Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Match Group Inc New (MTCH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -35
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — MTCH

Based on 574 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MTCH 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
574 funds currently hold this stock — 94% of the 3.0-year high of 609 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

346 buying306 selling
Last quarter: 346 funds bought or added vs 306 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.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 95 → 132 → 109 → 96. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
324 out of 574 hedge funds have held MTCH 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.
➡️

Steady discovery — ~96 new funds/quarter

84 → 95 → 132 → 109 → 96 new funds/Q
New funds entering each quarter: 95 → 132 → 109 → 96. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 26% newcomers

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Entry-cohort mix of 594 holders: 382 (64%) are 2+ year veterans, 57 entered 1–2 years ago, and 155 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
53 of 567 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — MTCH

In 2026 Q1, 346 hedge funds were net buyers of MTCH (96 opened a new position, 250 added to an existing one), while 306 reduced or exited (175 trimmed, 131 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 38% of total institutional value in MTCH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -35 funds (more exits than new entries). Total institutional holders: 574.

Hedge Fund Ownership: MTCH

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

Market Analysis: MTCH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MTCH

-- --

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

Is It Too Late to Buy Match Group Inc New (MTCH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MTCH has moved relative to its sector benchmark (XLC) 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 · 80d ago
MTCH
nan%
XLC
nan%

MTCH outperformed XLC by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
MTCH
nan%
XLC
nan%

Since the filing became public, MTCH outperformed XLC by nan% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 3 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: MTCH
569 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 569 609 -6.57%
13F Shares 248M 256M -3.03%
Total Value $7.29B $8.24B -11.48%
New Positions 94 109 -15
Increased Positions 239 213 +26
Closed Positions 134 104 +30
Reduced Positions 172 215 -43
Total Calls 10 17 -41.18%
Total Puts 16 22 -27.27%
PUT/CALL Ratio 1.6 1.29 Bearish

Statistics: MTCH

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

569 + investors

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

QUARTER:
Top 25 MTCH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SaddleRock Capital Management LLC 7.77% 239,912 $7.4M
2 Starboard Value LP 7.65% 11,395,379 $350.0M
3 Ranmore Fund Management Ltd 4.06% 1,000,007 $30.7M
4 Anson Funds Management LP 3.66% 1,357,879 $41.7M
5 Permit Capital, LLC 3.65% 350,000 $10.7M
6 Callodine Capital Management, LP 3.63% 1,690,388 $51.9M
7 Seizert Capital Partners, LLC 2.98% 2,108,015 $64.7M
8 Edmond de Rothschild Holding S.A. 2.20% 4,949,349 $152.0M
9 Penn Davis Mcfarland Inc 1.58% 524,758 $16.1M
10 Tikvah Management LLC 1.52% 159,500 $4.9M
11 Garnet Equity Capital Holdings, INC. 1.43% 300,000 $9.2M
12 Blueshift Asset Management, LLC 1.06% 113,227 $3.5M
13 Intrepid Capital Management Inc 1.02% 86,904 $2.7M
14 Deprince Race & Zollo Inc 0.90% 1,549,147 $47.6M
15 Fuller & Thaler Asset Management, INC. 0.80% 7,746,577 $237.9M
16 Orvieto Partners, L.P. 0.79% 30,000 $921K
17 Inlight Wealth Management, LLC 0.73% 63,877 $2.0M
18 Unified Investment Management 0.69% 22,018 $676K
19 Punch & Associates Investment Management, INC. 0.67% 379,972 $11.7M
20 Jupiter Asset Management Ltd 0.67% 4,101,913 $126.0M
21 Landscape Capital Management, L.L.C. 0.67% 343,667 $10.6M
22 Gw Henssler & Associates Ltd 0.59% 408,213 $12.5M
23 CDC Financial, Inc. 0.58% 29,500 $906K
24 Clark Estates Inc/Ny 0.55% 74,800 $2.3M
25 Boyar Asset Management INC. 0.50% 28,343 $870K
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 — Match Group Inc New (MTCH)

What does the Smart Money Trend signal show for MTCH?

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

Slight buying edge — 53% buying: Last quarter: 346 funds bought or added vs 306 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 MTCH holders?

Strong quality — 38% AUM from major funds: 53 of 567 holders rank in the top 100 by AUM, accounting for 38% 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 MTCH?

56% of holders stayed for 2+ years: 324 out of 574 hedge funds have held MTCH 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 Match Group Inc New (MTCH) following the 2026 Q1 hedge fund 13F filings?

As of today, MTCH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLC sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MTCH has gained nan% vs nan% 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.

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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