Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Value Line Inc (VALU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — VALU

Based on 52 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 VALU 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 (96% of max)

96% of all-time peak
52 hedge funds hold VALU 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

18 buying20 selling
Last quarter: 20 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 2 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 25% medium ■ 15% new
31 out of 52 hedge funds have held VALU 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 — ~5 new funds/quarter

2 → 8 → 2 → 6 → 5 new funds/Q
New funds entering each quarter: 8 → 2 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Entry-cohort mix of 52 holders: 32 (62%) are 2+ year veterans, 8 entered 1–2 years ago, and 12 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
22 of 51 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in VALU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — VALU

In 2026 Q2, 18 hedge funds were net buyers of VALU (5 opened a new position, 13 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in VALU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: VALU

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

Market Analysis: VALU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VALU

-- --

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

Is It Too Late to Buy Value Line Inc (VALU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VALU has moved relative to its sector benchmark (XLF) 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 · 54d ago
VALU
-9.3%
XLF
+7.2%

VALU outperformed XLF by -16.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 9d ago
VALU
-2.2%
XLF
-1.2%

Since the filing became public, VALU outperformed XLF by -1.0% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: VALU
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 51 -
13F Shares 523K 508K 2.92%
Total Value $21M $18M 17.85%
New Positions 5 6 -1
Increased Positions 13 10 +3
Closed Positions 4 6 -2
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VALU

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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

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

51 + investors

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

QUARTER:
Top 25 VALU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 0.70% 29,958 $1.2M
2 Capital Investment Counsel, Inc 0.04% 9,474 $384K
3 North Star Investment Management Corp. 0.04% 16,100 $652K
4 Gabelli Funds LLC 0.01% 46,308 $1.9M
5 Oppenheimer & Co Inc 0.01% 21,018 $851K
6 Neuberger Berman Group LLC 0.00% 120,114 $4.9M
7 Valmark Advisers, Inc. 0.00% 6,500 $263K
8 Strs Ohio 0.00% 9,200 $372K
9 Nbt Bank, N.A. 0.00% 280 $11K
10 Renaissance Technologies LLC 0.00% 10,600 $429K
11 Tower Research Capital LLC (TRC) 0.00% 219 $9K
12 Wells Fargo & Company/Mn 0.00% 26,858 $1.1M
13 Arrowstreet Capital, Limited Partnership 0.00% 5,898 $239K
14 Ameritas Investment Partners, Inc. 0.00% 91 $4K
15 Essential Partners LLC 0.00% 4 —
16 Russell Investments Group, Ltd. 0.00% 1,997 $81K
17 New York State Common Retirement Fund 0.00% 1,374 $56K
18 BlackRock, Inc. 0.00% 94,009 $3.8M
19 GAMMA Investing LLC 0.00% 36 $1K
20 Vanguard Fiduciary Trust Co 0.00% 4,135 $167K
21 Goldman Sachs Group Inc 0.00% 6,368 $258K
22 Rhumbline Advisers 0.00% 586 $24K
23 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 363 $15K
24 Vanguard Portfolio Management LLC 0.00% 5,042 $204K
25 Arax Advisory Partners 0.00% 28 $1K
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 — Value Line Inc (VALU)

What does the Smart Money Trend signal show for VALU?

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

More sellers than buyers — 47% buying: Last quarter: 20 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VALU holders?

Elite ownership — 68% AUM from top-100 funds: 22 of 51 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in VALU. 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 VALU?

60% of holders stayed for 2+ years: 31 out of 52 hedge funds have held VALU 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 Value Line Inc (VALU) following the 2026 Q2 hedge fund 13F filings?

As of today, VALU has moved -2.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of -1.0%. Since the quarter end (June 30, 2026), VALU has gained -9.3% vs +7.2% for XLF. 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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