Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Agora Inc (API)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — API

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their API positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
62 funds currently hold this stock — 81% of the 3.0-year high of 77 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold API compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

26 buying38 selling
Last quarter: 38 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 34% medium ■ 18% new
30 out of 62 hedge funds have held API 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 -11%, value -29%

Value
-28%
Shares
-10%
Last quarter: funds added -11% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

25 → 5 → 7 → 13 → 10 new funds/Q
New funds entering each quarter: 5 → 7 → 13 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Of 64 current holders: 44 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
19 of 62 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in API. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — API

In 2026 Q1, 26 hedge funds were net buyers of API (10 opened a new position, 16 added to an existing one), while 38 reduced or exited (22 trimmed, 16 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in API is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 62.

Hedge Fund Ownership: API

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

Market Analysis: API

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: API

-- --

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

Is It Too Late to Buy Agora Inc (API) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much API has moved relative to its sector benchmark (XLK) since the 2026 Q1 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 March 31, 2026 · 74d ago
API
+22.0%
XLK
+37.9%

API outperformed XLK by -15.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
API
+11.1%
XLK
+3.9%

Since the filing became public, API outperformed XLK by +7.2% .

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.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: API
62 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 62 68 -8.82%
13F Shares 25M 29M -10.73%
Total Value $84M $118M -28.51%
New Positions 10 13 -3
Increased Positions 15 19 -4
Closed Positions 16 8 +8
Reduced Positions 21 21 -
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: API

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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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

62 + investors

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

QUARTER:
Top 25 API holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yunqi Capital Ltd 7.68% 2,005,300 $7.1M
2 TMT General Partner Ltd 3.33% 2,352,651 $8.3M
3 Yiheng Capital Management, L.P. 1.11% 725,795 $2.6M
4 Hhlr Advisors, LTD. 0.44% 2,098,553 $7.4M
5 Harber Asset Management LLC 0.37% 164,869 $584K
6 CloudAlpha Capital Management Limited/Hong Kong 0.08% 645,700 $2.3M
7 Gwn Securities INC. 0.06% 89,075 $315K
8 Optimus Prime Fund Management Co., Ltd. 0.04% 111,234 $394K
9 Oasis Management Co Ltd. 0.03% 153,885 $545K
10 Welch Financial Planning, LLC 0.03% 11,037 $39K
11 Headlands Technologies LLC 0.02% 38,774 $137K
12 Allspring Global Investments Holdings, LLC 0.01% 1,783,785 $6.3M
13 XTX Topco Ltd 0.01% 147,993 $524K
14 E Fund Management Co., Ltd. 0.01% 54,555 $193K
15 Prelude Capital Management, LLC 0.00% 16,000 $57K
16 Susquehanna International Group, LLP 0.00% 7,484,011 $26.5M
17 Renaissance Technologies LLC 0.00% 496,129 $1.8M
18 Connor, Clark & Lunn Investment Management Ltd. 0.00% 330,715 $1.2M
19 Peak6 LLC 0.00% 219,149 $776K
20 Police & Firemen's Retirement System of New Jersey 0.00% 53,078 $188K
21 Arrowstreet Capital, Limited Partnership 0.00% 776,206 $2.7M
22 First Beijing Investment Ltd 0.00% 7,700 $27K
23 Two Sigma Advisers, LP 0.00% 145,900 $594K
24 Quadrature Capital Ltd 0.00% 24,546 $87K
25 Sei Investments Co 0.00% 212,111 $751K
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 — Agora Inc (API)

What does the Smart Money Trend signal show for API?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their API positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for API?

More sellers than buyers — 41% buying: Last quarter: 38 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for API holders?

Elite ownership — 49% AUM from top-100 funds: 19 of 62 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in API. 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 API?

48% of holders stayed for 2+ years: 30 out of 62 hedge funds have held API 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 Agora Inc (API) following the 2026 Q1 hedge fund 13F filings?

As of today, API has moved +11.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLK sector ETF — an outperformance of +7.2%. Since the quarter end (March 31, 2026), API has gained +22.0% vs +37.9% for XLK. 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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