Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

908 Devices Inc (MASS)

109 + Investors. Track Smart Money conviction in MASS. 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
↓ -6
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — MASS

Based on 109 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 MASS 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
109 hedge funds hold MASS 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 — +24% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+24% 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 sellers than buyers — 41% buying

44 buying64 selling
Last quarter: 64 funds reduced or exited vs 44 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 19 → 21 → 12. 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.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 36% medium 20% new
48 out of 109 hedge funds have held MASS 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.
💰

Value +23% but shares only +7% — price-driven

Value
+23%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +7%. 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.
📊

Peak discovery — momentum slowing

22 → 26 → 19 → 21 → 12 new funds/Q
New funds entering each quarter: 26 → 19 → 21 → 12. MASS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

60% veterans 11% 1-2yr 29% new
Entry-cohort mix of 110 holders: 66 (60%) are 2+ year veterans, 12 entered 1–2 years ago, and 32 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
35 of 109 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — MASS

In 2026 Q1, 44 hedge funds were net buyers of MASS (12 opened a new position, 32 added to an existing one), while 64 reduced or exited (46 trimmed, 18 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 109.

Hedge Fund Ownership: MASS

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

Market Analysis: MASS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MASS

-- --

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

Is It Too Late to Buy 908 Devices Inc (MASS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MASS has moved relative to its sector benchmark (XLV) 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 · 78d ago
MASS
+41.5%
XLV
+3.2%

MASS outperformed XLV by +38.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MASS
+25.5%
XLV
+4.3%

Since the filing became public, MASS outperformed XLV by +21.2% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: MASS
109 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 109 115 -5.22%
13F Shares 28M 26M 6.64%
Total Value $169M $137M 23.15%
New Positions 12 21 -9
Increased Positions 31 40 -9
Closed Positions 18 13 +5
Reduced Positions 45 39 +6
Total Calls 0 2 -100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MASS

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

109 + investors

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

QUARTER:
Top 25 MASS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AWM Investment Company, Inc. 3.52% 5,199,924 $31.8M
2 First Light Asset Management, LLC 3.33% 6,072,563 $37.2M
3 Tao Capital Management LP 2.93% 568,981 $3.5M
4 Meros Investment Management, LP 0.96% 361,738 $2.2M
5 HighMark Wealth Management LLC 0.80% 319,350 $2.0M
6 Nano Cap New Millennium Growth Fund L P 0.69% 120,000 $734K
7 Essex Investment Management Co LLC 0.48% 491,221 $3.0M
8 Needham Investment Management LLC 0.39% 1,240,000 $7.6M
9 Prescott Group Capital Management, L.L.C. 0.22% 361,595 $2.2M
10 Granahan Investment Management, LLC 0.21% 695,070 $4.3M
11 Bruce & Co., Inc. 0.12% 68,286 $418K
12 ARK Investment Management LLC 0.09% 1,946,685 $11.9M
13 Legato Capital Management LLC 0.09% 153,450 $939K
14 GM Advisory Group, LLC 0.06% 238,218 $1.5M
15 Old Port Advisors 0.05% 38,629 $236K
16 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% 89,769 $549K
17 Amova Asset Management Americas, Inc. 0.02% 269,873 $1.7M
18 PCM Encore, LLC 0.01% 11,830 $72K
19 Dynamic Technology Lab Private Ltd 0.01% 13,898 $85K
20 Intelligence Driven Advisers, LLC 0.01% 10,000 $61K
21 Campbell & CO Investment Adviser LLC 0.01% 29,656 $181K
22 Cassaday & Co Wealth Management LLC 0.01% 71,629 $438K
23 Brooklyn Investment Group 0.01% 46,259 $283K
24 49 Wealth Management, LLC 0.01% 17,101 $105K
25 First Eagle Investment Management, LLC 0.01% 803,606 $4.9M
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 — 908 Devices Inc (MASS)

What does the Smart Money Trend signal show for MASS?

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

More sellers than buyers — 41% buying: Last quarter: 64 funds reduced or exited vs 44 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MASS holders?

Smaller funds dominant — 14% AUM from top-100: 35 of 109 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MASS?

44% of holders stayed for 2+ years: 48 out of 109 hedge funds have held MASS 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 908 Devices Inc (MASS) following the 2026 Q1 hedge fund 13F filings?

As of today, MASS has moved +25.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.3% for the XLV sector ETF — an outperformance of +21.2%. Since the quarter end (March 31, 2026), MASS has gained +41.5% vs +3.2% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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