Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Investar Holding Corp (ISTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
10Q ▲
Buyers last Q
64%

Smart Money Signals — ISTR

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added ISTR 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
108 hedge funds hold ISTR 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 — +26% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+26% 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 — 64% buying

64 buying36 selling
Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 36 were sellers (23 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new ISTR position: 6 → 12 → 13 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 17% medium ■ 29% new
59 out of 108 hedge funds have held ISTR 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.
🚀

Acceleration phase — new buyers rushing in

11 → 6 → 12 → 13 → 23 new funds/Q
New funds entering each quarter: 6 → 12 → 13 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 32% newcomers

■ 58% veterans ■ 9% 1-2yr ■ 32% new
Entry-cohort mix of 108 holders: 63 (58%) are 2+ year veterans, 10 entered 1–2 years ago, and 35 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
31 of 108 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — ISTR

In 2026 Q1, 64 hedge funds were net buyers of ISTR (23 opened a new position, 41 added to an existing one), while 36 reduced or exited (23 trimmed, 13 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in ISTR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: ISTR

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

Market Analysis: ISTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISTR

-- --

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

Is It Too Late to Buy Investar Holding Corp (ISTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ISTR has moved relative to its sector benchmark (XLF) 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
ISTR
nan%
XLF
+9.5%

ISTR outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
ISTR
nan%
XLF
+5.8%

Since the filing became public, ISTR outperformed XLF by nan% .

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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ISTR
107 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 107 98 9.18%
13F Shares 8M 6M 18.07%
Total Value $209M $174M 20.18%
New Positions 22 13 +9
Increased Positions 41 36 +5
Closed Positions 13 9 +4
Reduced Positions 23 32 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISTR

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

107 + investors

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

QUARTER:
Top 25 ISTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourthstone LLC 3.82% 827,389 $22.6M
2 Banc Funds Co LLC 1.53% 306,896 $8.2M
3 Maltese Capital Management LLC 0.84% 157,000 $4.3M
4 Glass Wealth Management Co LLC 0.70% 66,586 $1.8M
5 Mendon Capital Advisors Corp 0.40% 38,037 $1.0M
6 Integrated Quantitative Investments LLC 0.17% 33,582 $916K
7 Steel Grove Capital Advisors, LLC 0.12% 41,640 $1.1M
8 Numerai GP LLC 0.12% 43,057 $1.2M
9 ELCO Management Co., LLC 0.11% 8,037 $219K
10 True North Advisors, LLC 0.08% 27,060 $738K
11 Kennedy Capital Management LLC 0.08% 141,775 $3.9M
12 Royce & Associates LP 0.08% 292,086 $8.0M
13 Bridgeway Capital Management, LLC 0.07% 136,366 $3.7M
14 Legato Capital Management LLC 0.06% 24,000 $654K
15 AlTi Global, Inc. 0.05% 86,568 $2.4M
16 Martingale Asset Management L P 0.04% 52,739 $1.4M
17 Occudo Quantitative Strategies LP 0.03% 18,481 $512K
18 James Investment Research, INC. 0.03% 8,819 $240K
19 Polymer Capital Management (US) LLC 0.02% 7,627 $208K
20 Mirabella Financial Services LLP 0.02% 7,952 $217K
21 Mangrove Partners IM, LLC 0.02% 7,979 $218K
22 Empowered Funds, LLC 0.01% 64,701 $1.8M
23 Ritholtz Wealth Management 0.01% 21,243 $579K
24 Kestra Advisory Services, LLC 0.01% 73,956 $2.0M
25 Geneos Wealth Management Inc. 0.01% 11,784 $321K
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 — Investar Holding Corp (ISTR)

What does the Smart Money Trend signal show for ISTR?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added ISTR 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 ISTR?

More buyers than sellers — 64% buying: Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 36 were sellers (23 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISTR holders?

Strong quality — 33% AUM from major funds: 31 of 108 holders rank in the top 100 by AUM, accounting for 33% 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 ISTR?

55% of holders stayed for 2+ years: 59 out of 108 hedge funds have held ISTR 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 Investar Holding Corp (ISTR) following the 2026 Q1 hedge fund 13F filings?

As of today, ISTR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ISTR has gained nan% vs +9.5% for XLF. 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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