Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Conduent Inc (CNDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — CNDT

Based on 189 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CNDT 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.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
189 funds currently hold this stock — 88% of the 3.0-year high of 214 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
17 fewer hedge funds hold CNDT compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

88 buying91 selling
Last quarter: 91 funds reduced or exited vs 88 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new CNDT position: 35 → 29 → 25 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
122 out of 189 hedge funds have held CNDT 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 +1%, value -34%

Value
-33%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~38 new funds/quarter

30 → 35 → 29 → 25 → 38 new funds/Q
New funds entering each quarter: 35 → 29 → 25 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 20% newcomers

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 191 holders: 137 (72%) are 2+ year veterans, 16 entered 1–2 years ago, and 38 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
40 of 189 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CNDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — CNDT

In 2026 Q1, 88 hedge funds were net buyers of CNDT (38 opened a new position, 50 added to an existing one), while 91 reduced or exited (58 trimmed, 33 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in CNDT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 189.

Hedge Fund Ownership: CNDT

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

Market Analysis: CNDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CNDT

-- --

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

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

Signal Freshness measures how much CNDT has moved relative to its sector benchmark (XLK) 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 · 81d ago
CNDT
nan%
XLK
+44.0%

CNDT outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CNDT
nan%
XLK
+8.6%

Since the filing became public, CNDT outperformed XLK by nan% .

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.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CNDT
187 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 187 184 1.63%
13F Shares 110M 109M 0.62%
Total Value $141M $212M -33.67%
New Positions 36 25 +11
Increased Positions 49 44 +5
Closed Positions 33 47 -14
Reduced Positions 58 72 -14
Total Calls 1 1 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: CNDT

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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

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Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

187 + investors

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

QUARTER:
Top 25 CNDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miller Value Partners, LLC 3.35% 10,023,930 $12.8M
2 Blue Owl Capital Holdings LP 1.73% 5,036,595 $6.4M
3 GatePass Capital, LLC 0.28% 466,950 $598K
4 Jb Capital Partners LP 0.25% 1,113,061 $1.4M
5 Invst, LLC 0.13% 887,961 $1.1M
6 Fore Capital, LLC 0.12% 150,000 $192K
7 Kennedy Capital Management LLC 0.05% 1,820,349 $2.3M
8 Armistice Capital, LLC 0.04% 1,636,000 $2.1M
9 Pingora Partners LLC 0.03% 44,920 $57K
10 Moore Capital Management, LP 0.02% 910,067 $1.2M
11 Bridgeway Capital Management, LLC 0.02% 822,382 $1.1M
12 Boyar Asset Management INC. 0.02% 25,481 $33K
13 Williams & Novak, LLC 0.02% 15,265 $20K
14 Neuberger Berman Group LLC 0.01% 15,172,996 $19.4M
15 Occudo Quantitative Strategies LP 0.01% 138,183 $236K
16 Susquehanna Fundamental Investments, LLC 0.01% 239,650 $307K
17 Frec Markets, Inc. 0.01% 47,127 $60K
18 Caerus Investment Advisors, LLC 0.01% 18,601 $24K
19 Kovack Advisors, Inc. 0.01% 142,713 $183K
20 Graham Capital Management, L.P. 0.01% 281,471 $360K
21 Abel Hall, LLC 0.01% 30,647 $39K
22 HTG Investment Advisors, Inc. 0.01% 22,474 $29K
23 Aristeia Capital, L.L.C. 0.01% 272,284 $349K
24 Headlands Technologies LLC 0.01% 41,764 $53K
25 Jacobs Levy Equity Management, Inc 0.01% 1,131,025 $1.4M
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 — Conduent Inc (CNDT)

What does the Smart Money Trend signal show for CNDT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CNDT 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 CNDT?

More sellers than buyers — 49% buying: Last quarter: 91 funds reduced or exited vs 88 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.

What is the fund quality score for CNDT holders?

Elite ownership — 46% AUM from top-100 funds: 40 of 189 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CNDT. 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 CNDT?

65% of holders stayed for 2+ years: 122 out of 189 hedge funds have held CNDT 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.

Is it too late to buy Conduent Inc (CNDT) following the 2026 Q1 hedge fund 13F filings?

As of today, CNDT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CNDT has gained nan% vs +44.0% for XLK. 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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