Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Costar Group Inc (CSGP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -56
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — CSGP

Based on 795 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CSGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
795 funds currently hold this stock — 90% of the 3.0-year high of 887 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

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

More sellers than buyers — 49% buying

444 buying467 selling
Last quarter: 467 funds reduced or exited vs 444 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 (+19 vs last Q)

new funds entering per quarter
Funds opening a new CSGP position: 103 → 105 → 114 → 133. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
494 out of 795 hedge funds have held CSGP 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 -2%, value -42%

Value
-41%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

151 → 103 → 105 → 114 → 133 new funds/Q
New funds entering each quarter: 103 → 105 → 114 → 133. A growing number of institutions are discovering CSGP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 825 holders: 545 (66%) are 2+ year veterans, 94 entered 1–2 years ago, and 186 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
66 of 790 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CSGP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — CSGP

In 2026 Q1, 444 hedge funds were net buyers of CSGP (133 opened a new position, 311 added to an existing one), while 467 reduced or exited (278 trimmed, 189 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 44% of total institutional value in CSGP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -56 funds (more exits than new entries). Total institutional holders: 795.

Hedge Fund Ownership: CSGP

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

Market Analysis: CSGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSGP

-- --

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

Is It Too Late to Buy Costar Group Inc (CSGP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSGP has moved relative to its sector benchmark (XLRE) 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 · 79d ago
CSGP
-25.9%
XLRE
+7.9%

CSGP outperformed XLRE by -33.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CSGP
-8.5%
XLRE
+1.9%

Since the filing became public, CSGP outperformed XLRE by -10.4% .

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.

47 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: CSGP
789 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 789 851 -7.29%
13F Shares 409M 417M -1.73%
Total Value $16.22B $27.85B -41.77%
New Positions 131 114 +17
Increased Positions 305 270 +35
Closed Positions 193 150 +43
Reduced Positions 266 383 -117
Total Calls 20 22 -9.09%
Total Puts 15 18 -16.67%
PUT/CALL Ratio 0.75 0.82 Neutral

Statistics: CSGP

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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

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

789 + investors

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

QUARTER:
Top 25 CSGP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tsai Capital Corp 6.81% 226,726 $9.1M
2 Akre Capital Management LLC 6.80% 10,348,273 $417.4M
3 RGM Capital, LLC 6.51% 1,995,460 $134.2M
4 ShawSpring Partners LLC 5.11% 339,081 $13.7M
5 Meritage Group LP 5.07% 3,329,006 $134.3M
6 Ivy Lane Capital Management, LLC 3.60% 59,000 $2.4M
7 Polen Capital Management LLC 3.51% 12,570,368 $507.1M
8 Landmark Investment Partners, L.P. 3.47% 119,966 $4.8M
9 Spyglass Capital Management LLC 3.37% 1,111,224 $44.8M
10 Petrus Trust Company, LTA 3.33% 756,200 $30.5M
11 S.E.E.D. Planning Group LLC 2.57% 219,089 $8.8M
12 Greenhouse Funds LLLP 2.49% 1,377,305 $55.6M
13 Beck Mack & Oliver LLC 2.43% 2,926,975 $118.1M
14 Caden Capital Partners, LP 2.40% 4,821 $194K
15 EVR Research LP 2.10% 130,000 $5.2M
16 Bamco Inc /Ny/ 1.99% 16,314,175 $658.1M
17 Tremblant Capital Group 1.96% 1,506,031 $60.8M
18 American Capital Management Inc 1.79% 825,296 $33.3M
19 Ardmore Road Asset Management LP 1.77% 666,900 $26.9M
20 Ironvine Capital Partners, LLC 1.66% 375,331 $15.1M
21 Weitz Investment Management, INC. 1.46% 517,025 $20.9M
22 Corvex Management LP 1.37% 851,734 $34.4M
23 Rush Island Management, LP 1.31% 483,200 $19.5M
24 Df Dent & Co Inc 1.24% 1,605,157 $64.8M
25 ArchPoint Investors 1.22% 127,000 $5.1M
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 — Costar Group Inc (CSGP)

What does the Smart Money Trend signal show for CSGP?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CSGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CSGP?

More sellers than buyers — 49% buying: Last quarter: 467 funds reduced or exited vs 444 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 CSGP holders?

Elite ownership — 44% AUM from top-100 funds: 66 of 790 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CSGP. 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 CSGP?

62% of holders stayed for 2+ years: 494 out of 795 hedge funds have held CSGP 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 Costar Group Inc (CSGP) following the 2026 Q1 hedge fund 13F filings?

As of today, CSGP has moved -8.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLRE sector ETF — an outperformance of -10.4%. Since the quarter end (March 31, 2026), CSGP has gained -25.9% vs +7.9% for XLRE. 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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