Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Weave Communications Inc (WEAV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — WEAV

Based on 179 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 WEAV 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 (95% of max)

95% of all-time peak
179 hedge funds hold WEAV 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WEAV is almost the same as a year ago (+6 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

99 buying97 selling
Last quarter: 99 funds bought or added vs 97 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.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 26 → 38 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 179 current holders: 64 (36%) held >2 years, 54 held 1–2 years, and 61 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.
💎

Buying through price weakness — shares +7%, value -35%

Value
-35%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

23 → 34 → 26 → 38 → 43 new funds/Q
New funds entering each quarter: 34 → 26 → 38 → 43. A growing number of institutions are discovering WEAV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 38% newcomers

■ 43% veterans ■ 19% 1-2yr ■ 38% new
Entry-cohort mix of 180 holders: 77 (43%) are 2+ year veterans, 35 entered 1–2 years ago, and 68 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
38 of 179 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — WEAV

In 2026 Q1, 99 hedge funds were net buyers of WEAV (43 opened a new position, 56 added to an existing one), while 97 reduced or exited (55 trimmed, 42 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in WEAV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 179.

Hedge Fund Ownership: WEAV

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

Market Analysis: WEAV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WEAV

-- --

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.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: WEAV
2026 Q2 Stats Unlock in 1 days 175 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 175 177 -1.13%
13F Shares 64M 60M 6.47%
Total Value $294M $455M -35.33%
New Positions 40 38 +2
Increased Positions 54 79 -25
Closed Positions 42 25 +17
Reduced Positions 54 37 +17
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WEAV

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Financial Highlights

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Institutional Holders (2026 Q2)

175 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 WEAV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gumshoe Capital Management LLC 11.82% 2,159,064 $12.9M
2 Newtyn Management, LLC 5.08% 6,790,000 $40.7M
3 Lane Generational LLC 3.98% 757,302 $4.5M
4 Harber Asset Management LLC 2.83% 785,687 $4.7M
5 Divisar Capital Management LLC 2.79% 2,023,606 $12.1M
6 Crosslink Capital Inc 1.89% 4,272,209 $25.6M
7 Potrero Capital Research LLC 1.41% 422,415 $2.5M
8 Huber Capital Management LLC 1.17% 1,319,982 $7.9M
9 Meros Investment Management, LP 1.05% 554,836 $3.3M
10 Pale Fire Capital SE 0.63% 1,492,806 $8.9M
11 Engine Capital Management, LP 0.61% 1,051,525 $6.3M
12 CenterBook Partners LP 0.48% 1,646,468 $9.9M
13 Disciplined Growth Investors Inc /Mn 0.30% 2,998,909 $18.0M
14 Palatine Hill Wealth Management, LLC 0.25% 52,001 $311K
15 Rangeley Capital, LLC 0.25% 45,700 $274K
16 Olympiad Research LP 0.22% 17,999 $108K
17 ArrowMark Colorado Holdings LLC 0.21% 823,431 $4.9M
18 Gagnon Securities LLC 0.19% 157,170 $999K
19 Teton Advisors, LLC 0.15% 43,164 $259K
20 Frontier Capital Management Co LLC 0.14% 2,446,204 $14.7M
21 Y-Intercept (Hong Kong) Ltd 0.08% 650,493 $3.9M
22 EntryPoint Capital, LLC 0.08% 12,441 $112K
23 Crescent Grove Advisors, LLC 0.06% 121,179 $726K
24 Aspen Grove Capital, LLC 0.05% 60,103 $360K
25 Argos Wealth Advisors, LLC 0.05% 31,993 $192K
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 — Weave Communications Inc (WEAV)

What does the Smart Money Trend signal show for WEAV?

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

Slight buying edge — 51% buying: Last quarter: 99 funds bought or added vs 97 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 WEAV holders?

Strong quality — 26% AUM from major funds: 38 of 179 holders rank in the top 100 by AUM, accounting for 26% 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 WEAV?

Mixed — 36% long-term, 34% new: Of the 179 current holders: 64 (36%) held >2 years, 54 held 1–2 years, and 61 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.

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