Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kodiak Gas Svcs Inc (KGS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +78
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — KGS

Based on 403 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added KGS 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
403 hedge funds hold KGS 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 — +67% more funds vs a year ago

fund count last 6Q
+161 new funds entered over the past year (+67% 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 — 70% buying

286 buying125 selling
Last quarter: 286 funds were net buyers (119 opened a brand new position + 167 added to an existing one). Only 125 were sellers (84 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new KGS position: 52 → 64 → 94 → 119. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 43% entered in last year

■ 21% conviction (2yr+) ■ 35% medium ■ 43% new
Only 86 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +49% but shares only +24% — price-driven

Value
+49%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +49%, but actual share count only changed +24%. 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.
🚀

Acceleration phase — new buyers rushing in

54 → 52 → 64 → 94 → 119 new funds/Q
New funds entering each quarter: 52 → 64 → 94 → 119. 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.
📊

Mixed cohorts — 26% veterans, 51% new entrants

■ 26% veterans ■ 23% 1-2yr ■ 51% new
Of 410 current holders: 107 (26%) held 2+ years, 94 held 1–2 years, 209 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
56 of 401 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in KGS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — KGS

In 2026 Q2, 286 hedge funds were net buyers of KGS (119 opened a new position, 167 added to an existing one), while 125 reduced or exited (84 trimmed, 41 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in KGS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +78 funds (more new holders than closures). Total institutional holders: 403.

Hedge Fund Ownership: KGS

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

Market Analysis: KGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KGS

-- --

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

Is It Too Late to Buy Kodiak Gas Svcs Inc (KGS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KGS has moved relative to its sector benchmark (XLE) since the 2026 Q2 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 June 30, 2026 · 61d ago
KGS
-21.7%
XLE
+18.0%

KGS outperformed XLE by -39.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 16d ago
KGS
-9.3%
XLE
+1.2%

Since the filing became public, KGS outperformed XLE by -10.5% .

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.

17 top-rated funds 9 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: KGS
400 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 400 325 23.08%
13F Shares 114M 92M 23.93%
Total Value $7.70B $5.16B 49.28%
New Positions 118 94 +24
Increased Positions 163 124 +39
Closed Positions 41 47 -6
Reduced Positions 84 76 +8
Total Calls 6 6 -
Total Puts 3 6 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: KGS

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

400 + investors

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

QUARTER:
Top 25 KGS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Augustine Asset Management Inc 9.27% 609,394 $45.8M
2 140 Summer Partners LP 6.99% 1,302,130 $97.8M
3 Westend Capital Management, LLC 6.31% 366,972 $27.6M
4 Ripple Effect Asset Management LP 5.24% 300,630 $22.6M
5 Zimmer Partners, LP 4.38% 2,530,838 $190.1M
6 Amplify Investments, LLC 3.95% 3,800 $285K
7 Candelo Capital Management LP 3.30% 71,378 $5.4M
8 Pinnbrook Capital Management LP 3.14% 391,854 $29.4M
9 Crown Advisors Management, INC. 2.48% 60,000 $4.5M
10 Arvin Capital Management LP 2.42% 246,609 $18.5M
11 Eagle Global Advisors LLC 2.19% 882,370 $66.3M
12 HWG Holdings LP 2.13% 125,216 $9.4M
13 Renaissance Capital LLC 2.08% 50,300 $3.8M
14 Kayne Anderson Capital Advisors LP 1.66% 1,128,985 $84.8M
15 Connective Portfolio Management, LLC 1.63% 13,000 $977K
16 Orvieto Partners, L.P. 1.37% 27,981 $2.1M
17 Pier Capital, LLC 1.26% 126,138 $9.5M
18 Montanaro Asset Management Ltd 1.07% 45,000 $3.4M
19 Seven Grand Managers, LLC 1.06% 350,000 $26.3M
20 Conestoga Capital Advisors, LLC 1.06% 646,145 $48.5M
21 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.01% 300,000 $22.5M
22 Baker Ellis Asset Management LLC 1.00% 128,558 $9.7M
23 Riverwater Partners LLC 0.98% 43,987 $3.3M
24 Hawk Ridge Capital Management LP 0.86% 356,550 $26.8M
25 Hanseatic Management Services Inc 0.85% 15,323 $1.2M
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 — Kodiak Gas Svcs Inc (KGS)

What does the Smart Money Trend signal show for KGS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added KGS 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 KGS?

More buyers than sellers — 70% buying: Last quarter: 286 funds were net buyers (119 opened a brand new position + 167 added to an existing one). Only 125 were sellers (84 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KGS holders?

Elite ownership — 62% AUM from top-100 funds: 56 of 401 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in KGS. 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 KGS?

Mostly new holders — 43% entered in last year: Only 86 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Kodiak Gas Svcs Inc (KGS) following the 2026 Q2 hedge fund 13F filings?

As of today, KGS has moved -9.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.2% for the XLE sector ETF — an outperformance of -10.5%. Since the quarter end (June 30, 2026), KGS has gained -21.7% vs +18.0% for XLE. 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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