Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gen Digital Inc (GEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — GEN

Based on 685 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GEN 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
685 hedge funds hold GEN 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

396 buying311 selling
Last quarter: 396 funds bought or added vs 311 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new GEN position: 81 → 111 → 105 → 116. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
402 out of 685 hedge funds have held GEN 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.
💰

Value +47% but shares only +8% — price-driven

Value
+47%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +47%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

101 → 81 → 111 → 105 → 116 new funds/Q
New funds entering each quarter: 81 → 111 → 105 → 116. A growing number of institutions are discovering GEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 701 holders: 443 (63%) are 2+ year veterans, 104 entered 1–2 years ago, and 154 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
65 of 681 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in GEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — GEN

In 2026 Q2, 396 hedge funds were net buyers of GEN (116 opened a new position, 280 added to an existing one), while 311 reduced or exited (211 trimmed, 100 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 65% of total institutional value in GEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 685.

Hedge Fund Ownership: GEN

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

Market Analysis: GEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GEN

-- --

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

Is It Too Late to Buy Gen Digital Inc (GEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GEN has moved relative to its sector benchmark (XLK) 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 · 81d ago
GEN
+21.4%
XLK
-1.3%

GEN outperformed XLK by +22.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
GEN
+6.5%
XLK
-1.0%

Since the filing became public, GEN outperformed XLK by +7.5% .

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.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: GEN
676 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 676 669 1.05%
13F Shares 545M 522M 4.32%
Total Value $12.90B $9.26B 39.39%
New Positions 115 105 +10
Increased Positions 273 255 +18
Closed Positions 104 118 -14
Reduced Positions 207 225 -18
Total Calls 12 10 20.0%
Total Puts 7 9 -22.22%
PUT/CALL Ratio 0.58 0.9 Bullish

Statistics: GEN

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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)

676 + investors

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

QUARTER:
Top 25 GEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Permit Capital, LLC 3.09% 443,494 $11.0M
2 Triodos Investment Management BV 3.07% 2,030,038 $50.5M
3 Lyrical Asset Management LP 2.52% 7,983,428 $198.7M
4 Board of the Pension Protection Fund 1.45% 61,400 $1.5M
5 Iridian Asset Management LLC/Ct 1.30% 152,306 $3.8M
6 Semanteon Capital Management, LP 1.00% 8,929 $222K
7 Todd Asset Management LLC 0.96% 2,177,402 $54.2M
8 Invenomic Capital Management LP 0.91% 610,309 $15.2M
9 Hixon Zuercher, LLC 0.86% 118,159 $2.9M
10 Aurora Investment Counsel 0.85% 66,099 $1.6M
11 Kendall Capital Management 0.82% 197,625 $4.9M
12 Alan B Lancz & Associates, Inc. 0.71% 32,900 $819K
13 Long Road Investment Counsel, LLC 0.70% 76,425 $1.9M
14 Abacus FCF Advisors LLC 0.67% 147,286 $3.7M
15 Martin & Co Inc /Tn/ 0.65% 168,213 $4.2M
16 OmniStar Financial Group, Inc. 0.64% 56,210 $1.4M
17 Dynamic Technology Lab Private Ltd 0.59% 106,068 $2.6M
18 Lifeworks Advisors, LLC 0.59% 226,105 $5.6M
19 Vinva Investment Management Ltd 0.53% 3,155,454 $79.1M
20 Bonness Enterprises Inc 0.50% 62,500 $1.6M
21 Watershed Asset Management, L.L.C. 0.48% 21,418 $533K
22 Gallacher Capital Management LLC 0.47% 33,568 $835K
23 Eagle Harbor Asset Management Inc /Adv 0.46% 13,419 $349K
24 Boston Partners 0.46% 20,667,093 $514.5M
25 Railway Pension Investments Ltd 0.41% 1,320,600 $32.9M
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 — Gen Digital Inc (GEN)

What does the Smart Money Trend signal show for GEN?

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

Slight buying edge — 56% buying: Last quarter: 396 funds bought or added vs 311 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 GEN holders?

Elite ownership — 65% AUM from top-100 funds: 65 of 681 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in GEN. 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 GEN?

59% of holders stayed for 2+ years: 402 out of 685 hedge funds have held GEN 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 Gen Digital Inc (GEN) following the 2026 Q2 hedge fund 13F filings?

As of today, GEN has moved +6.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.0% for the XLK sector ETF — an outperformance of +7.5%. Since the quarter end (June 30, 2026), GEN has gained +21.4% vs -1.3% 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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