Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gaia Inc New (GAIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — GAIA

Based on 62 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 90% of 3.0Y peak

90% of all-time peak
62 funds currently hold this stock — 90% of the 3.0-year high of 69 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+22% 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.
🟠

More sellers than buyers — 49% buying

35 buying37 selling
Last quarter: 37 funds reduced or exited vs 35 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 11 → 20 → 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.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 15% medium ■ 31% new
34 out of 62 hedge funds have held GAIA 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.
💎

Buying through price weakness — shares -13%, value -45%

Value
-44%
Shares
-13%
Last quarter: funds added -13% more shares while total portfolio value only changed -45%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

14 → 6 → 11 → 20 → 14 new funds/Q
New funds entering each quarter: 6 → 11 → 20 → 14. A growing number of institutions are discovering GAIA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 23% newcomers

■ 71% veterans ■ 6% 1-2yr ■ 23% new
Entry-cohort mix of 62 holders: 44 (71%) are 2+ year veterans, 4 entered 1–2 years ago, and 14 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
20 of 62 holders rank in the top 100 by AUM, accounting for 36% 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 — GAIA

In 2026 Q2, 35 hedge funds were net buyers of GAIA (14 opened a new position, 21 added to an existing one), while 37 reduced or exited (16 trimmed, 21 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in GAIA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 62.

Hedge Fund Ownership: GAIA

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

Market Analysis: GAIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAIA

-- --

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

Is It Too Late to Buy Gaia Inc New (GAIA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GAIA has moved relative to its sector benchmark (XLC) since the 2026 Q2 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 June 30, 2026 · 91d ago
GAIA
-32.4%
XLC
+4.1%

GAIA outperformed XLC by -36.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 46d ago
GAIA
-2.7%
XLC
-1.2%

Since the filing became public, GAIA outperformed XLC by -1.5% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GAIA
62 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 62 69 -10.14%
13F Shares 7M 8M -13.22%
Total Value $14M $26M -44.72%
New Positions 14 20 -6
Increased Positions 21 17 +4
Closed Positions 21 10 +11
Reduced Positions 16 18 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GAIA

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Valuation Measures Data as of: --

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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 Q2)

62 + investors

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

QUARTER:
Top 25 GAIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peapod Lane Capital LLC 0.91% 640,797 $1.3M
2 S Squared Technology, LLC 0.47% 723,305 $1.5M
3 P.A.W. Capital Corp 0.24% 150,000 $315K
4 Nantahala Capital Management, LLC 0.06% 914,618 $1.9M
5 Marquette Asset Management, LLC 0.02% 90,158 $189K
6 RBF Capital, LLC 0.02% 223,961 $470K
7 James Investment Research, INC. 0.00% 10,600 $22K
8 Bridgeway Capital Management, LLC 0.00% 56,000 $118K
9 Arax Advisory Partners 0.00% 140,431 $295K
10 Tower Research Capital LLC (TRC) 0.00% 19,886 $42K
11 Sapient Capital LLC 0.00% 32,650 $69K
12 XTX Topco Ltd 0.00% 30,867 $65K
13 Ameriprise Financial Inc 0.00% 1,037,433 $2.2M
14 Centiva Capital, LP 0.00% 23,985 $50K
15 Renaissance Technologies LLC 0.00% 113,361 $238K
16 Quadrature Capital Ltd 0.00% 16,565 $35K
17 Millennium Management LLC 0.00% 250,243 $526K
18 O'shaughnessy Asset Management, LLC 0.00% 10,575 $22K
19 Squarepoint Ops LLC 0.00% 43,772 $92K
20 Connor, Clark & Lunn Investment Management Ltd. 0.00% 20,538 $43K
21 NewEdge Advisors, LLC 0.00% 11,621 $24K
22 Marshall Wace, LLP 0.00% 33,106 $70K
23 Vanguard Fiduciary Trust Co 0.00% 108,710 $228K
24 Qube Research & Technologies Ltd 0.00% 24,898 $52K
25 Federation des caisses Desjardins du Quebec 0.00% 6,750 $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 — Gaia Inc New (GAIA)

What does the Smart Money Trend signal show for GAIA?

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

More sellers than buyers — 49% buying: Last quarter: 37 funds reduced or exited vs 35 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 GAIA holders?

Strong quality — 36% AUM from major funds: 20 of 62 holders rank in the top 100 by AUM, accounting for 36% 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 GAIA?

55% of holders stayed for 2+ years: 34 out of 62 hedge funds have held GAIA 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 Gaia Inc New (GAIA) following the 2026 Q2 hedge fund 13F filings?

As of today, GAIA has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLC sector ETF — an outperformance of -1.5%. Since the quarter end (June 30, 2026), GAIA has gained -32.4% vs +4.1% 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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