Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MOGO INC (MOGO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — MOGO

Based on 25 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MOGO 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 — 93% of 3.0Y peak

93% of all-time peak
25 funds currently hold this stock — 93% of the 3.0-year high of 27 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+39% 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.
🔴

Heavy selling pressure — only 38% buying

10 buying16 selling
Last quarter: 16 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 8 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
17 out of 25 hedge funds have held MOGO 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 -38%, value -64%

Value
-64%
Shares
-38%
Last quarter: funds added -38% more shares while total portfolio value only changed -64%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~3 new funds/quarter

2 → 3 → 3 → 8 → 3 new funds/Q
New funds entering each quarter: 3 → 3 → 8 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 7% 1-2yr ■ 18% new
Of 28 current holders: 21 (75%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
8 of 25 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: MOGO

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

Market Analysis: MOGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MOGO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: MOGO
2026 Q1 Stats Unlock in 18 days 28 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 28 28 -
13F Shares 916K 1M -38.16%
Total Value $966K $3M -63.95%
New Positions 3 8 -5
Increased Positions 8 14 -6
Closed Positions 5 3 +2
Reduced Positions 13 6 +7
Total Calls 3 3 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MOGO

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Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

28 + investors

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

Top 25 institutional holders of MOGO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Baader Bank Aktiengesellschaft 0.00% 23,981 $12K
2 XTX Topco Ltd 0.00% 22,993 $25K
3 Tidal Investments LLC 0.00% 58,166 $62K
4 TWO SIGMA INVESTMENTS, LP 0.00% 56,633 $61K
5 FIRST MANHATTAN CO. LLC. 0.00% 26,400 $29K
6 Mariner, LLC 0.00% 55,305 $59K
7 Rathbones Group PLC 0.00% 10,333 $11K
8 RENAISSANCE TECHNOLOGIES LLC 0.00% 24,800 $27K
9 TD Waterhouse Canada Inc. 0.00% 5,579 $6K
10 GOLDMAN SACHS GROUP INC 0.00% 214,100 $229K
11 Dixon Mitchell Investment Counsel Inc. 0.00% 713 —
12 CITADEL ADVISORS LLC 0.00% 121,284 $130K
13 CITADEL ADVISORS LLC 0.00% 84,800 $91K
14 Squarepoint Ops LLC 0.00% 10,670 $11K
15 JANE STREET GROUP, LLC 0.00% 68,926 $75K
16 NATIONAL BANK OF CANADA /FI/ 0.00% 7,105 $6K
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 29,441 $32K
18 JANE STREET GROUP, LLC 0.00% 20,300 $22K
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 22,400 $24K
20 SIMPLEX TRADING, LLC 0.00% 4,419 $5K
21 MORGAN STANLEY 0.00% 29,060 $31K
22 EASTERN BANK 0.00% 66 —
23 ROYAL BANK OF CANADA 0.00% 5,463 $6K
24 UBS Group AG 0.00% 4,200 $4K
25 BANK OF AMERICA CORP /DE/ 0.00% 6,100 $7K
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 — MOGO INC (MOGO)

What does the Smart Money Trend signal show for MOGO?

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

Heavy selling pressure — only 38% buying: Last quarter: 16 funds sold vs only 10 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 MOGO holders?

Strong quality — 29% AUM from major funds: 8 of 25 holders rank in the top 100 by AUM, accounting for 29% 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 MOGO?

68% of holders stayed for 2+ years: 17 out of 25 hedge funds have held MOGO 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.

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.