Magnite Inc (MGNI) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Magnite Inc (MGNI) following the 2026 Q2 hedge fund 13F filings?

As of today, MGNI has moved -3.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.5% for the XLC sector ETF — an outperformance of -3.3%. Since the quarter end (June 30, 2026), MGNI gained +25.3% vs +4.9% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Magnite Inc (MGNI)

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

Smart Money Signals — MGNI

Based on 311 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 MGNI 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 (99% of max)

99% of all-time peak

311 hedge funds hold MGNI 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.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

179 buying134 selling

Last quarter: 179 funds bought or added vs 134 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 — ~57 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 68 → 57 → 54 → 57. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new

173 out of 311 hedge funds have held MGNI 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 +85% but shares only +11% — price-driven

Value

+84%

+11%

Last quarter: the total dollar value of institutional holdings rose +85%, but actual share count only changed +11%. 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.

➡️

Steady discovery — ~57 new funds/quarter

54 → 68 → 57 → 54 → 57 new funds/Q

New funds entering each quarter: 68 → 57 → 54 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new

Entry-cohort mix of 329 holders: 201 (61%) are 2+ year veterans, 46 entered 1–2 years ago, and 82 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

54 of 308 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in MGNI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	305	296	3.04%
13F Shares	149M	137M	8.85%
Total Value	$2.82B	$1.62B	74.21%
New Positions	57	54	+3
Increased Positions	117	111	+6
Closed Positions	45	65	-20
Reduced Positions	87	81	+6
Total Calls	12	9	33.33%
Total Puts	9	8	12.5%
PUT/CALL Ratio	0.75	0.89	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

305

296

3.04%

13F Shares

149M

137M

8.85%

Total Value

$2.82B

$1.62B

74.21%

New Positions

Increased Positions

117

111

Closed Positions

-20

Reduced Positions

Total Calls

33.33%

Total Puts

12.5%

PUT/CALL Ratio

0.75

0.89

Neutral

Institutional Holders (2026 Q2)

305 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MGNI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nine Ten Capital Management LLC	19.26%	3,261,283	$61.9M
2	Grizzlyrock Capital, LLC	15.46%	1,164,628	$22.1M
3	325 Capital LLC	15.44%	3,412,694	$64.8M
4	Edenbrook Capital, LLC	13.60%	3,555,615	$67.5M
5	Kopion Asset Management, LLC	8.09%	674,451	$12.8M
6	Maestria Partners LLC	7.65%	1,158,430	$22.0M
7	Norwood Investment Partners, LP	6.16%	235,000	$4.5M
8	Meros Investment Management, LP	5.97%	991,335	$18.8M
9	EVR Research LP	4.50%	480,000	$9.1M
10	S Squared Technology, LLC	3.34%	567,862	$10.8M
11	Manatuck Hill Partners, LLC	2.83%	450,000	$8.5M
12	Blue Grotto Capital, LLC	2.70%	1,706,741	$32.4M
13	Park West Asset Management LLC	2.59%	2,000,000	$38.0M
14	P.A.W. Capital Corp	2.33%	160,000	$3.0M
15	Ophir Asset Management Pty Ltd	2.26%	1,450,061	$27.5M
16	Granahan Investment Management, LLC	2.09%	3,083,211	$58.5M
17	Occam Crest Management LP	2.00%	195,000	$3.8M
18	1492 Capital Management LLC	1.78%	317,750	$6.0M
19	Perkins Capital Management Inc	1.41%	98,625	$1.9M
20	Penbrook Management LLC	1.36%	112,040	$2.1M
21	Lisanti Capital Growth, LLC	1.21%	289,030	$5.5M
22	Nano Cap New Millennium Growth Fund L P	1.19%	81,500	$1.5M
23	Pillsbury Lake Capital LLC	1.13%	217,753	$4.1M
24	Dba Trading, LLC	0.90%	150,000	$1.8M
25	Dean Capital Management	0.84%	121,971	$2.3M

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 — Magnite Inc (MGNI)

What does the Smart Money Trend signal show for MGNI?

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

Slight buying edge — 57% buying: Last quarter: 179 funds bought or added vs 134 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 MGNI holders?

Elite ownership — 51% AUM from top-100 funds: 54 of 308 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in MGNI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MGNI?

56% of holders stayed for 2+ years: 173 out of 311 hedge funds have held MGNI 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 Magnite Inc (MGNI) following the 2026 Q2 hedge fund 13F filings?

As of today, MGNI has moved -3.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.5% for the XLC sector ETF — an outperformance of -3.3%. Since the quarter end (June 30, 2026), MGNI has gained +25.3% vs +4.9% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

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Magnite Inc (MGNI)

Smart Money Signals — MGNI

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~57 new funds per quarter

56% of holders stayed for 2+ years

Value +85% but shares only +11% — price-driven

Steady discovery — ~57 new funds/quarter

Veteran-anchored — 61% veterans vs 25% newcomers

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — MGNI

Hedge Fund Ownership: MGNI

Market Analysis: MGNI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MGNI

Is It Too Late to Buy Magnite Inc (MGNI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MGNI

Statistics: MGNI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Magnite Inc (MGNI)

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