Offerpad Solutions Inc (OPAD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Offerpad Solutions Inc (OPAD) following the 2026 Q1 hedge fund 13F filings?

As of today, OPAD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OPAD gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Offerpad Solutions Inc (OPAD)

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

Smart Money Signals — OPAD

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their OPAD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak

Only 36 funds hold OPAD today versus a peak of 56 funds at 2025 Q1 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 36% fewer funds vs a year ago

fund count last 6Q

20 fewer hedge funds hold OPAD compared to a year ago (-36% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 35% buying

17 buying32 selling

Last quarter: 32 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 6 → 8 → 18 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 19% medium ■ 33% new

17 out of 36 hedge funds have held OPAD 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.

💎

Buying through price weakness — shares -17%, value -54%

Value

-54%

-17%

Last quarter: funds added -17% more shares while total portfolio value only changed -54%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~6 new funds/quarter

7 → 6 → 8 → 18 → 6 new funds/Q

New funds entering each quarter: 6 → 8 → 18 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 50% veterans vs 32% newcomers

■ 50% veterans ■ 18% 1-2yr ■ 32% new

Entry-cohort mix of 40 holders: 20 (50%) are 2+ year veterans, 7 entered 1–2 years ago, and 13 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

11 of 35 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.8

out of 10

Low Exit Risk

Exit risk score 2.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	36	50	-28.0%
13F Shares	12M	14M	-17.08%
Total Value	$8M	$17M	-54.14%
New Positions	6	18	-12
Increased Positions	8	12	-4
Closed Positions	20	6	+14
Reduced Positions	12	11	+1
Total Calls	3	3	-
Total Puts	2	2	-
PUT/CALL Ratio	0.67	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-28.0%

13F Shares

12M

14M

-17.08%

Total Value

$8M

$17M

-54.14%

New Positions

-12

Increased Positions

-4

Closed Positions

+14

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.67

Bullish

Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OPAD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	First American Financial Corp	0.91%	5,119,314	$3.4M
2	Kemnay Advisory Services Inc.	0.15%	1,379,507	$904K
3	Shay Capital LLC	0.01%	269,839	$177K
4	Wilmington Savings Fund Society, FSB	0.01%	595,238	$390K
5	Monograph Wealth Advisors, LLC	0.00%	59,534	$39K
6	R Squared Ltd	0.00%	10,100	$7K
7	XTX Topco Ltd	0.00%	156,631	$103K
8	Two Sigma Advisers, LP	0.00%	300,600	$364K
9	Bridgeway Capital Management, LLC	0.00%	45,400	$30K
10	Ieq Capital, LLC	0.00%	78,220	$51K
11	Physician Wealth Advisors, Inc.	0.00%	1,594	$1K
12	Pathstone Holdings, LLC	0.00%	26,123	$17K
13	Renaissance Technologies LLC	0.00%	34,923	$23K
14	Marshall Wace, LLP	0.00%	35,015	$23K
15	Vanguard Fiduciary Trust Co	0.00%	135,917	$89K
16	Citadel Advisors LLC	0.00%	209,300	$137K
17	Cerity Partners LLC	0.00%	23,806	$16K
18	UBS Group AG	0.00%	201,854	$132K
19	Vanguard Capital Management LLC	0.00%	1,163,697	$762K
20	Simplex Trading, LLC	0.00%	29,633	$19K
21	Jane Street Group, LLC	0.00%	101,600	$67K
22	BlackRock, Inc.	0.00%	638,845	$419K
23	Citadel Advisors LLC	0.00%	68,400	$45K
24	Susquehanna International Group, LLP	0.00%	93,645	$61K
25	Morgan Stanley	0.00%	151,197	$99K

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 — Offerpad Solutions Inc (OPAD)

What does the Smart Money Trend signal show for OPAD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OPAD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OPAD?

Heavy selling pressure — only 35% buying: Last quarter: 32 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OPAD holders?

Smaller funds dominant — 9% AUM from top-100: 11 of 35 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OPAD?

47% of holders stayed for 2+ years: 17 out of 36 hedge funds have held OPAD 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.

Is it too late to buy Offerpad Solutions Inc (OPAD) following the 2026 Q1 hedge fund 13F filings?

As of today, OPAD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OPAD has gained nan% vs +7.7% for XLRE. 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.

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Offerpad Solutions Inc (OPAD)

Smart Money Signals — OPAD

Selling streak — 1 quarter in a row

Below peak — only 64% of 3.0Y high

Outflows — 36% fewer funds vs a year ago

Heavy selling pressure — only 35% buying

Fewer new buyers each quarter (-12 vs last Q)

47% of holders stayed for 2+ years

Buying through price weakness — shares -17%, value -54%

Steady discovery — ~6 new funds/quarter

Veteran-anchored — 50% veterans vs 32% newcomers

Smaller funds dominant — 9% AUM from top-100

Institutional Sentiment Summary — OPAD

Hedge Fund Ownership: OPAD

Market Analysis: OPAD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OPAD

Is It Too Late to Buy Offerpad Solutions Inc (OPAD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OPAD

Statistics: OPAD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Offerpad Solutions Inc (OPAD)

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