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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — BBSI

Based on 186 hedge funds · latest filing: 2025 Q4 · 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
186 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

98 buying90 selling
Last quarter: 98 funds bought or added vs 90 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 — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 32 → 25 → 29. 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+) 19% medium 18% new
117 out of 186 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 -3%, value -20%

Value
-20%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

24 → 34 → 32 → 25 → 29 new funds/Q
New funds entering each quarter: 34 → 32 → 25 → 29. BBSI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 14% 1-2yr 23% new
Of 186 current holders: 118 (63%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
30 of 186 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BBSI
2026 Q1 Stats Unlock in 20 days 186 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 186 185 0.54%
13F Shares 22M 22M -2.53%
Total Value $782M $981M -20.37%
New Positions 29 25 +4
Increased Positions 69 58 +11
Closed Positions 28 26 +2
Reduced Positions 62 69 -7
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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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.

Top 25 institutional holders of BBSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WILLNER & HELLER, LLC 0.82% 37,903 $1.1M
2 Lakewood Asset Management LLC 0.25% 13,278 $387K
3 CHATHAM CAPITAL GROUP, INC. 0.24% 57,160 $1.7M
4 North Star Investment Management Corp. 0.22% 123,350 $3.6M
5 RIVERBRIDGE PARTNERS LLC 0.20% 284,277 $8.3M
6 Cox Capital Mgt LLC 0.16% 8,040 $235K
7 CWC Advisors, LLC. 0.15% 10,632 $310K
8 Polaris Capital Management, LLC 0.07% 30,800 $899K
9 Y-Intercept (Hong Kong) Ltd 0.06% 113,777 $3.3M
10 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% 270,970 $7.9M
11 Perkins Coie Trust Co 0.02% 4,400 $128K
12 Nuveen, LLC 0.00% 259,022 $7.6M
13 STRS OHIO 0.00% 16,000 $467K
14 Police & Firemen's Retirement System of New Jersey 0.00% 6,898 $201K
15 GAMMA Investing LLC 0.00% 955 $28K
16 KLP KAPITALFORVALTNING AS 0.00% 5,500 $160K
17 State of Alaska, Department of Revenue 0.00% 1,504
18 HARBOR CAPITAL ADVISORS, INC. 0.00% 186
19 True Wealth Design, LLC 0.00% 40 $1K
20 Farther Finance Advisors, LLC 0.00% 1,039 $30K
21 NISA INVESTMENT ADVISORS, LLC 0.00% 2,541 $74K
22 Versant Capital Management, Inc 0.00% 80 $2K
23 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 2,276
24 Root Financial Partners, LLC 0.00% 82 $2K
25 Sterling Capital Management LLC 0.00% 161 $5K
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 — 52% buying: Last quarter: 98 funds bought or added vs 90 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 — 29% AUM from major funds: 30 of 186 holders rank in the top 100 by AUM, accounting for 29% 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: 117 out of 186 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.