Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stonex Group Inc (SNEX)

381 + 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
↑ +26
Streak
1Q ▲
Buyers last Q
84%

Smart Money Signals — SNEX

Based on 381 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
381 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 — +22% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+22% 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 — 84% buying

348 buying64 selling
Last quarter: 348 funds were net buyers (61 opened a brand new position + 287 added to an existing one). Only 64 were sellers (29 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SNEX position: 60 → 62 → 54 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
178 out of 381 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.
💎

Buying through price weakness — shares +54%, value +21%

Value
+20%
Shares
+53%
Last quarter: funds added +54% more shares while total portfolio value only changed +21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~61 new funds/quarter

64 → 60 → 62 → 54 → 61 new funds/Q
New funds entering each quarter: 60 → 62 → 54 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 37% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 37% new
Entry-cohort mix of 386 holders: 195 (51%) are 2+ year veterans, 49 entered 1–2 years ago, and 142 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
52 of 378 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SNEX

In 2026 Q1, 348 hedge funds were net buyers of SNEX (61 opened a new position, 287 added to an existing one), while 64 reduced or exited (29 trimmed, 35 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. 36% of total institutional value in SNEX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 381.

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 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
SNEX
+63.5%
XLF
+1220.3%

SNEX outperformed XLF by -1156.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SNEX
+19.7%
XLF
+4.8%

Since the filing became public, SNEX outperformed XLF by +14.9% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 6 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: SNEX
381 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 381 355 7.32%
13F Shares 64M 42M 53.73%
Total Value $4.48B $3.70B 20.89%
New Positions 61 54 +7
Increased Positions 287 124 +163
Closed Positions 35 57 -22
Reduced Positions 27 118 -91
Total Calls 4 3 33.33%
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: SNEX

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)

381 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nine Ten Capital Management LLC 14.86% 579,979 $46.8M
2 AltraVue Capital, LLC 11.32% 1,628,997 $131.4M
3 Jefferson Bridge Capital, LLC 7.32% 91,425 $7.4M
4 Ashford Capital Management Inc 4.65% 466,630 $37.6M
5 Punch & Associates Investment Management, INC. 4.39% 943,579 $76.1M
6 MRP Capital Investments, LLC 2.84% 21,358 $3.3M
7 Hiddenite Capital Partners LP 2.82% 133,389 $10.8M
8 Aubrey Capital Management Ltd 2.73% 63,000 $5.1M
9 12th Street Asset Management Company, LLC 2.47% 187,045 $15.1M
10 LRT Capital Management, LLC 2.31% 30,763 $2.5M
11 Hennessy Advisors Inc 2.06% 706,050 $56.9M
12 Millington Financial Advisors, LLC 2.03% 45,391 $4.8M
13 Private Capital Management, LLC 1.87% 232,516 $18.8M
14 Phocas Financial Corp. 1.72% 135,949 $11.0M
15 Woodmont Investment Counsel LLC 1.70% 342,462 $27.6M
16 Motley Fool Wealth Management, LLC 1.61% 176,266 $14.2M
17 2Xideas AG 1.40% 44,435 $3.6M
18 Riverwater Partners LLC 1.24% 46,032 $3.7M
19 Legato Capital Management LLC 1.24% 168,304 $13.6M
20 Yorktown Management & Research Co Inc 1.06% 15,750 $1.3M
21 Future Fund LLC 0.96% 33,732 $2.7M
22 Motley Fool Asset Management LLC 0.93% 268,268 $21.6M
23 Chatham Capital Group, INC. 0.90% 76,957 $6.2M
24 Harvest Investment Services, LLC 0.76% 51,461 $4.2M
25 Ibex Wealth Advisors 0.75% 100,289 $8.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 84% buying: Last quarter: 348 funds were net buyers (61 opened a brand new position + 287 added to an existing one). Only 64 were sellers (29 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNEX holders?

Strong quality — 36% AUM from major funds: 52 of 378 holders rank in the top 100 by AUM, accounting for 36% 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 SNEX?

47% of holders stayed for 2+ years: 178 out of 381 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 Q1 hedge fund 13F filings?

As of today, SNEX has moved +19.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +14.9%. Since the quarter end (March 31, 2026), SNEX has gained +63.5% vs +1220.3% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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 →