Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pricesmart Inc (PSMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — PSMT

Based on 385 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added PSMT 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
385 hedge funds hold PSMT right now — the highest count in 3.0 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 — +26% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 58% buying

215 buying158 selling
Last quarter: 215 funds bought or added vs 158 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new PSMT position: 45 → 60 → 56 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new
204 out of 385 hedge funds have held PSMT 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.
📈

Growing discovery — still being found

59 → 45 → 60 → 56 → 62 new funds/Q
New funds entering each quarter: 45 → 60 → 56 → 62. A growing number of institutions are discovering PSMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 393 holders: 226 (58%) are 2+ year veterans, 57 entered 1–2 years ago, and 110 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
55 of 383 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in PSMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — PSMT

In 2026 Q2, 215 hedge funds were net buyers of PSMT (62 opened a new position, 153 added to an existing one), while 158 reduced or exited (118 trimmed, 40 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in PSMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 385.

Hedge Fund Ownership: PSMT

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

Market Analysis: PSMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSMT

-- --

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

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

Signal Freshness measures how much PSMT has moved relative to its sector benchmark (XLP) since the 2026 Q3 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 September 30, 2026 · 36d ago
PSMT
-2.3%
XLP
+14.2%

PSMT outperformed XLP by -16.5% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -9d ago
PSMT
+0.0%
XLP
+0.0%

Since the filing became public, PSMT outperformed XLP by +0.0% .

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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PSMT
2026 Q3 Stats Unlock in 14 days 380 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 380 363 4.68%
13F Shares 28M 27M 4.32%
Total Value $5.28B $3.95B 33.53%
New Positions 61 56 +5
Increased Positions 151 121 +30
Closed Positions 42 33 +9
Reduced Positions 114 135 -21
Total Calls 6 5 20.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.67 0.8 Bullish

Statistics: PSMT

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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) --
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Institutional Holders (2026 Q2)

380 + investors

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

QUARTER:
Top 25 PSMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Black Creek Investment Management Inc. 10.56% 963,380 $188.2M
2 Pertento Partners LLP 6.46% 613,137 $119.8M
3 Aubrey Capital Management Ltd 5.07% 41,400 $8.1M
4 Nitorum Capital, L.P. 4.24% 31,875 $6.2M
5 Progeny 3, Inc. 2.74% 272,100 $53.2M
6 Copeland Capital Management, LLC 2.45% 609,883 $119.1M
7 Punch & Associates Investment Management, INC. 1.66% 171,348 $33.5M
8 Alan B Lancz & Associates, Inc. 1.30% 7,660 $1.5M
9 Stansberry Asset Management, LLC 1.07% 59,904 $11.7M
10 Koa Wealth Management, LLC 0.97% 7,305 $1.4M
11 River Road Asset Management, LLC 0.85% 391,455 $76.5M
12 Wittenberg Investment Management, INC. 0.80% 11,965 $2.3M
13 Directional Asset Management 0.74% 4,549 $876K
14 E. Ohman J:or Asset Management AB 0.71% 156,929 $30.7M
15 Hedeker Wealth, LLC 0.70% 18,869 $3.7M
16 Informed Momentum Co LLC 0.70% 40,283 $7.9M
17 Lombard Odier Asset Management (Europe) Ltd 0.61% 72,951 $14.3M
18 Mirabella Financial Services LLP 0.45% 24,126 $4.7M
19 EntryPoint Capital, LLC 0.35% 6,267 $509K
20 Kendall Capital Management 0.34% 10,535 $2.1M
21 Burney Co/ 0.33% 62,133 $12.1M
22 Boston Trust Walden Corp 0.32% 216,054 $42.2M
23 Linden Thomas Advisory Services, LLC 0.29% 18,718 $3.7M
24 Hodges Capital Management Inc. 0.27% 21,200 $4.1M
25 Oak Ridge Investments LLC 0.27% 24,481 $4.8M
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

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Frequently Asked Questions — Pricesmart Inc (PSMT)

What does the Smart Money Trend signal show for PSMT?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PSMT 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 PSMT?

Slight buying edge — 58% buying: Last quarter: 215 funds bought or added vs 158 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 PSMT holders?

Elite ownership — 62% AUM from top-100 funds: 55 of 383 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in PSMT. 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 PSMT?

53% of holders stayed for 2+ years: 204 out of 385 hedge funds have held PSMT 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 Pricesmart Inc (PSMT) following the 2026 Q3 hedge fund 13F filings?

As of today, PSMT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), PSMT has gained -2.3% vs +14.2% for XLP. 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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