Stock Analysis

CABALETTA BIO INC (CABA)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — CABA

Based on 85 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 this stock 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 trade.
🔻

Below peak — only 60% of 3.0Y high

60% of all-time peak
Only 85 funds hold this stock today versus a peak of 142 funds at 2024 Q1 — just 60% 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.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold this stock compared to a year ago (-7% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🟢

More buyers than sellers — 64% buying

56 buying32 selling
Last quarter: 56 funds were net buyers (27 opened a brand new position + 29 added to an existing one). Only 32 were sellers (19 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 26 → 12 → 27. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 24% medium 26% new
43 out of 85 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
➡️

Steady discovery — ~27 new funds/quarter

18 → 15 → 26 → 12 → 27 new funds/Q
New funds entering each quarter: 15 → 26 → 12 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 13% 1-2yr 24% new
Of 90 current holders: 56 (62%) 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 — 25% from major AUM funds

25% from top-100 AUM funds
21 of 85 current holders rank in the top 100 by AUM. A meaningful share of the ownership base comes from the most well-resourced institutions.
1.6
out of 10
Low Exit Risk
Exit risk score 1.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: CABA

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

Market Analysis: CABA

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CABA

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Hedge Fund Positioning: CABA
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: CABA

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed