Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Qorvo Inc (QRVO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — QRVO

Based on 531 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
531 funds currently hold this stock — 93% of the 3.0-year high of 569 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

257 buying262 selling
Last quarter: 257 funds bought or added vs 262 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 84 → 101 → 97 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
334 out of 531 hedge funds have held QRVO 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 — ~82 new funds/quarter

93 → 84 → 101 → 97 → 82 new funds/Q
New funds entering each quarter: 84 → 101 → 97 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 25% newcomers

■ 69% veterans ■ 7% 1-2yr ■ 25% new
Entry-cohort mix of 541 holders: 372 (69%) are 2+ year veterans, 36 entered 1–2 years ago, and 133 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
57 of 531 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — QRVO

In 2026 Q1, 257 hedge funds were net buyers of QRVO (82 opened a new position, 175 added to an existing one), while 262 reduced or exited (180 trimmed, 82 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 37% of total institutional value in QRVO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 531.

Hedge Fund Ownership: QRVO

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

Market Analysis: QRVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QRVO

-- --

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

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

Signal Freshness measures how much QRVO has moved relative to its sector benchmark (XLK) 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 · 79d ago
QRVO
+24.8%
XLK
+39.8%

QRVO outperformed XLK by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
QRVO
+4.7%
XLK
+5.4%

Since the filing became public, QRVO outperformed XLK by -0.7% .

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.

34 top-rated funds 2 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: QRVO
530 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 530 531 -0.19%
13F Shares 84M 85M -1.03%
Total Value $6.24B $7.19B -13.16%
New Positions 82 97 -15
Increased Positions 170 155 +15
Closed Positions 83 77 +6
Reduced Positions 177 191 -14
Total Calls 5 12 -58.33%
Total Puts 5 11 -54.55%
PUT/CALL Ratio 1.0 0.92 Neutral

Statistics: QRVO

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Institutional Holders (2026 Q1)

530 + investors

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

QUARTER:
Top 25 QRVO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Starboard Value LP 12.71% 7,510,871 $581.3M
2 Kintayl Capital LP 6.64% 164,835 $12.8M
3 Canyon Capital Advisors LLC 6.24% 621,975 $48.1M
4 Birnam Oak Advisors, LP 4.08% 232,010 $18.0M
5 Versor Investments LP 3.89% 20,531 $1.6M
6 Olympiad Research LP 3.68% 15,621 $1.2M
7 Alpine Associates Management INC. 3.66% 801,559 $62.0M
8 Contour Asset Management LLC 3.04% 1,210,071 $93.7M
9 AQR Arbitrage LLC 2.20% 1,729,089 $133.8M
10 TIG Advisors, LLC 1.68% 468,225 $36.2M
11 NINE MASTS CAPITAL Ltd 1.39% 124,744 $9.7M
12 Optimize Financial Inc 1.37% 36,094 $2.8M
13 Quarry LP 1.30% 93,532 $7.2M
14 Governors Lane LP 1.26% 254,976 $19.7M
15 Robertson Opportunity Capital, LLC 1.09% 36,574 $2.8M
16 Westchester Capital Management, LLC 0.93% 263,895 $20.4M
17 Persistent Asset Partners Ltd 0.87% 30,096 $2.3M
18 Alexander Randolph Advisory, Inc. 0.86% 12,837 $994K
19 Wick Capital Partners, LLC 0.83% 136,955 $4.6M
20 Empyrean Capital Partners, LP 0.78% 309,000 $23.9M
21 Kennondale Capital Management LLC 0.67% 11,979 $927K
22 Aster Capital Management (DIFC) Ltd 0.65% 27,421 $2.0M
23 Sagefield Capital LP 0.63% 113,079 $8.8M
24 Ossiam 0.55% 407,459 $31.5M
25 Vulcan Value Partners, LLC 0.55% 268,813 $20.8M
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

Frequently Asked Questions — Qorvo Inc (QRVO)

What does the Smart Money Trend signal show for QRVO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QRVO?

Slight buying edge — 50% buying: Last quarter: 257 funds bought or added vs 262 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 QRVO holders?

Strong quality — 37% AUM from major funds: 57 of 531 holders rank in the top 100 by AUM, accounting for 37% 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 QRVO?

63% of holders stayed for 2+ years: 334 out of 531 hedge funds have held QRVO 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 Qorvo Inc (QRVO) following the 2026 Q1 hedge fund 13F filings?

As of today, QRVO has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), QRVO has gained +24.8% vs +39.8% for XLK. 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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