Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lifevantage Corp (LFVN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — LFVN

Based on 104 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 LFVN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
104 funds currently hold this stock — 94% of the 3.0-year high of 111 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding LFVN is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

62 buying50 selling
Last quarter: 62 funds bought or added vs 50 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.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 11 → 22 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 23% medium ■ 31% new
48 out of 104 hedge funds have held LFVN 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 +1%, value -29%

Value
-29%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -29%. 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

35 → 28 → 11 → 22 → 22 new funds/Q
New funds entering each quarter: 28 → 11 → 22 → 22. A growing number of institutions are discovering LFVN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 37% newcomers

■ 51% veterans ■ 11% 1-2yr ■ 37% new
Entry-cohort mix of 105 holders: 54 (51%) are 2+ year veterans, 12 entered 1–2 years ago, and 39 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
29 of 103 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.
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.

Institutional Sentiment Summary — LFVN

In 2026 Q1, 62 hedge funds were net buyers of LFVN (22 opened a new position, 40 added to an existing one), while 50 reduced or exited (24 trimmed, 26 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 27% of total institutional value in LFVN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 104.

Hedge Fund Ownership: LFVN

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

Market Analysis: LFVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LFVN

-- --

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

Is It Too Late to Buy Lifevantage Corp (LFVN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LFVN has moved relative to its sector benchmark (XLP) 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 · 82d ago
LFVN
+48.4%
XLP
+1.6%

LFVN outperformed XLP by +46.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
LFVN
+24.0%
XLP
-1.6%

Since the filing became public, LFVN outperformed XLP by +25.6% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: LFVN
102 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 102 108 -5.56%
13F Shares 8M 8M 1.26%
Total Value $33M $47M -29.21%
New Positions 20 22 -2
Increased Positions 40 39 +1
Closed Positions 26 18 +8
Reduced Positions 23 25 -2
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: LFVN

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

102 + investors

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

QUARTER:
Top 25 LFVN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Management Corp /Va 1.80% 2,441,919 $10.5M
2 Perkins Capital Management Inc 0.31% 75,458 $326K
3 SummerHaven Investment Management, LLC 0.12% 46,821 $202K
4 Advyzon Investment Management, LLC 0.04% 108,249 $468K
5 Indivisible Partners 0.04% 106,854 $462K
6 New England Professional Planning Group Inc. 0.02% 11,595 $50K
7 AlphaQuest LLC 0.01% 29,935 $184K
8 DGS Capital Management, LLC 0.01% 10,168 $44K
9 Renaissance Technologies LLC 0.01% 867,704 $3.7M
10 Bridgeway Capital Management, LLC 0.00% 52,133 $225K
11 Divisadero Street Capital Management, LP 0.00% 24,670 $107K
12 Evergreen Capital Management LLC 0.00% 29,000 $125K
13 XTX Topco Ltd 0.00% 35,031 $151K
14 Callan Family Office, LLC 0.00% 16,062 $69K
15 Burk Holdings LLC 0.00% 481 $2K
16 Essential Partners LLC 0.00% 607 $3K
17 &Partners 0.00% 38,821 $168K
18 Physician Wealth Advisors, Inc. 0.00% 1,185 $5K
19 Engineers Gate Manager LP 0.00% 12,878 $56K
20 Empowered Funds, LLC 0.00% 23,524 $102K
21 Robinswood Financial LLC 0.00% 112 —
22 Tower Research Capital LLC (TRC) 0.00% 4,226 $18K
23 Rhl Group, LLC 0.00% 126 —
24 Copeland Capital Management, LLC 0.00% 4,712 $20K
25 Walleye Capital LLC 0.00% 24,285 $105K
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 — Lifevantage Corp (LFVN)

What does the Smart Money Trend signal show for LFVN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LFVN 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 LFVN?

Slight buying edge — 55% buying: Last quarter: 62 funds bought or added vs 50 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 LFVN holders?

Strong quality — 27% AUM from major funds: 29 of 103 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 LFVN?

46% of holders stayed for 2+ years: 48 out of 104 hedge funds have held LFVN 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 Lifevantage Corp (LFVN) following the 2026 Q1 hedge fund 13F filings?

As of today, LFVN has moved +24.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.6% for the XLP sector ETF — an outperformance of +25.6%. Since the quarter end (March 31, 2026), LFVN has gained +48.4% vs +1.6% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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