Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

10x Genomics Inc (TXG)

326 + 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
↑ +11
Streak
7Q ▲
Buyers last Q
53%

Smart Money Signals — TXG

Based on 328 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
328 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 — +22% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+22% 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

171 buying151 selling
Last quarter: 171 funds bought or added vs 151 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 74 → 68 → 69 → 55. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 23% new
163 out of 328 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 +28% but shares only +3% — price-driven

Value
+28%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +3%. 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.
➡️

Steady discovery — ~55 new funds/quarter

50 → 74 → 68 → 69 → 55 new funds/Q
New funds entering each quarter: 74 → 68 → 69 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 30% newcomers

■ 59% veterans ■ 11% 1-2yr ■ 30% new
Entry-cohort mix of 335 holders: 196 (59%) are 2+ year veterans, 38 entered 1–2 years ago, and 101 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
53 of 325 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — TXG

In 2026 Q1, 171 hedge funds were net buyers of TXG (55 opened a new position, 116 added to an existing one), while 151 reduced or exited (107 trimmed, 44 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in TXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 328.

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 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 · 80d ago
TXG
nan%
XLV
+2.1%

TXG outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
TXG
nan%
XLV
+3.2%

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

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.

27 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: TXG
326 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 326 317 2.84%
13F Shares 127M 123M 2.78%
Total Value $2.64B $2.05B 28.4%
New Positions 54 69 -15
Increased Positions 116 108 +8
Closed Positions 45 62 -17
Reduced Positions 102 93 +9
Total Calls 7 5 40.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.43 0.8 Bullish

Statistics: TXG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

326 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Water Life Science Advisors, LP 18.56% 1,090,000 $23.1M
2 Freshford Capital Management, LLC 7.14% 672,956 $14.3M
3 Quantedge Capital Pte Ltd 4.84% 416,553 $8.8M
4 Tao Capital Management LP 3.77% 210,862 $4.5M
5 Casdin Capital, LLC 3.66% 2,275,000 $48.3M
6 Sands Capital Alternatives, LLC 2.43% 481,770 $10.2M
7 ARK Investment Management LLC 1.93% 11,717,317 $248.8M
8 Exome Asset Management LLC 1.69% 154,194 $3.3M
9 Amova Asset Management Americas, Inc. 1.53% 5,104,178 $108.3M
10 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.87% 542,757 $11.5M
11 Meridiem Capital Partners LP 0.72% 523,998 $11.1M
12 ARCH Venture Management, LLC 0.68% 217,834 $4.6M
13 Nano Cap New Millennium Growth Fund L P 0.65% 32,500 $690K
14 Financial Consulate, Inc 0.41% 156,457 $3.3M
15 Odyssean, LLC 0.38% 49,348 $1.0M
16 Capricorn Fund Managers Ltd 0.34% 101,800 $2.2M
17 Hussman Strategic Advisors, INC. 0.29% 63,000 $1.3M
18 Brandywine Managers, LLC 0.24% 18,938 $402K
19 Mirador Capital Partners LP 0.23% 77,293 $1.6M
20 Prelude Capital Management, LLC 0.22% 133,038 $2.8M
21 Jacobs Levy Equity Management, Inc 0.20% 2,283,424 $48.5M
22 Harvard Management Co Inc 0.20% 170,000 $3.6M
23 Quantinno Capital Management LP 0.19% 5,411,761 $114.9M
24 Bellevue Group AG 0.17% 329,492 $7.0M
25 Inscription Capital, LLC 0.16% 69,505 $1.5M
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 — 7 quarters in a row: For 7 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: 171 funds bought or added vs 151 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 — 42% AUM from top-100 funds: 53 of 325 holders are among the 100 largest funds by AUM, controlling 42% 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?

50% of holders stayed for 2+ years: 163 out of 328 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 Q1 hedge fund 13F filings?

As of today, TXG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TXG has gained nan% vs +2.1% for XLV. 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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