Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cardiff Oncology Inc (CRDF)

113 + Investors. Track Smart Money conviction in CRDF. 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
48%

Smart Money Signals — CRDF

Based on 114 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 CRDF 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 (97% of max)

97% of all-time peak
114 hedge funds hold CRDF 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CRDF is almost the same as a year ago (-4 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

50 buying55 selling
Last quarter: 55 funds reduced or exited vs 50 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.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 20 → 17 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new
57 out of 114 hedge funds have held CRDF 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 -9%, value -52%

Value
-51%
Shares
-8%
Last quarter: funds added -9% more shares while total portfolio value only changed -52%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~21 new funds/quarter

19 → 19 → 20 → 17 → 21 new funds/Q
New funds entering each quarter: 19 → 20 → 17 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 24% newcomers

■ 58% veterans ■ 18% 1-2yr ■ 24% new
Entry-cohort mix of 117 holders: 68 (58%) are 2+ year veterans, 21 entered 1–2 years ago, and 28 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
34 of 114 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — CRDF

In 2026 Q1, 50 hedge funds were net buyers of CRDF (21 opened a new position, 29 added to an existing one), while 55 reduced or exited (39 trimmed, 16 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 26% of total institutional value in CRDF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: CRDF

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

Market Analysis: CRDF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRDF

-- --

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

Is It Too Late to Buy Cardiff Oncology Inc (CRDF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRDF 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 · 81d ago
CRDF
nan%
XLV
+2.1%

CRDF outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CRDF
nan%
XLV
+3.2%

Since the filing became public, CRDF outperformed XLV 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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CRDF
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 109 3.67%
13F Shares 25M 28M -8.88%
Total Value $41M $85M -51.64%
New Positions 20 17 +3
Increased Positions 28 27 +1
Closed Positions 16 21 -5
Reduced Positions 38 31 +7
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: CRDF

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Valuation Measures Data as of: --

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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 --

Financial Highlights

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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

113 + investors

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

QUARTER:
Top 25 CRDF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pfizer Inc 1.57% 2,411,575 $3.7M
2 Acorn Capital Advisors, LLC 0.81% 1,762,084 $2.9M
3 Laurion Capital Management LP 0.19% 2,646,738 $4.3M
4 Elkhorn Partners Limited Partnership 0.05% 44,500 $72K
5 FinDec Wealth Services, Inc. 0.03% 16,000 $26K
6 Post Resch Tallon Group Inc. 0.03% 22,515 $39K
7 Flputnam Investment Management Co 0.01% 595,127 $964K
8 Avestar Capital, LLC 0.01% 136,145 $221K
9 R Squared Ltd 0.01% 11,802 $19K
10 Ledgewood Wealth Advisors, LLC 0.01% 11,190 $18K
11 Invst, LLC 0.01% 40,500 $66K
12 XTX Topco Ltd 0.01% 250,222 $405K
13 Caitong International Asset Management Co., Ltd 0.01% 22,295 $36K
14 Proactive Wealth Strategies LLC 0.01% 20,000 $32K
15 United Bank 0.00% 22,411 $36K
16 Blair William & Co/Il 0.00% 922,407 $1.5M
17 AlphaCore Capital LLC 0.00% 108,426 $176K
18 Baker Ellis Asset Management LLC 0.00% 20,000 $32K
19 Tamar Securities, LLC 0.00% 19,340 $31K
20 Capital Advisors Wealth Management, LLC 0.00% 15,000 $24K
21 Ascentis Independent Advisors 0.00% 24,500 $40K
22 Two Sigma Securities, LLC 0.00% 13,102 $21K
23 Security National Bank 0.00% 9,767 $16K
24 Two Sigma Advisers, LP 0.00% 360,500 $1.0M
25 Scarborough Advisors, LLC 0.00% 10,502 $17K
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 — Cardiff Oncology Inc (CRDF)

What does the Smart Money Trend signal show for CRDF?

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

More sellers than buyers — 48% buying: Last quarter: 55 funds reduced or exited vs 50 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 CRDF holders?

Strong quality — 26% AUM from major funds: 34 of 114 holders rank in the top 100 by AUM, accounting for 26% 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 CRDF?

50% of holders stayed for 2+ years: 57 out of 114 hedge funds have held CRDF 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 Cardiff Oncology Inc (CRDF) following the 2026 Q1 hedge fund 13F filings?

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