Stock Analysis

CYPHERPUNK TECHNOLOGIES INC (LPTX)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — LPTX

Based on 34 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added this stock 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 trade.
🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak
Only 34 funds hold this stock today versus a peak of 53 funds at 2024 Q4 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 36% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold this stock compared to a year ago (-36% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🟢

More buyers than sellers — 61% buying

23 buying15 selling
Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 2 → 12. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 24% medium 18% new
20 out of 34 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
💰

Price up while funds trimmed (+85% value, -28% shares)

Value
+84%
Shares
-27%
Last quarter: total value of institutional LPTX holdings rose +85% even though funds reduced share count by 28%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~12 new funds/quarter

16 → 8 → 5 → 2 → 12 new funds/Q
New funds entering each quarter: 8 → 5 → 2 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 11% 1-2yr 19% new
Of 37 current holders: 26 (70%) 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 — 26% from major AUM funds

26% from top-100 AUM funds
9 of 34 current holders rank in the top 100 by AUM. A meaningful share of the ownership base comes from the most well-resourced institutions.
1.6
out of 10
Low Exit Risk
Exit risk score 1.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: LPTX

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

Market Analysis: LPTX

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LPTX

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Hedge Fund Positioning: LPTX
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: LPTX

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed