Parnassus Income Fds (PRCS) Hedge Fund Ownership (Q2 2026)

Parnassus Income Fds (PRCS)

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

Smart Money Signals — PRCS

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 5Q

For 3 consecutive quarters, more hedge funds added PRCS 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

28 hedge funds hold PRCS right now — the highest count in 1.5 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 — +133% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+133% 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.

🟢

More buyers than sellers — 72% buying

21 buying8 selling

Last quarter: 21 funds were net buyers (8 opened a brand new position + 13 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 10 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 71% entered in last year

■ 0% conviction (2yr+) ■ 29% medium ■ 71% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +23% but shares only +6% — price-driven

Value

+23%

+5%

Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~8 new funds/quarter

9 → 1 → 10 → 6 → 8 new funds/Q

New funds entering each quarter: 1 → 10 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 93% of holders entered in last year

■ 0% veterans ■ 7% 1-2yr ■ 93% new

Of 28 current holders: 26 (93%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

3 of 28 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.4

out of 10

Moderate Exit Risk

Exit risk score 6.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	28	22	27.27%
13F Shares	2M	2M	5.91%
Total Value	$62M	$50M	23.0%
New Positions	8	6	+2
Increased Positions	13	13	-
Closed Positions	2	3	-1
Reduced Positions	6	1	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

27.27%

13F Shares

5.91%

Total Value

$62M

$50M

23.0%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:

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

Top 25 PRCS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Insights, Inc.	0.62%	82,368	$2.4M
2	Allegheny Financial Group	0.61%	201,071	$5.8M
3	Sittner & Nelson, LLC	0.13%	13,950	$402K
4	Brown Brothers Harriman & Co	0.06%	507,989	$14.6M
5	Asset One Wealth Management LLC	0.04%	11,843	$341K
6	Two Sigma Securities, LLC	0.03%	11,691	$337K
7	Gts Securities LLC	0.03%	42,042	$1.2M
8	Commonwealth Equity Services, LLC	0.02%	625,122	$18.0M
9	Mutual Advisors, LLC	0.02%	38,143	$1.1M
10	Steward Partners Investment Advisory, LLC	0.01%	88,274	$2.5M
11	Ethic Inc.	0.01%	23,516	$677K
12	Sankala Group LLC	0.01%	380	$11K
13	Cerity Partners LLC	0.01%	174,427	$5.0M
14	Modern Wealth Management, LLC	0.00%	13,261	$382K
15	Apella Capital, LLC	0.00%	9,865	$281K
16	XTX Topco Ltd	0.00%	7,066	$203K
17	HighTower Advisors, LLC	0.00%	92,243	$2.7M
18	First Manhattan CO. LLC.	0.00%	34,870	$1.0M
19	Sequoia Financial Advisors, LLC	0.00%	16,932	$488K
20	Mml Investors Services, LLC	0.00%	34,435	$992K
21	DAVENPORT & Co LLC	0.00%	9,546	$275K
22	Raymond James Financial Inc	0.00%	129,984	$3.7M
23	Kestra Advisory Services, LLC	0.00%	10,569	$304K
24	Osaic Holdings, INC.	0.00%	13,065	$376K
25	Envestnet Asset Management Inc	0.00%	34,435	$992K

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 — Parnassus Income Fds (PRCS)

What does the Smart Money Trend signal show for PRCS?

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

More buyers than sellers — 72% buying: Last quarter: 21 funds were net buyers (8 opened a brand new position + 13 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PRCS holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 28 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PRCS?

Mostly new holders — 71% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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Parnassus Income Fds (PRCS)

Smart Money Signals — PRCS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +133% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 71% entered in last year

Value +23% but shares only +6% — price-driven

Steady discovery — ~8 new funds/quarter

Early stage — 93% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — PRCS

Hedge Fund Ownership: PRCS

Market Analysis: PRCS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PRCS

Hedge Fund Positioning: PRCS

Statistics: PRCS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Parnassus Income Fds (PRCS)

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