527 + Investors. Track Smart Money conviction in CAVA. See who's accumulating, reducing, or initiating positions.
Based on 541 hedge funds · latest filing: 2026 Q2 · updated quarterly
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.
In 2026 Q2, 256 hedge funds were net buyers of CAVA (84 opened a new position, 172 added to an existing one), while 292 reduced or exited (218 trimmed, 74 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in CAVA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 541.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
Signal Freshness measures how much CAVA has moved relative to its sector benchmark (XLY) since the 2026 Q2 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.
CAVA outperformed XLY by -30.8% since June 30, 2026.
Since the filing became public, CAVA outperformed XLY 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 →
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in CAVA. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q2) | Prior (2026 Q1) | Change |
|---|---|---|---|
| Funds Holding | 527 | 531 | -0.75% |
| 13F Shares | 114M | 122M | -7.17% |
| Total Value | $8.60B | $9.28B | -7.35% |
| New Positions | 81 | 128 | -47 |
| Increased Positions | 162 | 179 | -17 |
| Closed Positions | 78 | 78 | - |
| Reduced Positions | 203 | 147 | +56 |
| Total Calls | 20 | 21 | -4.76% |
| Total Puts | 19 | 23 | -17.39% |
| PUT/CALL Ratio | 0.95 | 1.1 | Neutral |
| Market Cap | -- |
| Enterprise Value | -- |
| Trailing P/E | -- |
| Forward P/E | -- |
| PEG Ratio (5yr expected) | -- |
| Price/Sales (ttm) | -- |
| Price/Book (mrq) | -- |
| Enterprise Value/Revenue | -- |
| Enterprise Value/EBITDA | -- |
| Beta (5Y Monthly) | -- |
| Short Ratio (Days to Cover) | -- |
| Short % of Float | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CAVA. Verified SEC 13F-HR filings.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CAVA 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.
More sellers than buyers — 47% buying: Last quarter: 292 funds reduced or exited vs 256 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.
Elite ownership — 60% AUM from top-100 funds: 64 of 534 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CAVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Mixed — 34% long-term, 26% new: Of the 541 current holders: 184 (34%) held >2 years, 218 held 1–2 years, and 139 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
As of today, CAVA has moved -32.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.2% for the XLY sector ETF — an outperformance of -26.6%. Since the quarter end (June 30, 2026), CAVA has gained -36.3% vs -5.5% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.
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.