Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pricesmart Inc (PSMT)

358 + 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
↑ +21
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — PSMT

Based on 360 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
360 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 — +28% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+28% 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 — 51% buying

176 buying170 selling
Last quarter: 176 funds bought or added vs 170 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 — ~54 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 58 → 45 → 59 → 54. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
185 out of 360 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.
💰

Value +21% but shares only +0% — price-driven

Value
+21%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +0%. 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 — ~54 new funds/quarter

38 → 58 → 45 → 59 → 54 new funds/Q
New funds entering each quarter: 58 → 45 → 59 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 15% 1-2yr ■ 30% new
Of 366 current holders: 204 (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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
50 of 360 holders are among the 100 largest funds by AUM, controlling 44% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — PSMT

In 2026 Q1, 176 hedge funds were net buyers of PSMT (54 opened a new position, 122 added to an existing one), while 170 reduced or exited (137 trimmed, 33 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in PSMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 360.

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 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 · 75d ago
PSMT
+21.1%
XLP
+4.7%

PSMT outperformed XLP by +16.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
PSMT
+14.5%
XLP
+1.4%

Since the filing became public, PSMT outperformed XLP by +13.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PSMT
358 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 358 339 5.6%
13F Shares 27M 27M 0.41%
Total Value $3.95B $3.26B 21.29%
New Positions 52 59 -7
Increased Positions 121 105 +16
Closed Positions 33 32 +1
Reduced Positions 134 120 +14
Total Calls 5 3 66.67%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.67 Neutral

Statistics: PSMT

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)

358 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Black Creek Investment Management Inc. 9.41% 1,164,834 $175.3M
2 Pertento Partners LLP 5.78% 524,656 $79.0M
3 Nitorum Capital, L.P. 4.21% 31,875 $4.8M
4 Progeny 3, Inc. 2.19% 272,100 $41.0M
5 Copeland Capital Management, LLC 2.14% 638,913 $96.2M
6 Managed Asset Portfolios, LLC 2.07% 114,853 $17.3M
7 Punch & Associates Investment Management, INC. 1.41% 162,193 $24.4M
8 Alan B Lancz & Associates, Inc. 1.12% 7,660 $1.2M
9 Aubrey Capital Management Ltd 1.08% 13,300 $2.0M
10 River Road Asset Management, LLC 1.03% 601,178 $90.5M
11 Stansberry Asset Management, LLC 1.00% 64,478 $9.7M
12 Koa Wealth Management, LLC 0.81% 7,431 $1.1M
13 Wittenberg Investment Management, INC. 0.71% 12,716 $1.9M
14 Hedeker Wealth, LLC 0.62% 19,365 $2.9M
15 Directional Asset Management 0.53% 3,834 $577K
16 E. Ohman J:or Asset Management AB 0.52% 131,990 $19.9M
17 Lombard Odier Asset Management (Europe) Ltd 0.51% 61,512 $9.3M
18 Hennessy Advisors Inc 0.45% 82,600 $12.4M
19 Kendall Capital Management 0.35% 11,290 $1.7M
20 Mirabella Financial Services LLP 0.33% 22,851 $3.4M
21 Bayforest Capital Ltd 0.31% 1,845 $278K
22 Burney Co/ 0.30% 63,336 $9.5M
23 Oliver Luxxe Assets LLC 0.29% 12,834 $1.9M
24 Boston Trust Walden Corp 0.28% 228,204 $34.3M
25 Linden Thomas Advisory Services, LLC 0.24% 16,672 $2.5M
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 — 11 quarters in a row: For 11 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 — 51% buying: Last quarter: 176 funds bought or added vs 170 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 — 44% AUM from top-100 funds: 50 of 360 holders are among the 100 largest funds by AUM, controlling 44% 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?

51% of holders stayed for 2+ years: 185 out of 360 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 Q1 hedge fund 13F filings?

As of today, PSMT has moved +14.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLP sector ETF — an outperformance of +13.1%. Since the quarter end (March 31, 2026), PSMT has gained +21.1% vs +4.7% for XLP. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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.

Full history →