Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bandwidth Inc (BAND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +84
Streak
2Q ▲
Buyers last Q
69%

Smart Money Signals — BAND

Based on 240 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BAND 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
240 hedge funds hold BAND 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 — +51% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+51% 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.
🟢

More buyers than sellers — 69% buying

174 buying80 selling
Last quarter: 174 funds were net buyers (111 opened a brand new position + 63 added to an existing one). Only 80 were sellers (53 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+84 vs last Q)

new funds entering per quarter
Funds opening a new BAND position: 17 → 14 → 27 → 111. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 20% medium ■ 30% new
122 out of 240 hedge funds have held BAND 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.
💰

Value +379% but shares only +30% — price-driven

Value
+378%
Shares
+30%
Last quarter: the total dollar value of institutional holdings rose +379%, but actual share count only changed +30%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

30 → 17 → 14 → 27 → 111 new funds/Q
New funds entering each quarter: 17 → 14 → 27 → 111. 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 — 66% veterans vs 28% newcomers

■ 66% veterans ■ 6% 1-2yr ■ 28% new
Entry-cohort mix of 250 holders: 164 (66%) are 2+ year veterans, 16 entered 1–2 years ago, and 70 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
54 of 239 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BAND. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — BAND

In 2026 Q2, 174 hedge funds were net buyers of BAND (111 opened a new position, 63 added to an existing one), while 80 reduced or exited (53 trimmed, 27 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in BAND is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +84 funds (more new holders than closures). Total institutional holders: 240.

Hedge Fund Ownership: BAND

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

Market Analysis: BAND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAND

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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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BAND
238 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 238 156 52.56%
13F Shares 31M 24M 30.36%
Total Value $1.92B $400M 378.57%
New Positions 111 27 +84
Increased Positions 62 59 +3
Closed Positions 28 26 +2
Reduced Positions 49 47 +2
Total Calls 7 3 133.33%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.57 0.67 Bullish

Statistics: BAND

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Financial Highlights

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Institutional Holders (2026 Q2)

238 + investors

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

QUARTER:
Top 25 BAND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cypress Point Investment Management LP 8.90% 775,581 $49.1M
2 Archon Capital Management LLC 8.00% 311,443 $19.7M
3 G2 Investment Partners Management LLC 4.23% 366,938 $23.2M
4 Nano Cap New Millennium Growth Fund L P 1.58% 32,500 $2.1M
5 Decker Retirement Planning Inc. 1.41% 65,193 $4.1M
6 Quantedge Capital Pte Ltd 1.23% 25,700 $1.6M
7 Pier Capital, LLC 1.18% 140,366 $8.9M
8 Ma Investment Partnership, LP 1.13% 100,000 $6.3M
9 HERALD INVESTMENT MANAGEMENT Ltd 1.06% 124,000 $7.8M
10 Hood River Capital Management LLC 1.05% 2,295,924 $145.3M
11 Portolan Capital Management, LLC 0.98% 412,701 $26.1M
12 Parcion Private Wealth LLC 0.66% 188,195 $11.9M
13 Ares Systematic Credit Ltd 0.55% 14,303 $905K
14 Driehaus Capital Management LLC 0.51% 1,388,899 $87.9M
15 Palogic Value Management, L.P. 0.47% 22,520 $1.4M
16 Bayforest Capital Ltd 0.39% 6,656 $421K
17 Dana Investment Advisors, Inc. 0.38% 230,948 $14.6M
18 Globeflex Capital L P 0.37% 45,268 $2.9M
19 Bridgeway Capital Management, LLC 0.26% 235,974 $14.9M
20 Informed Momentum Co LLC 0.23% 41,644 $2.6M
21 Beto Financial Group, LLC 0.23% 6,240 $429K
22 FORA Capital, LLC 0.22% 50,493 $3.2M
23 Sone Capital Management, LLC 0.19% 40,104 $2.5M
24 Landscape Capital Management, L.L.C. 0.16% 40,033 $2.5M
25 Harvest Investment Services, LLC 0.15% 15,783 $999K
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 — Bandwidth Inc (BAND)

What does the Smart Money Trend signal show for BAND?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BAND 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 BAND?

More buyers than sellers — 69% buying: Last quarter: 174 funds were net buyers (111 opened a brand new position + 63 added to an existing one). Only 80 were sellers (53 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BAND holders?

Elite ownership — 48% AUM from top-100 funds: 54 of 239 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BAND. 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 BAND?

51% of holders stayed for 2+ years: 122 out of 240 hedge funds have held BAND 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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