Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Boundless Bio Inc (BOLD)

41 + Investors. Track Smart Money conviction in BOLD. 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
59%

Smart Money Signals — BOLD

Based on 41 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 BOLD 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.
🔻

Below peak — only 25% of 3.0Y high

25% of all-time peak
Only 41 funds hold BOLD today versus a peak of 162 funds at 2019 Q4 — just 25% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BOLD is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

24 buying17 selling
Last quarter: 24 funds bought or added vs 17 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BOLD position: 2 → 6 → 7 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 20% medium ■ 39% new
17 out of 41 hedge funds have held BOLD 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 +309% but shares only +80% — price-driven

Value
+309%
Shares
+80%
Last quarter: the total dollar value of institutional holdings rose +309%, but actual share count only changed +80%. 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

11 → 2 → 6 → 7 → 15 new funds/Q
New funds entering each quarter: 2 → 6 → 7 → 15. A growing number of institutions are discovering BOLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 44% newcomers

■ 46% veterans ■ 10% 1-2yr ■ 44% new
Entry-cohort mix of 41 holders: 19 (46%) are 2+ year veterans, 4 entered 1–2 years ago, and 18 (44%) 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
12 of 41 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.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — 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 — BOLD

In 2026 Q2, 24 hedge funds were net buyers of BOLD (15 opened a new position, 9 added to an existing one), while 17 reduced or exited (9 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 27% of total institutional value in BOLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: BOLD

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

Market Analysis: BOLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOLD

-- --

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BOLD
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 34 20.59%
13F Shares 15M 8M 80.33%
Total Value $38M $9M 309.23%
New Positions 15 7 +8
Increased Positions 9 6 +3
Closed Positions 8 8 -
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOLD

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Financial Highlights

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Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
Top 25 BOLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ARCH Venture Management, LLC 0.61% 2,694,095 $6.7M
2 Tang Capital Management LLC 0.29% 2,559,875 $6.4M
3 ADAR1 Capital Management, LLC 0.23% 1,968,216 $4.9M
4 Stonepine Capital Management, LLC 0.18% 154,595 $386K
5 Rangeley Capital, LLC 0.17% 74,000 $185K
6 Cormorant Asset Management, LP 0.13% 1,000,000 $2.5M
7 Superstring Capital Management LP 0.09% 55,356 $138K
8 Affinity Asset Advisors, LLC 0.03% 250,000 $625K
9 RBF Capital, LLC 0.02% 200,000 $500K
10 Prelude Capital Management, LLC 0.02% 83,998 $210K
11 Bridgeway Capital Management, LLC 0.01% 128,000 $320K
12 Caitong International Asset Management Co., Ltd 0.00% 10,443 $26K
13 China Universal Asset Management Co., Ltd. 0.00% 16,900 $42K
14 Alyeska Investment Group, L.P. 0.00% 300,000 $750K
15 Renaissance Technologies LLC 0.00% 471,570 $1.2M
16 XTX Topco Ltd 0.00% 33,361 $83K
17 Ensign Peak Advisors, Inc 0.00% 159,835 $400K
18 Hrt Financial LP 0.00% 116,288 $290K
19 Millennium Management LLC 0.00% 478,639 $1.2M
20 Pure Financial Advisors, LLC 0.00% 10,100 $25K
21 Fmr LLC 0.00% 2,581,055 $6.5M
22 Wellington Management Group LLP 0.00% 556,233 $1.4M
23 Qube Research & Technologies Ltd 0.00% 20,207 $51K
24 Citadel Advisors LLC 0.00% 145,049 $363K
25 Vanguard Fiduciary Trust Co 0.00% 65,136 $163K
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 — Boundless Bio Inc (BOLD)

What does the Smart Money Trend signal show for BOLD?

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

Slight buying edge — 59% buying: Last quarter: 24 funds bought or added vs 17 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 BOLD holders?

Strong quality — 27% AUM from major funds: 12 of 41 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 BOLD?

41% of holders stayed for 2+ years: 17 out of 41 hedge funds have held BOLD 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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