Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERGY VAULT HOLDINGS INC (NRGV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — NRGV

Based on 127 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NRGV 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
127 hedge funds hold NRGV 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

84 buying42 selling
Last quarter: 84 funds were net buyers (48 opened a brand new position + 36 added to an existing one). Only 42 were sellers (27 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new NRGV position: 9 → 20 → 15 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 23% medium ■ 35% new
53 out of 127 hedge funds have held NRGV 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.
💰

Value +102% but shares only +30% — price-driven

Value
+101%
Shares
+29%
Last quarter: the total dollar value of institutional holdings rose +102%, but actual share count only changed +30%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

28 → 9 → 20 → 15 → 48 new funds/Q
New funds entering each quarter: 9 → 20 → 15 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 14% 1-2yr ■ 39% new
Of 132 current holders: 63 (48%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
25 of 127 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: NRGV

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

Market Analysis: NRGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NRGV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: NRGV
2026 Q1 Stats Unlock in 20 days 132 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 132 101 30.69%
13F Shares 69M 53M 29.71%
Total Value $317M $157M 101.63%
New Positions 48 15 +33
Increased Positions 43 36 +7
Closed Positions 16 20 -4
Reduced Positions 35 37 -2
Total Calls 4 5 -20.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.5 0.8 Bullish

Statistics: NRGV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

132 + investors

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

Top 25 institutional holders of NRGV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Green Alpha Advisors, LLC 0.33% 102,638 $339K
2 CAMBIENT FAMILY OFFICE, LLC 0.03% 69,310 $229K
3 Atala Financial Inc 0.03% 13,387 $46K
4 Abacus Wealth Partners, LLC 0.03% 95,848 $316K
5 FORTE ASSET MANAGEMENT LLC 0.01% 10,000 $33K
6 Optas, LLC 0.01% 11,817 $39K
7 RFG Advisory, LLC 0.01% 92,766 $306K
8 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% 4,111 $14K
9 SAPIENT CAPITAL LLC 0.00% 83,913 $277K
10 Mesirow Financial Investment Management, Inc. 0.00% 50,100 $165K
11 Root Financial Partners, LLC 0.00% 12,530 $41K
12 MILLER HOWARD INVESTMENTS INC /NY 0.00% 15,409 $51K
13 Ethic Inc. 0.00% 14,546 $48K
14 Leonteq Securities AG 0.00% 4,053 $13K
15 SBI Securities Co., Ltd. 0.00% 4,659 $15K
16 Compagnie Lombard Odier SCmA 0.00% 9,000 $30K
17 ProShare Advisors LLC 0.00% 60,218 $199K
18 KLP KAPITALFORVALTNING AS 0.00% 19,600 $65K
19 SIGNATUREFD, LLC 0.00% 2,391 $8K
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 15,801 $51K
21 Sterling Capital Management LLC 0.00% 1,206 $4K
22 SG Americas Securities, LLC 0.00% 19,420 —
23 HM PAYSON & CO 0.00% 1,400 $5K
24 TRUIST FINANCIAL CORP 0.00% 11,673 $39K
25 Farther Finance Advisors, LLC 0.00% 1,000 $3K
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 — ENERGY VAULT HOLDINGS INC (NRGV)

What does the Smart Money Trend signal show for NRGV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NRGV 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 NRGV?

More buyers than sellers — 67% buying: Last quarter: 84 funds were net buyers (48 opened a brand new position + 36 added to an existing one). Only 42 were sellers (27 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NRGV holders?

Strong quality — 29% AUM from major funds: 25 of 127 holders rank in the top 100 by AUM, accounting for 29% 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 NRGV?

42% of holders stayed for 2+ years: 53 out of 127 hedge funds have held NRGV 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.

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.