Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VYNE THERAPEUTICS INC (VYNE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — VYNE

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VYNE 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
41 funds currently hold this stock — 93% of the 3.0-year high of 44 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

19 buying11 selling
Last quarter: 19 funds were net buyers (9 opened a brand new position + 10 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 7 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 37% new

■ 27% conviction (2yr+) ■ 37% medium ■ 37% new
Of the 41 current holders: 11 (27%) held >2 years, 15 held 1–2 years, and 15 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 — ~9 new funds/quarter

8 → 14 → 7 → 10 → 9 new funds/Q
New funds entering each quarter: 14 → 7 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 49% new entrants

■ 32% veterans ■ 20% 1-2yr ■ 49% new
Of 41 current holders: 13 (32%) held 2+ years, 8 held 1–2 years, 20 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
10 of 41 holders rank in the top 100 by AUM, but together hold only 9% 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 — VYNE

In 2026 Q1, 19 hedge funds were net buyers of VYNE (9 opened a new position, 10 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: VYNE

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

Market Analysis: VYNE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VYNE

-- --

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

Is It Too Late to Buy VYNE THERAPEUTICS INC (VYNE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VYNE has moved relative to its sector benchmark (XLV) 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 · 58d ago
VYNE
+18.7%
XLV
+2.8%

VYNE outperformed XLV by +15.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 13d ago
VYNE
+2.5%
XLV
+3.8%

Since the filing became public, VYNE outperformed XLV by -1.3% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: VYNE
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 38 7.89%
13F Shares 13M 8M 62.87%
Total Value $8M $5M 62.49%
New Positions 9 10 -1
Increased Positions 10 11 -1
Closed Positions 6 3 +3
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VYNE

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

Financial Highlights

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Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:
Top 25 institutional holders of VYNE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 T3 Companies, LLC 0.74% 945,000 $565K
2 KVP Capital Advisors, LP 0.22% 500,551 $299K
3 Lynx1 Capital Management LP 0.15% 1,628,700 $973K
4 Shay Capital LLC 0.08% 1,610,242 $962K
5 Rangeley Capital, LLC 0.07% 118,064 $71K
6 Anson Funds Management LP 0.07% 1,243,106 $743K
7 Nantahala Capital Management, LLC 0.04% 2,000,000 $1.2M
8 ADAR1 Capital Management, LLC 0.04% 1,063,899 $636K
9 BRAIDWELL LP 0.02% 916,077 $547K
10 Ikarian Capital, LLC 0.01% 264,912 $158K
11 FNY Investment Advisers, LLC 0.01% 35,000 —
12 XTX Topco Ltd 0.00% 158,396 $95K
13 Harvest Investment Services, LLC 0.00% 11,059 $7K
14 BOOTHBAY FUND MANAGEMENT, LLC 0.00% 81,371 $49K
15 ACADIAN ASSET MANAGEMENT LLC 0.00% 381,797 —
16 MB, LEVIS & ASSOCIATES, LLC 0.00% 1,041 —
17 ACORN CAPITAL ADVISORS, LLC 0.00% 1,425 —
18 TWO SIGMA INVESTMENTS, LP 0.00% 426,412 $255K
19 TWO SIGMA ADVISERS, LP 0.00% 163,100 $95K
20 Hurley Capital, LLC 0.00% 561 —
21 Tower Research Capital LLC (TRC) 0.00% 3,527 $2K
22 CITADEL ADVISORS LLC 0.00% 514,443 $307K
23 HRT FINANCIAL LP 0.00% 27,569 $16K
24 VANGUARD FIDUCIARY TRUST CO 0.00% 183,443 $110K
25 RENAISSANCE TECHNOLOGIES LLC 0.00% 17,300 $10K
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 — VYNE THERAPEUTICS INC (VYNE)

What does the Smart Money Trend signal show for VYNE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VYNE 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 VYNE?

More buyers than sellers — 63% buying: Last quarter: 19 funds were net buyers (9 opened a brand new position + 10 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VYNE holders?

Smaller funds dominant — 9% AUM from top-100: 10 of 41 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VYNE?

Mixed — 27% long-term, 37% new: Of the 41 current holders: 11 (27%) held >2 years, 15 held 1–2 years, and 15 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 VYNE THERAPEUTICS INC (VYNE) following the 2026 Q1 hedge fund 13F filings?

As of today, VYNE has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.8% for the XLV sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), VYNE has gained +18.7% vs +2.8% for XLV. 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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