Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Niagen Bioscience Inc (NAGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — NAGE

Based on 144 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 NAGE 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 — 87% of 3.0Y peak

87% of all-time peak
144 funds currently hold this stock — 87% of the 3.0-year high of 165 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

78 buying95 selling
Last quarter: 95 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 32 → 34 → 24. 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.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new
62 out of 144 hedge funds have held NAGE 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 +13%, value -19%

Value
-18%
Shares
+13%
Last quarter: funds added +13% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~24 new funds/quarter

36 → 36 → 32 → 34 → 24 new funds/Q
New funds entering each quarter: 36 → 32 → 34 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 32% newcomers

■ 57% veterans ■ 11% 1-2yr ■ 32% new
Entry-cohort mix of 149 holders: 85 (57%) are 2+ year veterans, 16 entered 1–2 years ago, and 48 (32%) 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
41 of 142 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.
3.2
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.

Institutional Sentiment Summary — NAGE

In 2026 Q1, 78 hedge funds were net buyers of NAGE (24 opened a new position, 54 added to an existing one), while 95 reduced or exited (50 trimmed, 45 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in NAGE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 144.

Hedge Fund Ownership: NAGE

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

Market Analysis: NAGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NAGE

-- --

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

Is It Too Late to Buy Niagen Bioscience Inc (NAGE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NAGE has moved relative to its sector benchmark (XLV) 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 · 86d ago
NAGE
-21.8%
XLV
+7.4%

NAGE outperformed XLV by -29.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
NAGE
-5.5%
XLV
+8.5%

Since the filing became public, NAGE outperformed XLV by -14.0% .

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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: NAGE
143 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 165 -13.33%
13F Shares 37M 33M 13.12%
Total Value $168M $207M -18.91%
New Positions 23 34 -11
Increased Positions 53 61 -8
Closed Positions 45 29 +16
Reduced Positions 48 53 -5
Total Calls 4 4 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.5 Neutral

Statistics: NAGE

View More

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)

143 + investors

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

QUARTER:
Top 25 NAGE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 3.00% 2,029,155 $8.9M
2 SteelPeak Wealth, LLC 0.45% 3,373,000 $14.9M
3 Silverberg Bernstein Capital Management LLC 0.34% 138,102 $609K
4 Teton Advisors, LLC 0.09% 30,000 $132K
5 BSW Wealth Partners 0.08% 154,000 $679K
6 Miller Global Investments, LLC 0.08% 18,800 $83K
7 Andina Capital Management, LLC 0.06% 14,122 $62K
8 Insight 2811, INC. 0.04% 22,834 $101K
9 Kassira Wealth Management LLC 0.04% 10,000 $44K
10 Fox Run Management, L.L.C. 0.02% 31,608 $135K
11 Midwest Professional Planners, LTD. 0.02% 20,950 $92K
12 Quantbot Technologies LP 0.02% 119,673 $528K
13 Campbell & CO Investment Adviser LLC 0.02% 78,357 $346K
14 Trexquant Investment LP 0.02% 576,816 $2.5M
15 OP Asset Management Ltd 0.02% 334,412 $1.7M
16 Mirabella Financial Services LLP 0.02% 43,074 $190K
17 State of Wyoming 0.01% 25,405 $112K
18 Renaissance Technologies LLC 0.01% 1,328,843 $5.9M
19 Sargent Investment Group, LLC 0.01% 15,000 $66K
20 Qube Research & Technologies Ltd 0.01% 1,714,639 $7.6M
21 Los Angeles Capital Management LLC 0.01% 481,442 $2.1M
22 Gamco Investors, INC. Et Al 0.01% 165,000 $728K
23 Gabelli Funds LLC 0.01% 214,685 $947K
24 Connor, Clark & Lunn Investment Management Ltd. 0.01% 582,448 $2.6M
25 Arrowstreet Capital, Limited Partnership 0.01% 2,378,437 $10.5M
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 — Niagen Bioscience Inc (NAGE)

What does the Smart Money Trend signal show for NAGE?

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

More sellers than buyers — 45% buying: Last quarter: 95 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NAGE holders?

Strong quality — 38% AUM from major funds: 41 of 142 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 NAGE?

43% of holders stayed for 2+ years: 62 out of 144 hedge funds have held NAGE 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 Niagen Bioscience Inc (NAGE) following the 2026 Q1 hedge fund 13F filings?

As of today, NAGE has moved -5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.5% for the XLV sector ETF — an outperformance of -14.0%. Since the quarter end (March 31, 2026), NAGE has gained -21.8% vs +7.4% for XLV. 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.

Full history →