Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Urogen Pharma Ltd (URGN)

186 + Investors. Track Smart Money conviction in URGN. 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
↑ +19
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — URGN

Based on 188 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 URGN 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
188 hedge funds hold URGN 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 — +23% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+23% 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 — 58% buying

107 buying79 selling
Last quarter: 107 funds bought or added vs 79 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 URGN position: 34 → 31 → 30 → 44. 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+) 28% medium 26% new
86 out of 188 hedge funds have held URGN 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.
💰

Price up while funds trimmed (+90% value, -5% shares)

Value
+90%
Shares
-5%
Last quarter: total value of institutional URGN holdings rose +90% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

41 → 34 → 31 → 30 → 44 new funds/Q
New funds entering each quarter: 34 → 31 → 30 → 44. A growing number of institutions are discovering URGN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 35% newcomers

51% veterans 14% 1-2yr 35% new
Entry-cohort mix of 195 holders: 100 (51%) are 2+ year veterans, 27 entered 1–2 years ago, and 68 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
43 of 188 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — URGN

In 2026 Q2, 107 hedge funds were net buyers of URGN (44 opened a new position, 63 added to an existing one), while 79 reduced or exited (54 trimmed, 25 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 36% of total institutional value in URGN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 188.

Hedge Fund Ownership: URGN

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

Market Analysis: URGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: URGN

-- --

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

Is It Too Late to Buy Urogen Pharma Ltd (URGN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much URGN 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 · 80d ago
URGN
+16.8%
XLV
+6.4%

URGN outperformed XLV by +10.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
URGN
-10.9%
XLV
+0.9%

Since the filing became public, URGN outperformed XLV by -11.8% .

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.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: URGN
186 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 186 169 10.06%
13F Shares 43M 47M -8.57%
Total Value $1.49B $810M 84.47%
New Positions 44 30 +14
Increased Positions 58 52 +6
Closed Positions 27 30 -3
Reduced Positions 54 48 +6
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 Neutral

Statistics: URGN

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Institutional Holders (2026 Q2)

186 + investors

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

QUARTER:
Top 25 URGN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Acorn Capital Advisors, LLC 16.80% 1,673,420 $61.6M
2 Silverarc Capital Management, LLC 4.98% 1,301,979 $47.9M
3 Kynam Capital Management, LP 4.95% 2,434,207 $89.6M
4 Opaleye Management Inc. 4.80% 1,439,996 $53.0M
5 Superstring Capital Management LP 4.45% 191,313 $7.0M
6 Ally Bridge Group (NY) LLC 2.25% 69,183 $2.5M
7 MPM BioImpact LLC 2.09% 933,415 $34.3M
8 Rtw Investments, LP 1.43% 4,543,895 $167.2M
9 Privium Fund Management B.V. 1.42% 210,000 $7.7M
10 Boxer Capital Management, LLC 1.39% 500,000 $18.4M
11 Elmind Capital, LP 1.11% 120,000 $4.4M
12 Soleus Capital Management, L.P. 1.05% 829,810 $30.5M
13 Aisling Capital Management LP 0.84% 108,000 $4.0M
14 Parkman Healthcare Partners LLC 0.66% 174,064 $6.4M
15 Rice Hall James & Associates, LLC 0.54% 300,650 $11.1M
16 Jefferies Financial Group Inc. 0.53% 2,199,652 $80.9M
17 Frontier Capital Management Co LLC 0.52% 1,508,547 $55.5M
18 Verdad Advisers, LP 0.51% 14,440 $531K
19 Orbimed Advisors LLC 0.46% 676,187 $24.9M
20 ADAR1 Capital Management, LLC 0.43% 252,395 $9.3M
21 Hennion & Walsh Asset Management, Inc. 0.29% 276,696 $10.2M
22 Birchview Capital, LP 0.28% 16,487 $607K
23 Informed Momentum Co LLC 0.26% 79,271 $2.9M
24 HighVista Strategies LLC 0.21% 24,968 $919K
25 J. Goldman & Co LP 0.20% 212,775 $7.8M
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 — Urogen Pharma Ltd (URGN)

What does the Smart Money Trend signal show for URGN?

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

Slight buying edge — 58% buying: Last quarter: 107 funds bought or added vs 79 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 URGN holders?

Strong quality — 36% AUM from major funds: 43 of 188 holders rank in the top 100 by AUM, accounting for 36% 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 URGN?

46% of holders stayed for 2+ years: 86 out of 188 hedge funds have held URGN 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 Urogen Pharma Ltd (URGN) following the 2026 Q2 hedge fund 13F filings?

As of today, URGN has moved -10.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.9% for the XLV sector ETF — an outperformance of -11.8%. Since the quarter end (June 30, 2026), URGN has gained +16.8% vs +6.4% 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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