Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Caseys Gen Stores Inc (CASY)

1K + Investors. Track Smart Money conviction in CASY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +116
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — CASY

Based on 1080 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CASY 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
1,080 hedge funds hold CASY 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+294 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

555 buying484 selling
Last quarter: 555 funds bought or added vs 484 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new CASY position: 101 → 127 → 186 → 204. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new
547 out of 1,080 hedge funds have held CASY 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 +151%, value +16%

Value
+15%
Shares
+150%
Last quarter: funds added +151% more shares while total portfolio value only changed +16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

117 → 101 → 127 → 186 → 204 new funds/Q
New funds entering each quarter: 101 → 127 → 186 → 204. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 1,099 holders: 629 (57%) are 2+ year veterans, 136 entered 1–2 years ago, and 334 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
68 of 1074 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in CASY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — CASY

In 2026 Q2, 555 hedge funds were net buyers of CASY (204 opened a new position, 351 added to an existing one), while 484 reduced or exited (396 trimmed, 88 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in CASY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +116 funds (more new holders than closures). Total institutional holders: 1080.

Hedge Fund Ownership: CASY

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

Market Analysis: CASY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CASY

-- --

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.

34 top-rated funds 7 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: CASY
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1066 964 10.58%
13F Shares 33M 32M 5.13%
Total Value $25.51B $22.06B 15.64%
New Positions 200 186 +14
Increased Positions 347 349 -2
Closed Positions 92 73 +19
Reduced Positions 387 313 +74
Total Calls 12 8 50.0%
Total Puts 12 10 20.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: CASY

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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

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 CASY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paragon Capital Management LLC 7.70% 20,935 $16.6M
2 Jlb & Associates Inc 5.36% 50,435 $40.1M
3 Arkfeld Wealth Strategies, L.L.C. 4.84% 20,042 $16.2M
4 Evexia Wealth LLC 4.70% 20,164 $17.3M
5 Raub Brock Capital Management LP 3.20% 14,630 $11.6M
6 Dearborn Partners LLC 3.06% 77,759 $56.6M
7 Beacon Investment Advisors LLC 2.50% 10,022 $8.0M
8 Westview Management dba Westview Investment Advisors 2.48% 6,379 $5.1M
9 ICW Investment Advisors LLC 2.39% 8,578 $6.8M
10 EULAV Asset Management 2.33% 91,849 $73.0M
11 Robbins Farley 2.09% 6,855 $5.4M
12 Liberty One Investment Management, LLC 1.98% 24,909 $19.8M
13 Wd Rutherford LLC 1.93% 6,701 $5.3M
14 Leibman Financial Services, Inc. 1.88% 3,556 $2.8M
15 Jag Capital Management, LLC 1.86% 24,943 $19.8M
16 Torray Investment Partners LLC 1.80% 16,784 $13.3M
17 Hennessy Advisors Inc 1.77% 69,500 $55.2M
18 Islay Capital Management, LLC 1.64% 4,462 $3.5M
19 Anchor Capital Advisors LLC 1.61% 72,247 $57.4M
20 Orser Capital Management, LLC 1.59% 4,023 $3.2M
21 Promethium Advisors,LLC 1.55% 4,055 $3.2M
22 Scholtz & Company, LLC 1.52% 3,841 $3.1M
23 Bridges Investment Management Inc 1.51% 155,740 $123.8M
24 Elevation Advisory Partners LLC 1.43% 1,615 $1.4M
25 Corient IA LP 1.37% 1,872 $1.5M
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 — Caseys Gen Stores Inc (CASY)

What does the Smart Money Trend signal show for CASY?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CASY 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 CASY?

Slight buying edge — 53% buying: Last quarter: 555 funds bought or added vs 484 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 CASY holders?

Elite ownership — 57% AUM from top-100 funds: 68 of 1074 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in CASY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CASY?

51% of holders stayed for 2+ years: 547 out of 1,080 hedge funds have held CASY 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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