Magnite Inc (MGNI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Magnite Inc (MGNI) following the 2026 Q1 hedge fund 13F filings?

As of today, MGNI has moved +30.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.4% for the XLC sector ETF — an outperformance of +34.1%. Since the quarter end (March 31, 2026), MGNI gained +41.0% vs +1.2% for XLC. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Magnite Inc (MGNI)

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

Smart Money Signals — MGNI

Based on 294 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their MGNI 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

294 funds currently hold this stock — 94% of the 3.0-year high of 313 funds (reached 2025 Q3). 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 MGNI is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 53% buying

169 buying149 selling

Last quarter: 169 funds bought or added vs 149 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 — ~52 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 53 → 68 → 57 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new

162 out of 294 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.

💎

Buying through price weakness — shares -6%, value -31%

Value

-31%

-5%

Last quarter: funds added -6% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~52 new funds/quarter

52 → 53 → 68 → 57 → 52 new funds/Q

New funds entering each quarter: 53 → 68 → 57 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 22% new

Of 311 current holders: 202 (65%) 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 — 39% AUM from major funds

39% from top-100 AUM funds

50 of 294 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	293	306	-4.25%
13F Shares	137M	145M	-5.85%
Total Value	$1.62B	$2.35B	-31.17%
New Positions	51	57	-6
Increased Positions	111	121	-10
Closed Positions	64	64	-
Reduced Positions	81	95	-14
Total Calls	9	16	-43.75%
Total Puts	8	10	-20.0%
PUT/CALL Ratio	0.89	0.62	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

293

306

-4.25%

13F Shares

137M

145M

-5.85%

Total Value

$1.62B

$2.35B

-31.17%

New Positions

-6

Increased Positions

111

121

-10

Closed Positions

Reduced Positions

-14

Total Calls

-43.75%

Total Puts

-20.0%

PUT/CALL Ratio

0.89

0.62

Neutral

Institutional Holders (2026 Q1)

293 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nine Ten Capital Management LLC	13.14%	3,481,283	$41.4M
2	Grizzlyrock Capital, LLC	11.65%	1,238,680	$14.7M
3	Edenbrook Capital, LLC	10.35%	2,798,036	$33.2M
4	325 Capital LLC	8.68%	2,005,387	$23.8M
5	Kopion Asset Management, LLC	7.91%	855,904	$10.2M
6	Maestria Partners LLC	5.91%	1,363,505	$16.2M
7	P.A.W. Capital Corp	5.50%	170,000	$2.0M
8	Norwood Investment Partners, LP	5.21%	285,000	$3.4M
9	Meros Investment Management, LP	5.11%	992,351	$11.8M
10	Ophir Asset Management Pty Ltd	2.93%	2,118,016	$25.2M
11	Edenbrook Capital, LLC	2.22%	600,000	$7.1M
12	Blue Grotto Capital, LLC	1.82%	1,328,782	$15.8M
13	S Squared Technology, LLC	1.81%	402,862	$4.8M
14	1492 Capital Management LLC	1.54%	340,542	$4.0M
15	Granahan Investment Management, LLC	1.47%	2,553,413	$30.3M
16	Perkins Capital Management Inc	1.33%	119,275	$1.4M
17	No Street GP LP	1.29%	1,628,248	$19.3M
18	Penbrook Management LLC	1.01%	112,190	$1.3M
19	Manatuck Hill Partners, LLC	0.99%	310,000	$3.7M
20	Lisanti Capital Growth, LLC	0.93%	309,440	$3.7M
21	Dba Trading, LLC	0.89%	150,000	$1.8M
22	Nano Cap New Millennium Growth Fund L P	0.78%	70,000	$832K
23	Park West Asset Management LLC	0.60%	598,380	$7.1M
24	Kennedy Capital Management LLC	0.44%	1,753,542	$20.8M
25	QVT Financial LP	0.39%	453,910	$5.4M

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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MGNI 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 MGNI?

Slight buying edge — 53% buying: Last quarter: 169 funds bought or added vs 149 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?

Strong quality — 39% AUM from major funds: 50 of 294 holders rank in the top 100 by AUM, accounting for 39% 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 MGNI?

55% of holders stayed for 2+ years: 162 out of 294 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 Q1 hedge fund 13F filings?

As of today, MGNI has moved +30.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.4% for the XLC sector ETF — an outperformance of +34.1%. Since the quarter end (March 31, 2026), MGNI has gained +41.0% vs +1.2% for XLC. 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Magnite Inc (MGNI)

Smart Money Signals — MGNI

Selling streak — 2 quarters in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

Steady new buyers — ~52 new funds per quarter

55% of holders stayed for 2+ years

Buying through price weakness — shares -6%, value -31%

Steady discovery — ~52 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Strong quality — 39% AUM from major 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 Q1)

Frequently Asked Questions — Magnite Inc (MGNI)

Welcome to 13Foresight!