Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Godaddy Inc (GDDY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -78
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — GDDY

Based on 616 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 GDDY 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 — 81% of 3.0Y peak

81% of all-time peak
616 funds currently hold this stock — 81% of the 3.0-year high of 762 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
111 fewer hedge funds hold GDDY compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

327 buying389 selling
Last quarter: 389 funds reduced or exited vs 327 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 (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 121 → 85 → 115 → 86. 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.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 21% medium 17% new
380 out of 616 hedge funds have held GDDY 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 -1%, value -35%

Value
-34%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~86 new funds/quarter

103 → 121 → 85 → 115 → 86 new funds/Q
New funds entering each quarter: 121 → 85 → 115 → 86. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 13% 1-2yr 20% new
Of 639 current holders: 423 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
62 of 616 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in GDDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — GDDY

In 2026 Q1, 327 hedge funds were net buyers of GDDY (86 opened a new position, 241 added to an existing one), while 389 reduced or exited (225 trimmed, 164 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 47% of total institutional value in GDDY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -78 funds (more exits than new entries). Total institutional holders: 616.

Hedge Fund Ownership: GDDY

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

Market Analysis: GDDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDDY

-- --

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

Is It Too Late to Buy Godaddy Inc (GDDY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GDDY has moved relative to its sector benchmark (XLK) 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 · 75d ago
GDDY
-7.8%
XLK
+39.1%

GDDY outperformed XLK by -46.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
GDDY
-12.5%
XLK
+4.8%

Since the filing became public, GDDY outperformed XLK by -17.3% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: GDDY
612 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 612 694 -11.82%
13F Shares 133M 135M -1.12%
Total Value $10.62B $16.31B -34.9%
New Positions 83 115 -32
Increased Positions 238 252 -14
Closed Positions 165 107 +58
Reduced Positions 217 260 -43
Total Calls 13 14 -7.14%
Total Puts 12 13 -7.69%
PUT/CALL Ratio 0.92 0.93 Neutral

Statistics: GDDY

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q1)

612 + investors

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

QUARTER:
Top 25 GDDY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keenan Capital, LLC 10.54% 604,031 $49.9M
2 Crescent Park Management, L.P. 8.39% 29,432 $2.4M
3 Goodnow Investment Group, LLC 6.75% 745,219 $61.6M
4 DG Capital Management, LLC 5.24% 206,860 $17.1M
5 Sea Cliff Partners Management, LP 5.23% 122,609 $10.1M
6 Perry Creek Capital LP 5.15% 100,000 $8.3M
7 Ranmore Fund Management Ltd 4.70% 430,000 $35.5M
8 Freshford Capital Management, LLC 4.49% 108,735 $9.0M
9 Diversified Investment Strategies, LLC 4.24% 80,280 $6.6M
10 DG Capital Management, LLC 2.53% 100,000 $8.3M
11 Acuitas Investments, LLC 2.35% 400 $33K
12 Ararat Capital Management LP 1.82% 39,138 $3.2M
13 Rice Hall James & Associates, LLC 1.47% 319,453 $26.4M
14 Board of the Pension Protection Fund 1.32% 17,300 $1.4M
15 Distillate Capital Partners LLC 0.90% 207,127 $17.1M
16 Douglas Lane & Associates, LLC 0.81% 681,211 $56.3M
17 Susquehanna Fundamental Investments, LLC 0.80% 259,163 $21.4M
18 Aurora Investment Counsel 0.64% 13,968 $1.2M
19 Two Sigma Advisers, LP 0.63% 2,604,900 $323.2M
20 Wcm Investment Management, LLC 0.62% 3,314,456 $270.9M
21 Soros Capital Management LLC 0.58% 16,024 $1.3M
22 Vinva Investment Management Ltd 0.53% 508,119 $42.5M
23 Te Ahumairangi Investment Management Ltd 0.51% 37,101 $3.1M
24 Strategic Global Advisors, LLC 0.51% 38,667 $3.2M
25 Martin Capital Advisors, LLP 0.48% 9,132 $755K
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 — Godaddy Inc (GDDY)

What does the Smart Money Trend signal show for GDDY?

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

More sellers than buyers — 46% buying: Last quarter: 389 funds reduced or exited vs 327 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 GDDY holders?

Elite ownership — 47% AUM from top-100 funds: 62 of 616 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in GDDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GDDY?

62% of holders stayed for 2+ years: 380 out of 616 hedge funds have held GDDY 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 Godaddy Inc (GDDY) following the 2026 Q1 hedge fund 13F filings?

As of today, GDDY has moved -12.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -17.3%. Since the quarter end (March 31, 2026), GDDY has gained -7.8% vs +39.1% for XLK. 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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