Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Esquire Finl Hldgs Inc (ESQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ESQ

Based on 163 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESQ 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
163 hedge funds hold ESQ 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 — +25% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+25% 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 — 54% buying

81 buying68 selling
Last quarter: 81 funds bought or added vs 68 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 ESQ position: 33 → 25 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 38% medium ■ 21% new
67 out of 163 hedge funds have held ESQ 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.
📊

Peak discovery — momentum slowing

22 → 33 → 25 → 16 → 24 new funds/Q
New funds entering each quarter: 33 → 25 → 16 → 24. ESQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 45% veterans vs 37% newcomers

■ 45% veterans ■ 18% 1-2yr ■ 37% new
Entry-cohort mix of 163 holders: 74 (45%) are 2+ year veterans, 29 entered 1–2 years ago, and 60 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
40 of 163 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — ESQ

In 2026 Q1, 81 hedge funds were net buyers of ESQ (24 opened a new position, 57 added to an existing one), while 68 reduced or exited (52 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 32% of total institutional value in ESQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 163.

Hedge Fund Ownership: ESQ

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

Market Analysis: ESQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESQ

-- --

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

Is It Too Late to Buy Esquire Finl Hldgs Inc (ESQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ESQ has moved relative to its sector benchmark (XLF) 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 · 78d ago
ESQ
+7.5%
XLF
+1220.3%

ESQ outperformed XLF by -1212.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ESQ
+9.6%
XLF
+4.8%

Since the filing became public, ESQ outperformed XLF by +4.8% .

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.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: ESQ
163 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 163 155 5.16%
13F Shares 6M 6M 4.35%
Total Value $612M $597M 2.52%
New Positions 24 16 +8
Increased Positions 57 57 -
Closed Positions 16 18 -2
Reduced Positions 52 46 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESQ

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)

163 + investors

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

QUARTER:
Top 25 ESQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Langdon Equity Partners 11.29% 140,346 $15.1M
2 Rosenthal | Henry Capital Advisors, Inc. 4.00% 38,037 $4.1M
3 Gator Capital Management, LLC 2.16% 98,346 $10.6M
4 Cox Capital Mgt LLC 1.94% 27,133 $2.9M
5 Basswood Capital Management, L.L.C. 1.36% 268,727 $28.9M
6 Horizon Investment Services, LLC 1.31% 34,934 $3.8M
7 Copeland Capital Management, LLC 0.73% 304,647 $32.7M
8 Mawer Investment Management Ltd. 0.50% 725,214 $78.0M
9 Granite Investment Partners, LLC 0.41% 61,334 $6.6M
10 Numerai GP LLC 0.31% 28,305 $3.0M
11 Grandeur Peak Global Advisors, LLC 0.29% 11,478 $1.2M
12 Uniplan Investment Counsel, Inc. 0.27% 24,833 $2.7M
13 Wasatch Advisors LP 0.25% 344,046 $37.0M
14 Maltese Capital Management LLC 0.20% 9,227 $992K
15 Royce & Associates LP 0.17% 162,346 $17.5M
16 RBF Capital, LLC 0.17% 30,000 $3.2M
17 Arcus Capital Partners, LLC 0.14% 3,867 $395K
18 Piscataqua Savings Bank 0.12% 1,600 $172K
19 Emerald Mutual Fund Advisers Trust 0.10% 18,513 $2.0M
20 Informed Momentum Co LLC 0.10% 7,683 $826K
21 Next Level Private LLC 0.06% 2,500 $269K
22 Inceptionr LLC 0.05% 1,973 $212K
23 Stokes Family Office, LLC 0.04% 4,000 $430K
24 CenterBook Partners LP 0.03% 5,662 $609K
25 Personal Cfo Solutions, LLC 0.03% 2,135 $229K
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 — Esquire Finl Hldgs Inc (ESQ)

What does the Smart Money Trend signal show for ESQ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ESQ 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 ESQ?

Slight buying edge — 54% buying: Last quarter: 81 funds bought or added vs 68 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 ESQ holders?

Strong quality — 32% AUM from major funds: 40 of 163 holders rank in the top 100 by AUM, accounting for 32% 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 ESQ?

41% of holders stayed for 2+ years: 67 out of 163 hedge funds have held ESQ 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 Esquire Finl Hldgs Inc (ESQ) following the 2026 Q1 hedge fund 13F filings?

As of today, ESQ has moved +9.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), ESQ has gained +7.5% vs +1220.3% for XLF. 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.

Full history →