Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GRID DYNAMICS HLDGS INC CL A (GDYN)

192 + Investors. Track Smart Money conviction in GDYN. 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
↑ +9
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — GDYN

Based on 188 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GDYN 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 — 90% of 3.0Y peak

90% of all-time peak
188 funds currently hold this stock — 90% of the 3.0-year high of 210 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GDYN is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

108 buying100 selling
Last quarter: 108 funds bought or added vs 100 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 — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 27 → 45 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 27% medium 21% new
97 out of 188 hedge funds have held GDYN 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.
💰

Price up while funds trimmed (+14% value, -3% shares)

Value
+13%
Shares
-2%
Last quarter: total value of institutional GDYN holdings rose +14% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

62 → 46 → 27 → 45 → 44 new funds/Q
New funds entering each quarter: 46 → 27 → 45 → 44. A growing number of institutions are discovering GDYN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 11% 1-2yr 27% new
Of 192 current holders: 119 (62%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
36 of 188 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in GDYN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Hedge Fund Ownership: GDYN

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

Market Analysis: GDYN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDYN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: GDYN
2026 Q1 Stats Unlock in 17 days 192 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 192 183 4.92%
13F Shares 67M 69M -2.89%
Total Value $601M $528M 13.74%
New Positions 44 46 -2
Increased Positions 66 73 -7
Closed Positions 36 56 -20
Reduced Positions 69 52 +17
Total Calls 3 4 -25.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.25 Bullish

Statistics: GDYN

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

192 + investors

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

Top 25 institutional holders of GDYN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 P.A.W. CAPITAL CORP 1.55% 100,000 $570K
2 1492 Capital Management LLC 0.96% 441,773 $2.5M
3 Taylor Frigon Capital Management LLC 0.93% 287,691 $1.6M
4 RIVERBRIDGE PARTNERS LLC 0.20% 1,427,409 $8.1M
5 Mirador Capital Partners LP 0.14% 170,978 $975K
6 Linden Thomas Advisory Services, LLC 0.06% 105,774 $603K
7 AlphaQuest LLC 0.02% 45,457 $410K
8 Inscription Capital, LLC 0.01% 18,535 $106K
9 KORNITZER CAPITAL MANAGEMENT INC /KS 0.01% 89,376 $509K
10 HARBOR CAPITAL ADVISORS, INC. 0.01% 16,385
11 Trust Point Inc. 0.01% 13,375 $76K
12 Aaron Wealth Advisors LLC 0.01% 17,169 $98K
13 American Trust 0.01% 10,273 $59K
14 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% 73,578 $419K
15 Brooklyn Investment Group 0.00% 18,441 $105K
16 Versant Capital Management, Inc 0.00% 5,629 $32K
17 GAMMA Investing LLC 0.00% 11,752 $67K
18 Louisiana State Employees Retirement System 0.00% 29,300
19 State of Alaska, Department of Revenue 0.00% 36,790
20 Janney Montgomery Scott LLC 0.00% 94,128
21 Park Place Capital Corp 0.00% 1,032 $6K
22 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 17,055 $97K
23 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 15,100 $86K
24 Police & Firemen's Retirement System of New Jersey 0.00% 18,254 $104K
25 North Star Investment Management Corp. 0.00% 2,325 $13K
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 — GRID DYNAMICS HLDGS INC CL A (GDYN)

What does the Smart Money Trend signal show for GDYN?

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

Slight buying edge — 52% buying: Last quarter: 108 funds bought or added vs 100 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 GDYN holders?

Elite ownership — 40% AUM from top-100 funds: 36 of 188 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in GDYN. 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 GDYN?

52% of holders stayed for 2+ years: 97 out of 188 hedge funds have held GDYN 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.

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.