Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Werner Enterprises Inc (WERN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — WERN

Based on 240 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WERN 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
240 hedge funds hold WERN 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold WERN compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

135 buying102 selling
Last quarter: 135 funds bought or added vs 102 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new WERN position: 35 → 26 → 43 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 19% new
156 out of 240 hedge funds have held WERN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

45 → 35 → 26 → 43 → 50 new funds/Q
New funds entering each quarter: 35 → 26 → 43 → 50. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 244 holders: 177 (73%) are 2+ year veterans, 24 entered 1–2 years ago, and 43 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
49 of 240 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in WERN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — WERN

In 2026 Q1, 135 hedge funds were net buyers of WERN (50 opened a new position, 85 added to an existing one), while 102 reduced or exited (73 trimmed, 29 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 64% of total institutional value in WERN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 240.

Hedge Fund Ownership: WERN

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

Market Analysis: WERN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WERN

-- --

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

Is It Too Late to Buy Werner Enterprises Inc (WERN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WERN has moved relative to its sector benchmark (XLI) since the 2026 Q2 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 June 30, 2026 · 47d ago
WERN
-10.8%
XLI
+0.7%

WERN outperformed XLI by -11.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
WERN
+0.0%
XLI
+0.0%

Since the filing became public, WERN outperformed XLI by +0.0% .

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.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: WERN
2026 Q2 Stats Unlock in 3 days 240 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 240 219 9.59%
13F Shares 65M 64M 0.84%
Total Value $1.88B $1.93B -2.43%
New Positions 50 43 +7
Increased Positions 85 75 +10
Closed Positions 29 44 -15
Reduced Positions 71 83 -12
Total Calls 1 1 -
Total Puts 3 0 100%
PUT/CALL Ratio 3.0 0.0 Bearish

Statistics: WERN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

240 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WERN. 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 WERN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beaconlight Capital, LLC 4.25% 276,026 $12.0M
2 Meros Investment Management, LP 3.87% 279,870 $12.2M
3 Dean Capital Management 1.67% 105,597 $4.6M
4 Nuance Investments, LLC 1.41% 189,945 $8.3M
5 Penn Capital Management Company, LLC 1.36% 491,541 $21.5M
6 Essex Investment Management Co LLC 1.32% 231,625 $10.1M
7 Maple Rock Capital Partners Inc. 1.17% 1,366,167 $59.6M
8 Dean Investment Associates, LLC 0.83% 145,569 $6.3M
9 Moody Aldrich Partners LLC 0.75% 95,875 $4.2M
10 SummerHaven Investment Management, LLC 0.57% 24,530 $1.1M
11 nVerses Capital, LLC 0.50% 7,407 $323K
12 Eagle Harbor Asset Management Inc /Adv 0.46% 7,307 $348K
13 Legato Capital Management LLC 0.35% 97,443 $4.2M
14 Bridgeway Capital Management, LLC 0.33% 425,408 $18.6M
15 Jacobs Levy Equity Management, Inc 0.27% 1,717,200 $74.9M
16 Advisors Preferred, LLC 0.24% 35,832 $1.5M
17 Pflug Koory, LLC 0.23% 13,320 $581K
18 Riverwater Partners LLC 0.23% 17,883 $780K
19 Mirabella Financial Services LLP 0.18% 42,996 $1.9M
20 Campbell & CO Investment Adviser LLC 0.16% 72,057 $3.1M
21 Kennedy Capital Management LLC 0.16% 204,790 $8.9M
22 Royce & Associates LP 0.14% 393,110 $17.1M
23 Caxton Associates LLP 0.14% 165,928 $7.2M
24 Bayforest Capital Ltd 0.12% 2,924 $128K
25 New Age Alpha Advisors, LLC 0.11% 58,264 $2.5M
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 — Werner Enterprises Inc (WERN)

What does the Smart Money Trend signal show for WERN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WERN 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 WERN?

Slight buying edge — 57% buying: Last quarter: 135 funds bought or added vs 102 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 WERN holders?

Elite ownership — 64% AUM from top-100 funds: 49 of 240 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in WERN. 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 WERN?

65% of holders stayed for 2+ years: 156 out of 240 hedge funds have held WERN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Werner Enterprises Inc (WERN) following the 2026 Q2 hedge fund 13F filings?

As of today, WERN has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), WERN has gained -10.8% vs +0.7% 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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