Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Costar Group Inc (CSGP)

748 + 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
↓ -42
Streak
3Q ▼
Buyers last Q
49%

Smart Money Signals — CSGP

Based on 756 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 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 — 85% of 3.0Y peak

85% of all-time peak
756 funds currently hold this stock — 85% of the 3.0-year high of 888 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
111 fewer hedge funds hold CSGP compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

421 buying430 selling
Last quarter: 430 funds reduced or exited vs 421 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.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 105 → 114 → 134 → 118. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
469 out of 756 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 +5%, value -26%

Value
-26%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -26%. 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

104 → 105 → 114 → 134 → 118 new funds/Q
New funds entering each quarter: 105 → 114 → 134 → 118. 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 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 786 holders: 521 (66%) are 2+ year veterans, 110 entered 1–2 years ago, and 155 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
68 of 750 holders are among the 100 largest funds by AUM, controlling 48% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — CSGP

In 2026 Q2, 421 hedge funds were net buyers of CSGP (118 opened a new position, 303 added to an existing one), while 430 reduced or exited (270 trimmed, 160 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 48% of total institutional value in CSGP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -42 funds (more exits than new entries). Total institutional holders: 756.

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.

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

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CSGP
748 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 748 798 -6.27%
13F Shares 434M 415M 4.68%
Total Value $12.30B $16.65B -26.09%
New Positions 117 134 -17
Increased Positions 298 307 -9
Closed Positions 161 188 -27
Reduced Positions 259 269 -10
Total Calls 18 20 -10.0%
Total Puts 18 15 20.0%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: CSGP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

748 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Akre Capital Management LLC 6.47% 11,699,396 $331.3M
2 Tsai Capital Corp 6.16% 294,211 $8.3M
3 Meritage Group LP 5.89% 5,394,164 $152.8M
4 Ivy Lane Capital Management, LLC 4.31% 105,000 $3.0M
5 Spyglass Capital Management LLC 4.13% 2,694,697 $76.3M
6 Caden Capital Partners, LP 2.33% 6,821 $193K
7 S.E.E.D. Planning Group LLC 2.18% 291,843 $8.3M
8 Polen Capital Management LLC 2.14% 8,759,314 $248.1M
9 Petrus Trust Company, LTA 2.01% 756,200 $21.4M
10 EdgePoint Investment Group Inc. 1.27% 5,950,002 $168.5M
11 Beck Mack & Oliver LLC 1.15% 2,084,233 $59.0M
12 Landmark Investment Partners, L.P. 1.10% 144,011 $4.4M
13 Louisbourg Investments INC. 1.01% 256,336 $5.5M
14 United Asset Strategies, Inc. 0.98% 489,008 $13.8M
15 American Capital Management Inc 0.92% 725,143 $20.5M
16 Bamco Inc /Ny/ 0.92% 21,626,763 $612.5M
17 Buttonwood Financial Advisors Inc. 0.90% 103,911 $2.9M
18 Riverbridge Partners LLC 0.86% 1,091,535 $30.9M
19 FORA Capital, LLC 0.86% 443,586 $12.6M
20 Weitz Investment Management, INC. 0.83% 423,181 $12.0M
21 Worth Venture Partners, LLC 0.80% 12,500 $354K
22 Ironvine Capital Partners, LLC 0.78% 294,475 $8.3M
23 Potomac Capital Management, Inc. 0.77% 40,000 $1.1M
24 Hahn Capital Management LLC 0.77% 44,884 $1.3M
25 Red Spruce Capital, LLC 0.75% 76,448 $2.2M
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 — 3 quarters in a row: For 3 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: 430 funds reduced or exited vs 421 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 — 48% AUM from top-100 funds: 68 of 750 holders are among the 100 largest funds by AUM, controlling 48% 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: 469 out of 756 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.

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.

Full history →