Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Azenta Inc (AZTA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -33
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — AZTA

Based on 258 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 AZTA 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 — 82% of 3.0Y peak

82% of all-time peak
258 funds currently hold this stock — 82% of the 3.0-year high of 314 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
29 fewer hedge funds hold AZTA compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

133 buying170 selling
Last quarter: 170 funds reduced or exited vs 133 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 55 → 42 → 56 → 44. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
174 out of 258 hedge funds have held AZTA 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 +1%, value -39%

Value
-39%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -39%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~44 new funds/quarter

47 → 55 → 42 → 56 → 44 new funds/Q
New funds entering each quarter: 55 → 42 → 56 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Of 260 current holders: 190 (73%) 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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
54 of 258 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — AZTA

In 2026 Q1, 133 hedge funds were net buyers of AZTA (44 opened a new position, 89 added to an existing one), while 170 reduced or exited (93 trimmed, 77 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in AZTA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -33 funds (more exits than new entries). Total institutional holders: 258.

Hedge Fund Ownership: AZTA

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

Market Analysis: AZTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AZTA

-- --

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

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

Signal Freshness measures how much AZTA has moved relative to its sector benchmark (XLV) 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 · 76d ago
AZTA
+6.9%
XLV
+4.9%

AZTA outperformed XLV by +2.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
AZTA
+41.0%
XLV
+6.0%

Since the filing became public, AZTA outperformed XLV by +35.0% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AZTA
254 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 254 291 -12.71%
13F Shares 52M 52M -0.95%
Total Value $1.06B $1.74B -38.99%
New Positions 42 56 -14
Increased Positions 87 94 -7
Closed Positions 79 32 +47
Reduced Positions 91 101 -10
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AZTA

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

254 + investors

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

QUARTER:
Top 25 AZTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Politan Capital Management LP 9.92% 4,622,450 $97.7M
2 Scopia Capital Management LP 3.43% 236,371 $5.0M
3 Meros Investment Management, LP 2.25% 245,657 $5.2M
4 American Capital Management Inc 1.47% 1,296,024 $27.4M
5 Lion Point Capital, LP 1.22% 9,700 $205K
6 Conestoga Capital Advisors, LLC 1.20% 2,844,546 $60.1M
7 Rock Springs Capital Management LP 0.71% 569,100 $12.0M
8 Park West Asset Management LLC 0.59% 327,893 $6.9M
9 Palisade Capital Management, LP 0.46% 659,300 $13.9M
10 John G Ullman & Associates Inc 0.31% 109,344 $2.3M
11 Stephens Investment Management Group LLC 0.30% 1,024,048 $21.6M
12 Systematic Financial Management LP 0.27% 557,678 $11.8M
13 Congress Asset Management Co 0.17% 1,145,635 $24.2M
14 Oxford Asset Management LLP 0.17% 18,317 $387K
15 Kerrisdale Advisers, LLC 0.15% 19,130 $404K
16 Campbell & CO Investment Adviser LLC 0.13% 109,108 $2.3M
17 Inceptionr LLC 0.11% 22,576 $477K
18 Peregrine Capital Management LLC 0.11% 144,905 $3.1M
19 Royce & Associates LP 0.11% 523,308 $11.1M
20 Ironwood Investment Management LLC 0.10% 11,871 $251K
21 Rice Hall James & Associates, LLC 0.10% 81,301 $1.7M
22 Silvercrest Asset Management Group LLC 0.09% 576,917 $12.2M
23 Counterpoint Mutual Funds LLC 0.08% 26,306 $556K
24 Caxton Associates LLP 0.08% 173,000 $3.7M
25 Gibbs Wealth Management 0.07% 25,884 $547K
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 — Azenta Inc (AZTA)

What does the Smart Money Trend signal show for AZTA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AZTA 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 AZTA?

More sellers than buyers — 44% buying: Last quarter: 170 funds reduced or exited vs 133 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 AZTA holders?

Strong quality — 33% AUM from major funds: 54 of 258 holders rank in the top 100 by AUM, accounting for 33% 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 AZTA?

67% of holders stayed for 2+ years: 174 out of 258 hedge funds have held AZTA 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 Azenta Inc (AZTA) following the 2026 Q1 hedge fund 13F filings?

As of today, AZTA has moved +41.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +35.0%. Since the quarter end (March 31, 2026), AZTA has gained +6.9% vs +4.9% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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