Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barrett Business Svcs Inc (BBSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — BBSI

Based on 197 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BBSI 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
197 hedge funds hold BBSI 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BBSI is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

111 buying82 selling
Last quarter: 111 funds bought or added vs 82 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 — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 29 → 33 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
120 out of 197 hedge funds have held BBSI 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 +29% but shares only +5% — price-driven

Value
+29%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +5%. 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.
📈

Growing discovery — still being found

33 → 27 → 29 → 33 → 37 new funds/Q
New funds entering each quarter: 27 → 29 → 33 → 37. A growing number of institutions are discovering BBSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 197 holders: 123 (62%) are 2+ year veterans, 26 entered 1–2 years ago, and 48 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
45 of 197 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — BBSI

In 2026 Q2, 111 hedge funds were net buyers of BBSI (37 opened a new position, 74 added to an existing one), while 82 reduced or exited (54 trimmed, 28 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 43% of total institutional value in BBSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 197.

Hedge Fund Ownership: BBSI

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

Market Analysis: BBSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBSI

-- --

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 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BBSI
195 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 195 188 3.72%
13F Shares 22M 21M 0.86%
Total Value $697M $559M 24.71%
New Positions 37 33 +4
Increased Positions 73 77 -4
Closed Positions 30 39 -9
Reduced Positions 54 55 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBSI

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Financial Highlights

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Institutional Holders (2026 Q2)

195 + investors

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

QUARTER:
Top 25 BBSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trigran Investments, Inc. 5.07% 778,356 $27.6M
2 Private Capital Management, LLC 3.78% 1,209,138 $42.9M
3 Alpine Peaks Capital, LP 3.51% 84,352 $3.0M
4 Tieton Capital Management, LLC 3.26% 319,390 $11.3M
5 Pullen Investment Management, LLC 1.44% 87,372 $3.1M
6 Crown Advisors Management, INC. 1.17% 60,000 $2.1M
7 Ironwood Investment Management LLC 0.92% 74,741 $2.7M
8 Willner & Heller, LLC 0.84% 37,666 $1.3M
9 Heartland Advisors Inc 0.71% 450,000 $16.0M
10 Bridge City Capital, LLC 0.67% 82,731 $2.9M
11 Olympiad Research LP 0.45% 6,053 $215K
12 Royce & Associates LP 0.37% 1,295,102 $46.0M
13 VARCOV Co. 0.32% 23,546 $836K
14 Chatham Capital Group, INC. 0.30% 67,159 $2.4M
15 Mawer Investment Management Ltd. 0.30% 1,230,575 $43.7M
16 Pacific Ridge Capital Partners, LLC 0.27% 41,121 $1.5M
17 Lakewood Asset Management LLC 0.26% 13,454 $478K
18 North Star Investment Management Corp. 0.24% 123,350 $4.4M
19 Daytona Street Capital LLC 0.19% 7,000 $262K
20 Polaris Capital Management, LLC 0.18% 54,100 $1.9M
21 Continental Investors Services, INC. 0.18% 5,724 $230K
22 Kennedy Capital Management LLC 0.17% 273,823 $9.7M
23 Riverbridge Partners LLC 0.17% 171,205 $6.1M
24 CWC Advisors, LLC. 0.16% 10,135 $360K
25 Cox Capital Mgt LLC 0.16% 8,040 $286K
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 — Barrett Business Svcs Inc (BBSI)

What does the Smart Money Trend signal show for BBSI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BBSI 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 BBSI?

Slight buying edge — 58% buying: Last quarter: 111 funds bought or added vs 82 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 BBSI holders?

Elite ownership — 43% AUM from top-100 funds: 45 of 197 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BBSI. 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 BBSI?

61% of holders stayed for 2+ years: 120 out of 197 hedge funds have held BBSI 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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