Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Energy Vault Holdings Inc (NRGV)

170 + 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
↑ +17
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — NRGV

Based on 172 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
172 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.
🚀

Fast accumulation — +69% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+69% 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 buyers than sellers — 62% buying

121 buying73 selling
Last quarter: 121 funds were net buyers (55 opened a brand new position + 66 added to an existing one). Only 73 were sellers (35 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new NRGV position: 15 → 48 → 45 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 22% medium ■ 38% new
68 out of 172 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 +139% but shares only +36% — price-driven

Value
+139%
Shares
+36%
Last quarter: the total dollar value of institutional holdings rose +139%, but actual share count only changed +36%. 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

21 → 15 → 48 → 45 → 55 new funds/Q
New funds entering each quarter: 15 → 48 → 45 → 55. 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.
🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

■ 49% veterans ■ 14% 1-2yr ■ 37% new
Entry-cohort mix of 189 holders: 93 (49%) are 2+ year veterans, 27 entered 1–2 years ago, and 69 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
44 of 171 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — NRGV

In 2026 Q2, 121 hedge funds were net buyers of NRGV (55 opened a new position, 66 added to an existing one), while 73 reduced or exited (35 trimmed, 38 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in NRGV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 172.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 4 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: NRGV
2026 Q3 Stats Unlock in 10 days 170 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 170 155 9.68%
13F Shares 122M 90M 35.4%
Total Value $569M $295M 92.82%
New Positions 54 45 +9
Increased Positions 65 52 +13
Closed Positions 38 20 +18
Reduced Positions 29 33 -4
Total Calls 12 5 140.0%
Total Puts 6 3 100.0%
PUT/CALL Ratio 0.5 0.6 Bullish

Statistics: NRGV

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Financial Highlights

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Institutional Holders (2026 Q2)

170 + investors

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

QUARTER:
Top 25 NRGV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wasserstein Management, L.P. 4.97% 2,785,924 $13.1M
2 SailingStone Capital Partners LLC 3.94% 4,469,075 $21.0M
3 Wasserstein Management, L.P. 3.57% 2,000,000 $9.4M
4 Scoggin Management LP 3.11% 6,175,000 $29.1M
5 Beartown Capital Management, LLC 2.90% 1,400,000 $6.6M
6 Scoggin Management LP 1.20% 2,375,000 $11.2M
7 Sb Investment Advisers (uk) Ltd 0.95% 15,535,631 $73.2M
8 Green Alpha Advisors, LLC 0.32% 102,351 $482K
9 Seven Mile Advisory 0.32% 101,039 $476K
10 Shepherd Kaplan Krochuk, LLC 0.25% 67,971 $320K
11 VARCOV Co. 0.23% 127,746 $602K
12 J. Goldman & Co LP 0.18% 1,504,234 $7.1M
13 Ridge Creek Global, Inc 0.14% 38,000 $179K
14 nVerses Capital, LLC 0.09% 12,752 $60K
15 Sender Co & Partners, Inc. 0.06% 45,025 $212K
16 Forte Asset Management LLC 0.05% 28,000 $132K
17 Cambient Family Office, LLC 0.04% 77,360 $364K
18 Caitong International Asset Management Co., Ltd 0.04% 64,404 $303K
19 Defiance ETFs, LLC 0.04% 684,159 $3.1M
20 Caption Management, LLC 0.04% 1,790,000 $8.4M
21 Seros Financial, LLC 0.04% 15,752 $74K
22 Atala Financial Inc 0.04% 13,387 $63K
23 Caption Management, LLC 0.03% 1,524,600 $7.2M
24 Meridian Wealth Management, LLC 0.03% 182,475 $859K
25 Abacus Wealth Partners, LLC 0.02% 46,384 $218K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 62% buying: Last quarter: 121 funds were net buyers (55 opened a brand new position + 66 added to an existing one). Only 73 were sellers (35 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NRGV holders?

Strong quality — 34% AUM from major funds: 44 of 171 holders rank in the top 100 by AUM, accounting for 34% 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?

40% of holders stayed for 2+ years: 68 out of 172 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.

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