Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sweetgreen Inc (SG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — SG

Based on 236 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SG 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.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
236 funds currently hold this stock — 81% of the 3.0-year high of 293 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold SG compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

138 buying109 selling
Last quarter: 138 funds bought or added vs 109 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 — ~49 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 66 → 52 → 49. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 26% new
108 out of 236 hedge funds have held SG 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 +95% but shares only +2% — price-driven

Value
+95%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +95%, but actual share count only changed +2%. 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.
📊

Peak discovery — momentum slowing

62 → 53 → 66 → 52 → 49 new funds/Q
New funds entering each quarter: 53 → 66 → 52 → 49. SG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 24% newcomers

■ 54% veterans ■ 22% 1-2yr ■ 24% new
Entry-cohort mix of 254 holders: 137 (54%) are 2+ year veterans, 55 entered 1–2 years ago, and 62 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
47 of 231 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — SG

In 2026 Q2, 138 hedge funds were net buyers of SG (49 opened a new position, 89 added to an existing one), while 109 reduced or exited (63 trimmed, 46 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 51% of total institutional value in SG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 236.

Hedge Fund Ownership: SG

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

Market Analysis: SG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SG

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SG
228 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 228 233 -2.15%
13F Shares 107M 105M 1.31%
Total Value $932M $540M 72.67%
New Positions 47 52 -5
Increased Positions 84 67 +17
Closed Positions 47 53 -6
Reduced Positions 56 66 -10
Total Calls 12 15 -20.0%
Total Puts 11 14 -21.43%
PUT/CALL Ratio 0.92 0.93 Neutral

Statistics: SG

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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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Institutional Holders (2026 Q2)

228 + investors

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

QUARTER:
Top 25 SG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodson Capital Management, LP 7.82% 5,300,000 $46.7M
2 Ibex Investors LLC 5.10% 1,123,000 $9.9M
3 Caden Capital Partners, LP 2.57% 24,211 $213K
4 Greenhouse Funds LLLP 2.28% 5,066,028 $44.6M
5 Lotus Technology Management, LP 1.95% 168,200 $1.6M
6 nVerses Capital, LLC 0.37% 27,032 $238K
7 Portolan Capital Management, LLC 0.34% 1,029,016 $9.1M
8 Crawford Fund Management, LLC 0.19% 137,900 $1.2M
9 Deeter Investments LLP 0.18% 128,000 $865K
10 Granahan Investment Management, LLC 0.18% 559,643 $4.9M
11 Maplelane Capital, LLC 0.17% 1,050,200 $9.3M
12 Fortis Group Advisors, LLC 0.16% 110,891 $977K
13 Landscape Capital Management, L.L.C. 0.14% 253,604 $2.2M
14 Certuity, LLC 0.13% 300,000 $2.6M
15 Baillie Gifford & Co 0.08% 10,156,071 $89.5M
16 Atika Capital Management LLC 0.07% 120,000 $1.1M
17 Divisadero Street Capital Management, LP 0.06% 288,601 $2.5M
18 Warren Street Wealth Advisors, LLC 0.05% 27,000 $238K
19 Susquehanna Portfolio Strategies, LLC 0.05% 369,790 $3.3M
20 Clear Harbor Asset Management, LLC 0.05% 86,040 $758K
21 AlphaGrep UK Ltd 0.04% 19,415 $131K
22 Primoris Wealth Advisors, LLC 0.04% 10,000 $88K
23 Regatta Capital Group, LLC 0.04% 33,701 $297K
24 Aspen Grove Capital, LLC 0.04% 30,000 $264K
25 Federated Hermes, INC. 0.04% 2,868,905 $25.3M
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 — Sweetgreen Inc (SG)

What does the Smart Money Trend signal show for SG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SG 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 SG?

Slight buying edge — 56% buying: Last quarter: 138 funds bought or added vs 109 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 SG holders?

Elite ownership — 51% AUM from top-100 funds: 47 of 231 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SG. 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 SG?

46% of holders stayed for 2+ years: 108 out of 236 hedge funds have held SG 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.

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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