Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Workhorse Group Inc (WKHS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — WKHS

Based on 64 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 39% of 3.0Y high

39% of all-time peak
Only 64 funds hold WKHS today versus a peak of 164 funds at 2023 Q3 — just 39% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold WKHS 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 — 50% buying

24 buying24 selling
Last quarter: 24 funds bought or added vs 24 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 15 → 15 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 23% medium 22% new
35 out of 64 hedge funds have held WKHS 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.
💎

Buying through price weakness — shares +129%, value +105%

Value
+105%
Shares
+128%
Last quarter: funds added +129% more shares while total portfolio value only changed +105%. 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

10 → 10 → 15 → 15 → 14 new funds/Q
New funds entering each quarter: 10 → 15 → 15 → 14. A growing number of institutions are discovering WKHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

67% veterans 12% 1-2yr 20% new
Entry-cohort mix of 64 holders: 43 (67%) are 2+ year veterans, 8 entered 1–2 years ago, and 13 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
10 of 64 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — 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 — WKHS

In 2026 Q2, 24 hedge funds were net buyers of WKHS (14 opened a new position, 10 added to an existing one), while 24 reduced or exited (10 trimmed, 14 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 22% of total institutional value in WKHS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 64.

Hedge Fund Ownership: WKHS

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

Market Analysis: WKHS

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: WKHS

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: WKHS
64 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 64 64 -
13F Shares 480K 210K 128.61%
Total Value $1M $718K 104.99%
New Positions 14 15 -1
Increased Positions 10 5 +5
Closed Positions 14 18 -4
Reduced Positions 10 14 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WKHS

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Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:
Top 25 WKHS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. Safra Sarasin Holding AG 0.00% 31,436 $97K
2 Hrt Financial LP 0.00% 10,550 $32K
3 Tower Research Capital LLC (TRC) 0.00% 357 $1K
4 Vanguard Capital Management LLC 0.00% 301,233 $925K
5 Vanguard Fiduciary Trust Co 0.00% 28,342 $87K
6 Caitong International Asset Management Co., Ltd 0.00% 44
7 Harborfront Financial Group LLC 0.00% 1
8 MCF Advisors LLC 0.00% 85
9 Investors Portfolio Services LLC 0.00% 1
10 BlackRock, Inc. 0.00% 47,618 $146K
11 SBI Securities Co., Ltd. 0.00% 18
12 Activest Wealth Management 0.00% 2
13 Horizon Financial Services, LLC 0.00% 1
14 Lodestone Wealth Management LLC 0.00% 1
15 Medallion Wealth Advisors, LLC 0.00% 1
16 Acumen Wealth Advisors, LLC 0.00% 1
17 Indiana Trust & Investment Management Co 0.00% 1
18 Clean Yield Group 0.00% 1
19 NFSG Corp 0.00% 2
20 Vermillion Wealth Management, Inc. 0.00% 1
21 Main Street Group, LTD 0.00% 1
22 Group One Trading LLC 0.00% 141
23 UBS Group AG 0.00% 1,471 $5K
24 Investors Research Corp 0.00% 1
25 TD Capital Management LLC 0.00% 2
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 — Workhorse Group Inc (WKHS)

What does the Smart Money Trend signal show for WKHS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for WKHS?

Slight buying edge — 50% buying: Last quarter: 24 funds bought or added vs 24 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 WKHS holders?

Strong quality — 22% AUM from major funds: 10 of 64 holders rank in the top 100 by AUM, accounting for 22% 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 WKHS?

55% of holders stayed for 2+ years: 35 out of 64 hedge funds have held WKHS 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.

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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