Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neovolta Inc (NEOV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — NEOV

Based on 34 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 NEOV 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
34 hedge funds hold NEOV 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 — +55% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+55% 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.
🟠

More sellers than buyers — 49% buying

20 buying21 selling
Last quarter: 21 funds reduced or exited vs 20 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.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 10 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 24% conviction (2yr+) ■ 32% medium ■ 44% new
Only 8 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

3 → 3 → 6 → 10 → 13 new funds/Q
New funds entering each quarter: 3 → 6 → 10 → 13. A growing number of institutions are discovering NEOV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 31% new entrants

■ 31% veterans ■ 37% 1-2yr ■ 31% new
Of 35 current holders: 11 (31%) held 2+ years, 13 held 1–2 years, 11 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
15 of 34 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — NEOV

In 2026 Q1, 20 hedge funds were net buyers of NEOV (13 opened a new position, 7 added to an existing one), while 21 reduced or exited (9 trimmed, 12 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: NEOV

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

Market Analysis: NEOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEOV

-- --

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

Is It Too Late to Buy Neovolta Inc (NEOV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NEOV 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 · 79d ago
NEOV
-31.2%
XLI
+11.0%

NEOV outperformed XLI by -42.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
NEOV
-17.2%
XLI
+4.8%

Since the filing became public, NEOV outperformed XLI by -22.0% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: NEOV
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 33 3.03%
13F Shares 10M 9M 22.58%
Total Value $32M $26M 23.3%
New Positions 13 10 +3
Increased Positions 7 10 -3
Closed Positions 12 2 +10
Reduced Positions 9 5 +4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEOV

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 NEOV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy Wealth Managment, LLC/ID 8.15% 5,325,024 $16.4M
2 683 Capital Management, LLC 0.03% 170,000 $524K
3 BIP Wealth, LLC 0.03% 214,159 $660K
4 Davidson Kempner Capital Management LP 0.02% 400,000 $1.2M
5 Centennial Wealth Advisory LLC 0.01% 10,100 $31K
6 Sovran Advisors, LLC 0.00% 24,509 $63K
7 Schonfeld Strategic Advisors LLC 0.00% 50,718 $156K
8 OMERS ADMINISTRATION Corp 0.00% 34,000 $105K
9 Hudson Bay Capital Management LP 0.00% 59,182 $182K
10 Marshall Wace, LLP 0.00% 125,991 $388K
11 Brevan Howard Capital Management LP 0.00% 12,510 $39K
12 Millennium Management LLC 0.00% 259,900 $800K
13 Vanguard Fiduciary Trust Co 0.00% 233,615 $720K
14 Truist Financial Corp 0.00% 42,416 $131K
15 Vanguard Capital Management LLC 0.00% 1,685,921 $5.2M
16 UBS Group AG 0.00% 238,928 $736K
17 Barclays plc 0.00% 108,527 $334K
18 Susquehanna International Group, LLP 0.00% 200,167 $617K
19 Squarepoint Ops LLC 0.00% 11,173 $34K
20 BlackRock, Inc. 0.00% 491,016 $1.5M
21 Goldman Sachs Group Inc 0.00% 63,643 $196K
22 Allworth Financial LP 0.00% 950 $3K
23 Tower Research Capital LLC (TRC) 0.00% 118 —
24 Bank of America Corp /de/ 0.00% 38,187 $118K
25 Citigroup Inc 0.00% 4,953 $15K
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 — Neovolta Inc (NEOV)

What does the Smart Money Trend signal show for NEOV?

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

More sellers than buyers — 49% buying: Last quarter: 21 funds reduced or exited vs 20 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 NEOV holders?

Smaller funds dominant — 15% AUM from top-100: 15 of 34 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NEOV?

Mostly new holders — 44% entered in last year: Only 8 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Neovolta Inc (NEOV) following the 2026 Q1 hedge fund 13F filings?

As of today, NEOV has moved -17.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of -22.0%. Since the quarter end (March 31, 2026), NEOV has gained -31.2% vs +11.0% for XLI. 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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