Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRICESMART INC (PSMT)

322 + 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
↑ +28
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — PSMT

Based on 320 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
320 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

158 buying145 selling
Last quarter: 158 funds bought or added vs 145 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new PSMT position: 36 → 57 → 41 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 23% new
168 out of 320 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.
➡️

Steady discovery — ~58 new funds/quarter

40 → 36 → 57 → 41 → 58 new funds/Q
New funds entering each quarter: 36 → 57 → 41 → 58. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Of 322 current holders: 180 (56%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
38 of 320 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: 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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

51 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PSMT
2026 Q1 Stats Unlock in 21 days 322 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 322 295 9.15%
13F Shares 26M 27M -2.33%
Total Value $3.20B $3.24B -1.17%
New Positions 58 41 +17
Increased Positions 101 97 +4
Closed Positions 30 39 -9
Reduced Positions 120 126 -6
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: PSMT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

322 + investors

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

Top 25 institutional holders of PSMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Directional Asset Management 0.53% 3,834 $577K
2 E. Ohman J:or Asset Management AB 0.52% 131,990 $19.9M
3 HENNESSY ADVISORS INC 0.45% 82,600 $12.4M
4 Kendall Capital Management 0.35% 11,290 $1.7M
5 HARBOR CAPITAL ADVISORS, INC. 0.34% 27,598 $4K
6 Bayforest Capital Ltd 0.31% 1,845 $278K
7 Oliver Luxxe Assets LLC 0.29% 12,834 $1.9M
8 Boston Trust Walden Corp 0.28% 228,204 $34.3M
9 Linden Thomas Advisory Services, LLC 0.24% 16,672 $2.5M
10 DDD Partners, LLC 0.20% 18,858 $2.8M
11 JAMES INVESTMENT RESEARCH, INC. 0.13% 7,557 $1.1M
12 Abel Hall, LLC 0.12% 3,613 $544K
13 ANCHYRA PARTNERS LLC 0.11% 2,309 $348K
14 Vest Financial, LLC 0.10% 56,895 $8.6M
15 FOSTER & MOTLEY INC 0.08% 10,694 $2K
16 Triad Wealth Partners, LLC 0.07% 5,825 $877K
17 CHICAGO TRUST Co NA 0.04% 1,823 $274K
18 Ironwood Financial, llc 0.04% 1,664 $250K
19 PFG Investments, LLC 0.03% 4,306 $648K
20 Louisiana State Employees Retirement System 0.03% 11,200 $2K
21 Y-Intercept (Hong Kong) Ltd 0.02% 8,180 $1.2M
22 State of Alaska, Department of Revenue 0.02% 13,677 $2K
23 OPPENHEIMER & CO INC 0.02% 10,890 $1.6M
24 PRAXIS INVESTMENT MANAGEMENT INC 0.01% 1,550 —
25 Retirement Wealth Solutions LLC 0.01% 135 $20K
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 — PRICESMART INC (PSMT)

What does the Smart Money Trend signal show for PSMT?

Buying streak — 3 quarters in a row: For 3 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 — 52% buying: Last quarter: 158 funds bought or added vs 145 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 — 51% AUM from top-100 funds: 38 of 320 holders are among the 100 largest funds by AUM, controlling 51% 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?

52% of holders stayed for 2+ years: 168 out of 320 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.

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.