Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Verra Mobility Corp (VRRM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — VRRM

Based on 313 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 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 (99% of max)

99% of all-time peak
313 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 — +5% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

205 buying173 selling
Last quarter: 205 funds bought or added vs 173 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 (+69 vs last Q)

new funds entering per quarter
Funds opening a new VRRM position: 46 → 55 → 45 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 15% medium ■ 35% new
157 out of 313 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.
💎

Buying through price weakness — shares +1%, value -60%

Value
-59%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -60%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

45 → 46 → 55 → 45 → 114 new funds/Q
New funds entering each quarter: 46 → 55 → 45 → 114. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 55% veterans vs 35% newcomers

■ 55% veterans ■ 10% 1-2yr ■ 35% new
Entry-cohort mix of 321 holders: 178 (55%) are 2+ year veterans, 31 entered 1–2 years ago, and 112 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
57 of 312 holders are among the 100 largest funds by AUM, controlling 74% 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.

Institutional Sentiment Summary — VRRM

In 2026 Q2, 205 hedge funds were net buyers of VRRM (114 opened a new position, 91 added to an existing one), while 173 reduced or exited (86 trimmed, 87 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 74% of total institutional value in VRRM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 313.

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.

Is It Too Late to Buy Verra Mobility Corp (VRRM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VRRM has moved relative to its sector benchmark (XLK) 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 · 82d ago
VRRM
-18.1%
XLK
-0.5%

VRRM outperformed XLK by -17.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
VRRM
-26.3%
XLK
-0.2%

Since the filing became public, VRRM outperformed XLK by -26.1% .

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: VRRM
309 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 309 286 8.04%
13F Shares 153M 152M 0.72%
Total Value $646M $2.03B -68.13%
New Positions 113 45 +68
Increased Positions 90 120 -30
Closed Positions 89 74 +15
Reduced Positions 83 96 -13
Total Calls 5 4 25.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 0.75 Neutral

Statistics: VRRM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

309 + investors

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

QUARTER:
Top 25 VRRM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PharVision Advisers, LLC 0.84% 10,456 $44K
2 Counterpoint Mutual Funds LLC 0.70% 1,664,733 $7.1M
3 Semanteon Capital Management, LP 0.42% 22,057 $94K
4 Private Capital Management, LLC 0.39% 1,049,115 $4.5M
5 Occudo Quantitative Strategies LP 0.32% 1,415,196 $6.0M
6 Palogic Value Management, L.P. 0.24% 170,164 $723K
7 Sovereign's Capital Management, LLC 0.13% 45,357 $193K
8 Nexpoint Asset Management, L.P. 0.12% 420,000 $1.8M
9 Drive Wealth Management, LLC 0.12% 156,640 $666K
10 Kerrisdale Advisers, LLC 0.11% 100,671 $428K
11 Caitong International Asset Management Co., Ltd 0.11% 182,972 $778K
12 Prescott Group Capital Management, L.L.C. 0.11% 288,527 $1.2M
13 Quinn Opportunity Partners LLC 0.10% 510,796 $2.2M
14 Norden Group LLC 0.09% 268,654 $1.1M
15 Aquatic Capital Management LLC 0.09% 636,431 $2.7M
16 Headlands Technologies LLC 0.06% 135,487 $576K
17 Voleon Capital Management LP 0.06% 782,451 $3.3M
18 J. Goldman & Co LP 0.06% 544,420 $2.3M
19 DAVENPORT & Co LLC 0.06% 2,630,630 $11.2M
20 180 Wealth Advisors, LLC 0.06% 129,275 $549K
21 River Road Asset Management, LLC 0.05% 1,076,728 $4.6M
22 iSAM Funds (UK) Ltd 0.05% 16,900 $72K
23 Algert Global LLC 0.05% 1,004,042 $4.3M
24 Sage Investment Counsel LLC 0.04% 10,000 $42K
25 Argos Wealth Advisors, LLC 0.04% 37,664 $160K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 54% buying: Last quarter: 205 funds bought or added vs 173 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 VRRM holders?

Elite ownership — 74% AUM from top-100 funds: 57 of 312 holders are among the 100 largest funds by AUM, controlling 74% 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?

50% of holders stayed for 2+ years: 157 out of 313 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.

Is it too late to buy Verra Mobility Corp (VRRM) following the 2026 Q2 hedge fund 13F filings?

As of today, VRRM has moved -26.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLK sector ETF — an outperformance of -26.1%. Since the quarter end (June 30, 2026), VRRM has gained -18.1% vs -0.5% 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.

Full history →