Similarweb Ltd (SMWB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Similarweb Ltd (SMWB) following the 2026 Q2 hedge fund 13F filings?

As of today, SMWB has moved -3.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.9% for the XLK sector ETF — an outperformance of -5.6%. Since the quarter end (June 30, 2026), SMWB gained +39.6% vs +1.7% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Similarweb Ltd (SMWB)

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

Smart Money Signals — SMWB

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their SMWB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 61% of 3.0Y high

61% of all-time peak

Only 70 funds hold SMWB today versus a peak of 115 funds at 2024 Q4 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 38% fewer funds vs a year ago

fund count last 6Q

43 fewer hedge funds hold SMWB compared to a year ago (-38% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 44% buying

38 buying48 selling

Last quarter: 48 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 19 → 21 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 23% medium ■ 27% new

35 out of 70 hedge funds have held SMWB 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.

💰

Price up while funds trimmed (+90% value, -4% shares)

Value

+90%

-4%

Last quarter: total value of institutional SMWB holdings rose +90% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

22 → 10 → 19 → 21 → 17 new funds/Q

New funds entering each quarter: 10 → 19 → 21 → 17. A growing number of institutions are discovering SMWB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 26% newcomers

■ 51% veterans ■ 23% 1-2yr ■ 26% new

Entry-cohort mix of 74 holders: 38 (51%) are 2+ year veterans, 17 entered 1–2 years ago, and 19 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

17 of 70 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.0

out of 10

Low Exit Risk

Exit risk score 2.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	70	80	-12.5%
13F Shares	40M	42M	-4.3%
Total Value	$247M	$130M	90.19%
New Positions	17	21	-4
Increased Positions	20	29	-9
Closed Positions	27	39	-12
Reduced Positions	19	19	-
Total Calls	3	1	200.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.33	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-12.5%

13F Shares

40M

42M

-4.3%

Total Value

$247M

$130M

90.19%

New Positions

-4

Increased Positions

-9

Closed Positions

-12

Reduced Positions

Total Calls

200.0%

Total Puts

PUT/CALL Ratio

0.33

1.0

Bullish

Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:

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

Top 25 SMWB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Naspers Ltd	81.19%	11,173,265	$68.5M
2	ION Crossover Partners Ltd	24.88%	3,030,826	$18.6M
3	Lotus Technology Management, LP	4.18%	531,409	$3.4M
4	Ulysses Management LLC	3.55%	2,928,474	$18.0M
5	S Squared Technology, LLC	3.21%	1,690,000	$10.4M
6	Nano Cap New Millennium Growth Fund L P	3.06%	650,000	$4.0M
7	P.A.W. Capital Corp	3.00%	640,000	$3.9M
8	CDC Financial, Inc.	1.73%	674,233	$4.1M
9	Alpha Family Trust	1.62%	658,935	$4.0M
10	Sphera Management Technology Funds Ltd	1.32%	615,000	$3.8M
11	PharVision Advisers, LLC	1.20%	10,368	$64K
12	HERALD INVESTMENT MANAGEMENT Ltd	0.54%	645,465	$4.0M
13	Lavelle Capital LP	0.54%	202,727	$1.2M
14	Persistent Asset Partners Ltd	0.33%	180,000	$1.1M
15	Y.D. More Investments Ltd	0.22%	1,147,035	$7.0M
16	CenterBook Partners LP	0.18%	599,737	$3.7M
17	Olympiad Research LP	0.13%	10,337	$63K
18	Menora Mivtachim Holdings LTD.	0.10%	4,015,494	$24.6M
19	MYDA Advisors LLC	0.09%	100,000	$613K
20	Militia Capital Management LLC	0.06%	236,000	$616K
21	WealthTrust Axiom LLC	0.06%	44,565	$273K
22	State of Wyoming	0.05%	88,458	$542K
23	R Squared Ltd	0.04%	11,256	$69K
24	ARK Investment Management LLC	0.03%	834,663	$5.1M
25	Schonfeld Strategic Advisors LLC	0.03%	1,210,629	$7.4M

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 — Similarweb Ltd (SMWB)

What does the Smart Money Trend signal show for SMWB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SMWB 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 SMWB?

More sellers than buyers — 44% buying: Last quarter: 48 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SMWB holders?

Smaller funds dominant — 13% AUM from top-100: 17 of 70 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SMWB?

50% of holders stayed for 2+ years: 35 out of 70 hedge funds have held SMWB 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 Similarweb Ltd (SMWB) following the 2026 Q2 hedge fund 13F filings?

As of today, SMWB has moved -3.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.9% for the XLK sector ETF — an outperformance of -5.6%. Since the quarter end (June 30, 2026), SMWB has gained +39.6% vs +1.7% for XLK. 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.

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Similarweb Ltd (SMWB)

Smart Money Signals — SMWB

Selling streak — 2 quarters in a row

Below peak — only 61% of 3.0Y high

Outflows — 38% fewer funds vs a year ago

More sellers than buyers — 44% buying

Steady new buyers — ~17 new funds per quarter

50% of holders stayed for 2+ years

Price up while funds trimmed (+90% value, -4% shares)

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 26% newcomers

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — SMWB

Hedge Fund Ownership: SMWB

Market Analysis: SMWB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMWB

Is It Too Late to Buy Similarweb Ltd (SMWB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SMWB

Statistics: SMWB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Similarweb Ltd (SMWB)

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