Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VERRA MOBILITY CORP (VRRM)

295 + Investors. Track Smart Money conviction in VRRM. 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
↑ +3
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — VRRM

Based on 290 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VRRM 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
290 hedge funds hold VRRM 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 — +7% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

141 buying171 selling
Last quarter: 171 funds reduced or exited vs 141 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new VRRM position: 44 → 42 → 43 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 22% medium 20% new
168 out of 290 hedge funds have held VRRM 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 — ~50 new funds/quarter

41 → 44 → 42 → 43 → 50 new funds/Q
New funds entering each quarter: 44 → 42 → 43 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 12% 1-2yr 26% new
Of 295 current holders: 183 (62%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
40 of 290 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VRRM. 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.

Hedge Fund Ownership: VRRM

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

Market Analysis: VRRM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRRM

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 0 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VRRM
2026 Q1 Stats Unlock in 16 days 295 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 295 296 -0.34%
13F Shares 157M 156M 0.56%
Total Value $3.30B $3.55B -7.12%
New Positions 50 43 +7
Increased Positions 100 111 -11
Closed Positions 49 34 +15
Reduced Positions 127 125 +2
Total Calls 2 6 -66.67%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.5 0.67 Bearish

Statistics: VRRM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

295 + investors

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

Top 25 institutional holders of VRRM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foresight Group Ltd Liability Partnership 1.50% 593,623 $8.5M
2 OAK FAMILY ADVISORS, LLC 1.15% 285,827 $4.1M
3 Counterpoint Mutual Funds LLC 0.71% 332,393 $4.7M
4 River Road Asset Management, LLC 0.49% 3,038,729 $43.4M
5 HARBOR CAPITAL ADVISORS, INC. 0.29% 254,529 $4K
6 TEALWOOD ASSET MANAGEMENT INC 0.27% 41,480
7 Granite Investment Partners, LLC 0.16% 181,153 $2.6M
8 Argos Wealth Advisors, LLC 0.16% 38,064 $544K
9 AlphaQuest LLC 0.11% 91,133 $2.0M
10 DAVENPORT & Co LLC 0.11% 1,356,925 $19.4M
11 EQUITABLE TRUST CO 0.04% 54,780 $783K
12 SBI Okasan Asset Management Co.Ltd. 0.03% 54,000 $764K
13 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% 190,762 $3K
14 Louisiana State Employees Retirement System 0.02% 70,800 $1K
15 State of Alaska, Department of Revenue 0.02% 108,070 $2K
16 180 WEALTH ADVISORS, LLC 0.02% 10,125 $145K
17 KORNITZER CAPITAL MANAGEMENT INC /KS 0.01% 43,969 $628K
18 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.01% 5,347 $76K
19 ZWJ INVESTMENT COUNSEL INC 0.01% 14,413 $206K
20 OP Asset Management Ltd 0.01% 42,249 $698K
21 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 43,036 $615K
22 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.01% 36,474 $521K
23 Perpetual Ltd 0.01% 27,931 $399K
24 PRINCIPAL FINANCIAL GROUP INC 0.01% 780,275 $11.2M
25 GAMMA Investing LLC 0.01% 8,310 $119K
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 — VERRA MOBILITY CORP (VRRM)

What does the Smart Money Trend signal show for VRRM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VRRM 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 VRRM?

More sellers than buyers — 45% buying: Last quarter: 171 funds reduced or exited vs 141 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 VRRM holders?

Elite ownership — 45% AUM from top-100 funds: 40 of 290 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VRRM. 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 VRRM?

58% of holders stayed for 2+ years: 168 out of 290 hedge funds have held VRRM 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.