Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Contineum Therapeutics Inc (CTNM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — CTNM

Based on 88 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 CTNM 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
88 hedge funds hold CTNM 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 — +40% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+40% 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.
🟡

Slight buying edge — 59% buying

50 buying35 selling
Last quarter: 50 funds bought or added vs 35 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 14 → 31 → 22. 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.
🔄

Mostly new holders — 52% entered in last year

■ 3% conviction (2yr+) ■ 44% medium ■ 52% new
Only 3 funds (3%) 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.
📈

Growing discovery — still being found

10 → 27 → 14 → 31 → 22 new funds/Q
New funds entering each quarter: 27 → 14 → 31 → 22. A growing number of institutions are discovering CTNM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 58% of holders entered in last year

■ 4% veterans ■ 37% 1-2yr ■ 58% new
Of 89 current holders: 52 (58%) entered in the past year, only 4 (4%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
24 of 88 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — CTNM

In 2026 Q1, 50 hedge funds were net buyers of CTNM (22 opened a new position, 28 added to an existing one), while 35 reduced or exited (22 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in CTNM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 88.

Hedge Fund Ownership: CTNM

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

Market Analysis: CTNM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CTNM

-- --

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

Is It Too Late to Buy Contineum Therapeutics Inc (CTNM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CTNM has moved relative to its sector benchmark (XLV) 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 · 87d ago
CTNM
+2.3%
XLV
+6.6%

CTNM outperformed XLV by -4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
CTNM
-2.6%
XLV
+7.7%

Since the filing became public, CTNM outperformed XLV by -10.3% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: CTNM
88 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 79 11.39%
13F Shares 31M 30M 3.22%
Total Value $398M $338M 17.73%
New Positions 22 31 -9
Increased Positions 28 29 -1
Closed Positions 13 13 -
Reduced Positions 21 8 +13
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: CTNM

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Institutional Holders (2026 Q1)

88 + investors

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

QUARTER:
Top 25 CTNM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sectoral Asset Management Inc 7.87% 727,587 $9.5M
2 Red Tree Management, LLC 7.45% 638,158 $8.3M
3 Versant Venture Management, LLC 5.01% 542,628 $7.1M
4 Johnson & Johnson 3.96% 1,979,173 $25.8M
5 Great Point Partners LLC 2.40% 800,198 $10.5M
6 Ishara Investments LP 1.76% 142,000 $1.9M
7 Jones Hill Capital LP 1.44% 513,053 $6.7M
8 Verdad Advisers, LP 1.26% 86,032 $1.1M
9 Suvretta Capital Management, LLC 0.95% 2,841,334 $37.1M
10 Ikarian Capital, LLC 0.86% 807,874 $10.6M
11 Boxer Capital Management, LLC 0.85% 494,000 $6.5M
12 Hhlr Advisors, LTD. 0.52% 669,337 $8.7M
13 Silverarc Capital Management, LLC 0.40% 301,729 $3.9M
14 Sphera Funds Management LTD. 0.36% 173,475 $2.3M
15 Longaeva Partners L.P. 0.35% 732,088 $9.6M
16 Cannon Global Investment Management, LLC 0.33% 13,000 $170K
17 Perceptive Advisors LLC 0.32% 1,255,592 $16.4M
18 ADAR1 Capital Management, LLC 0.21% 276,661 $3.6M
19 Ra Capital Management, L.P. 0.18% 1,296,012 $16.9M
20 Casdin Capital, LLC 0.15% 148,333 $1.9M
21 Seven Fleet Capital Management LP 0.11% 27,054 $353K
22 Baker BROS. Advisors LP 0.11% 1,420,838 $18.6M
23 Eversept Partners, LP 0.10% 146,411 $1.9M
24 Strategies Wealth Advisors, LLC 0.07% 50,000 $653K
25 Boothbay Fund Management, LLC 0.04% 222,329 $2.9M
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 — Contineum Therapeutics Inc (CTNM)

What does the Smart Money Trend signal show for CTNM?

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

Slight buying edge — 59% buying: Last quarter: 50 funds bought or added vs 35 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 CTNM holders?

Strong quality — 30% AUM from major funds: 24 of 88 holders rank in the top 100 by AUM, accounting for 30% 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 CTNM?

Mostly new holders — 52% entered in last year: Only 3 funds (3%) 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.

Is it too late to buy Contineum Therapeutics Inc (CTNM) following the 2026 Q1 hedge fund 13F filings?

As of today, CTNM has moved -2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +7.7% for the XLV sector ETF — an outperformance of -10.3%. Since the quarter end (March 31, 2026), CTNM has gained +2.3% vs +6.6% for XLV. 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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