Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Weave Communications Inc (WEAV)

184 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — WEAV

Based on 184 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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 (98% of max)

98% of all-time peak
184 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

123 buying76 selling
Last quarter: 123 funds were net buyers (39 opened a brand new position + 84 added to an existing one). Only 76 were sellers (42 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 38 → 43 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 30% new

■ 37% conviction (2yr+) ■ 33% medium ■ 30% new
Of the 184 current holders: 68 (37%) held >2 years, 61 held 1–2 years, and 55 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 +41% but shares only +9% — price-driven

Value
+41%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +41%, but actual share count only changed +9%. 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.
📈

Growing discovery — still being found

34 → 26 → 38 → 43 → 39 new funds/Q
New funds entering each quarter: 26 → 38 → 43 → 39. A growing number of institutions are discovering WEAV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 36% newcomers

■ 45% veterans ■ 19% 1-2yr ■ 36% new
Entry-cohort mix of 187 holders: 84 (45%) are 2+ year veterans, 35 entered 1–2 years ago, and 68 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
37 of 184 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 123 hedge funds were net buyers of WEAV (39 opened a new position, 84 added to an existing one), while 76 reduced or exited (42 trimmed, 34 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in WEAV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 184.

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.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: WEAV
184 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 184 179 2.79%
13F Shares 70M 64M 9.24%
Total Value $417M $295M 41.23%
New Positions 39 43 -4
Increased Positions 84 55 +29
Closed Positions 34 42 -8
Reduced Positions 40 54 -14
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WEAV

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Institutional Holders (2026 Q2)

184 + 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:
Top 25 WEAV holders by conviction (% of portfolio weight) — 2026 Q2 · 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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 62% buying: Last quarter: 123 funds were net buyers (39 opened a brand new position + 84 added to an existing one). Only 76 were sellers (42 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WEAV holders?

Strong quality — 28% AUM from major funds: 37 of 184 holders rank in the top 100 by AUM, accounting for 28% 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 — 37% long-term, 30% new: Of the 184 current holders: 68 (37%) held >2 years, 61 held 1–2 years, and 55 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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