Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nordson Corp (NDSN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — NDSN

Based on 705 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added NDSN 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
705 hedge funds hold NDSN 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 — +22% more funds vs a year ago

fund count last 6Q
+128 new funds entered over the past year (+22% 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 — 51% buying

340 buying321 selling
Last quarter: 340 funds bought or added vs 321 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 (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 85 → 85 → 122 → 98. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 19% new
453 out of 705 hedge funds have held NDSN 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

69 → 85 → 85 → 122 → 98 new funds/Q
New funds entering each quarter: 85 → 85 → 122 → 98. A growing number of institutions are discovering NDSN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Of 710 current holders: 483 (68%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
62 of 705 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in NDSN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — NDSN

In 2026 Q1, 340 hedge funds were net buyers of NDSN (98 opened a new position, 242 added to an existing one), while 321 reduced or exited (252 trimmed, 69 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in NDSN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 705.

Hedge Fund Ownership: NDSN

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

Market Analysis: NDSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NDSN

-- --

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

Is It Too Late to Buy Nordson Corp (NDSN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NDSN has moved relative to its sector benchmark (XLI) 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 · 74d ago
NDSN
+8.3%
XLI
-76.3%

NDSN outperformed XLI by +84.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
NDSN
+4.8%
XLI
-6.5%

Since the filing became public, NDSN outperformed XLI by +11.3% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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.

45 top-rated funds 3 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: NDSN
700 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 700 676 3.55%
13F Shares 41M 43M -5.84%
Total Value $10.46B $10.20B 2.52%
New Positions 95 122 -27
Increased Positions 239 196 +43
Closed Positions 71 57 +14
Reduced Positions 251 246 +5
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: NDSN

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Institutional Holders (2026 Q1)

700 + investors

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

QUARTER:
Top 25 NDSN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XXEC, Inc. 7.98% 178,821 $45.5M
2 Mcdaniel Terry & Co 5.29% 234,252 $62.3M
3 Crown Oak Advisors, LLC 3.90% 29,188 $7.8M
4 Clark & Stuart, Inc 3.83% 21,322 $5.7M
5 Piscataqua Savings Bank 3.74% 20,002 $5.3M
6 Bond & Devick Financial Network, Inc. 3.30% 44,430 $11.8M
7 Roffman Miller Associates Inc /Pa/ 2.26% 147,179 $39.2M
8 SMA Capital LLC 1.98% 17,275 $4.6M
9 Brendel Financial Advisors LLC 1.97% 14,928 $4.0M
10 Mountain Pacific Investment Advisers LLC 1.78% 39,072 $10.4M
11 Peninsula Asset Management Inc 1.77% 13,000 $3.5M
12 Kayne Anderson Rudnick Investment Management LLC 1.60% 2,045,115 $544.1M
13 Confluence Investment Management LLC 1.27% 308,267 $82.0M
14 Sierra Legacy Group 1.26% 6,187 $1.6M
15 Seneca Financial Advisors LLC 1.17% 14,998 $4.0M
16 Champlain Investment Partners, LLC 0.93% 275,104 $73.2M
17 Albert D Mason Inc 0.75% 4,333 $1.2M
18 Curi Capital, LLC 0.69% 146,156 $39.0M
19 Copeland Capital Management, LLC 0.67% 113,657 $30.2M
20 Norris Perne & French LLP/Mi 0.67% 37,387 $9.9M
21 Boston Trust Walden Corp 0.66% 301,761 $80.3M
22 Johnson Investment Counsel Inc 0.66% 306,287 $81.5M
23 Uncommon Cents Investing LLC 0.63% 10,133 $2.7M
24 GHP Investment Advisors, Inc. 0.62% 56,275 $15.0M
25 Washington Capital Management, Inc 0.61% 2,700 $718K
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 — Nordson Corp (NDSN)

What does the Smart Money Trend signal show for NDSN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NDSN 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 NDSN?

Slight buying edge — 51% buying: Last quarter: 340 funds bought or added vs 321 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 NDSN holders?

Elite ownership — 45% AUM from top-100 funds: 62 of 705 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in NDSN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NDSN?

64% of holders stayed for 2+ years: 453 out of 705 hedge funds have held NDSN 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 Nordson Corp (NDSN) following the 2026 Q1 hedge fund 13F filings?

As of today, NDSN has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -6.5% for the XLI sector ETF — an outperformance of +11.3%. Since the quarter end (March 31, 2026), NDSN has gained +8.3% vs -76.3% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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