Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ies Holdings Inc (IESC)

349 + 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
↑ +11
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — IESC

Based on 351 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
351 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 — +44% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+44% 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

197 buying161 selling
Last quarter: 197 funds bought or added vs 161 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.
➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 67 → 78 → 65 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 30% new

■ 34% conviction (2yr+) ■ 36% medium ■ 30% new
Of the 351 current holders: 121 (34%) held >2 years, 125 held 1–2 years, and 105 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 +22% but shares only +0% — price-driven

Value
+21%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +0%. 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.
➡️

Steady discovery — ~60 new funds/quarter

40 → 67 → 78 → 65 → 60 new funds/Q
New funds entering each quarter: 67 → 78 → 65 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 38% new entrants

■ 37% veterans ■ 25% 1-2yr ■ 38% new
Of 367 current holders: 137 (37%) held 2+ years, 90 held 1–2 years, 140 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
46 of 345 holders rank in the top 100 by AUM, accounting for 28% 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 Q1, 197 hedge funds were net buyers of IESC (60 opened a new position, 137 added to an existing one), while 161 reduced or exited (112 trimmed, 49 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in IESC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 351.

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.

Is It Too Late to Buy Ies Holdings Inc (IESC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IESC has moved relative to its sector benchmark (XLI) 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 · 80d ago
IESC
+49.5%
XLI
+11.0%

IESC outperformed XLI by +38.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IESC
+4.4%
XLI
+4.8%

Since the filing became public, IESC outperformed XLI by -0.4% .

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.

31 top-rated funds 4 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: IESC
349 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 349 340 2.65%
13F Shares 19M 19M 0.23%
Total Value $9.05B $7.44B 21.66%
New Positions 59 65 -6
Increased Positions 131 116 +15
Closed Positions 50 40 +10
Reduced Positions 108 108 -
Total Calls 12 8 50.0%
Total Puts 10 7 42.86%
PUT/CALL Ratio 0.83 0.88 Neutral

Statistics: IESC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

349 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gendell Jeffrey L 67.11% 10,340,248 $4.93B
2 Pertento Partners LLP 8.06% 231,239 $110.2M
3 AltraVue Capital, LLC 5.33% 129,767 $61.8M
4 Parsifal Capital Management, LP 5.05% 90,067 $42.9M
5 United Capital Management of KS, Inc. 3.21% 44,486 $21.2M
6 Ophir Asset Management Pty Ltd 3.05% 55,033 $26.2M
7 Palisades Investment Partners, LLC 2.73% 14,621 $7.0M
8 Yorktown Management & Research Co Inc 2.53% 6,340 $3.0M
9 Steamboat Capital Partners, LLC 2.12% 17,953 $8.6M
10 LRT Capital Management, LLC 1.46% 3,280 $1.6M
11 AdvisorShares Investments LLC 1.43% 16,485 $7.9M
12 Legato Capital Management LLC 1.19% 27,456 $13.1M
13 State of Wyoming 1.00% 17,722 $8.4M
14 Royce & Associates LP 0.70% 149,029 $71.0M
15 Emerald Investment Advisers, LLC 0.66% 15,346 $7.3M
16 Truvestments Capital LLC 0.65% 7,591 $3.6M
17 Parkway Wealth Management Group, LLC 0.55% 8,100 $4.3M
18 Petra Financial Advisors Inc 0.54% 1,843 $878K
19 De Lisle Partners LLP 0.54% 9,500 $4.5M
20 Florida Financial Advisors, LLC 0.52% 4,548 $2.2M
21 Hedeker Wealth, LLC 0.50% 4,954 $2.4M
22 Renaissance Group LLC 0.43% 21,648 $10.3M
23 Peterson Wealth Services 0.43% 3,657 $1.7M
24 IPG Investment Advisors LLC 0.43% 5,228 $2.5M
25 Ducere Wealth Management LLC 0.40% 2,128 $1.0M
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 — 4 quarters in a row: For 4 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: 197 funds bought or added vs 161 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 — 28% AUM from major funds: 46 of 345 holders rank in the top 100 by AUM, accounting for 28% 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, 30% new: Of the 351 current holders: 121 (34%) held >2 years, 125 held 1–2 years, and 105 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.

Is it too late to buy Ies Holdings Inc (IESC) following the 2026 Q1 hedge fund 13F filings?

As of today, IESC has moved +4.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), IESC has gained +49.5% vs +11.0% for XLI. 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.

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