Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Inflection Point Acqu Corp V (MAYAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
27%

Smart Money Signals — MAYAR

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MAYAR 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.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
21 funds currently hold this stock — 78% of the 3.0-year high of 27 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold MAYAR compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 27% buying

3 buying8 selling
Last quarter: 8 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 1 → 3 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 24% entered in last year

■ 5% conviction (2yr+) ■ 71% medium ■ 24% new
Only 1 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

10 → 7 → 1 → 3 → 2 new funds/Q
New funds entering each quarter: 7 → 1 → 3 → 2. MAYAR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 57% of holders entered in last year

■ 5% veterans ■ 38% 1-2yr ■ 57% new
Of 21 current holders: 12 (57%) entered in the past year, only 1 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
4 of 21 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — MAYAR

In 2026 Q2, 3 hedge funds were net buyers of MAYAR (2 opened a new position, 1 added to an existing one), while 8 reduced or exited (7 trimmed, 1 sold completely) — a 27% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: MAYAR

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

Market Analysis: MAYAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MAYAR

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MAYAR
21 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 20 5.0%
13F Shares 7M 7M 3.03%
Total Value $5M $4M 17.7%
New Positions 2 3 -1
Increased Positions 1 0 +1
Closed Positions 1 3 -2
Reduced Positions 7 8 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MAYAR

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:
Top 21 MAYAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harraden Circle Investments, LLC 0.23% 2,614,444 $1.8M
2 Meteora Capital, LLC 0.05% 957,155 $660K
3 Shaolin Capital Management LLC 0.01% 412,846 $285K
4 Rivernorth Capital Management, LLC 0.01% 249,893 $172K
5 Polar Asset Management Partners Inc. 0.00% 400,000 $276K
6 AQR Arbitrage LLC 0.00% 368,919 $240K
7 Bulldog Investors, LLP 0.00% 19,430 $14K
8 Magnetar Financial LLC 0.00% 250,000 $181K
9 Periscope Capital INC. 0.00% 25,000 $17K
10 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 125,000 $86K
11 Whitebox Advisors LLC 0.00% 125,000 $86K
12 Clear Street Group Inc. 0.00% 243,889 $168K
13 Hudson Bay Capital Management LP 0.00% 201,700 $131K
14 LMR Partners LLP 0.00% 90,000 $62K
15 Boothbay Fund Management, LLC 0.00% 14,686 $10K
16 Wolverine Asset Management LLC 0.00% 19,798 $14K
17 Toronto Dominion Bank 0.00% 145,600 $100K
18 D. E. Shaw & Co., Inc. 0.00% 200,000 $130K
19 BNP Paribas Financial Markets 0.00% 122,083 $84K
20 Jpmorgan Chase & Co 0.00% 150,000 $98K
21 UBS Group AG 0.00% 438 —
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 — Inflection Point Acqu Corp V (MAYAR)

What does the Smart Money Trend signal show for MAYAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MAYAR 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 MAYAR?

Heavy selling pressure — only 27% buying: Last quarter: 8 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MAYAR holders?

Smaller funds dominant — 7% AUM from top-100: 4 of 21 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MAYAR?

Mostly new holders — 24% entered in last year: Only 1 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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