Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Covey Co (FC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — FC

Based on 106 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 FC 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.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
106 funds currently hold this stock — 79% of the 3.0-year high of 135 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold FC compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

59 buying52 selling
Last quarter: 59 funds bought or added vs 52 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.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 19 → 15 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
63 out of 106 hedge funds have held FC 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.
➡️

Steady discovery — ~20 new funds/quarter

23 → 15 → 19 → 15 → 20 new funds/Q
New funds entering each quarter: 15 → 19 → 15 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 106 holders: 67 (63%) are 2+ year veterans, 13 entered 1–2 years ago, and 26 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
34 of 106 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 — FC

In 2026 Q1, 59 hedge funds were net buyers of FC (20 opened a new position, 39 added to an existing one), while 52 reduced or exited (33 trimmed, 19 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 39% of total institutional value in FC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 106.

Hedge Fund Ownership: FC

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

Market Analysis: FC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FC

-- --

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

Is It Too Late to Buy Franklin Covey Co (FC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FC has moved relative to its sector benchmark (XLP) 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 · 81d ago
FC
nan%
XLP
nan%

FC outperformed XLP by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FC
nan%
XLP
nan%

Since the filing became public, FC outperformed XLP 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.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FC
105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 105 -
13F Shares 8M 8M -0.65%
Total Value $129M $141M -8.33%
New Positions 19 15 +4
Increased Positions 39 33 +6
Closed Positions 19 20 -1
Reduced Positions 33 41 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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)

105 + investors

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

QUARTER:
Top 25 FC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rice Hall James & Associates, LLC 0.45% 510,689 $8.1M
2 HERALD INVESTMENT MANAGEMENT Ltd 0.38% 175,000 $2.8M
3 SummerHaven Investment Management, LLC 0.31% 32,130 $507K
4 Royce & Associates LP 0.16% 1,042,710 $16.5M
5 CWC Advisors, LLC. 0.13% 16,635 $263K
6 Bridge City Capital, LLC 0.08% 19,116 $302K
7 Globeflex Capital L P 0.07% 28,427 $449K
8 Wiser Advisor Group LLC 0.03% 1,812 $29K
9 Bridgeway Capital Management, LLC 0.02% 68,200 $1.1M
10 Inscription Capital, LLC 0.02% 11,794 $186K
11 Soltis Investment Advisors LLC 0.01% 14,877 $235K
12 XTX Topco Ltd 0.01% 53,594 $846K
13 Jacobs Levy Equity Management, Inc 0.01% 196,363 $3.1M
14 Federated Hermes, INC. 0.01% 440,126 $6.9M
15 Partners Capital Investment Group, LLP 0.01% 15,341 $242K
16 AlphaQuest LLC 0.01% 8,271 $139K
17 Alliancebernstein L.P. 0.01% 1,055,262 $17.7M
18 Quadrature Capital Ltd 0.00% 20,307 $321K
19 Marshall Wace, LLP 0.00% 161,972 $2.6M
20 Renaissance Technologies LLC 0.00% 86,303 $1.4M
21 Exchange Traded Concepts, LLC 0.00% 18,878 $298K
22 Quantinno Capital Management LP 0.00% 69,312 $1.1M
23 Physician Wealth Advisors, Inc. 0.00% 769 $12K
24 Two Sigma Advisers, LP 0.00% 46,100 $774K
25 Versant Capital Management, Inc 0.00% 904 $14K
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 — Franklin Covey Co (FC)

What does the Smart Money Trend signal show for FC?

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

Slight buying edge — 53% buying: Last quarter: 59 funds bought or added vs 52 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 FC holders?

Strong quality — 39% AUM from major funds: 34 of 106 holders rank in the top 100 by AUM, accounting for 39% 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 FC?

59% of holders stayed for 2+ years: 63 out of 106 hedge funds have held FC 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 Franklin Covey Co (FC) following the 2026 Q1 hedge fund 13F filings?

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