Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Perspective Therapeutics Inc (CATX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — CATX

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CATX 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
136 hedge funds hold CATX 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 — +25% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+25% 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.
🟢

More buyers than sellers — 62% buying

87 buying54 selling
Last quarter: 87 funds were net buyers (47 opened a brand new position + 40 added to an existing one). Only 54 were sellers (31 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new CATX position: 12 → 14 → 22 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 39% entered in last year

■ 6% conviction (2yr+) ■ 55% medium ■ 39% new
Only 8 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +222% but shares only +118% — price-driven

Value
+222%
Shares
+118%
Last quarter: the total dollar value of institutional holdings rose +222%, but actual share count only changed +118%. 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.
🚀

Acceleration phase — new buyers rushing in

14 → 12 → 14 → 22 → 47 new funds/Q
New funds entering each quarter: 12 → 14 → 22 → 47. 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.
📊

Mixed cohorts — 4% veterans, 33% new entrants

■ 4% veterans ■ 63% 1-2yr ■ 33% new
Of 141 current holders: 5 (4%) held 2+ years, 89 held 1–2 years, 47 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
33 of 135 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — CATX

In 2026 Q1, 87 hedge funds were net buyers of CATX (47 opened a new position, 40 added to an existing one), while 54 reduced or exited (31 trimmed, 23 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in CATX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 136.

Hedge Fund Ownership: CATX

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

Market Analysis: CATX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CATX

-- --

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

Is It Too Late to Buy Perspective Therapeutics Inc (CATX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CATX has moved relative to its sector benchmark (XLV) 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
CATX
-29.3%
XLV
+2.1%

CATX outperformed XLV by -31.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CATX
-23.4%
XLV
+3.2%

Since the filing became public, CATX outperformed XLV by -26.6% .

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.

13 top-rated funds 4 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: CATX
134 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 134 112 19.64%
13F Shares 79M 36M 118.03%
Total Value $328M $102M 222.22%
New Positions 46 22 +24
Increased Positions 39 31 +8
Closed Positions 24 13 +11
Reduced Positions 29 35 -6
Total Calls 3 2 50.0%
Total Puts 3 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CATX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

134 + investors

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

QUARTER:
Top 25 CATX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avidity Partners Management LP 5.34% 6,049,999 $23.6M
2 Yu Fan 4.54% 1,055,409 $4.4M
3 Nicholson Wealth Management Group, LLC 3.93% 1,618,993 $6.8M
4 Ally Bridge Group (NY) LLC 3.12% 926,557 $3.9M
5 Spruce Street Capital LP 2.63% 2,627,107 $11.0M
6 Opaleye Management Inc. 2.57% 4,675,000 $19.5M
7 Commodore Capital LP 1.53% 6,336,782 $26.4M
8 Patient Square Capital LP 1.20% 1,625,000 $6.8M
9 TCG Crossover Management, LLC 0.94% 7,915,567 $33.0M
10 Affinity Asset Advisors, LLC 0.68% 3,164,582 $13.2M
11 Seven Fleet Capital Management LP 0.50% 379,082 $1.6M
12 Octagon Capital Advisors LP 0.37% 791,555 $3.3M
13 ADAR1 Capital Management, LLC 0.18% 749,335 $3.1M
14 Hills Bank & Trust Co 0.18% 872,200 $3.6M
15 Trueblood Wealth Management, LLC 0.16% 99,061 $413K
16 WealthPlan Investment Management, LLC 0.09% 404,071 $1.7M
17 Koa Wealth Management, LLC 0.08% 25,975 $108K
18 Taylor & Morgan Wealth Management, LLC 0.07% 29,000 $121K
19 Rothschild Wealth LLC 0.06% 164,821 $687K
20 Auctus Advisors LLC 0.06% 15,548 $65K
21 Sykon Capital LLC 0.05% 37,932 $158K
22 Wealth Effects LLC 0.05% 33,000 $138K
23 Scientech Research LLC 0.04% 11,905 $50K
24 Balyasny Asset Management L.P. 0.02% 2,994,460 $12.5M
25 Iowa State Bank 0.01% 19,061 $79K
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 — Perspective Therapeutics Inc (CATX)

What does the Smart Money Trend signal show for CATX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CATX 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 CATX?

More buyers than sellers — 62% buying: Last quarter: 87 funds were net buyers (47 opened a brand new position + 40 added to an existing one). Only 54 were sellers (31 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CATX holders?

Strong quality — 27% AUM from major funds: 33 of 135 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 CATX?

Mostly new holders — 39% entered in last year: Only 8 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Perspective Therapeutics Inc (CATX) following the 2026 Q1 hedge fund 13F filings?

As of today, CATX has moved -23.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of -26.6%. Since the quarter end (March 31, 2026), CATX has gained -29.3% vs +2.1% for XLV. 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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