Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stagwell Inc (STGW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — STGW

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STGW 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
177 hedge funds hold STGW 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

89 buying95 selling
Last quarter: 95 funds reduced or exited vs 89 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new STGW position: 31 → 29 → 30 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 22% medium ■ 32% new
82 out of 177 hedge funds have held STGW 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 +38% but shares only +8% — price-driven

Value
+38%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +8%. 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.
📈

Growing discovery — still being found

25 → 31 → 29 → 30 → 39 new funds/Q
New funds entering each quarter: 31 → 29 → 30 → 39. A growing number of institutions are discovering STGW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 12% 1-2yr ■ 34% new
Of 185 current holders: 100 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
41 of 177 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — STGW

In 2026 Q1, 89 hedge funds were net buyers of STGW (39 opened a new position, 50 added to an existing one), while 95 reduced or exited (64 trimmed, 31 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in STGW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 177.

Hedge Fund Ownership: STGW

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

Market Analysis: STGW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STGW

-- --

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

Is It Too Late to Buy Stagwell Inc (STGW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STGW has moved relative to its sector benchmark (XLC) 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 · 79d ago
STGW
+5.9%
XLC
+0.7%

STGW outperformed XLC by +5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
STGW
+10.1%
XLC
-3.8%

Since the filing became public, STGW outperformed XLC by +13.9% .

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.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: STGW
176 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 176 169 4.14%
13F Shares 102M 94M 8.39%
Total Value $639M $463M 38.04%
New Positions 38 30 +8
Increased Positions 50 60 -10
Closed Positions 31 19 +12
Reduced Positions 62 53 +9
Total Calls 6 2 200.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: STGW

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)

176 + investors

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

QUARTER:
Top 25 STGW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ADW Capital Management, LLC 12.22% 5,000,000 $31.4M
2 ADW Capital Management, LLC 2.44% 1,000,000 $6.3M
3 Madison Avenue Partners, LP 2.19% 8,014,322 $50.4M
4 ABLE Financial Group, LLC 1.92% 1,557,159 $9.8M
5 Penn Capital Management Company, LLC 1.06% 2,160,479 $13.6M
6 Corrado Advisors, LLC 1.04% 315,713 $2.0M
7 Stanley Capital Management, LLC 1.00% 950,342 $6.0M
8 Cidel Asset Management Inc 0.70% 2,039,680 $12.8M
9 Hotchkis & Wiley Capital Management LLC 0.45% 23,058,057 $145.0M
10 Pacific Ridge Capital Partners, LLC 0.33% 243,120 $1.5M
11 My Personal CFO, LLC 0.25% 90,000 $566K
12 Optimize Financial Inc 0.21% 67,037 $422K
13 Diversify Wealth Management, LLC 0.21% 1,732,594 $11.6M
14 Kanen Wealth Management LLC 0.18% 78,988 $497K
15 Caldwell Sutter Capital, INC. 0.13% 52,200 $328K
16 9823 Capital, L.P. 0.13% 28,113 $177K
17 First Pacific Advisors, LP 0.11% 1,191,918 $7.5M
18 K2 Principal Fund, L.P. 0.10% 229,170 $1.4M
19 AdvisorShares Investments LLC 0.10% 87,700 $552K
20 683 Capital Management, LLC 0.10% 305,000 $1.9M
21 Bridgeway Capital Management, LLC 0.10% 780,350 $4.9M
22 K2 Principal Fund, L.P. 0.08% 179,900 $1.1M
23 Net Worth Advisory Group 0.06% 44,154 $278K
24 Axq Capital, LP 0.05% 60,752 $382K
25 Dark Forest Capital Management LP 0.04% 69,598 $438K
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 — Stagwell Inc (STGW)

What does the Smart Money Trend signal show for STGW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STGW 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 STGW?

More sellers than buyers — 48% buying: Last quarter: 95 funds reduced or exited vs 89 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 STGW holders?

Strong quality — 25% AUM from major funds: 41 of 177 holders rank in the top 100 by AUM, accounting for 25% 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 STGW?

46% of holders stayed for 2+ years: 82 out of 177 hedge funds have held STGW 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 Stagwell Inc (STGW) following the 2026 Q1 hedge fund 13F filings?

As of today, STGW has moved +10.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.8% for the XLC sector ETF — an outperformance of +13.9%. Since the quarter end (March 31, 2026), STGW has gained +5.9% vs +0.7% for XLC. 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 →