Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

1stdibs Com Inc (DIBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — DIBS

Based on 83 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DIBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
83 hedge funds hold DIBS 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

39 buying49 selling
Last quarter: 49 funds reduced or exited vs 39 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 (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 10 → 31 → 14. 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.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 27% medium ■ 28% new
38 out of 83 hedge funds have held DIBS 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

9 → 17 → 10 → 31 → 14 new funds/Q
New funds entering each quarter: 17 → 10 → 31 → 14. A growing number of institutions are discovering DIBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 26% new
Entry-cohort mix of 84 holders: 49 (58%) are 2+ year veterans, 13 entered 1–2 years ago, and 22 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
22 of 83 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — DIBS

In 2026 Q1, 39 hedge funds were net buyers of DIBS (14 opened a new position, 25 added to an existing one), while 49 reduced or exited (32 trimmed, 17 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 28% of total institutional value in DIBS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 83.

Hedge Fund Ownership: DIBS

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

Market Analysis: DIBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIBS

-- --

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

Is It Too Late to Buy 1stdibs Com Inc (DIBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DIBS has moved relative to its sector benchmark (XLC) 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 · 80d ago
DIBS
nan%
XLC
nan%

DIBS outperformed XLC by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DIBS
nan%
XLC
nan%

Since the filing became public, DIBS outperformed XLC 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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: DIBS
83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 86 -3.49%
13F Shares 15M 15M -3.97%
Total Value $76M $91M -16.15%
New Positions 14 31 -17
Increased Positions 25 22 +3
Closed Positions 17 12 +5
Reduced Positions 31 18 +13
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIBS

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

83 + investors

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

QUARTER:
Top 25 DIBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kanen Wealth Management LLC 4.09% 2,068,723 $11.4M
2 Harspring Capital Management, LLC 1.88% 650,000 $3.6M
3 G2 Investment Partners Management LLC 0.61% 450,000 $2.5M
4 Truffle Hound Capital, LLC 0.26% 180,000 $990K
5 Verdad Advisers, LP 0.23% 37,803 $208K
6 Joel Isaacson & Co., LLC 0.18% 999,509 $5.5M
7 Beck Mack & Oliver LLC 0.15% 1,298,261 $7.1M
8 Allen Operations LLC 0.15% 176,826 $973K
9 Arcadia Wealth Management, Inc. 0.09% 31,897 $175K
10 FreeGulliver LLC 0.07% 30,512 $168K
11 Topline Capital Management, LLC 0.07% 73,643 $405K
12 683 Capital Management, LLC 0.05% 175,786 $967K
13 R Squared Ltd 0.04% 12,614 $69K
14 Bridgeway Capital Management, LLC 0.02% 217,236 $1.2M
15 Diametric Capital, LP 0.01% 10,033 $55K
16 Catalyst Funds Management Pty Ltd 0.01% 13,200 $73K
17 RBF Capital, LLC 0.01% 39,100 $215K
18 Boothbay Fund Management, LLC 0.01% 103,146 $567K
19 Occudo Quantitative Strategies LP 0.01% 22,003 $102K
20 FIL Ltd 0.00% 1,000,000 $5.5M
21 Jacobs Levy Equity Management, Inc 0.00% 180,408 $992K
22 Ritholtz Wealth Management 0.00% 33,936 $187K
23 Angeles Wealth Management, LLC 0.00% 10,208 $56K
24 Two Sigma Advisers, LP 0.00% 238,400 $1.4M
25 XTX Topco Ltd 0.00% 28,709 $158K
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 — 1stdibs Com Inc (DIBS)

What does the Smart Money Trend signal show for DIBS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DIBS 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 DIBS?

More sellers than buyers — 44% buying: Last quarter: 49 funds reduced or exited vs 39 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 DIBS holders?

Strong quality — 28% AUM from major funds: 22 of 83 holders rank in the top 100 by AUM, accounting for 28% 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 DIBS?

46% of holders stayed for 2+ years: 38 out of 83 hedge funds have held DIBS 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 1stdibs Com Inc (DIBS) following the 2026 Q1 hedge fund 13F filings?

As of today, DIBS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DIBS has gained nan% vs nan% for XLC. 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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