Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

On24 Inc (ONTF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — ONTF

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ONTF 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
123 hedge funds hold ONTF 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 — +27% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+27% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 62% buying

85 buying52 selling
Last quarter: 85 funds were net buyers (44 opened a brand new position + 41 added to an existing one). Only 52 were sellers (22 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new ONTF position: 12 → 18 → 18 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 40% new

■ 39% conviction (2yr+) ■ 21% medium ■ 40% new
Of the 123 current holders: 48 (39%) held >2 years, 26 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

6 → 12 → 18 → 18 → 44 new funds/Q
New funds entering each quarter: 12 → 18 → 18 → 44. 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 43% newcomers

■ 49% veterans ■ 8% 1-2yr ■ 43% new
Entry-cohort mix of 125 holders: 61 (49%) are 2+ year veterans, 10 entered 1–2 years ago, and 54 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
32 of 123 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — ONTF

In 2026 Q1, 85 hedge funds were net buyers of ONTF (44 opened a new position, 41 added to an existing one), while 52 reduced or exited (22 trimmed, 30 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in ONTF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: ONTF

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

Market Analysis: ONTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ONTF

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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.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ONTF
120 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 120 109 10.09%
13F Shares 31M 31M 0.96%
Total Value $243M $246M -1.23%
New Positions 41 18 +23
Increased Positions 41 41 -
Closed Positions 30 13 +17
Reduced Positions 21 34 -13
Total Calls 1 2 -50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: ONTF

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Institutional Holders (2026 Q1)

120 + investors

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

QUARTER:
Top 25 ONTF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Indaba Capital Management, L.P. 100.00% 4,240,256 $33.8M
2 Lynrock Lake LP 4.60% 8,293,974 $67.2M
3 P.A.W. Capital Corp 3.53% 160,000 $1.3M
4 Bck Capital Management LP 1.31% 37,000 $300K
5 Trium Capital LLP 1.01% 176,589 $1.4M
6 Oddo Bhf Asset Management Sas 0.50% 1,566,256 $12.7M
7 Oxford Asset Management LLP 0.39% 111,985 $907K
8 Abc Arbitrage SA 0.27% 247,396 $2.0M
9 GABELLI & Co INVESTMENT ADVISERS, INC. 0.21% 171,200 $1.4M
10 Verdad Advisers, LP 0.17% 18,770 $152K
11 Credit Industriel Et Commercial 0.16% 246,639 $2.0M
12 Alpine Associates Management INC. 0.07% 146,623 $1.2M
13 Water Island Capital LLC 0.05% 60,364 $489K
14 Jasper Ridge Partners, L.P. 0.05% 283,324 $2.3M
15 PenderFund Capital Management Ltd. 0.05% 37,500 $304K
16 Groupe la Francaise 0.04% 365,400 $3.0M
17 Prelude Capital Management, LLC 0.03% 50,000 $405K
18 Murchinson Ltd. 0.03% 30,100 $244K
19 Opes Wealth Management LLC 0.03% 22,500 $182K
20 Carmignac Gestion 0.02% 178,555 $1.4M
21 Css LLC/Il 0.02% 40,868 $331K
22 Skandinaviska Enskilda Banken AB (publ) 0.01% 74,558 $604K
23 Gabelli Funds LLC 0.01% 247,719 $2.0M
24 Two Sigma Securities, LLC 0.01% 10,592 $86K
25 Engineers Gate Manager LP 0.01% 91,107 $738K
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 — On24 Inc (ONTF)

What does the Smart Money Trend signal show for ONTF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ONTF 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 ONTF?

More buyers than sellers — 62% buying: Last quarter: 85 funds were net buyers (44 opened a brand new position + 41 added to an existing one). Only 52 were sellers (22 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ONTF holders?

Strong quality — 26% AUM from major funds: 32 of 123 holders rank in the top 100 by AUM, accounting for 26% 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 ONTF?

Mixed — 39% long-term, 40% new: Of the 123 current holders: 48 (39%) held >2 years, 26 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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