Kadant Inc (KAI) Hedge Fund Ownership (Q1 2026)

Kadant Inc (KAI)

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

Smart Money Signals — KAI

Based on 317 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added KAI 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

317 hedge funds hold KAI 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding KAI is almost the same as a year ago (+9 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 58% buying

180 buying132 selling

Last quarter: 180 funds bought or added vs 132 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 (+12 vs last Q)

new funds entering per quarter

Funds opening a new KAI position: 46 → 36 → 44 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new

178 out of 317 hedge funds have held KAI 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.

📈

Growing discovery — still being found

54 → 46 → 36 → 44 → 56 new funds/Q

New funds entering each quarter: 46 → 36 → 44 → 56. A growing number of institutions are discovering KAI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new

Entry-cohort mix of 322 holders: 190 (59%) are 2+ year veterans, 39 entered 1–2 years ago, and 93 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

54 of 316 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in KAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	314	300	4.67%
13F Shares	13M	14M	-5.57%
Total Value	$3.72B	$3.72B	-0.06%
New Positions	56	44	+12
Increased Positions	123	90	+33
Closed Positions	42	54	-12
Reduced Positions	87	117	-30
Total Calls	4	3	33.33%
Total Puts	2	2	-
PUT/CALL Ratio	0.5	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

314

300

4.67%

13F Shares

13M

14M

-5.57%

Total Value

$3.72B

-0.06%

New Positions

+12

Increased Positions

123

+33

Closed Positions

-12

Reduced Positions

117

-30

Total Calls

33.33%

Total Puts

PUT/CALL Ratio

0.5

0.67

Bullish

Institutional Holders (2026 Q2)

314 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 KAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Dudley & Shanley, INC.	3.59%	75,735	$23.8M
2	Southernsun Asset Management, LLC	2.06%	48,681	$15.3M
3	Wasatch Advisors LP	1.79%	868,696	$273.0M
4	Riverbridge Partners LLC	1.71%	194,573	$61.1M
5	Kayne Anderson Rudnick Investment Management LLC	1.05%	1,075,244	$337.9M
6	Conestoga Capital Advisors, LLC	1.03%	150,265	$47.2M
7	Clean Yield Group	0.99%	12,636	$4.0M
8	Champlain Investment Partners, LLC	0.87%	107,316	$33.7M
9	Royce & Associates LP	0.67%	265,709	$83.5M
10	Mountain Pacific Investment Advisers LLC	0.57%	11,464	$3.6M
11	ArrowMark Colorado Holdings LLC	0.36%	27,553	$8.7M
12	EULAV Asset Management	0.36%	35,800	$11.2M
13	Emerald Investment Advisers, LLC	0.29%	13,776	$4.3M
14	Df Dent & Co Inc	0.28%	46,558	$14.6M
15	Curi Capital, LLC	0.28%	56,835	$17.9M
16	Yorktown Management & Research Co Inc	0.27%	1,425	$448K
17	Wakefield Asset Management LLLP	0.27%	3,761	$1.2M
18	Paradigm Capital Management Inc/Ny	0.25%	29,800	$9.4M
19	Bayforest Capital Ltd	0.22%	769	$242K
20	Numerai GP LLC	0.21%	8,166	$2.6M
21	Brown Brothers Harriman & Co	0.21%	151,837	$47.7M
22	Susquehanna Fundamental Investments, LLC	0.19%	32,525	$10.2M
23	Linden Thomas Advisory Services, LLC	0.16%	6,411	$2.0M
24	Select Equity Group, L.P.	0.16%	101,551	$31.9M
25	Impact Capital Partners LLC	0.15%	1,751	$550K

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 — Kadant Inc (KAI)

What does the Smart Money Trend signal show for KAI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added KAI 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 KAI?

Slight buying edge — 58% buying: Last quarter: 180 funds bought or added vs 132 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 KAI holders?

Elite ownership — 47% AUM from top-100 funds: 54 of 316 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in KAI. 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 KAI?

56% of holders stayed for 2+ years: 178 out of 317 hedge funds have held KAI 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.

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.

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Kadant Inc (KAI)

Smart Money Signals — KAI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 58% buying

More new buyers each quarter (+12 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 59% veterans vs 29% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — KAI

Hedge Fund Ownership: KAI

Market Analysis: KAI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KAI

Hedge Fund Positioning: KAI

Statistics: KAI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Kadant Inc (KAI)

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