Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Celcuity Inc (CELC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — CELC

Based on 274 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CELC 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
274 hedge funds hold CELC 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 — +180% more funds vs a year ago

fund count last 6Q
+176 new funds entered over the past year (+180% 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 — 58% buying

167 buying120 selling
Last quarter: 167 funds bought or added vs 120 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.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 95 → 87 → 67. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 59% entered in last year

■ 20% conviction (2yr+) ■ 22% medium ■ 59% new
Only 54 funds (20%) 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.
📈

Growing discovery — still being found

18 → 16 → 95 → 87 → 67 new funds/Q
New funds entering each quarter: 16 → 95 → 87 → 67. A growing number of institutions are discovering CELC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 60% of holders entered in last year

■ 26% veterans ■ 13% 1-2yr ■ 60% new
Of 289 current holders: 174 (60%) entered in the past year, only 76 (26%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
45 of 274 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — CELC

In 2026 Q1, 167 hedge funds were net buyers of CELC (67 opened a new position, 100 added to an existing one), while 120 reduced or exited (86 trimmed, 34 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in CELC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 274.

Hedge Fund Ownership: CELC

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

Market Analysis: CELC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CELC

-- --

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

Is It Too Late to Buy Celcuity Inc (CELC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CELC 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 · 82d ago
CELC
-23.1%
XLV
+1.9%

CELC outperformed XLV by -25.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CELC
-36.3%
XLV
+3.0%

Since the filing became public, CELC outperformed XLV by -39.3% .

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.

24 top-rated funds 9 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: CELC
274 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 274 241 13.69%
13F Shares 51M 50M 3.22%
Total Value $5.62B $4.85B 15.84%
New Positions 67 87 -20
Increased Positions 101 80 +21
Closed Positions 34 25 +9
Reduced Positions 81 61 +20
Total Calls 12 10 20.0%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.5 0.4 Bullish

Statistics: CELC

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Institutional Holders (2026 Q1)

274 + investors

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

QUARTER:
Top 25 CELC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NEA Management Company, LLC 14.83% 2,285,561 $260.9M
2 Pfizer Inc 13.13% 295,652 $31.3M
3 Apis Capital Advisors, LLC 9.07% 515,000 $58.8M
4 Act Capital Management, LLC 8.22% 91,675 $10.5M
5 Perceptive Advisors LLC 6.98% 3,127,200 $356.9M
6 Tang Capital Management LLC 6.09% 1,050,000 $119.8M
7 Soleus Capital Management, L.P. 5.94% 1,284,378 $146.6M
8 Saturn V Capital Management LP 5.83% 281,904 $32.2M
9 Baker BROS. Advisors LP 5.19% 7,915,792 $903.5M
10 Silverarc Capital Management, LLC 4.17% 357,903 $40.9M
11 Avoro Capital Advisors LLC 3.79% 3,375,000 $385.2M
12 Rtw Investments, LP 3.45% 3,039,621 $346.9M
13 Boxer Capital Management, LLC 3.37% 225,000 $25.7M
14 Sio Capital Management, LLC 3.17% 193,843 $22.1M
15 First Turn Management, LLC 2.69% 210,578 $24.0M
16 Nan Fung Group Holdings Ltd 2.66% 28,300 $3.2M
17 Deerfield Management Company, L.P. 2.31% 1,714,000 $195.6M
18 Patient Square Capital LP 1.92% 95,000 $10.8M
19 Sofinnova Investments, Inc. 1.59% 366,175 $41.8M
20 Gagnon Securities LLC 1.41% 53,342 $6.1M
21 Stempoint Capital LP 1.33% 60,062 $6.9M
22 Sofinnova Investments, Inc. 1.30% 300,000 $34.2M
23 NAN FUNG TRINITY (HK) Ltd 1.30% 103,775 $11.8M
24 Nearwater Capital Markets, Ltd 1.27% 473,100 $54.0M
25 Harvest Investment Services, LLC 1.14% 54,407 $6.2M
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 — Celcuity Inc (CELC)

What does the Smart Money Trend signal show for CELC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CELC 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 CELC?

Slight buying edge — 58% buying: Last quarter: 167 funds bought or added vs 120 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 CELC holders?

Strong quality — 20% AUM from major funds: 45 of 274 holders rank in the top 100 by AUM, accounting for 20% 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 CELC?

Mostly new holders — 59% entered in last year: Only 54 funds (20%) 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 Celcuity Inc (CELC) following the 2026 Q1 hedge fund 13F filings?

As of today, CELC has moved -36.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLV sector ETF — an outperformance of -39.3%. Since the quarter end (March 31, 2026), CELC has gained -23.1% vs +1.9% 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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