Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UFP TECHNOLOGIES INC (UFPT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — UFPT

Based on 250 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their UFPT 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 — 94% of 3.0Y peak

94% of all-time peak
250 funds currently hold this stock — 94% of the 3.0-year high of 267 funds (reached 2025 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 UFPT is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

125 buying126 selling
Last quarter: 125 funds bought or added vs 126 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 — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 36 → 32 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 24% medium 20% new
138 out of 250 hedge funds have held UFPT 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.
➡️

Steady discovery — ~29 new funds/quarter

44 → 35 → 36 → 32 → 29 new funds/Q
New funds entering each quarter: 35 → 36 → 32 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 16% 1-2yr 29% new
Of 251 current holders: 140 (56%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
37 of 250 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Hedge Fund Ownership: UFPT

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

Market Analysis: UFPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UFPT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 1 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: UFPT
2026 Q1 Stats Unlock in 20 days 251 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 251 260 -3.46%
13F Shares 8M 8M 1.25%
Total Value $1.78B $1.58B 13.09%
New Positions 29 32 -3
Increased Positions 99 94 +5
Closed Positions 36 42 -6
Reduced Positions 92 104 -12
Total Calls 1 1 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 2.0 3.0 Bearish

Statistics: UFPT

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Valuation Measures Data as of: --

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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

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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

251 + investors

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

Top 25 institutional holders of UFPT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palisades Investment Partners, LLC 2.86% 37,701 $7.3M
2 Laurus Global Equity Management Inc. 1.22% 6,420 $1.2M
3 WASATCH ADVISORS LP 1.00% 777,313 $150.5M
4 Davidson Capital Management Inc. 0.79% 22,539 $4.4M
5 CONGRESS ASSET MANAGEMENT CO 0.73% 523,438 $101.3M
6 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.55% 16,604 $3.2M
7 Boston Trust Walden Corp 0.50% 317,072 $61.4M
8 Annex Advisory Services, LLC 0.47% 130,394 $25.2M
9 CHATHAM CAPITAL GROUP, INC. 0.45% 15,876 $3.1M
10 Maridea Wealth Management LLC 0.21% 7,567 $1.5M
11 ISTHMUS PARTNERS, LLC 0.18% 8,675 $1.7M
12 OAK RIDGE INVESTMENTS LLC 0.12% 9,121 $1.8M
13 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.05% 1,053 $234K
14 PERSONAL CFO SOLUTIONS, LLC 0.04% 1,634 $316K
15 Inspire Investing, LLC 0.04% 2,664 $516K
16 NORDEN GROUP LLC 0.04% 1,938 $375K
17 JAMES INVESTMENT RESEARCH, INC. 0.03% 1,230 $238K
18 Swedbank AB 0.02% 115,005 $22.3M
19 Y-Intercept (Hong Kong) Ltd 0.02% 4,921 $953K
20 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% 5,097 $987K
21 Louisiana State Employees Retirement System 0.01% 3,400
22 WOLFF WIESE MAGANA LLC 0.01% 100 $19K
23 World Investment Advisors 0.01% 3,073 $595K
24 State of Alaska, Department of Revenue 0.01% 3,799
25 MONTRUSCO BOLTON INVESTMENTS INC. 0.01% 2,604 $504K
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 — UFP TECHNOLOGIES INC (UFPT)

What does the Smart Money Trend signal show for UFPT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their UFPT 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 UFPT?

Slight buying edge — 50% buying: Last quarter: 125 funds bought or added vs 126 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 UFPT holders?

Strong quality — 35% AUM from major funds: 37 of 250 holders rank in the top 100 by AUM, accounting for 35% 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 UFPT?

55% of holders stayed for 2+ years: 138 out of 250 hedge funds have held UFPT 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.

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.