Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GROCERY OUTLET HLDG CORP (GO)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — GO

Based on 232 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (97% of max)

97% of all-time peak
232 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

130 buying140 selling
Last quarter: 140 funds reduced or exited vs 130 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.
➡️

Steady new buyers — ~54 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 56 → 50 → 54. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 20% medium 26% new
124 out of 232 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.
💎

Buying through price weakness — shares -8%, value -42%

Value
-41%
Shares
-7%
Last quarter: funds added -8% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~54 new funds/quarter

44 → 50 → 56 → 50 → 54 new funds/Q
New funds entering each quarter: 50 → 56 → 50 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 12% 1-2yr 28% new
Of 239 current holders: 144 (60%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
39 of 232 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.7
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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

44 top-rated funds 1 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: GO
2026 Q1 Stats Unlock in 13 days 239 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 239 240 -0.42%
13F Shares 112M 122M -7.64%
Total Value $1.13B $1.95B -41.85%
New Positions 55 50 +5
Increased Positions 87 86 +1
Closed Positions 52 43 +9
Reduced Positions 98 104 -6
Total Calls 5 7 -28.57%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.0 0.86 Neutral

Statistics: GO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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 Q1)

239 + investors

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

Top 25 institutional holders of GO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Red Spruce Capital, LLC 0.37% 129,045 $910K
2 HEARTLAND ADVISORS INC 0.27% 739,850 $5.2M
3 Bastion Asset Management Inc. 0.16% 74,596 $525K
4 Granite Investment Partners, LLC 0.14% 320,093 $2.3M
5 CenterBook Partners LP 0.09% 243,596 $1.7M
6 Inspire Investing, LLC 0.04% 73,499 $518K
7 Van Berkom & Associates Inc. 0.03% 113,962
8 Abel Hall, LLC 0.03% 17,123 $121K
9 Illinois Municipal Retirement Fund 0.01% 79,829 $563K
10 Louisiana State Employees Retirement System 0.01% 43,500
11 State of Alaska, Department of Revenue 0.00% 48,527
12 Covestor Ltd 0.00% 679
13 AlphaQuest LLC 0.00% 5,604 $57K
14 Brooklyn Investment Group 0.00% 10,853 $77K
15 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 22,426 $158K
16 Maryland State Retirement & Pension System 0.00% 14,284 $101K
17 Chicago Partners Investment Group LLC 0.00% 10,086 $81K
18 PRINCIPAL FINANCIAL GROUP INC 0.00% 476,889 $3.4M
19 Police & Firemen's Retirement System of New Jersey 0.00% 27,043 $191K
20 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 16,818 $119K
21 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 95,402
22 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.00% 24,387
23 Arizona State Retirement System 0.00% 26,956 $190K
24 UBS Group AG 0.00% 1,046,271 $7.4M
25 GAMMA Investing LLC 0.00% 3,234 $23K
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More sellers than buyers — 48% buying: Last quarter: 140 funds reduced or exited vs 130 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 GO holders?

Elite ownership — 56% AUM from top-100 funds: 39 of 232 holders are among the 100 largest funds by AUM, controlling 56% 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: 124 out of 232 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.