Trinet Group Inc (TNET) Hedge Fund Ownership (Q2 2026)

Trinet Group Inc (TNET)

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

Smart Money Signals — TNET

Based on 274 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added TNET 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 (98% of max)

98% of all-time peak

274 hedge funds hold TNET 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 — +7% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.

🟡

Slight buying edge — 57% buying

158 buying119 selling

Last quarter: 158 funds bought or added vs 119 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.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new TNET position: 42 → 46 → 48 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new

159 out of 274 hedge funds have held TNET 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 +36% but shares only +4% — price-driven

Value

+35%

+3%

Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +4%. 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

47 → 42 → 46 → 48 → 62 new funds/Q

New funds entering each quarter: 42 → 46 → 48 → 62. A growing number of institutions are discovering TNET each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 10% 1-2yr ■ 25% new

Entry-cohort mix of 279 holders: 179 (64%) are 2+ year veterans, 29 entered 1–2 years ago, and 71 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

53 of 273 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	272	248	9.68%
13F Shares	44M	44M	0.26%
Total Value	$2.14B	$1.60B	33.99%
New Positions	62	48	+14
Increased Positions	94	116	-22
Closed Positions	37	59	-22
Reduced Positions	80	57	+23
Total Calls	4	3	33.33%
Total Puts	2	0	100%
PUT/CALL Ratio	0.5	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

272

248

9.68%

13F Shares

44M

0.26%

Total Value

$2.14B

$1.60B

33.99%

New Positions

+14

Increased Positions

116

-22

Closed Positions

-22

Reduced Positions

+23

Total Calls

33.33%

Total Puts

100%

PUT/CALL Ratio

0.5

0.0

Bullish

Institutional Holders (2026 Q2)

272 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TNET holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atairos Group, Inc.	50.98%	18,085,773	$895.1M
2	Heron Bay Capital Management	1.16%	258,834	$12.8M
3	Clark Estates Inc/Ny	0.60%	52,500	$2.6M
4	VARCOV Co.	0.57%	30,390	$1.5M
5	Ghe, LLC	0.46%	24,595	$1.2M
6	Quantedge Capital Pte Ltd	0.37%	9,900	$490K
7	Earnest Partners LLC	0.27%	1,537,433	$76.1M
8	Frontier Capital Management Co LLC	0.26%	569,006	$28.2M
9	Edgestream Partners, L.P.	0.23%	153,404	$7.6M
10	Mirador Capital Partners LP	0.17%	28,321	$1.4M
11	Fox Run Management, L.L.C.	0.17%	20,647	$1.0M
12	Optimize Financial INC.	0.16%	8,974	$444K
13	New Vernon Capital Holdings II LLC	0.15%	5,511	$273K
14	Moore Capital Management, LP	0.12%	159,336	$7.9M
15	Algert Global LLC	0.11%	194,450	$9.6M
16	Jacobs Levy Equity Management, Inc	0.11%	615,747	$30.5M
17	Sound Capital Solutions LLC	0.10%	8,974	$442K
18	Cinctive Capital Management LP	0.08%	44,974	$2.2M
19	IFG Advisory, LLC	0.08%	44,136	$2.2M
20	Linden Thomas Advisory Services, LLC	0.07%	18,426	$912K
21	Dark Forest Capital Management LP	0.07%	22,928	$1.1M
22	Summit Trail Advisors, LLC	0.07%	114,355	$5.7M
23	Y-Intercept (Hong Kong) Ltd	0.07%	70,738	$3.5M
24	Kaydan Wealth Management, Inc.	0.06%	4,211	$208K
25	Morningstar Investment Management LLC	0.06%	27,923	$1.0M

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 — Trinet Group Inc (TNET)

What does the Smart Money Trend signal show for TNET?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TNET 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 TNET?

Slight buying edge — 57% buying: Last quarter: 158 funds bought or added vs 119 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 TNET holders?

Strong quality — 31% AUM from major funds: 53 of 273 holders rank in the top 100 by AUM, accounting for 31% 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 TNET?

58% of holders stayed for 2+ years: 159 out of 274 hedge funds have held TNET 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.

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.

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Trinet Group Inc (TNET)

Smart Money Signals — TNET

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+14 vs last Q)

58% of holders stayed for 2+ years

Value +36% but shares only +4% — price-driven

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 25% newcomers

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — TNET

Hedge Fund Ownership: TNET

Market Analysis: TNET

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TNET

Hedge Fund Positioning: TNET

Statistics: TNET

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Trinet Group Inc (TNET)

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