Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

10x Genomics Inc (TXG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — TXG

Based on 393 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TXG 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
393 hedge funds hold TXG 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 — +34% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+34% 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.
🟡

Slight buying edge — 53% buying

206 buying180 selling
Last quarter: 206 funds bought or added vs 180 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 (+47 vs last Q)

new funds entering per quarter
Funds opening a new TXG position: 68 → 69 → 56 → 103. 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+) ■ 23% medium ■ 30% new
185 out of 393 hedge funds have held TXG 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 +82% but shares only +6% — price-driven

Value
+81%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +82%, but actual share count only changed +6%. 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

76 → 68 → 69 → 56 → 103 new funds/Q
New funds entering each quarter: 68 → 69 → 56 → 103. A growing number of institutions are discovering TXG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 34% newcomers

■ 56% veterans ■ 10% 1-2yr ■ 34% new
Entry-cohort mix of 401 holders: 223 (56%) are 2+ year veterans, 42 entered 1–2 years ago, and 136 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
59 of 392 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in TXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — TXG

In 2026 Q2, 206 hedge funds were net buyers of TXG (103 opened a new position, 103 added to an existing one), while 180 reduced or exited (139 trimmed, 41 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in TXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 393.

Hedge Fund Ownership: TXG

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

Market Analysis: TXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TXG

-- --

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

Is It Too Late to Buy 10x Genomics Inc (TXG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TXG 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 · 87d ago
TXG
+123.6%
XLV
+7.3%

TXG outperformed XLV by +116.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
TXG
+52.8%
XLV
+1.7%

Since the filing became public, TXG outperformed XLV by +51.1% .

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.

20 top-rated funds 4 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: TXG
388 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 388 331 17.22%
13F Shares 129M 127M 1.97%
Total Value $4.66B $2.64B 76.84%
New Positions 101 56 +45
Increased Positions 100 117 -17
Closed Positions 43 43 -
Reduced Positions 136 102 +34
Total Calls 5 7 -28.57%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 0.43 Neutral

Statistics: TXG

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 Q2)

388 + investors

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

QUARTER:
Top 25 TXG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Water Life Science Advisors, LP 15.50% 642,000 $24.6M
2 Freshford Capital Management, LLC 7.88% 600,423 $23.0M
3 Sands Capital Alternatives, LLC 3.01% 481,770 $18.5M
4 ARK Investment Management LLC 2.49% 10,003,057 $383.5M
5 Exome Asset Management LLC 2.43% 102,629 $3.9M
6 Quantedge Capital Pte Ltd 2.35% 80,953 $3.1M
7 Amova Asset Management Americas, Inc. 2.07% 4,192,517 $160.7M
8 Casdin Capital, LLC 2.02% 1,050,000 $40.3M
9 Williamson Legacy Group, LLC 1.81% 95,060 $3.6M
10 Clough Capital Partners L P 1.72% 549,973 $21.1M
11 Anomaly Capital Management, LP 1.27% 867,794 $33.3M
12 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.99% 404,351 $15.5M
13 ARCH Venture Management, LLC 0.76% 217,834 $8.4M
14 Meridiem Capital Partners LP 0.73% 422,219 $16.2M
15 Tao Capital Management LP 0.56% 283,469 $10.9M
16 Financial Consulate, Inc 0.54% 126,356 $4.8M
17 Exit Wealth Advisors, LLC. 0.52% 29,546 $1.1M
18 Nano Cap New Millennium Growth Fund L P 0.46% 15,500 $594K
19 Alamea Verwaltungs GmbH 0.40% 13,061 $501K
20 Altar Rock LLC 0.39% 19,757 $322K
21 Hussman Strategic Advisors, INC. 0.37% 42,000 $1.6M
22 Brandywine Managers, LLC 0.36% 18,938 $726K
23 Samlyn Capital, LLC 0.31% 504,048 $19.3M
24 Mirador Capital Partners LP 0.30% 63,636 $2.4M
25 Van Diest Capital, LLC 0.29% 8,356 $320K
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 — 10x Genomics Inc (TXG)

What does the Smart Money Trend signal show for TXG?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TXG 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 TXG?

Slight buying edge — 53% buying: Last quarter: 206 funds bought or added vs 180 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 TXG holders?

Elite ownership — 54% AUM from top-100 funds: 59 of 392 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in TXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TXG?

47% of holders stayed for 2+ years: 185 out of 393 hedge funds have held TXG 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 10x Genomics Inc (TXG) following the 2026 Q2 hedge fund 13F filings?

As of today, TXG has moved +52.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.7% for the XLV sector ETF — an outperformance of +51.1%. Since the quarter end (June 30, 2026), TXG has gained +123.6% vs +7.3% 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.

Full history →