Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Reddit Inc (RDDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -79
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — RDDT

Based on 794 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RDDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
794 funds currently hold this stock — 91% of the 3.0-year high of 873 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+224 new funds entered over the past year (+39% 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 — 50% buying

482 buying488 selling
Last quarter: 482 funds bought or added vs 488 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 (-52 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 188 → 255 → 198 → 146. 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.
🔄

Mostly new holders — 40% entered in last year

■ 10% conviction (2yr+) ■ 51% medium ■ 40% new
Only 79 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -9%, value -47%

Value
-47%
Shares
-8%
Last quarter: funds added -9% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

192 → 188 → 255 → 198 → 146 new funds/Q
New funds entering each quarter: 188 → 255 → 198 → 146. RDDT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 57% of holders entered in last year

■ 2% veterans ■ 41% 1-2yr ■ 57% new
Of 856 current holders: 486 (57%) entered in the past year, only 21 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
63 of 794 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in RDDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — RDDT

In 2026 Q1, 482 hedge funds were net buyers of RDDT (146 opened a new position, 336 added to an existing one), while 488 reduced or exited (263 trimmed, 225 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 54% of total institutional value in RDDT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -79 funds (more exits than new entries). Total institutional holders: 794.

Hedge Fund Ownership: RDDT

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

Market Analysis: RDDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RDDT

-- --

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

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

Signal Freshness measures how much RDDT has moved relative to its sector benchmark (XLC) 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 · 73d ago
RDDT
+28.7%
XLC
+1.1%

RDDT outperformed XLC by +27.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
RDDT
+9.5%
XLC
-3.4%

Since the filing became public, RDDT outperformed XLC by +12.9% .

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 ?
Broad Consensus, Selective Conviction

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

57 top-rated funds 5 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: RDDT
790 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 790 873 -9.51%
13F Shares 143M 156M -8.62%
Total Value $18.99B $36.05B -47.31%
New Positions 145 198 -53
Increased Positions 319 354 -35
Closed Positions 228 110 +118
Reduced Positions 249 226 +23
Total Calls 39 37 5.41%
Total Puts 32 28 14.29%
PUT/CALL Ratio 0.82 0.76 Neutral

Statistics: RDDT

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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

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

790 + investors

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

QUARTER:
Top 25 RDDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Square Peg Capital Pty Ltd 11.69% 65,307 $8.8M
2 Woodson Capital Management, LP 9.36% 442,287 $59.6M
3 FirstWave Capital Management LLC 7.73% 54,033 $7.3M
4 Renaissance Capital LLC 6.51% 61,034 $9.0M
5 Ma Investment Partnership, LP 6.47% 100,000 $13.5M
6 Deepwater Asset Management, LLC 5.61% 65,719 $8.8M
7 Fund 1 Investments, LLC 5.06% 327,400 $44.1M
8 Intercapital, LLC 4.43% 98,500 $13.3M
9 West Tower Group, LLC 3.66% 8,700 $1.2M
10 Think Investments LP 3.50% 198,382 $26.7M
11 Fund 1 Investments, LLC 3.09% 200,000 $26.9M
12 D1 Capital Partners L.P. 2.95% 2,459,151 $331.1M
13 Greycroft LP 2.62% 28,500 $3.8M
14 Tremblant Capital Group 2.49% 573,743 $77.3M
15 Nepsis Inc. 2.45% 54,383 $7.3M
16 Capital Impact Advisors, LLC 2.24% 41,206 $5.5M
17 Infinitum Asset Management, LLC 2.10% 125,000 $16.8M
18 Dsm Capital Partners LLC 2.02% 848,206 $114.2M
19 Momentum Wealth Planning, LLC 1.84% 15,338 $2.1M
20 Fishman Jay A Ltd/Mi 1.82% 151,066 $20.3M
21 Rosenblum Silverman Sutton S F Inc /Ca 1.71% 48,613 $6.5M
22 Senvest Management, LLC 1.61% 359,392 $48.4M
23 Quinn Opportunity Partners LLC 1.50% 214,452 $28.9M
24 Sierra Summit Advisors LLC 1.48% 75,536 $10.2M
25 Tiger Global Management LLC 1.47% 2,500,000 $336.6M
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 — Reddit Inc (RDDT)

What does the Smart Money Trend signal show for RDDT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RDDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RDDT?

Slight buying edge — 50% buying: Last quarter: 482 funds bought or added vs 488 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 RDDT holders?

Elite ownership — 54% AUM from top-100 funds: 63 of 794 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in RDDT. 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 RDDT?

Mostly new holders — 40% entered in last year: Only 79 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Reddit Inc (RDDT) following the 2026 Q1 hedge fund 13F filings?

As of today, RDDT has moved +9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.4% for the XLC sector ETF — an outperformance of +12.9%. Since the quarter end (March 31, 2026), RDDT has gained +28.7% vs +1.1% for XLC. 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.

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