Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ies Holdings Inc (IESC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — IESC

Based on 417 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IESC 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
417 hedge funds hold IESC 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 — +54% more funds vs a year ago

fund count last 6Q
+147 new funds entered over the past year (+54% 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.
🟡

Slight buying edge — 55% buying

234 buying191 selling
Last quarter: 234 funds bought or added vs 191 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 (+45 vs last Q)

new funds entering per quarter
Funds opening a new IESC position: 78 → 65 → 61 → 106. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 34% new

■ 34% conviction (2yr+) ■ 32% medium ■ 34% new
Of the 417 current holders: 140 (34%) held >2 years, 135 held 1–2 years, and 142 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +56% but shares only +40% — price-driven

Value
+56%
Shares
+40%
Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +40%. 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.
📈

Growing discovery — still being found

69 → 78 → 65 → 61 → 106 new funds/Q
New funds entering each quarter: 78 → 65 → 61 → 106. A growing number of institutions are discovering IESC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 44% new entrants

■ 37% veterans ■ 19% 1-2yr ■ 44% new
Of 435 current holders: 160 (37%) held 2+ years, 83 held 1–2 years, 192 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
57 of 412 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — IESC

In 2026 Q2, 234 hedge funds were net buyers of IESC (106 opened a new position, 128 added to an existing one), while 191 reduced or exited (148 trimmed, 43 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in IESC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 417.

Hedge Fund Ownership: IESC

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

Market Analysis: IESC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IESC

-- --

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.

15 top-rated funds 5 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IESC
406 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 406 354 14.69%
13F Shares 20M 19M 1.0%
Total Value $14.13B $9.06B 55.95%
New Positions 103 61 +42
Increased Positions 124 132 -8
Closed Positions 46 48 -2
Reduced Positions 142 110 +32
Total Calls 12 12 -
Total Puts 11 10 10.0%
PUT/CALL Ratio 0.92 0.83 Neutral

Statistics: IESC

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Financial Highlights

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Institutional Holders (2026 Q2)

406 + investors

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

QUARTER:
Top 25 IESC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gendell Jeffrey L 66.79% 10,293,528 $7.56B
2 Pertento Partners LLP 6.67% 168,457 $123.8M
3 AltraVue Capital, LLC 5.10% 96,317 $70.8M
4 Parsifal Capital Management, LP 4.36% 48,971 $36.0M
5 Ophir Asset Management Pty Ltd 3.79% 62,763 $46.1M
6 RIHO Partners, LLC 3.52% 8,510 $6.3M
7 United Capital Management of KS, Inc. 3.37% 35,002 $25.7M
8 Point Break Capital Management, LLC 3.36% 4,200 $3.1M
9 Palisades Investment Partners, LLC 3.13% 15,003 $11.0M
10 Yorktown Management & Research Co Inc 2.48% 5,510 $4.0M
11 Steamboat Capital Partners, LLC 1.96% 12,481 $9.2M
12 Legato Capital Management LLC 1.30% 21,306 $15.7M
13 AdvisorShares Investments LLC 1.20% 13,474 $9.9M
14 Royce & Associates LP 0.88% 149,029 $109.5M
15 Truvestments Capital LLC 0.85% 7,759 $5.7M
16 Hedeker Wealth, LLC 0.69% 4,944 $3.6M
17 De Lisle Partners LLP 0.65% 8,086 $5.9M
18 Petra Financial Advisors Inc 0.60% 1,769 $1.3M
19 Peterson Wealth Services 0.59% 3,710 $2.7M
20 Parkway Wealth Management Group, LLC 0.59% 7,000 $5.1M
21 Emerald Investment Advisers, LLC 0.56% 11,518 $8.5M
22 Ducere Wealth Management LLC 0.54% 2,466 $1.8M
23 Alpine Global Management, LLC 0.52% 4,378 $3.2M
24 IPG Investment Advisors LLC 0.50% 4,766 $3.5M
25 RBF Capital, LLC 0.46% 15,000 $11.0M
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 — Ies Holdings Inc (IESC)

What does the Smart Money Trend signal show for IESC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IESC 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 IESC?

Slight buying edge — 55% buying: Last quarter: 234 funds bought or added vs 191 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 IESC holders?

Strong quality — 34% AUM from major funds: 57 of 412 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IESC?

Mixed — 34% long-term, 34% new: Of the 417 current holders: 140 (34%) held >2 years, 135 held 1–2 years, and 142 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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