Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Grocery Outlet Hldg Corp (GO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — GO

Based on 242 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 GO 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 (96% of max)

96% of all-time peak
242 hedge funds hold GO 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GO is almost the same as a year ago (+8 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

154 buying117 selling
Last quarter: 154 funds bought or added vs 117 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 (+23 vs last Q)

new funds entering per quarter
Funds opening a new GO position: 51 → 55 → 42 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 22% new
129 out of 242 hedge funds have held GO 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 +58% but shares only +8% — price-driven

Value
+57%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +58%, 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.
➡️

Steady discovery — ~65 new funds/quarter

60 → 51 → 55 → 42 → 65 new funds/Q
New funds entering each quarter: 51 → 55 → 42 → 65. 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 257 holders: 161 (63%) are 2+ year veterans, 31 entered 1–2 years ago, and 65 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
46 of 241 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in GO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — GO

In 2026 Q2, 154 hedge funds were net buyers of GO (65 opened a new position, 89 added to an existing one), while 117 reduced or exited (70 trimmed, 47 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 43% of total institutional value in GO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 242.

Hedge Fund Ownership: GO

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

Market Analysis: GO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GO

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: GO
2026 Q3 Stats Unlock in 47 days 238 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 238 224 6.25%
13F Shares 122M 115M 6.69%
Total Value $951M $670M 41.96%
New Positions 64 42 +22
Increased Positions 87 79 +8
Closed Positions 49 58 -9
Reduced Positions 63 74 -11
Total Calls 10 4 150.0%
Total Puts 6 6 -
PUT/CALL Ratio 0.6 1.5 Bullish

Statistics: GO

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

238 + investors

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

QUARTER:
Top 25 GO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whitebark Investors LP 12.48% 1,619,274 $16.2M
2 Mill Road Capital Management LLC 12.09% 2,453,897 $24.5M
3 Solas Capital Management, LLC 6.09% 1,139,058 $11.4M
4 Fund 1 Investments, LLC 4.52% 2,732,505 $27.3M
5 PharVision Advisers, LLC 2.56% 13,597 $136K
6 J. Goldman & Co LP 1.24% 4,800,748 $47.9M
7 Solel Partners LP 0.73% 428,736 $4.3M
8 Becker Capital Management Inc 0.61% 2,261,683 $22.6M
9 Rangeley Capital, LLC 0.57% 63,000 $629K
10 Red Spruce Capital, LLC 0.44% 127,234 $1.3M
11 Optimize Financial INC. 0.34% 96,052 $959K
12 J. Goldman & Co LP 0.32% 1,240,100 $12.4M
13 Dana Investment Advisors, Inc. 0.30% 1,152,814 $11.5M
14 Heartland Advisors Inc 0.29% 661,900 $6.6M
15 Sound Capital Solutions LLC 0.22% 96,052 $959K
16 Bridgeway Capital Management, LLC 0.10% 581,196 $5.8M
17 Susquehanna Portfolio Strategies, LLC 0.09% 542,452 $5.4M
18 ExodusPoint Capital Management, LP 0.08% 1,226,419 $12.2M
19 MYDA Advisors LLC 0.07% 50,000 $499K
20 Shay Capital LLC 0.06% 100,000 $998K
21 Militia Capital Management LLC 0.06% 83,696 $590K
22 Axq Capital, LP 0.06% 51,843 $517K
23 Numerai GP LLC 0.05% 61,556 $614K
24 Hotchkis & Wiley Capital Management LLC 0.04% 1,307,820 $13.1M
25 CenterBook Partners LP 0.04% 75,422 $753K
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 — Grocery Outlet Hldg Corp (GO)

What does the Smart Money Trend signal show for GO?

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

Slight buying edge — 57% buying: Last quarter: 154 funds bought or added vs 117 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 GO holders?

Elite ownership — 43% AUM from top-100 funds: 46 of 241 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in GO. 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 GO?

53% of holders stayed for 2+ years: 129 out of 242 hedge funds have held GO 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.

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