Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Everspin Technologies Inc (MRAM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — MRAM

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added MRAM 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 (100% of max)

100% of all-time peak
98 hedge funds hold MRAM 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 — +42% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+42% 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.
🟡

Slight buying edge — 56% buying

54 buying43 selling
Last quarter: 54 funds bought or added vs 43 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 — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 16 → 24 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 21% medium ■ 36% new
42 out of 98 hedge funds have held MRAM 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.
📈

Growing discovery — still being found

10 → 21 → 16 → 24 → 23 new funds/Q
New funds entering each quarter: 21 → 16 → 24 → 23. A growing number of institutions are discovering MRAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 9% 1-2yr ■ 31% new
Of 102 current holders: 61 (60%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
27 of 98 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — MRAM

In 2026 Q1, 54 hedge funds were net buyers of MRAM (23 opened a new position, 31 added to an existing one), while 43 reduced or exited (32 trimmed, 11 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in MRAM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: MRAM

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

Market Analysis: MRAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MRAM

-- --

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

Is It Too Late to Buy Everspin Technologies Inc (MRAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MRAM has moved relative to its sector benchmark (XLK) 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 · 76d ago
MRAM
+177.7%
XLK
+39.1%

MRAM outperformed XLK by +138.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
MRAM
-35.5%
XLK
+4.8%

Since the filing became public, MRAM outperformed XLK by -40.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: MRAM
98 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 98 86 13.95%
13F Shares 12M 12M 4.01%
Total Value $100M $111M -9.87%
New Positions 23 24 -1
Increased Positions 31 19 +12
Closed Positions 11 13 -2
Reduced Positions 30 23 +7
Total Calls 3 2 50.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.67 0.0 Bullish

Statistics: MRAM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

98 + investors

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

QUARTER:
Top 25 MRAM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AWM Investment Company, Inc. 2.02% 2,077,241 $18.3M
2 HERALD INVESTMENT MANAGEMENT Ltd 0.73% 600,000 $5.2M
3 Lynrock Lake LP 0.58% 969,635 $8.5M
4 Green Alpha Advisors, LLC 0.39% 44,590 $392K
5 Oppenheimer & Close, LLC 0.38% 68,967 $606K
6 Dover Advisors, LLC 0.14% 39,649 $349K
7 Longaeva Partners L.P. 0.06% 172,774 $1.5M
8 Silverberg Bernstein Capital Management LLC 0.05% 10,862 $95K
9 Informed Momentum Co LLC 0.05% 51,315 $451K
10 Fortitude Advisory Group L.L.C. 0.04% 11,290 $99K
11 Shay Capital LLC 0.04% 50,000 $440K
12 Occudo Quantitative Strategies LP 0.04% 35,391 $647K
13 683 Capital Management, LLC 0.03% 70,000 $615K
14 Catalyst Funds Management Pty Ltd 0.03% 17,070 $150K
15 State of Wyoming 0.02% 21,522 $189K
16 ArrowMark Colorado Holdings LLC 0.01% 60,136 $529K
17 Mirabella Financial Services LLP 0.01% 13,432 $118K
18 Gordian Capital Singapore Pte Ltd 0.01% 561 $5K
19 Marshall Wace, LLP 0.01% 863,962 $7.6M
20 Bridgeway Capital Management, LLC 0.01% 39,700 $349K
21 WINTON GROUP Ltd 0.01% 16,858 $148K
22 Caitong International Asset Management Co., Ltd 0.01% 3,133 $28K
23 Renaissance Technologies LLC 0.00% 334,367 $2.9M
24 Ritholtz Wealth Management 0.00% 27,702 $244K
25 Truvestments Capital LLC 0.00% 2,500 $22K
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 — Everspin Technologies Inc (MRAM)

What does the Smart Money Trend signal show for MRAM?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MRAM 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 MRAM?

Slight buying edge — 56% buying: Last quarter: 54 funds bought or added vs 43 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 MRAM holders?

Strong quality — 30% AUM from major funds: 27 of 98 holders rank in the top 100 by AUM, accounting for 30% 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 MRAM?

43% of holders stayed for 2+ years: 42 out of 98 hedge funds have held MRAM 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 Everspin Technologies Inc (MRAM) following the 2026 Q1 hedge fund 13F filings?

As of today, MRAM has moved -35.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -40.3%. Since the quarter end (March 31, 2026), MRAM has gained +177.7% vs +39.1% for XLK. 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.

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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