Rogers Corp (ROG) Hedge Fund Ownership (Q2 2026)

Rogers Corp (ROG)

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

Smart Money Signals — ROG

Based on 311 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added ROG 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

311 hedge funds hold ROG 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 — +33% more funds vs a year ago

fund count last 6Q

+78 new funds entered over the past year (+33% 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.

🟢

More buyers than sellers — 62% buying

184 buying111 selling

Last quarter: 184 funds were net buyers (79 opened a brand new position + 105 added to an existing one). Only 111 were sellers (86 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter

Funds opening a new ROG position: 36 → 47 → 46 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new

192 out of 311 hedge funds have held ROG 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 +58% but shares only +19% — price-driven

Value

+57%

+18%

Last quarter: the total dollar value of institutional holdings rose +58%, but actual share count only changed +19%. 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.

🚀

Acceleration phase — new buyers rushing in

40 → 36 → 47 → 46 → 79 new funds/Q

New funds entering each quarter: 36 → 47 → 46 → 79. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 22% new

Entry-cohort mix of 318 holders: 215 (68%) are 2+ year veterans, 34 entered 1–2 years ago, and 69 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

52 of 311 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ROG. 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	308	257	19.84%
13F Shares	18M	18M	2.54%
Total Value	$2.86B	$1.83B	56.6%
New Positions	78	46	+32
Increased Positions	104	87	+17
Closed Positions	27	34	-7
Reduced Positions	82	77	+5
Total Calls	4	3	33.33%
Total Puts	3	2	50.0%
PUT/CALL Ratio	0.75	0.67	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

308

257

19.84%

13F Shares

18M

2.54%

Total Value

$2.86B

$1.83B

56.6%

New Positions

+32

Increased Positions

104

+17

Closed Positions

-7

Reduced Positions

Total Calls

33.33%

Total Puts

50.0%

PUT/CALL Ratio

0.75

0.67

Neutral

Institutional Holders (2026 Q2)

308 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ROG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	UG Investment Advisers Ltd.	8.51%	53,563	$8.8M
2	Clearline Capital LP	3.40%	348,002	$57.0M
3	Leeward Investments, LLC - MA	2.34%	313,859	$51.4M
4	Third Avenue Management LLC	1.61%	61,584	$10.1M
5	Westport Asset Management Inc	1.37%	20,456	$3.3M
6	Oddo Bhf Asset Management Sas	1.17%	155,000	$25.4M
7	Aristotle Capital Boston, LLC	0.84%	76,471	$12.5M
8	Arosa Capital Management LP	0.64%	22,000	$3.6M
9	Granite Investment Partners, LLC	0.63%	74,743	$12.2M
10	Telemark Asset Management, LLC	0.59%	50,000	$8.2M
11	Marathon Asset Management Ltd	0.56%	83,632	$13.7M
12	SMA Capital LLC	0.48%	7,000	$1.1M
13	Linden Thomas Advisory Services, LLC	0.39%	29,743	$4.9M
14	Virtus Advisers, LLC	0.38%	6,115	$1.0M
15	Clare Market Investments LLC	0.37%	12,325	$2.0M
16	Edgestream Partners, L.P.	0.31%	63,024	$10.3M
17	Hedges Asset Management LLC	0.28%	2,625	$430K
18	Needham Investment Management LLC	0.27%	55,000	$9.0M
19	Gamco Investors, INC. Et Al	0.27%	181,015	$29.6M
20	Advisors Preferred, LLC	0.22%	9,926	$1.4M
21	Atreides Management, LP	0.22%	189,311	$31.0M
22	Dynamic Technology Lab Private Ltd	0.21%	5,812	$952K
23	Fox Run Management, L.L.C.	0.19%	7,170	$1.2M
24	Hillsdale Investment Management Inc.	0.16%	44,080	$7.2M
25	Segall Bryant & Hamill, LLC	0.15%	78,884	$12.9M

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 — Rogers Corp (ROG)

What does the Smart Money Trend signal show for ROG?

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

More buyers than sellers — 62% buying: Last quarter: 184 funds were net buyers (79 opened a brand new position + 105 added to an existing one). Only 111 were sellers (86 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ROG holders?

Elite ownership — 63% AUM from top-100 funds: 52 of 311 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ROG. 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 ROG?

62% of holders stayed for 2+ years: 192 out of 311 hedge funds have held ROG 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.

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Rogers Corp (ROG)

Smart Money Signals — ROG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+33 vs last Q)

62% of holders stayed for 2+ years

Value +58% but shares only +19% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 68% veterans vs 22% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — ROG

Hedge Fund Ownership: ROG

Market Analysis: ROG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ROG

Hedge Fund Positioning: ROG

Statistics: ROG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Rogers Corp (ROG)

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