Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEXTDOOR HOLDINGS INC (KIND)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — KIND

Based on 210 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added KIND 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
210 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+23% 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 — 60% buying

119 buying79 selling
Last quarter: 119 funds were net buyers (50 opened a brand new position + 69 added to an existing one). Only 79 were sellers (57 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new KIND position: 22 → 35 → 33 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 28% medium 31% new
86 out of 210 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.
📈

Growing discovery — still being found

31 → 22 → 35 → 33 → 50 new funds/Q
New funds entering each quarter: 22 → 35 → 33 → 50. A growing number of institutions are discovering KIND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

52% veterans 13% 1-2yr 35% new
Of 216 current holders: 113 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
31 of 210 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 3 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: KIND
2026 Q1 Stats Unlock in 19 days 216 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 216 187 15.51%
13F Shares 152M 152M -0.52%
Total Value $318M $318M -0.05%
New Positions 50 33 +17
Increased Positions 77 71 +6
Closed Positions 22 26 -4
Reduced Positions 66 53 +13
Total Calls 4 3 33.33%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: KIND

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

216 + investors

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

Top 25 institutional holders of KIND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Byrne Asset Management LLC 0.11% 129,600 $181K
2 THOMPSON DAVIS & CO., INC. 0.05% 48,443 $68K
3 R Squared Ltd 0.02% 29,325 $41K
4 Abel Hall, LLC 0.02% 52,337 $73K
5 MOR Wealth Management, LLC 0.01% 10,500 $15K
6 Pallas Capital Advisors LLC 0.00% 54,988 $77K
7 Granite Investment Partners, LLC 0.00% 31,274 $44K
8 ARMSTRONG HENRY H ASSOCIATES INC 0.00% 10,209 $14K
9 Perigon Wealth Management, LLC 0.00% 46,890 $66K
10 Krilogy Financial LLC 0.00% 23,372 $36K
11 True Wealth Design, LLC 0.00% 2,985 $4K
12 Police & Firemen's Retirement System of New Jersey 0.00% 61,993 $87K
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 38,000 $53K
14 Fortitude Family Office, LLC 0.00% 2,042 $3K
15 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% 1,000 $1K
16 Marquette Asset Management, LLC 0.00% 2,500 $4K
17 NorthCrest Asset Manangement, LLC 0.00% 10,269 $14K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 144,126 $189K
19 Merit Financial Group, LLC 0.00% 32,610 $46K
20 KLP KAPITALFORVALTNING AS 0.00% 45,500 $64K
21 LRI Investments, LLC 0.00% 1,700 $2K
22 Sterling Capital Management LLC 0.00% 7,328 $10K
23 Nuveen, LLC 0.00% 449,900 $630K
24 Farther Finance Advisors, LLC 0.00% 12,254 $17K
25 HSBC HOLDINGS PLC 0.00% 166,610 $232K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KIND 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 KIND?

More buyers than sellers — 60% buying: Last quarter: 119 funds were net buyers (50 opened a brand new position + 69 added to an existing one). Only 79 were sellers (57 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KIND holders?

Strong quality — 27% AUM from major funds: 31 of 210 holders rank in the top 100 by AUM, accounting for 27% 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: 86 out of 210 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.