Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Inseego Corp (INSG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — INSG

Based on 93 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 INSG 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
93 hedge funds hold INSG 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 — +24% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+24% 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 — 57% buying

55 buying41 selling
Last quarter: 55 funds bought or added vs 41 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new INSG position: 28 → 23 → 18 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
50 out of 93 hedge funds have held INSG 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

14 → 28 → 23 → 18 → 24 new funds/Q
New funds entering each quarter: 28 → 23 → 18 → 24. INSG 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 — 72% veterans vs 25% newcomers

■ 72% veterans ■ 3% 1-2yr ■ 25% new
Entry-cohort mix of 99 holders: 71 (72%) are 2+ year veterans, 3 entered 1–2 years ago, and 25 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
29 of 92 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — INSG

In 2026 Q1, 55 hedge funds were net buyers of INSG (24 opened a new position, 31 added to an existing one), while 41 reduced or exited (22 trimmed, 19 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 93.

Hedge Fund Ownership: INSG

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

Market Analysis: INSG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INSG

-- --

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

Is It Too Late to Buy Inseego Corp (INSG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INSG has moved relative to its sector benchmark (XLK) 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
INSG
-7.5%
XLK
+43.7%

INSG outperformed XLK by -51.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
INSG
-24.7%
XLK
+8.3%

Since the filing became public, INSG outperformed XLK by -33.0% .

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.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: INSG
93 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 93 88 5.68%
13F Shares 7M 6M 27.97%
Total Value $80M $58M 37.78%
New Positions 24 18 +6
Increased Positions 29 27 +2
Closed Positions 19 13 +6
Reduced Positions 20 24 -4
Total Calls 3 5 -40.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 0.6 Bearish

Statistics: INSG

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Short % of Float --

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Institutional Holders (2026 Q1)

93 + investors

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

QUARTER:
Top 25 INSG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MIC Capital Management UK LLP 2.42% 767,165 $8.5M
2 Blue Door Asset Management, LLC 2.22% 316,665 $3.5M
3 Integrated Quantitative Investments LLC 0.17% 82,320 $915K
4 Militia Capital Management LLC 0.12% 46,600 $518K
5 Royce & Associates LP 0.09% 804,445 $8.9M
6 Gendell Jeffrey L 0.07% 429,301 $4.8M
7 Legato Capital Management LLC 0.05% 51,123 $568K
8 AlphaQuest LLC 0.02% 36,908 $379K
9 Bridgeway Capital Management, LLC 0.02% 72,800 $810K
10 Wolverine Asset Management LLC 0.01% 97,108 $1.1M
11 First Eagle Investment Management, LLC 0.01% 570,849 $6.3M
12 Caption Management, LLC 0.01% 110,000 $1.2M
13 Jacobs Levy Equity Management, Inc 0.01% 128,166 $1.4M
14 WINTON GROUP Ltd 0.01% 15,268 $170K
15 Caption Management, LLC 0.00% 66,872 $744K
16 Stratos Wealth Partners, LTD. 0.00% 31,066 $345K
17 Potomac Capital Management, Inc. 0.00% 300 $3K
18 Marshall Wace, LLP 0.00% 231,259 $2.6M
19 Renaissance Technologies LLC 0.00% 118,317 $1.3M
20 Russell Investments Group, Ltd. 0.00% 133,612 $1.5M
21 Larson Financial Group LLC 0.00% 2,934 $33K
22 Crewe Advisors LLC 0.00% 1,000 $11K
23 State of Wyoming 0.00% 718 $8K
24 Osaic Holdings, INC. 0.00% 39,441 $439K
25 D. E. Shaw & Co., Inc. 0.00% 84,115 $935K
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 — Inseego Corp (INSG)

What does the Smart Money Trend signal show for INSG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added INSG 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 INSG?

Slight buying edge — 57% buying: Last quarter: 55 funds bought or added vs 41 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 INSG holders?

Smaller funds dominant — 19% AUM from top-100: 29 of 92 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INSG?

54% of holders stayed for 2+ years: 50 out of 93 hedge funds have held INSG 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 Inseego Corp (INSG) following the 2026 Q1 hedge fund 13F filings?

As of today, INSG has moved -24.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.3% for the XLK sector ETF — an outperformance of -33.0%. Since the quarter end (March 31, 2026), INSG has gained -7.5% vs +43.7% for XLK. 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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