Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Credo Technology Group Holdi (CRDO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +259
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — CRDO

Based on 974 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CRDO 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
974 hedge funds hold CRDO 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 — +89% more funds vs a year ago

fund count last 6Q
+459 new funds entered over the past year (+89% 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.
🟢

More buyers than sellers — 63% buying

654 buying378 selling
Last quarter: 654 funds were net buyers (345 opened a brand new position + 309 added to an existing one). Only 378 were sellers (292 trimmed + 86 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+198 vs last Q)

new funds entering per quarter
Funds opening a new CRDO position: 179 → 214 → 147 → 345. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

■ 18% conviction (2yr+) ■ 31% medium ■ 51% new
Only 179 funds (18%) 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.
💰

Value +170% but shares only +40% — price-driven

Value
+170%
Shares
+40%
Last quarter: the total dollar value of institutional holdings rose +170%, but actual share count only changed +40%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

154 → 179 → 214 → 147 → 345 new funds/Q
New funds entering each quarter: 179 → 214 → 147 → 345. A growing number of institutions are discovering CRDO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 60% of holders entered in last year

■ 22% veterans ■ 18% 1-2yr ■ 60% new
Of 1,027 current holders: 618 (60%) entered in the past year, only 222 (22%) 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.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
68 of 970 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CRDO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — CRDO

In 2026 Q2, 654 hedge funds were net buyers of CRDO (345 opened a new position, 309 added to an existing one), while 378 reduced or exited (292 trimmed, 86 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 51% of total institutional value in CRDO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +259 funds (more new holders than closures). Total institutional holders: 974.

Hedge Fund Ownership: CRDO

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

Market Analysis: CRDO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRDO

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 18 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: CRDO
959 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 959 715 34.13%
13F Shares 147M 153M -4.06%
Total Value $38.01B $14.15B 168.62%
New Positions 339 147 +192
Increased Positions 293 308 -15
Closed Positions 91 176 -85
Reduced Positions 277 207 +70
Total Calls 33 26 26.92%
Total Puts 24 24 -
PUT/CALL Ratio 0.73 0.92 Neutral

Statistics: CRDO

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Institutional Holders (2026 Q2)

959 + investors

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

QUARTER:
Top 25 CRDO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FengHe Fund Management Pte. Ltd. 16.04% 621,749 $169.1M
2 Elemental Capital Partners LLC 13.31% 233,138 $63.4M
3 Talos Eurisko Asset Management LP 8.65% 223,836 $60.9M
4 SRS Investment Management, LLC 6.47% 2,573,808 $699.9M
5 Alpine Global Management, LLC 6.00% 135,658 $36.9M
6 Spyglass Capital Management LLC 5.91% 401,503 $109.2M
7 Oberweis Asset Management Inc/ 5.69% 1,013,428 $275.6M
8 Deepwater Asset Management, LLC 5.47% 44,316 $12.1M
9 FirstWave Capital Management LLC 4.90% 40,819 $11.1M
10 Berkshire Capital Holdings Inc 4.08% 69,380 $18.9M
11 Dilation Capital Management LP 4.04% 36,835 $10.0M
12 Intercapital, LLC 3.77% 55,500 $15.1M
13 Kelly Lawrence W & Associates Inc/Ca 3.62% 62,375 $17.0M
14 Soma Equity Partners LP 3.47% 183,223 $49.8M
15 Spear Advisors LLC 3.07% 32,868 $8.9M
16 M & L Capital Management Ltd 3.02% 41,100 $11.2M
17 Steadtrust LLC 2.76% 20,040 $5.4M
18 Catalyst Funds Management Pty Ltd 2.64% 172,973 $47.0M
19 Kraematon Investment Advisors, Inc 2.54% 12,547 $3.4M
20 Zevenbergen Capital Investments LLC 2.48% 399,306 $108.6M
21 Capelight Capital Asset Management LP 2.48% 19,000 $5.2M
22 Ithaka Group LLC 2.46% 49,893 $13.6M
23 Taylor Frigon Capital Management LLC 2.44% 19,137 $5.2M
24 VMS Asset Management Limited 2.43% 28,185 $7.7M
25 GK Wealth Management LLC 2.32% 16,249 $4.4M
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 — Credo Technology Group Holdi (CRDO)

What does the Smart Money Trend signal show for CRDO?

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

More buyers than sellers — 63% buying: Last quarter: 654 funds were net buyers (345 opened a brand new position + 309 added to an existing one). Only 378 were sellers (292 trimmed + 86 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRDO holders?

Elite ownership — 51% AUM from top-100 funds: 68 of 970 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CRDO. 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 CRDO?

Mostly new holders — 51% entered in last year: Only 179 funds (18%) 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.

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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