Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pinterest Inc (PINS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -101
Streak
3Q ▼
Buyers last Q
43%

Smart Money Signals — PINS

Based on 712 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their PINS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
712 funds currently hold this stock — 84% of the 3.0-year high of 849 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
82 fewer hedge funds hold PINS compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

364 buying484 selling
Last quarter: 484 funds reduced or exited vs 364 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-32 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 169 → 134 → 155 → 123. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
412 out of 712 hedge funds have held PINS 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 -4%, value -29%

Value
-29%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~123 new funds/quarter

163 → 169 → 134 → 155 → 123 new funds/Q
New funds entering each quarter: 169 → 134 → 155 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 10% 1-2yr ■ 26% new
Entry-cohort mix of 756 holders: 488 (65%) are 2+ year veterans, 74 entered 1–2 years ago, and 194 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
58 of 700 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PINS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — PINS

In 2026 Q1, 364 hedge funds were net buyers of PINS (123 opened a new position, 241 added to an existing one), while 484 reduced or exited (260 trimmed, 224 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 45% of total institutional value in PINS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -101 funds (more exits than new entries). Total institutional holders: 712.

Hedge Fund Ownership: PINS

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

Market Analysis: PINS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PINS

-- --

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

Is It Too Late to Buy Pinterest Inc (PINS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PINS has moved relative to its sector benchmark (XLC) 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 · 86d ago
PINS
+8.3%
XLC
-3.3%

PINS outperformed XLC by +11.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
PINS
+2.0%
XLC
-7.6%

Since the filing became public, PINS outperformed XLC by +9.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 6 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: PINS
707 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 707 813 -13.04%
13F Shares 566M 589M -3.84%
Total Value $10.19B $14.46B -29.55%
New Positions 119 155 -36
Increased Positions 232 275 -43
Closed Positions 225 177 +48
Reduced Positions 250 286 -36
Total Calls 31 31 -
Total Puts 25 24 4.17%
PUT/CALL Ratio 0.81 0.77 Neutral

Statistics: PINS

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Valuation Measures Data as of: --

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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)

707 + investors

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

QUARTER:
Top 25 PINS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Long Walk Management LP 6.89% 1,290,000 $23.7M
2 Shapiro Capital Management LLC 3.88% 3,388,794 $62.2M
3 One Fin Capital Management LP 3.86% 590,000 $10.8M
4 Boothe Investment Group, Inc. 3.82% 646,453 $11.9M
5 Elliott Investment Management L.P. 2.55% 28,000,000 $513.5M
6 Monimus Capital Management, LP 2.51% 493,998 $9.1M
7 Senvest Management, LLC 2.19% 3,594,581 $65.9M
8 Paragon Capital Management Ltd 1.86% 481,906 $8.8M
9 Graphene Investments SAS 1.83% 148,400 $2.7M
10 NAN FUNG TRINITY (HK) Ltd 1.33% 658,700 $12.1M
11 Long Focus Capital Management, LLC 1.30% 2,692,000 $49.4M
12 Leibman Financial Services, Inc. 1.25% 92,710 $1.7M
13 Oaktop Capital Management II, L.P. 1.16% 850,000 $15.6M
14 Board of the Pension Protection Fund 1.14% 67,800 $1.2M
15 Arvin Capital Management LP 1.12% 500,000 $9.2M
16 Collaborative Fund Advisors, LLC 1.06% 93,629 $1.7M
17 Davis Selected Advisers 1.04% 12,400,101 $227.4M
18 Rare Wolf Capital LLC 0.91% 76,929 $1.4M
19 SWS Partners 0.87% 192,672 $3.5M
20 FORA Capital, LLC 0.81% 604,400 $11.1M
21 Distillate Capital Partners LLC 0.81% 834,939 $15.3M
22 Aurora Investment Counsel 0.79% 77,904 $1.4M
23 Element Capital Management LLC 0.78% 450,000 $8.3M
24 Element Capital Management LLC 0.78% 450,000 $8.3M
25 Bronte Capital Management Pty Ltd. 0.78% 430,950 $7.9M
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 — Pinterest Inc (PINS)

What does the Smart Money Trend signal show for PINS?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their PINS 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 PINS?

More sellers than buyers — 43% buying: Last quarter: 484 funds reduced or exited vs 364 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PINS holders?

Elite ownership — 45% AUM from top-100 funds: 58 of 700 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PINS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PINS?

58% of holders stayed for 2+ years: 412 out of 712 hedge funds have held PINS 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 Pinterest Inc (PINS) following the 2026 Q1 hedge fund 13F filings?

As of today, PINS has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -7.6% for the XLC sector ETF — an outperformance of +9.6%. Since the quarter end (March 31, 2026), PINS has gained +8.3% vs -3.3% for XLC. 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.

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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