Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cirrus Logic Inc (CRUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — CRUS

Based on 531 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CRUS 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
531 hedge funds hold CRUS 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 — +23% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+23% 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 — 60% buying

314 buying210 selling
Last quarter: 314 funds were net buyers (104 opened a brand new position + 210 added to an existing one). Only 210 were sellers (147 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new CRUS position: 95 → 64 → 84 → 104. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
297 out of 531 hedge funds have held CRUS 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.
📈

Growing discovery — still being found

73 → 95 → 64 → 84 → 104 new funds/Q
New funds entering each quarter: 95 → 64 → 84 → 104. A growing number of institutions are discovering CRUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 29% newcomers

■ 61% veterans ■ 10% 1-2yr ■ 29% new
Entry-cohort mix of 543 holders: 329 (61%) are 2+ year veterans, 55 entered 1–2 years ago, and 159 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
57 of 531 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — CRUS

In 2026 Q1, 314 hedge funds were net buyers of CRUS (104 opened a new position, 210 added to an existing one), while 210 reduced or exited (147 trimmed, 63 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in CRUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 531.

Hedge Fund Ownership: CRUS

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

Market Analysis: CRUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRUS

-- --

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

Is It Too Late to Buy Cirrus Logic Inc (CRUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRUS 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 · 82d ago
CRUS
nan%
XLK
+44.0%

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

Since 13F Filing Date May 15, 2026 · 37d ago
CRUS
nan%
XLK
+8.6%

Since the filing became public, CRUS 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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CRUS
528 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 528 490 7.76%
13F Shares 50M 51M -0.79%
Total Value $6.60B $5.93B 11.23%
New Positions 102 84 +18
Increased Positions 209 185 +24
Closed Positions 64 63 +1
Reduced Positions 142 150 -8
Total Calls 7 4 75.0%
Total Puts 5 4 25.0%
PUT/CALL Ratio 0.71 1.0 Neutral

Statistics: CRUS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

528 + investors

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

QUARTER:
Top 25 CRUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Globeflex Capital L P 1.57% 71,877 $10.4M
2 Holderness Investments Co 1.17% 40,177 $5.8M
3 Letko, Brosseau & Associates Inc 1.05% 449,504 $65.0M
4 Virtus Advisers, LLC 0.97% 14,389 $2.1M
5 Fuller & Thaler Asset Management, INC. 0.78% 1,606,448 $232.3M
6 Burney Co/ 0.78% 172,388 $24.9M
7 Summit Partners Public Asset Management, LLC 0.78% 199,771 $28.9M
8 Earnest Partners LLC 0.78% 1,299,788 $188.0M
9 Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.75% 2,102 $304K
10 Royce & Associates LP 0.72% 503,156 $72.8M
11 Defiance ETFs, LLC 0.69% 332,893 $48.1M
12 Hussman Strategic Advisors, INC. 0.66% 21,000 $3.0M
13 Arbejdsmarkedets Tillaegspension 0.64% 177,291 $25.6M
14 Verdad Advisers, LP 0.53% 3,237 $468K
15 Watershed Asset Management, L.L.C. 0.50% 3,366 $487K
16 Oak Associates Ltd /Oh/ 0.50% 51,192 $7.4M
17 Cardinal Capital Management 0.45% 24,346 $3.5M
18 Bayforest Capital Ltd 0.42% 2,586 $374K
19 Martingale Asset Management L P 0.41% 113,072 $16.4M
20 Heron Bay Capital Management 0.39% 28,895 $4.2M
21 Stirlingshire Investments, Inc. 0.38% 3,019 $437K
22 Axa S.A. 0.38% 6,667 $964K
23 Sprott INC. 0.37% 88,000 $12.7M
24 Jacobs Levy Equity Management, Inc 0.37% 603,206 $87.2M
25 denkapparat Operations GmbH 0.36% 6,098 $882K
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 — Cirrus Logic Inc (CRUS)

What does the Smart Money Trend signal show for CRUS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CRUS 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 CRUS?

More buyers than sellers — 60% buying: Last quarter: 314 funds were net buyers (104 opened a brand new position + 210 added to an existing one). Only 210 were sellers (147 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CRUS holders?

Strong quality — 36% AUM from major funds: 57 of 531 holders rank in the top 100 by AUM, accounting for 36% 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 CRUS?

56% of holders stayed for 2+ years: 297 out of 531 hedge funds have held CRUS 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 Cirrus Logic Inc (CRUS) following the 2026 Q1 hedge fund 13F filings?

As of today, CRUS 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), CRUS 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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