Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Silverbox Corp IV (SBXD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
3Q ▼
Buyers last Q
53%

Smart Money Signals — SBXD

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their SBXD 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 — 90% of 3.0Y peak

90% of all-time peak
44 funds currently hold this stock — 90% of the 3.0-year high of 49 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+29% 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 — 53% buying

17 buying15 selling
Last quarter: 17 funds bought or added vs 15 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 7 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 2% conviction (2yr+) ■ 66% medium ■ 32% new
Only 1 funds (2%) 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.
💰

Price up while funds trimmed (+259% value, -8% shares)

Value
+258%
Shares
-7%
Last quarter: total value of institutional SBXD holdings rose +259% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

13 → 18 → 7 → 9 → 6 new funds/Q
New funds entering each quarter: 18 → 7 → 9 → 6. SBXD 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 — 68% of holders entered in last year

■ 2% veterans ■ 30% 1-2yr ■ 68% new
Of 44 current holders: 30 (68%) entered in the past year, only 1 (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 — 77% AUM from top-100 funds

77% from top-100 AUM funds
8 of 44 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in SBXD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — SBXD

In 2026 Q1, 17 hedge funds were net buyers of SBXD (6 opened a new position, 11 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 77% of total institutional value in SBXD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 44.

Hedge Fund Ownership: SBXD

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

Market Analysis: SBXD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBXD

-- --

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

Is It Too Late to Buy Silverbox Corp IV (SBXD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBXD has moved relative to its sector benchmark (XLF) 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 · 84d ago
SBXD
+1.2%
XLF
+8.8%

SBXD outperformed XLF by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SBXD
+0.4%
XLF
+5.1%

Since the filing became public, SBXD outperformed XLF by -4.7% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SBXD
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 45 -2.22%
13F Shares 18M 20M -7.87%
Total Value $751M $209M 258.74%
New Positions 6 9 -3
Increased Positions 11 8 +3
Closed Positions 7 12 -5
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBXD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:
Top 25 SBXD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverPark Advisors, LLC 2.63% 678,613 $7.3M
2 Crossingbridge Advisors, LLC 1.89% 977,013 $10.5M
3 RLH Capital LLC 1.65% 304,320 $3.3M
4 MMCAP International Inc. SPC 0.91% 980,000 $10.5M
5 Berkley W R Corp 0.87% 1,514,573 $16.2M
6 Wealthspring Capital LLC 0.53% 207,565 $2.2M
7 Mizuho Securities USA LLC 0.45% 1,796,947 $19.2M
8 Polar Asset Management Partners Inc. 0.32% 1,508,005 $16.1M
9 Quarry LP 0.27% 141,597 $1.5M
10 First Trust Capital Management L.P. 0.25% 445,168 $4.8M
11 AQR Arbitrage LLC 0.23% 1,335,376 $14.3M
12 Radcliffe Capital Management, L.P. 0.18% 227,454 $2.4M
13 Rivernorth Capital Management, LLC 0.16% 299,997 $3.2M
14 Westchester Capital Management, LLC 0.16% 325,485 $3.5M
15 Periscope Capital INC. 0.15% 125,000 $1.3M
16 Mangrove Partners IM, LLC 0.14% 156,622 $1.7M
17 Lineage Point Capital LP 0.13% 50,042 $535K
18 DLD Asset Management, LP 0.12% 121,073 $1.3M
19 Shaolin Capital Management LLC 0.11% 279,849 $3.0M
20 Massar Capital Management, LP 0.11% 94,600 $1.0M
21 Wolverine Asset Management LLC 0.10% 993,817 $10.6M
22 Aristeia Capital, L.L.C. 0.07% 336,123 $3.6M
23 Picton Mahoney Asset Management 0.07% 824,899 $8.8M
24 Context Capital Management, LLC 0.07% 262,951 $2.8M
25 Magnetar Financial LLC 0.06% 520,823 $5.6M
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 — Silverbox Corp IV (SBXD)

What does the Smart Money Trend signal show for SBXD?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their SBXD 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 SBXD?

Slight buying edge — 53% buying: Last quarter: 17 funds bought or added vs 15 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 SBXD holders?

Elite ownership — 77% AUM from top-100 funds: 8 of 44 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in SBXD. 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 SBXD?

Mostly new holders — 32% entered in last year: Only 1 funds (2%) 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 Silverbox Corp IV (SBXD) following the 2026 Q1 hedge fund 13F filings?

As of today, SBXD has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), SBXD has gained +1.2% vs +8.8% for XLF. 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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