Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cpi Card Group Inc (PMTS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — PMTS

Based on 73 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 PMTS 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 — 83% of 3.0Y peak

83% of all-time peak
73 funds currently hold this stock — 83% 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 — 16% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold PMTS compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

43 buying37 selling
Last quarter: 43 funds bought or added vs 37 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 4 → 19 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 29% new
30 out of 73 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.
🚀

Acceleration phase — new buyers rushing in

16 → 9 → 4 → 19 → 17 new funds/Q
New funds entering each quarter: 9 → 4 → 19 → 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.
🏛️

Veteran-anchored — 51% veterans vs 32% newcomers

■ 51% veterans ■ 18% 1-2yr ■ 32% new
Entry-cohort mix of 73 holders: 37 (51%) are 2+ year veterans, 13 entered 1–2 years ago, and 23 (32%) 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
23 of 73 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — PMTS

In 2026 Q1, 43 hedge funds were net buyers of PMTS (17 opened a new position, 26 added to an existing one), while 37 reduced or exited (19 trimmed, 18 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 26% of total institutional value in PMTS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 73.

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

-- --

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

Is It Too Late to Buy Cpi Card Group Inc (PMTS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PMTS has moved relative to its sector benchmark (XLF) 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 · 82d ago
PMTS
+25.8%
XLF
+8.5%

PMTS outperformed XLF by +17.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
PMTS
+8.9%
XLF
+4.8%

Since the filing became public, PMTS outperformed XLF by +4.1% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PMTS
72 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 74 -2.7%
13F Shares 3M 3M -2.59%
Total Value $39M $42M -7.43%
New Positions 16 19 -3
Increased Positions 26 25 +1
Closed Positions 18 13 +5
Reduced Positions 19 20 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PMTS

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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) --
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Institutional Holders (2026 Q1)

72 + investors

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

QUARTER:
Top 25 PMTS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 1.46% 466,035 $6.8M
2 Kerrisdale Advisers, LLC 0.34% 60,796 $882K
3 SummerHaven Investment Management, LLC 0.27% 29,756 $432K
4 Pembroke Management, LTD 0.21% 99,567 $1.4M
5 Potomac Capital Management, Inc. 0.15% 12,100 $176K
6 Mariner Investment Group LLC 0.08% 18,050 $262K
7 Freestone Capital Holdings, LLC 0.01% 30,000 $435K
8 Kornitzer Capital Management Inc /Ks 0.01% 34,002 $493K
9 XTX Topco Ltd 0.01% 22,212 $322K
10 Trexquant Investment LP 0.01% 48,286 $701K
11 Bridgeway Capital Management, LLC 0.00% 13,900 $202K
12 Quadrature Capital Ltd 0.00% 14,355 $208K
13 USA Financial Formulas 0.00% 751 $11K
14 Walleye Capital LLC 0.00% 24,672 $358K
15 IFP Advisors, Inc 0.00% 4,162 $60K
16 Two Sigma Advisers, LP 0.00% 26,665 $391K
17 Two Sigma Investments, LP 0.00% 52,818 $766K
18 Ancora Advisors LLC 0.00% 1,988 $29K
19 Bell Investment Advisors, Inc 0.00% 144 $2K
20 Tower Research Capital LLC (TRC) 0.00% 798 $12K
21 Arrowstreet Capital, Limited Partnership 0.00% 38,181 $554K
22 UBS Group AG 0.00% 128,277 $1.9M
23 Lazard Asset Management LLC 0.00% 10,838 $157K
24 First Trust Advisors LP 0.00% 19,916 $289K
25 Vanguard Portfolio Management LLC 0.00% 224,887 $3.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PMTS 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 PMTS?

Slight buying edge — 54% buying: Last quarter: 43 funds bought or added vs 37 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?

Strong quality — 26% AUM from major funds: 23 of 73 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 PMTS?

41% of holders stayed for 2+ years: 30 out of 73 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.

Is it too late to buy Cpi Card Group Inc (PMTS) following the 2026 Q1 hedge fund 13F filings?

As of today, PMTS has moved +8.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), PMTS has gained +25.8% vs +8.5% for XLF. 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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