Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Quad / Graphics Inc (QUAD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — QUAD

Based on 148 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added QUAD 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
148 hedge funds hold QUAD 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 — +12% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

76 buying59 selling
Last quarter: 76 funds bought or added vs 59 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new QUAD position: 13 → 19 → 16 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 20% new
95 out of 148 hedge funds have held QUAD 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

21 → 13 → 19 → 16 → 26 new funds/Q
New funds entering each quarter: 13 → 19 → 16 → 26. A growing number of institutions are discovering QUAD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 149 holders: 99 (66%) are 2+ year veterans, 19 entered 1–2 years ago, and 31 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
35 of 147 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — QUAD

In 2026 Q1, 76 hedge funds were net buyers of QUAD (26 opened a new position, 50 added to an existing one), while 59 reduced or exited (42 trimmed, 17 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in QUAD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 148.

Hedge Fund Ownership: QUAD

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

Market Analysis: QUAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QUAD

-- --

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

Is It Too Late to Buy Quad / Graphics Inc (QUAD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QUAD has moved relative to its sector benchmark (XLI) 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
QUAD
+15.3%
XLI
+11.0%

QUAD outperformed XLI by +4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
QUAD
+5.7%
XLI
+4.8%

Since the filing became public, QUAD outperformed XLI by +0.9% .

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.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: QUAD
147 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 147 139 5.76%
13F Shares 21M 22M -2.7%
Total Value $128M $135M -4.77%
New Positions 25 16 +9
Increased Positions 50 48 +2
Closed Positions 17 15 +2
Reduced Positions 42 47 -5
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUAD

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)

147 + investors

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

QUARTER:
Top 25 QUAD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miller Value Partners, LLC 4.57% 2,651,039 $17.5M
2 Invst, LLC 0.24% 318,486 $2.1M
3 Bristlecone Value Partners, LLC 0.17% 30,000 $198K
4 Inspire Investing, LLC 0.14% 252,887 $1.7M
5 Heartland Advisors Inc 0.10% 300,000 $2.0M
6 Great Valley Advisor Group, INC. 0.07% 621,325 $4.1M
7 Crescent Grove Advisors, LLC 0.05% 80,490 $532K
8 Baron Wealth Management LLC 0.04% 21,866 $145K
9 Bridgeway Capital Management, LLC 0.04% 271,012 $1.8M
10 Alta Wealth Advisors LLC 0.03% 14,920 $99K
11 Ritholtz Wealth Management 0.03% 267,064 $1.8M
12 Wealth Architects, LLC 0.03% 50,227 $332K
13 D'Orazio & Associates, Inc. 0.03% 34,369 $227K
14 PFG Investments, LLC 0.03% 92,643 $612K
15 Campbell & CO Investment Adviser LLC 0.03% 75,243 $497K
16 Hillsdale Investment Management Inc. 0.03% 152,297 $1.0M
17 Institute for Wealth Management, LLC. 0.03% 36,179 $239K
18 Martingale Asset Management L P 0.02% 141,857 $938K
19 Hotchkis & Wiley Capital Management LLC 0.02% 1,021,530 $6.8M
20 Zacks Investment Management 0.01% 251,087 $1.7M
21 Dynamic Technology Lab Private Ltd 0.01% 11,727 $78K
22 O'shaughnessy Asset Management, LLC 0.01% 367,730 $2.4M
23 National Philanthropic Trust 0.01% 115,232 $628K
24 DGS Capital Management, LLC 0.01% 10,706 $71K
25 Mirabella Financial Services LLP 0.01% 14,361 $95K
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 — Quad / Graphics Inc (QUAD)

What does the Smart Money Trend signal show for QUAD?

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

Slight buying edge — 56% buying: Last quarter: 76 funds bought or added vs 59 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 QUAD holders?

Strong quality — 28% AUM from major funds: 35 of 147 holders rank in the top 100 by AUM, accounting for 28% 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 QUAD?

64% of holders stayed for 2+ years: 95 out of 148 hedge funds have held QUAD 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 Quad / Graphics Inc (QUAD) following the 2026 Q1 hedge fund 13F filings?

As of today, QUAD has moved +5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), QUAD has gained +15.3% vs +11.0% for XLI. 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.

Full history →