Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zevia Pbc (ZVIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
55%

Smart Money Signals — ZVIA

Based on 117 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added ZVIA 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 (100% of max)

100% of all-time peak
117 hedge funds hold ZVIA 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.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

70 buying58 selling
Last quarter: 70 funds bought or added vs 58 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 — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 21 → 28 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 36% new

■ 32% conviction (2yr+) ■ 32% medium ■ 36% new
Of the 117 current holders: 37 (32%) held >2 years, 38 held 1–2 years, and 42 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 -3%, value -51%

Value
-51%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -51%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~30 new funds/quarter

30 → 44 → 21 → 28 → 30 new funds/Q
New funds entering each quarter: 44 → 21 → 28 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 42% newcomers

■ 46% veterans ■ 12% 1-2yr ■ 42% new
Entry-cohort mix of 119 holders: 55 (46%) are 2+ year veterans, 14 entered 1–2 years ago, and 50 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
32 of 116 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ZVIA

In 2026 Q1, 70 hedge funds were net buyers of ZVIA (30 opened a new position, 40 added to an existing one), while 58 reduced or exited (35 trimmed, 23 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 117.

Hedge Fund Ownership: ZVIA

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

Market Analysis: ZVIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZVIA

-- --

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ZVIA
100 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 117 -14.53%
13F Shares 41M 45M -8.27%
Total Value $67M $53M 26.97%
New Positions 27 30 -3
Increased Positions 34 39 -5
Closed Positions 44 23 +21
Reduced Positions 28 34 -6
Total Calls 1 3 -66.67%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: ZVIA

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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 Q2)

100 + investors

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

QUARTER:
Top 25 ZVIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Topline Capital Management, LLC 3.03% 7,177,524 $11.7M
2 Stoic Point Capital Management LLC 1.53% 1,134,964 $1.8M
3 Kanen Wealth Management LLC 1.11% 2,693,236 $4.6M
4 BCS Private Wealth Management, Inc. 0.34% 699,189 $1.1M
5 Potrero Capital Research LLC 0.29% 315,181 $514K
6 OneAscent Financial Services LLC 0.06% 750,375 $1.2M
7 Caisse de Depot Et Placement Du Quebec 0.03% 11,400,428 $18.6M
8 Jefferies Financial Group Inc. 0.02% 2,099,879 $3.4M
9 Brighton Jones LLC 0.02% 584,709 $953K
10 Ruggaard & Associates LLC 0.01% 17,000 $28K
11 Mackenzie Financial Corp 0.00% 2,670,699 $4.4M
12 XTX Topco Ltd 0.00% 177,421 $289K
13 Field & Main Bank 0.00% 10,000 $16K
14 Nwam LLC 0.00% 35,866 $58K
15 Bridgeway Capital Management, LLC 0.00% 85,600 $140K
16 Axq Capital, LP 0.00% 10,593 $17K
17 Centiva Capital, LP 0.00% 127,104 $207K
18 Renaissance Technologies LLC 0.00% 765,891 $1.2M
19 Squarepoint Ops LLC 0.00% 769,655 $1.3M
20 Essential Partners LLC 0.00% 1,844 $3K
21 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.00% 12,116 $20K
22 TD Waterhouse Canada Inc. 0.00% 198,150 $359K
23 Ieq Capital, LLC 0.00% 121,812 $199K
24 Pallas Capital Advisors LLC 0.00% 13,970 $23K
25 Tower Research Capital LLC (TRC) 0.00% 16,707 $27K
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 — Zevia Pbc (ZVIA)

What does the Smart Money Trend signal show for ZVIA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added ZVIA 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 ZVIA?

Slight buying edge — 55% buying: Last quarter: 70 funds bought or added vs 58 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 ZVIA holders?

Smaller funds dominant — 19% AUM from top-100: 32 of 116 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZVIA?

Mixed — 32% long-term, 36% new: Of the 117 current holders: 37 (32%) held >2 years, 38 held 1–2 years, and 42 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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