Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barrett Business Svcs Inc (BBSI)

186 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — BBSI

Based on 187 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 BBSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
187 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 (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

109 buying95 selling
Last quarter: 109 funds bought or added vs 95 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 — ~33 new funds per quarter

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

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
118 out of 187 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.
💎

Buying through price weakness — shares -2%, value -29%

Value
-29%
Shares
-2%
Last quarter: funds added -2% 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 — ~33 new funds/quarter

35 → 33 → 27 → 29 → 33 new funds/Q
New funds entering each quarter: 33 → 27 → 29 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Of 187 current holders: 124 (66%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
43 of 187 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 109 hedge funds were net buyers of BBSI (33 opened a new position, 76 added to an existing one), while 95 reduced or exited (55 trimmed, 40 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 28% of total institutional value in BBSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 187.

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.

Is It Too Late to Buy Barrett Business Svcs Inc (BBSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBSI has moved relative to its sector benchmark (XLI) 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 · 78d ago
BBSI
+13.9%
XLI
+10.5%

BBSI outperformed XLI by +3.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BBSI
+12.6%
XLI
+4.2%

Since the filing became public, BBSI outperformed XLI by +8.4% .

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.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BBSI
186 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 186 194 -4.12%
13F Shares 21M 22M -2.28%
Total Value $559M $790M -29.3%
New Positions 32 29 +3
Increased Positions 76 73 +3
Closed Positions 40 28 +12
Reduced Positions 55 63 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBSI

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Valuation Measures Data as of: --

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Enterprise Value --
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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

186 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trigran Investments, Inc. 5.01% 718,390 $21.0M
2 Private Capital Management, LLC 2.91% 999,910 $29.2M
3 Alpine Peaks Capital, LP 2.60% 88,352 $2.6M
4 Tieton Capital Management, LLC 2.58% 263,765 $7.7M
5 Ironwood Investment Management LLC 0.91% 74,489 $2.2M
6 Willner & Heller, LLC 0.82% 37,903 $1.1M
7 Bridge City Capital, LLC 0.67% 82,951 $2.4M
8 Heartland Advisors Inc 0.67% 450,000 $13.1M
9 Royce & Associates LP 0.40% 1,372,898 $40.1M
10 Mawer Investment Management Ltd. 0.32% 1,701,812 $49.7M
11 Lakewood Asset Management LLC 0.25% 13,278 $387K
12 Pacific Ridge Capital Partners, LLC 0.24% 38,455 $1.1M
13 Chatham Capital Group, INC. 0.24% 57,160 $1.7M
14 North Star Investment Management Corp. 0.22% 123,350 $3.6M
15 Riverbridge Partners LLC 0.20% 284,277 $8.3M
16 VARCOV Co. 0.18% 16,245 $474K
17 Polar Asset Management Partners Inc. 0.17% 285,000 $8.3M
18 Cox Capital Mgt LLC 0.16% 8,040 $235K
19 CWC Advisors, LLC. 0.15% 10,632 $310K
20 Kennedy Capital Management LLC 0.11% 181,604 $5.3M
21 Tripletail Wealth Management, LLC 0.10% 2,465 $73K
22 Polaris Capital Management, LLC 0.07% 30,800 $899K
23 Nebula Research & Development LLC 0.07% 19,961 $832K
24 RBF Capital, LLC 0.07% 45,773 $1.3M
25 Y-Intercept (Hong Kong) Ltd 0.06% 113,777 $3.3M
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?

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

Slight buying edge — 53% buying: Last quarter: 109 funds bought or added vs 95 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?

Strong quality — 28% AUM from major funds: 43 of 187 holders rank in the top 100 by AUM, accounting for 28% 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 BBSI?

63% of holders stayed for 2+ years: 118 out of 187 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.

Is it too late to buy Barrett Business Svcs Inc (BBSI) following the 2026 Q1 hedge fund 13F filings?

As of today, BBSI has moved +12.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +8.4%. Since the quarter end (March 31, 2026), BBSI has gained +13.9% vs +10.5% for XLI. 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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