Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sensei Biotherapeutics Inc (SNSE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
87%

Smart Money Signals — SNSE

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SNSE 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
30 hedge funds hold SNSE 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 — +50% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+50% 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. The peak was reached in just 2 quarters from the low — a sharp move.
🟢

More buyers than sellers — 87% buying

26 buying4 selling
Last quarter: 26 funds were net buyers (23 opened a brand new position + 3 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new SNSE position: 0 → 1 → 2 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 53% entered in last year

23% conviction (2yr+) 23% medium 53% new
Only 7 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +15314% but shares only +5118% — price-driven

Value
+15314%
Shares
+5117%
Last quarter: the total dollar value of institutional holdings rose +15314%, but actual share count only changed +5118%. 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

3 → 0 → 1 → 2 → 23 new funds/Q
New funds entering each quarter: 0 → 1 → 2 → 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.
📊

Mixed cohorts — 37% veterans, 47% new entrants

37% veterans 17% 1-2yr 47% new
Of 30 current holders: 11 (37%) held 2+ years, 5 held 1–2 years, 14 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 30 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — SNSE

In 2026 Q1, 26 hedge funds were net buyers of SNSE (23 opened a new position, 3 added to an existing one), while 4 reduced or exited (1 trimmed, 3 sold completely) — a 87% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: SNSE

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

Market Analysis: SNSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNSE

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

Is It Too Late to Buy Sensei Biotherapeutics Inc (SNSE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SNSE has moved relative to its sector benchmark (XLV) 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 · 3d ago
SNSE
+0.0%
XLV
-89.1%

SNSE outperformed XLV by +89.1% since June 30, 2026.

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SNSE
2026 Q2 Stats Unlock in 47 days 30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 10 200.0%
13F Shares 3M 48K 5117.82%
Total Value $79M $515K 15314.29%
New Positions 23 2 +21
Increased Positions 3 1 +2
Closed Positions 3 1 +2
Reduced Positions 1 3 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SNSE

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Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

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

QUARTER:
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 — Sensei Biotherapeutics Inc (SNSE)

What does the Smart Money Trend signal show for SNSE?

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

More buyers than sellers — 87% buying: Last quarter: 26 funds were net buyers (23 opened a brand new position + 3 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNSE holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 30 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SNSE?

Mostly new holders — 53% entered in last year: Only 7 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Sensei Biotherapeutics Inc (SNSE) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), SNSE has gained +0.0% vs -89.1% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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