Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CASTLE BIOSCIENCES INC COM (CSTL)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — CSTL

Based on 187 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CSTL 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 (99% of max)

99% of all-time peak
187 hedge funds hold CSTL 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 CSTL is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

105 buying87 selling
Last quarter: 105 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CSTL position: 30 → 16 → 33 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 25% medium 19% new
106 out of 187 hedge funds have held CSTL 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.
💰

Value +76% but shares only +3% — price-driven

Value
+76%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +76%, but actual share count only changed +3%. 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.
🚀

Acceleration phase — new buyers rushing in

33 → 30 → 16 → 33 → 41 new funds/Q
New funds entering each quarter: 30 → 16 → 33 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 14% 1-2yr 24% new
Of 189 current holders: 117 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
35 of 187 holders rank in the top 100 by AUM, accounting for 34% 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.

Hedge Fund Ownership: CSTL

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

Market Analysis: CSTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSTL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 1 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: CSTL
2026 Q1 Stats Unlock in 19 days 189 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 189 168 12.5%
13F Shares 27M 27M 3.07%
Total Value $1.06B $604M 75.97%
New Positions 41 34 +7
Increased Positions 69 58 +11
Closed Positions 19 16 +3
Reduced Positions 69 55 +14
Total Calls 3 2 50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: CSTL

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 Q1)

189 + investors

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

Top 25 institutional holders of CSTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AIGH Capital Management LLC 1.98% 590,601 $14.5M
2 PERKINS CAPITAL MANAGEMENT INC 0.35% 15,415 $378K
3 Green Alpha Advisors, LLC 0.24% 9,945 $244K
4 KORNITZER CAPITAL MANAGEMENT INC /KS 0.14% 264,396 $6.5M
5 TritonPoint Partners, LLC 0.10% 10,777 $265K
6 WASATCH ADVISORS LP 0.07% 455,036 $11.2M
7 First Bank & Trust 0.07% 16,504 $405K
8 HARBOR CAPITAL ADVISORS, INC. 0.05% 25,614
9 Inspire Investing, LLC 0.04% 21,045 $517K
10 AlphaQuest LLC 0.04% 17,116 $666K
11 Oak Harvest Investment Services 0.03% 13,485 $331K
12 Y-Intercept (Hong Kong) Ltd 0.01% 23,501 $577K
13 China Universal Asset Management Co., Ltd. 0.01% 5,276 $130K
14 SG Americas Securities, LLC 0.01% 244,886 $6K
15 Nuveen, LLC 0.00% 522,127 $12.8M
16 STRS OHIO 0.00% 25,000 $614K
17 Hughes Financial Services, LLC 0.00% 446 $11K
18 Police & Firemen's Retirement System of New Jersey 0.00% 7,829 $192K
19 TRUIST FINANCIAL CORP 0.00% 23,781 $584K
20 FIRST HORIZON CORP 0.00% 587 $14K
21 KLP KAPITALFORVALTNING AS 0.00% 6,200 $152K
22 Versant Capital Management, Inc 0.00% 246 $6K
23 Farther Finance Advisors, LLC 0.00% 2,388 $60K
24 Sterling Capital Management LLC 0.00% 971 $24K
25 State of Alaska, Department of Revenue 0.00% 1,553
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 — CASTLE BIOSCIENCES INC COM (CSTL)

What does the Smart Money Trend signal show for CSTL?

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

Slight buying edge — 55% buying: Last quarter: 105 funds bought or added vs 87 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSTL holders?

Strong quality — 34% AUM from major funds: 35 of 187 holders rank in the top 100 by AUM, accounting for 34% 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 CSTL?

57% of holders stayed for 2+ years: 106 out of 187 hedge funds have held CSTL 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.