Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nextdoor Holdings Inc (KIND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — KIND

Based on 208 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their KIND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
208 hedge funds hold KIND 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

117 buying102 selling
Last quarter: 117 funds bought or added vs 102 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 35 → 51 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 29% new
85 out of 208 hedge funds have held KIND 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.
💎

Buying through price weakness — shares -14%, value -47%

Value
-46%
Shares
-13%
Last quarter: funds added -14% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

23 → 36 → 35 → 51 → 36 new funds/Q
New funds entering each quarter: 36 → 35 → 51 → 36. A growing number of institutions are discovering KIND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 35% newcomers

■ 48% veterans ■ 16% 1-2yr ■ 35% new
Entry-cohort mix of 213 holders: 103 (48%) are 2+ year veterans, 35 entered 1–2 years ago, and 75 (35%) 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
44 of 208 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.
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 — KIND

In 2026 Q1, 117 hedge funds were net buyers of KIND (36 opened a new position, 81 added to an existing one), while 102 reduced or exited (54 trimmed, 48 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 33% of total institutional value in KIND is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 208.

Hedge Fund Ownership: KIND

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

Market Analysis: KIND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KIND

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 2 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: KIND
207 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 207 220 -5.91%
13F Shares 141M 164M -13.93%
Total Value $184M $344M -46.58%
New Positions 35 51 -16
Increased Positions 79 69 +10
Closed Positions 48 23 +25
Reduced Positions 53 60 -7
Total Calls 2 4 -50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.5 0.75 Bearish

Statistics: KIND

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Institutional Holders (2026 Q1)

207 + investors

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

QUARTER:
Top 25 KIND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bond Capital Management, LP 10.66% 8,355,605 $11.7M
2 Pinegrove Venture Partners, LLC 7.71% 114,178 $160K
3 Westerly Capital Management, LLC 2.09% 5,500,000 $7.7M
4 Potrero Capital Research LLC 1.67% 1,942,617 $2.7M
5 Nano Cap New Millennium Growth Fund L P 0.56% 430,000 $602K
6 Luminus Management LLC 0.34% 400,000 $560K
7 AWM Investment Company, Inc. 0.33% 2,153,838 $3.0M
8 Quinn Opportunity Partners LLC 0.25% 3,390,954 $4.7M
9 Sapience Investments, LLC 0.23% 1,256 $2K
10 Creek Drive Management Group LLC 0.11% 337,480 $472K
11 Byrne Asset Management LLC 0.11% 129,600 $181K
12 Abu Dhabi Investment Council Co P.J.S.C 0.07% 456,711 $639K
13 Thompson Davis & CO., INC. 0.05% 48,443 $68K
14 Virtus Advisers, LLC 0.04% 62,600 $88K
15 GatePass Capital, LLC 0.04% 59,000 $83K
16 Essential Partners LLC 0.03% 71,303 $100K
17 Caz Investments LP 0.03% 20,000 $28K
18 Polymer Capital Management (US) LLC 0.03% 198,303 $278K
19 Resolute Advisors LLC 0.02% 40,000 $56K
20 R Squared Ltd 0.02% 29,325 $41K
21 Oasis Management Co Ltd. 0.02% 250,000 $350K
22 Globeflex Capital L P 0.02% 94,576 $132K
23 Scientech Research LLC 0.02% 16,331 $23K
24 Laird Norton Wetherby Trust Company, LLC 0.02% 615,126 $861K
25 Jacobs Levy Equity Management, Inc 0.02% 3,145,863 $4.4M
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 — Nextdoor Holdings Inc (KIND)

What does the Smart Money Trend signal show for KIND?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KIND positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KIND?

Slight buying edge — 53% buying: Last quarter: 117 funds bought or added vs 102 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 KIND holders?

Strong quality — 33% AUM from major funds: 44 of 208 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 KIND?

41% of holders stayed for 2+ years: 85 out of 208 hedge funds have held KIND 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.

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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