Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Onkure Therapeutics Inc (OKUR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — OKUR

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OKUR 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 (98% of max)

98% of all-time peak
49 hedge funds hold OKUR 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
+3 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.
🟡

Slight buying edge — 56% buying

28 buying22 selling
Last quarter: 28 funds bought or added vs 22 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new OKUR position: 9 → 1 → 6 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 37% entered in last year

■ 4% conviction (2yr+) ■ 59% medium ■ 37% new
Only 2 funds (4%) 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.
💰

Value +253% but shares only +147% — price-driven

Value
+252%
Shares
+147%
Last quarter: the total dollar value of institutional holdings rose +253%, but actual share count only changed +147%. 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

4 → 9 → 1 → 6 → 17 new funds/Q
New funds entering each quarter: 9 → 1 → 6 → 17. 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.
📊

Mixed cohorts — 4% veterans, 47% new entrants

■ 4% veterans ■ 49% 1-2yr ■ 47% new
Of 49 current holders: 2 (4%) held 2+ years, 24 held 1–2 years, 23 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
13 of 49 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — OKUR

In 2026 Q1, 28 hedge funds were net buyers of OKUR (17 opened a new position, 11 added to an existing one), while 22 reduced or exited (13 trimmed, 9 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: OKUR

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

Market Analysis: OKUR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OKUR

-- --

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

Is It Too Late to Buy Onkure Therapeutics Inc (OKUR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OKUR 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 · 78d ago
OKUR
+3.6%
XLV
+2.8%

OKUR outperformed XLV by +0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
OKUR
+35.8%
XLV
+3.9%

Since the filing became public, OKUR outperformed XLV by +31.9% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. 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
1.6
/ 10
conviction
Hedge Fund Positioning: OKUR
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 41 19.51%
13F Shares 27M 11M 146.99%
Total Value $113M $32M 252.71%
New Positions 17 6 +11
Increased Positions 11 10 +1
Closed Positions 9 7 +2
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OKUR

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)

49 + investors

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

QUARTER:
Top 25 OKUR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 StepStone Group LP 5.31% 2,660,612 $11.0M
2 Acorn Capital Advisors, LLC 3.34% 2,839,674 $11.8M
3 Prosight Management, LP 1.46% 2,154,381 $8.9M
4 Foresite Capital Management VI LLC 1.30% 1,445,783 $6.0M
5 Rosalind Advisors, Inc. 0.74% 443,763 $1.8M
6 Vivo Capital, LLC 0.67% 1,927,710 $8.0M
7 Sio Capital Management, LLC 0.64% 1,078,965 $4.5M
8 ADAR1 Capital Management, LLC 0.59% 2,434,941 $10.1M
9 Rangeley Capital, LLC 0.38% 95,000 $393K
10 Bvf Inc/Il 0.26% 1,978,972 $8.2M
11 Stonepine Capital Management, LLC 0.22% 132,578 $549K
12 Vestal Point Capital, LP 0.21% 1,839,819 $7.6M
13 Ra Capital Management, L.P. 0.18% 3,998,333 $16.6M
14 Aldebaran Capital, LLC 0.13% 40,419 $167K
15 NEA Management Company, LLC 0.11% 478,548 $2.0M
16 Aisling Capital Management LP 0.08% 88,607 $367K
17 Affinity Asset Advisors, LLC 0.05% 240,963 $998K
18 Shay Capital LLC 0.05% 132,219 $547K
19 Sofinnova Investments, Inc. 0.02% 141,700 $587K
20 Carlyle Group Inc. 0.01% 269,895 $1.1M
21 Adage Capital Partners GP, L.L.C. 0.01% 1,204,819 $5.0M
22 Cantor Fitzgerald, L. P. 0.01% 99,900 $414K
23 XTX Topco Ltd 0.00% 34,129 $141K
24 Renaissance Technologies LLC 0.00% 377,250 $1.6M
25 Bridgeway Capital Management, LLC 0.00% 16,293 $67K
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 — Onkure Therapeutics Inc (OKUR)

What does the Smart Money Trend signal show for OKUR?

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

Slight buying edge — 56% buying: Last quarter: 28 funds bought or added vs 22 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 OKUR holders?

Smaller funds dominant — 1% AUM from top-100: 13 of 49 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OKUR?

Mostly new holders — 37% entered in last year: Only 2 funds (4%) 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 Onkure Therapeutics Inc (OKUR) following the 2026 Q1 hedge fund 13F filings?

As of today, OKUR has moved +35.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +31.9%. Since the quarter end (March 31, 2026), OKUR has gained +3.6% vs +2.8% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 →