Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bumble Inc (BMBL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — BMBL

Based on 208 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BMBL 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 — 90% of 3.0Y peak

90% of all-time peak
208 funds currently hold this stock — 90% of the 3.0-year high of 231 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

118 buying128 selling
Last quarter: 128 funds reduced or exited vs 118 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.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 54 → 43 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 24% new
112 out of 208 hedge funds have held BMBL 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.
➡️

Steady discovery — ~45 new funds/quarter

47 → 44 → 54 → 43 → 45 new funds/Q
New funds entering each quarter: 44 → 54 → 43 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 220 holders: 137 (62%) are 2+ year veterans, 24 entered 1–2 years ago, and 59 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
41 of 208 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — BMBL

In 2026 Q1, 118 hedge funds were net buyers of BMBL (45 opened a new position, 73 added to an existing one), while 128 reduced or exited (70 trimmed, 58 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 27% of total institutional value in BMBL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 208.

Hedge Fund Ownership: BMBL

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

Market Analysis: BMBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMBL

-- --

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

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

Signal Freshness measures how much BMBL has moved relative to its sector benchmark (XLC) 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 · 80d ago
BMBL
nan%
XLC
nan%

BMBL outperformed XLC by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BMBL
nan%
XLC
nan%

Since the filing became public, BMBL outperformed XLC by nan% .

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.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BMBL
207 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 207 221 -6.33%
13F Shares 114M 122M -6.26%
Total Value $373M $436M -14.45%
New Positions 44 43 +1
Increased Positions 72 66 +6
Closed Positions 58 53 +5
Reduced Positions 66 84 -18
Total Calls 5 7 -28.57%
Total Puts 7 7 -
PUT/CALL Ratio 1.4 1.0 Bearish

Statistics: BMBL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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

207 + investors

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

QUARTER:
Top 25 BMBL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accel Growth Fund V Associates L.L.C. 20.18% 5,054,531 $16.5M
2 Saba Capital Management, L.P. 0.48% 5,337,549 $17.4M
3 Blackstone Inc. 0.38% 29,909,999 $97.5M
4 Diametric Capital, LP 0.36% 422,921 $1.4M
5 RBF Capital, LLC 0.16% 967,372 $3.2M
6 Dynamic Technology Lab Private Ltd 0.10% 185,771 $606K
7 Prentice Capital Management, LP 0.10% 13,488 $44K
8 Quinn Opportunity Partners LLC 0.07% 410,904 $1.3M
9 Bayesian Capital Management, LP 0.06% 14,400 $47K
10 Bridgeway Capital Management, LLC 0.05% 754,773 $2.5M
11 Oxford Asset Management LLP 0.05% 33,939 $111K
12 Caitong International Asset Management Co., Ltd 0.04% 71,892 $234K
13 Odyssean, LLC 0.04% 32,702 $107K
14 CastleKnight Management LP 0.04% 709,587 $2.3M
15 Proem Advisors LLC 0.03% 177,608 $579K
16 180 Wealth Advisors, LLC 0.03% 89,244 $291K
17 Prelude Capital Management, LLC 0.03% 130,586 $426K
18 R Squared Ltd 0.03% 14,626 $48K
19 Mangrove Partners IM, LLC 0.02% 90,947 $296K
20 Engineers Gate Manager LP 0.02% 582,210 $1.9M
21 Essential Partners LLC 0.02% 20,582 $67K
22 Renaissance Technologies LLC 0.02% 4,213,887 $13.7M
23 Twinbeech Capital LP 0.02% 54,300 $177K
24 Headlands Technologies LLC 0.02% 46,957 $153K
25 Prudential Financial Inc 0.01% 3,643,672 $11.9M
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 — Bumble Inc (BMBL)

What does the Smart Money Trend signal show for BMBL?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BMBL 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 BMBL?

More sellers than buyers — 48% buying: Last quarter: 128 funds reduced or exited vs 118 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 BMBL holders?

Strong quality — 27% AUM from major funds: 41 of 208 holders rank in the top 100 by AUM, accounting for 27% 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 BMBL?

54% of holders stayed for 2+ years: 112 out of 208 hedge funds have held BMBL 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 Bumble Inc (BMBL) following the 2026 Q1 hedge fund 13F filings?

As of today, BMBL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BMBL has gained nan% vs nan% for XLC. 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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