Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sprout Social Inc (SPT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — SPT

Based on 201 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
201 funds currently hold this stock — 81% of the 3.0-year high of 249 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SPT is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

114 buying113 selling
Last quarter: 114 funds bought or added vs 113 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.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 37 → 43 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 23% new
105 out of 201 hedge funds have held SPT 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 -2%, value -52%

Value
-51%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -52%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

39 → 32 → 37 → 43 → 43 new funds/Q
New funds entering each quarter: 32 → 37 → 43 → 43. A growing number of institutions are discovering SPT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 25% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Entry-cohort mix of 213 holders: 140 (66%) are 2+ year veterans, 20 entered 1–2 years ago, and 53 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
45 of 200 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — SPT

In 2026 Q1, 114 hedge funds were net buyers of SPT (43 opened a new position, 71 added to an existing one), while 113 reduced or exited (68 trimmed, 45 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 28% of total institutional value in SPT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 201.

Hedge Fund Ownership: SPT

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

Market Analysis: SPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPT

-- --

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

Is It Too Late to Buy Sprout Social Inc (SPT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPT has moved relative to its sector benchmark (XLK) 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 · 82d ago
SPT
+14.9%
XLK
+44.0%

SPT outperformed XLK by -29.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SPT
-78.1%
XLK
+8.6%

Since the filing became public, SPT outperformed XLK by -86.7% .

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.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: SPT
200 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 200 203 -1.48%
13F Shares 50M 51M -1.73%
Total Value $275M $572M -51.89%
New Positions 42 43 -1
Increased Positions 67 83 -16
Closed Positions 45 41 +4
Reduced Positions 67 58 +9
Total Calls 6 4 50.0%
Total Puts 7 4 75.0%
PUT/CALL Ratio 1.17 1.0 Neutral

Statistics: SPT

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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)

200 + investors

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

QUARTER:
Top 25 SPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LB Partners LLC 7.72% 1,510,979 $8.6M
2 Ancient Art, L.P. 3.15% 2,537,074 $14.5M
3 Nano Cap New Millennium Growth Fund L P 2.85% 535,000 $3.0M
4 Topline Capital Management, LLC 2.57% 2,725,802 $15.5M
5 Potrero Capital Research LLC 1.95% 556,606 $3.2M
6 Lavelle Capital LP 0.39% 110,500 $630K
7 Tejara Capital Ltd 0.36% 192,100 $1.1M
8 Invenomic Capital Management LP 0.30% 1,157,453 $6.6M
9 Pale Fire Capital SE 0.17% 343,841 $2.0M
10 Portolan Capital Management, LLC 0.17% 558,350 $3.2M
11 Atom Investors LP 0.10% 235,142 $1.3M
12 ArrowMark Colorado Holdings LLC 0.09% 611,787 $3.5M
13 Susquehanna Fundamental Investments, LLC 0.07% 320,080 $1.8M
14 Quinn Opportunity Partners LLC 0.07% 230,123 $1.3M
15 Y-Intercept (Hong Kong) Ltd 0.07% 626,762 $3.6M
16 Occudo Quantitative Strategies LP 0.05% 164,128 $985K
17 Scientech Research LLC 0.05% 11,049 $63K
18 Oxford Asset Management LLP 0.05% 19,275 $110K
19 Ironwood Investment Management LLC 0.04% 18,232 $104K
20 CenterBook Partners LP 0.04% 133,921 $763K
21 Fox Run Management, L.L.C. 0.02% 22,315 $124K
22 Engineers Gate Manager LP 0.02% 298,246 $1.7M
23 AlphaQuest LLC 0.02% 31,990 $361K
24 Voleon Capital Management LP 0.02% 159,025 $906K
25 Caption Management, LLC 0.02% 575,500 $3.3M
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 — Sprout Social Inc (SPT)

What does the Smart Money Trend signal show for SPT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPT 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 SPT?

Slight buying edge — 50% buying: Last quarter: 114 funds bought or added vs 113 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 SPT holders?

Strong quality — 28% AUM from major funds: 45 of 200 holders rank in the top 100 by AUM, accounting for 28% 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 SPT?

52% of holders stayed for 2+ years: 105 out of 201 hedge funds have held SPT 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 Sprout Social Inc (SPT) following the 2026 Q1 hedge fund 13F filings?

As of today, SPT has moved -78.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of -86.7%. Since the quarter end (March 31, 2026), SPT has gained +14.9% vs +44.0% 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.

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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