Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Usio Inc (USIO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
31%

Smart Money Signals — USIO

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their USIO 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 — 82% of 3.0Y peak

82% of all-time peak
27 funds currently hold this stock — 82% of the 3.0-year high of 33 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold USIO compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 31% buying

9 buying20 selling
Last quarter: 20 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 19% new
15 out of 27 hedge funds have held USIO 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.
💎

Buying through price weakness — shares +62%, value +37%

Value
+36%
Shares
+61%
Last quarter: funds added +62% more shares while total portfolio value only changed +37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

10 → 3 → 6 → 3 → 6 new funds/Q
New funds entering each quarter: 3 → 6 → 3 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 27 current holders: 17 (63%) 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.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 27 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — USIO

In 2026 Q1, 9 hedge funds were net buyers of USIO (6 opened a new position, 3 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 31% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: USIO

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

Market Analysis: USIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USIO

-- --

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

Is It Too Late to Buy Usio Inc (USIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USIO has moved relative to its sector benchmark (XLK) 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 · 77d ago
USIO
+53.5%
XLK
+41.3%

USIO outperformed XLK by +12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
USIO
+15.1%
XLK
+6.6%

Since the filing became public, USIO outperformed XLK by +8.5% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: USIO
27 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 30 -10.0%
13F Shares 6M 4M 61.57%
Total Value $7M $5M 36.54%
New Positions 6 3 +3
Increased Positions 3 10 -7
Closed Positions 9 6 +3
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USIO

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Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:
Top 22 USIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Perkins Capital Management Inc 0.75% 701,932 $800K
2 Whittier Trust Co 0.04% 2,713,852 $3.2M
3 North Star Investment Management Corp. 0.01% 180,000 $205K
4 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.01% 20,000 $23K
5 Rothschild Wealth LLC 0.01% 85,700 $98K
6 Bridgeway Capital Management, LLC 0.00% 101,000 $115K
7 Renaissance Technologies LLC 0.00% 400,741 $457K
8 XTX Topco Ltd 0.00% 15,508 $18K
9 Tower Research Capital LLC (TRC) 0.00% 6,938 $8K
10 Allworth Financial LP 0.00% 41,234 $47K
11 Osaic Holdings, INC. 0.00% 46,353 $53K
12 Citadel Advisors LLC 0.00% 180,079 $205K
13 Vanguard Fiduciary Trust Co 0.00% 104,390 $119K
14 Vanguard Capital Management LLC 0.00% 902,159 $1.0M
15 Susquehanna International Group, LLP 0.00% 67,210 $77K
16 SBI Securities Co., Ltd. 0.00% 175 —
17 Goldman Sachs Group Inc 0.00% 39,600 $45K
18 Morgan Stanley 0.00% 55,035 $63K
19 BlackRock, Inc. 0.00% 91,990 $105K
20 Simplex Trading, LLC 0.00% 893 $1K
21 Caitong International Asset Management Co., Ltd 0.00% 2 —
22 UBS Group AG 0.00% 549 —
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 — Usio Inc (USIO)

What does the Smart Money Trend signal show for USIO?

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

Heavy selling pressure — only 31% buying: Last quarter: 20 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for USIO holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 27 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USIO?

56% of holders stayed for 2+ years: 15 out of 27 hedge funds have held USIO 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 Usio Inc (USIO) following the 2026 Q1 hedge fund 13F filings?

As of today, USIO has moved +15.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.6% for the XLK sector ETF — an outperformance of +8.5%. Since the quarter end (March 31, 2026), USIO has gained +53.5% vs +41.3% for XLK. 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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