Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Skillsoft Corp (SKIL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — SKIL

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SKIL 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
66 hedge funds hold SKIL 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 — +32% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+32% 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 — 59% buying

42 buying29 selling
Last quarter: 42 funds bought or added vs 29 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new SKIL position: 12 → 10 → 11 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 17% medium ■ 41% new
28 out of 66 hedge funds have held SKIL 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.
💎

Buying through price weakness — shares +6%, value -50%

Value
-50%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -50%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

12 → 12 → 10 → 11 → 23 new funds/Q
New funds entering each quarter: 12 → 10 → 11 → 23. 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 — 48% veterans vs 39% newcomers

■ 48% veterans ■ 12% 1-2yr ■ 39% new
Entry-cohort mix of 66 holders: 32 (48%) are 2+ year veterans, 8 entered 1–2 years ago, and 26 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
23 of 66 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — SKIL

In 2026 Q1, 42 hedge funds were net buyers of SKIL (23 opened a new position, 19 added to an existing one), while 29 reduced or exited (13 trimmed, 16 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in SKIL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: SKIL

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

Market Analysis: SKIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SKIL

-- --

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

Is It Too Late to Buy Skillsoft Corp (SKIL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SKIL has moved relative to its sector benchmark (XLP) 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 · 78d ago
SKIL
+62.8%
XLP
+1.8%

SKIL outperformed XLP by +61.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SKIL
+6.3%
XLP
-1.4%

Since the filing became public, SKIL outperformed XLP by +7.7% .

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SKIL
65 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 59 10.17%
13F Shares 3M 3M 6.05%
Total Value $13M $27M -50.28%
New Positions 22 11 +11
Increased Positions 19 29 -10
Closed Positions 16 7 +9
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SKIL

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)

65 + investors

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

QUARTER:
Top 25 SKIL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AREX Capital Management, LP 1.51% 213,161 $914K
2 Paradice Investment Management LLC 0.46% 567,149 $2.4M
3 Cruiser Capital Advisors, LLC 0.07% 44,794 $192K
4 O'Connor Alternative Investments LLC 0.02% 41,692 $179K
5 Zacks Investment Management 0.01% 187,434 $804K
6 CastleKnight Management LP 0.01% 72,066 $309K
7 Bridgeway Capital Management, LLC 0.00% 19,000 $82K
8 XTX Topco Ltd 0.00% 12,645 $54K
9 Renaissance Technologies LLC 0.00% 61,009 $262K
10 Tower Research Capital LLC (TRC) 0.00% 3,088 $13K
11 Strs Ohio 0.00% 16,300 $70K
12 Aqr Capital Management LLC 0.00% 136,253 $585K
13 Goldman Sachs Group Inc 0.00% 281,425 $1.2M
14 Physician Wealth Advisors, Inc. 0.00% 229 —
15 Fortitude Family Office, LLC 0.00% 142 —
16 Corient Private Wealth LLC 0.00% 19,201 $82K
17 Cullen/Frost Bankers, INC. 0.00% 2,211 $9K
18 Advisory Services Network, LLC 0.00% 1,619 $7K
19 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% 95,717 $411K
20 GAMMA Investing LLC 0.00% 328 $1K
21 Citadel Advisors LLC 0.00% 89,454 $384K
22 Ameritas Investment Partners, Inc. 0.00% 455 $2K
23 Sei Investments Co 0.00% 12,548 $54K
24 Morgan Stanley 0.00% 178,901 $767K
25 Cwm, LLC 0.00% 3,572 $15K
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 — Skillsoft Corp (SKIL)

What does the Smart Money Trend signal show for SKIL?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SKIL 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 SKIL?

Slight buying edge — 59% buying: Last quarter: 42 funds bought or added vs 29 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 SKIL holders?

Strong quality — 38% AUM from major funds: 23 of 66 holders rank in the top 100 by AUM, accounting for 38% 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 SKIL?

42% of holders stayed for 2+ years: 28 out of 66 hedge funds have held SKIL 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 Skillsoft Corp (SKIL) following the 2026 Q1 hedge fund 13F filings?

As of today, SKIL has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.4% for the XLP sector ETF — an outperformance of +7.7%. Since the quarter end (March 31, 2026), SKIL has gained +62.8% vs +1.8% for XLP. 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 →