Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly
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Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added CLOU 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.
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High ownership — 73% of 3.0Y peak
73% of all-time peak
88 funds currently hold this stock — 73% of the 3.0-year high of 120 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
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Outflows — 9% fewer funds vs a year ago
fund count last 6Q
9 fewer hedge funds hold CLOU compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
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More sellers than buyers — 44% buying
28 buying36 selling
Last quarter: 36 funds reduced or exited vs 28 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.
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More new buyers each quarter (+8 vs last Q)
new funds entering per quarter
Funds opening a new CLOU position: 11 → 21 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
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67% of holders stayed for 2+ years
■ 67% conviction (2yr+)
■ 16% medium
■ 17% new
59 out of 88 hedge funds have held CLOU 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.
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Peak discovery — momentum slowing
15 → 11 → 21 → 9 → 17 new funds/Q
New funds entering each quarter: 11 → 21 → 9 → 17. CLOU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
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Veteran-anchored — 74% veterans vs 18% newcomers
■ 74% veterans
■ 8% 1-2yr
■ 18% new
Entry-cohort mix of 88 holders: 65 (74%) are 2+ year veterans, 7 entered 1–2 years ago, and 16 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
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Elite ownership — 66% AUM from top-100 funds
66% from top-100 AUM funds
17 of 87 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CLOU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.