Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (GOLY)

45 + Investors. Track Smart Money conviction in GOLY. 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
↑ +5
Streak
6Q ▲
Buyers last Q
69%

Smart Money Signals — GOLY

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added GOLY 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
45 hedge funds hold GOLY 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.
🚀

Fast accumulation — +309% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+309% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

33 buying15 selling
Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 12 → 19 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 73% entered in last year

4% conviction (2yr+) 22% medium 73% new
Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -11%, value -30%

Value
-30%
Shares
-10%
Last quarter: funds added -11% more shares while total portfolio value only changed -30%. 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

5 → 8 → 12 → 19 → 11 new funds/Q
New funds entering each quarter: 8 → 12 → 19 → 11. A growing number of institutions are discovering GOLY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 89% of holders entered in last year

4% veterans 7% 1-2yr 89% new
Of 45 current holders: 40 (89%) entered in the past year, only 2 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
7 of 45 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in GOLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — GOLY

In 2026 Q1, 33 hedge funds were net buyers of GOLY (11 opened a new position, 22 added to an existing one), while 15 reduced or exited (9 trimmed, 6 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in GOLY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: GOLY

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

Market Analysis: GOLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOLY

-- --

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

Is It Too Late to Buy Strategy Shs (GOLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GOLY has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
GOLY
-10.1%
SPY
+13.9%

GOLY outperformed SPY by -24.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
GOLY
-6.7%
SPY
+0.2%

Since the filing became public, GOLY outperformed SPY by -6.9% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: GOLY
45 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 45 40 12.5%
13F Shares 2M 2M -10.57%
Total Value $47M $68M -29.98%
New Positions 11 19 -8
Increased Positions 22 19 +3
Closed Positions 6 5 +1
Reduced Positions 9 1 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOLY

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)

45 + investors

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

QUARTER:
Top 25 GOLY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ODonnell Financial Services, LLC 2.84% 279,882 $8.2M
2 Urban Wealth Management, LLC 1.94% 64,317 $1.9M
3 Atlas Wealth Partners, LLC 0.57% 18,900 $557K
4 Worth Asset Management, LLC 0.29% 26,549 $782K
5 Birch Financial Group, LLC 0.21% 12,027 $354K
6 Wetzel Investment Advisors, INC. 0.14% 12,185 $359K
7 National Wealth Management Group, LLC 0.13% 11,850 $349K
8 Gts Securities LLC 0.04% 35,135 $1.0M
9 Moors & Cabot, Inc. 0.03% 25,845 $761K
10 International Assets Investment Management, LLC 0.03% 14,464 $441K
11 Intrua Financial, LLC 0.03% 8,585 $253K
12 OneDigital Investment Advisors LLC 0.02% 73,627 $2.2M
13 HighPoint Advisor Group LLC 0.02% 13,117 $386K
14 POM Investment Strategies, LLC 0.01% 356 $10K
15 Private Trust Co NA 0.01% 3,824 $146K
16 J.W. Cole Advisors, INC. 0.01% 12,928 $381K
17 Steward Partners Investment Advisory, LLC 0.01% 79,035 $2.3M
18 Kestra Private Wealth Services, LLC 0.01% 28,207 $831K
19 Private Advisor Group, LLC 0.01% 63,773 $1.9M
20 Investment Research & Advisory Group, Inc. 0.01% 845 $25K
21 Stratos Wealth Partners, LTD. 0.01% 17,596 $518K
22 Arkadios Wealth Advisors 0.01% 11,272 $332K
23 LPL Financial LLC 0.00% 636,054 $18.7M
24 Kingsview Wealth Management, LLC 0.00% 8,795 $259K
25 Concurrent Investment Advisors, LLC 0.00% 10,962 $323K
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 — Strategy Shs (GOLY)

What does the Smart Money Trend signal show for GOLY?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added GOLY 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 GOLY?

More buyers than sellers — 69% buying: Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GOLY holders?

Elite ownership — 42% AUM from top-100 funds: 7 of 45 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in GOLY. 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 GOLY?

Mostly new holders — 73% entered in last year: Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Strategy Shs (GOLY) following the 2026 Q1 hedge fund 13F filings?

As of today, GOLY has moved -6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -6.9%. Since the quarter end (March 31, 2026), GOLY has gained -10.1% vs +13.9% for SPY. 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.

Full history →