 83,400 $20.9M
9 Crystal Rock Capital Management 9.66% 64,925 $16.3M
10 Chescapmanager LLC 9.46% 422,000 $105.7M
11 Zuckerman Investment Group, LLC 9.43% 401,492 $100.6M
12 Glynn Capital Management LLC 8.53% 71,236 $17.9M
13 Stanley Capital Management, LLC 7.99% 190,700 $47.8M
14 Pennant Investors, LP 7.57% 109,000 $27.3M
15 Thames Capital Management LLC 7.42% 165,191 $41.4M
16 Aragon Global Management, LP 6.98% 39,900 $10.0M
17 Telligent Fund, LP 6.69% 25,000 $6.3M
18 Carroll Investors, Inc 6.32% 47,151 $11.8M
19 Styrax Capital, LP 6.13% 350,000 $87.7M
20 Scalar Gauge Management, LLC 5.80% 24,000 $6.0M
21 Blue Whale Capital LLP 5.44% 456,308 $114.3M
22 Darsana Capital Partners LP 5.34% 1,000,000 $250.6M
23 Hartline Investment Corp/ 5.26% 190,948 $47.8M
24 Talos Eurisko Asset Management LP 5.11% 119,331 $29.9M
25 M37 Management LP 4.99% 50,000 $12.5M
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 — 4 quarters in a row: For 4 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: 1,058 funds bought or added vs 808 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 — 42% AUM from top-100 funds: 65 of 1810 holders are among the 100 largest funds by AUM, controlling 42% 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 — 29% long-term, 34% new: Of the 1,820 current holders: 533 (29%) held >2 years, 660 held 1–2 years, and 627 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 Vertiv Holdings Co (VRT) following the 2026 Q1 hedge fund 13F filings?

As of today, VRT has moved -14.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLI sector ETF — an outperformance of -18.1%. Since the quarter end (March 31, 2026), VRT has gained +27.0% vs +10.2% 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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