Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CPI CARD GROUP INC (PMTS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — PMTS

Based on 74 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PMTS 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.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
74 funds currently hold this stock — 84% of the 3.0-year high of 88 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold PMTS compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

44 buying33 selling
Last quarter: 44 funds bought or added vs 33 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 (+15 vs last Q)

new funds entering per quarter
Funds opening a new PMTS position: 16 → 9 → 4 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 30% medium 24% new
34 out of 74 hedge funds have held PMTS 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 -16%, value -99%

Value
-99%
Shares
-15%
Last quarter: funds added -16% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~19 new funds/quarter

20 → 16 → 9 → 4 → 19 new funds/Q
New funds entering each quarter: 16 → 9 → 4 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 15% 1-2yr 32% new
Of 74 current holders: 39 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
21 of 74 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PMTS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: PMTS

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

Market Analysis: PMTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PMTS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PMTS
2026 Q1 Stats Unlock in 20 days 74 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 74 68 8.82%
13F Shares 3M 3M -15.65%
Total Value $42M $7.00B -99.4%
New Positions 19 4 +15
Increased Positions 25 28 -3
Closed Positions 13 24 -11
Reduced Positions 20 26 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PMTS

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)

74 + investors

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

Top 15 institutional holders of PMTS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SummerHaven Investment Management, LLC 0.27% 29,756 $432K
2 KORNITZER CAPITAL MANAGEMENT INC /KS 0.01% 34,002 $493K
3 USA FINANCIAL FORMULAS 0.00% 751 $11K
4 IFP Advisors, Inc 0.00% 4,162 $60K
5 Janney Montgomery Scott LLC 0.00% 14,736
6 Bell Investment Advisors, Inc 0.00% 144 $2K
7 HARBOR CAPITAL ADVISORS, INC. 0.00% 285
8 Police & Firemen's Retirement System of New Jersey 0.00% 1,006 $15K
9 Nuveen, LLC 0.00% 24,935 $362K
10 True Wealth Design, LLC 0.00% 17
11 SBI Securities Co., Ltd. 0.00% 102 $1K
12 GAMMA Investing LLC 0.00% 56
13 Sterling Capital Management LLC 0.00% 50
14 Root Financial Partners, LLC 0.00% 8
15 Farther Finance Advisors, LLC 0.00% 3
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 — CPI CARD GROUP INC (PMTS)

What does the Smart Money Trend signal show for PMTS?

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

Slight buying edge — 57% buying: Last quarter: 44 funds bought or added vs 33 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 PMTS holders?

Elite ownership — 45% AUM from top-100 funds: 21 of 74 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PMTS. 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 PMTS?

46% of holders stayed for 2+ years: 34 out of 74 hedge funds have held PMTS 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.