Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stonex Group Inc (SNEX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +85
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — SNEX

Based on 468 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SNEX 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
468 hedge funds hold SNEX 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 — +36% more funds vs a year ago

fund count last 6Q
+124 new funds entered over the past year (+36% 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 — 61% buying

281 buying182 selling
Last quarter: 281 funds were net buyers (121 opened a brand new position + 160 added to an existing one). Only 182 were sellers (146 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+59 vs last Q)

new funds entering per quarter
Funds opening a new SNEX position: 62 → 55 → 62 → 121. 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+) ■ 24% medium ■ 33% new
198 out of 468 hedge funds have held SNEX 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 +59% but shares only +20% — price-driven

Value
+59%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +59%, but actual share count only changed +20%. 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

62 → 62 → 55 → 62 → 121 new funds/Q
New funds entering each quarter: 62 → 55 → 62 → 121. 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 — 46% veterans vs 39% newcomers

■ 46% veterans ■ 14% 1-2yr ■ 39% new
Entry-cohort mix of 476 holders: 221 (46%) are 2+ year veterans, 68 entered 1–2 years ago, and 187 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
58 of 466 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in SNEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — SNEX

In 2026 Q2, 281 hedge funds were net buyers of SNEX (121 opened a new position, 160 added to an existing one), while 182 reduced or exited (146 trimmed, 36 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in SNEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +85 funds (more new holders than closures). Total institutional holders: 468.

Hedge Fund Ownership: SNEX

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

Market Analysis: SNEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNEX

-- --

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

Is It Too Late to Buy Stonex Group Inc (SNEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SNEX has moved relative to its sector benchmark (XLF) since the 2026 Q2 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 June 30, 2026 · 82d ago
SNEX
-15.2%
XLF
+4.2%

SNEX outperformed XLF by -19.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
SNEX
-0.1%
XLF
-4.0%

Since the filing became public, SNEX outperformed XLF by +3.9% .

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.

16 top-rated funds 7 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: SNEX
462 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 462 383 20.63%
13F Shares 67M 64M 4.05%
Total Value $7.01B $4.48B 56.53%
New Positions 120 62 +58
Increased Positions 159 288 -129
Closed Positions 39 35 +4
Reduced Positions 140 27 +113
Total Calls 6 4 50.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: SNEX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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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) --
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Institutional Holders (2026 Q2)

462 + investors

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

QUARTER:
Top 25 SNEX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupont Capital Management Corp 63.10% 11,605 $1.4M
2 AltraVue Capital, LLC 11.76% 1,377,144 $163.2M
3 Jefferson Bridge Capital, LLC 8.42% 81,970 $9.7M
4 Motley Fool Wealth Management, LLC 5.52% 3,068 $364K
5 Punch & Associates Investment Management, INC. 4.07% 694,090 $82.2M
6 Ashford Capital Management Inc 3.51% 276,036 $32.7M
7 Nine Ten Capital Management LLC 3.12% 84,679 $10.0M
8 Aubrey Capital Management Ltd 2.87% 58,050 $4.6M
9 MRP Capital Investments, LLC 2.61% 29,933 $3.5M
10 Hennessy Advisors Inc 2.14% 564,600 $66.9M
11 Woodmont Investment Counsel LLC 2.06% 317,920 $37.7M
12 12th Street Asset Management Company, LLC 2.04% 120,677 $14.3M
13 Millington Financial Advisors, LLC 1.77% 65,692 $4.5M
14 Phocas Financial Corp. 1.71% 103,699 $12.3M
15 Hiddenite Capital Partners LP 1.36% 133,389 $15.8M
16 Legato Capital Management LLC 1.33% 135,460 $16.1M
17 Future Fund LLC 1.22% 35,892 $4.3M
18 Yorktown Management & Research Co Inc 1.14% 15,750 $1.9M
19 Harvest Investment Services, LLC 1.04% 56,938 $6.7M
20 Riverwater Partners LLC 1.02% 29,035 $3.4M
21 Ibex Wealth Advisors 0.96% 103,473 $12.3M
22 Eddie Patel Inc 0.93% 13,183 $1.6M
23 O'Brien Greene & Co. Inc 0.93% 28,474 $3.4M
24 Motley Fool Asset Management LLC 0.92% 200,904 $23.8M
25 Wasatch Advisors LP 0.91% 1,179,158 $139.7M
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 — Stonex Group Inc (SNEX)

What does the Smart Money Trend signal show for SNEX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SNEX 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 SNEX?

More buyers than sellers — 61% buying: Last quarter: 281 funds were net buyers (121 opened a brand new position + 160 added to an existing one). Only 182 were sellers (146 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNEX holders?

Elite ownership — 57% AUM from top-100 funds: 58 of 466 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in SNEX. 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 SNEX?

42% of holders stayed for 2+ years: 198 out of 468 hedge funds have held SNEX 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 Stonex Group Inc (SNEX) following the 2026 Q2 hedge fund 13F filings?

As of today, SNEX has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of +3.9%. Since the quarter end (June 30, 2026), SNEX has gained -15.2% vs +4.2% 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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