Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gogo Inc (GOGO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — GOGO

Based on 183 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GOGO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
183 funds currently hold this stock — 88% of the 3.0-year high of 208 funds (reached 2025 Q4). 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 GOGO is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

98 buying117 selling
Last quarter: 117 funds reduced or exited vs 98 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 — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 43 → 35 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
111 out of 183 hedge funds have held GOGO 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.
📊

Peak discovery — momentum slowing

36 → 42 → 43 → 35 → 37 new funds/Q
New funds entering each quarter: 42 → 43 → 35 → 37. GOGO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 188 holders: 127 (68%) are 2+ year veterans, 15 entered 1–2 years ago, and 46 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
45 of 182 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in GOGO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — GOGO

In 2026 Q2, 98 hedge funds were net buyers of GOGO (37 opened a new position, 61 added to an existing one), while 117 reduced or exited (69 trimmed, 48 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 50% of total institutional value in GOGO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 183.

Hedge Fund Ownership: GOGO

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

Market Analysis: GOGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOGO

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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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: GOGO
180 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 194 -7.22%
13F Shares 91M 94M -3.15%
Total Value $282M $374M -24.62%
New Positions 37 35 +2
Increased Positions 58 68 -10
Closed Positions 50 47 +3
Reduced Positions 67 62 +5
Total Calls 3 5 -40.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: GOGO

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

180 + investors

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

QUARTER:
Top 25 GOGO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capco Asset Management, LLC 2.39% 2,818,662 $8.7M
2 Gtcr LLC 1.84% 23,239,011 $72.0M
3 LB Partners LLC 1.44% 683,066 $2.1M
4 Nantahala Capital Management, LLC 0.90% 8,697,731 $27.0M
5 DC Investments Management, LLC 0.41% 385,140 $1.2M
6 Ewing Morris & Co. Investment Partners Ltd. 0.38% 234,052 $726K
7 Dynamic Technology Lab Private Ltd 0.05% 77,726 $241K
8 Algert Global LLC 0.04% 1,211,770 $3.8M
9 PDT Partners, LLC 0.04% 247,091 $766K
10 Annis Gardner Whiting Capital Advisors, LLC 0.03% 70,770 $219K
11 Quinn Opportunity Partners LLC 0.03% 185,942 $576K
12 State of Wyoming 0.01% 36,485 $113K
13 Los Angeles Capital Management LLC 0.01% 940,750 $2.9M
14 Axq Capital, LP 0.01% 30,414 $94K
15 Gamco Investors, INC. Et Al 0.01% 360,500 $1.1M
16 Aigen Investment Management, LP 0.01% 11,532 $36K
17 XTX Topco Ltd 0.01% 226,155 $701K
18 Qube Research & Technologies Ltd 0.01% 3,134,054 $9.7M
19 Catalyst Funds Management Pty Ltd 0.01% 47,500 $147K
20 Hrt Financial LP 0.01% 1,329,675 $4.1M
21 Jupiter Asset Management Ltd 0.01% 401,641 $1.2M
22 Abel Hall, LLC 0.01% 11,260 $35K
23 Y-Intercept (Hong Kong) Ltd 0.01% 86,501 $268K
24 Tudor Investment Corp Et Al 0.00% 1,116,983 $3.5M
25 WINTON GROUP Ltd 0.00% 44,900 $139K
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 — Gogo Inc (GOGO)

What does the Smart Money Trend signal show for GOGO?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GOGO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GOGO?

More sellers than buyers — 46% buying: Last quarter: 117 funds reduced or exited vs 98 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 GOGO holders?

Elite ownership — 50% AUM from top-100 funds: 45 of 182 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in GOGO. 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 GOGO?

61% of holders stayed for 2+ years: 111 out of 183 hedge funds have held GOGO 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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