Gohealth Inc (GOCO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Gohealth Inc (GOCO) following the 2026 Q1 hedge fund 13F filings?

As of today, GOCO has moved -60.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -66.6%. Since the quarter end (March 31, 2026), GOCO gained -77.8% vs +1232.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Gohealth Inc (GOCO)

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

Smart Money Signals — GOCO

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added GOCO 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

64 hedge funds hold GOCO 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 GOCO is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 62% buying

33 buying20 selling

Last quarter: 33 funds were net buyers (15 opened a brand new position + 18 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new GOCO position: 5 → 12 → 7 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 30% new

26 out of 64 hedge funds have held GOCO 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 +3%, value -28%

Value

-27%

+2%

Last quarter: funds added +3% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

16 → 5 → 12 → 7 → 15 new funds/Q

New funds entering each quarter: 5 → 12 → 7 → 15. A growing number of institutions are discovering GOCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 47% veterans vs 39% newcomers

■ 47% veterans ■ 14% 1-2yr ■ 39% new

Entry-cohort mix of 64 holders: 30 (47%) are 2+ year veterans, 9 entered 1–2 years ago, and 25 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

24 of 64 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	63	56	12.5%
13F Shares	9M	9M	2.53%
Total Value	$14M	$19M	-27.93%
New Positions	14	7	+7
Increased Positions	18	27	-9
Closed Positions	7	11	-4
Reduced Positions	13	8	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

12.5%

13F Shares

2.53%

Total Value

$14M

$19M

-27.93%

New Positions

Increased Positions

-9

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

63 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GOCO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Centerbridge Partners, L.P.	10.33%	4,179,850	$6.3M
2	CDC Financial, Inc.	0.72%	753,033	$1.1M
3	Redwood Capital Management, LLC	0.21%	924,244	$1.4M
4	Benefit Street Partners LLC	0.02%	13,592	$21K
5	Blue Owl Capital Holdings LP	0.02%	40,770	$62K
6	Public Sector Pension Investment Board	0.01%	1,680,444	$2.5M
7	NINE MASTS CAPITAL Ltd	0.00%	19,219	$29K
8	Bridgeway Capital Management, LLC	0.00%	34,175	$52K
9	N.E.W. Advisory Services LLC	0.00%	3,679	$6K
10	Empowered Funds, LLC	0.00%	34,175	$52K
11	Corient Private Wealth LLC	0.00%	119,541	$181K
12	Tower Research Capital LLC (TRC)	0.00%	6,352	$10K
13	Essential Partners LLC	0.00%	308	—
14	Russell Investments Group, Ltd.	0.00%	27,710	$42K
15	North Star Investment Management Corp.	0.00%	438	—
16	Aqr Capital Management LLC	0.00%	42,842	$65K
17	Barclays plc	0.00%	68,923	$104K
18	True Wealth Design, LLC	0.00%	52	—
19	Vanguard Fiduciary Trust Co	0.00%	52,518	$79K
20	Deutsche Bank Ag\	0.00%	30,915	$47K
21	Ameritas Investment Partners, Inc.	0.00%	324	—
22	SBI Securities Co., Ltd.	0.00%	289	—
23	Rhumbline Advisers	0.00%	8,294	$13K
24	Sterling Capital Management LLC	0.00%	371	—
25	BlackRock, Inc.	0.00%	382,050	$577K

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 — Gohealth Inc (GOCO)

What does the Smart Money Trend signal show for GOCO?

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

More buyers than sellers — 62% buying: Last quarter: 33 funds were net buyers (15 opened a brand new position + 18 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GOCO holders?

Smaller funds dominant — 8% AUM from top-100: 24 of 64 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GOCO?

41% of holders stayed for 2+ years: 26 out of 64 hedge funds have held GOCO 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 Gohealth Inc (GOCO) following the 2026 Q1 hedge fund 13F filings?

As of today, GOCO has moved -60.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -66.6%. Since the quarter end (March 31, 2026), GOCO has gained -77.8% vs +1232.4% for XLF. 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.

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Gohealth Inc (GOCO)

Smart Money Signals — GOCO

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 62% buying

More new buyers each quarter (+8 vs last Q)

41% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -28%

Growing discovery — still being found

Veteran-anchored — 47% veterans vs 39% newcomers

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — GOCO

Hedge Fund Ownership: GOCO

Market Analysis: GOCO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GOCO

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

Hedge Fund Positioning: GOCO

Statistics: GOCO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Gohealth Inc (GOCO)

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