Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VERISIGN INC (VRSN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
7Q ▲
Buyers last Q
47%

Smart Money Signals — VRSN

Based on 792 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added VRSN 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
792 hedge funds hold VRSN 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
+146 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.
🟠

More sellers than buyers — 47% buying

400 buying444 selling
Last quarter: 444 funds reduced or exited vs 400 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new VRSN position: 121 → 152 → 112 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
468 out of 792 hedge funds have held VRSN 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 — ~129 new funds/quarter

94 → 121 → 152 → 112 → 129 new funds/Q
New funds entering each quarter: 121 → 152 → 112 → 129. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Of 812 current holders: 518 (64%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
44 of 792 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in VRSN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
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.

Hedge Fund Ownership: VRSN

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

Market Analysis: VRSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRSN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

102 top-rated funds 2 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: VRSN
2026 Q1 Stats Unlock in 19 days 812 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 812 813 -0.12%
13F Shares 87M 85M 2.06%
Total Value $20.94B $23.65B -11.44%
New Positions 129 113 +16
Increased Positions 302 373 -71
Closed Positions 131 102 +29
Reduced Positions 344 276 +68
Total Calls 11 12 -8.33%
Total Puts 11 13 -15.38%
PUT/CALL Ratio 1.0 1.08 Neutral

Statistics: VRSN

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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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

812 + investors

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

Top 25 institutional holders of VRSN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMIRAL GESTION 15.54% 112,666 $28.0M
2 Asset Management Advisors, LLC 3.06% 20,380 $5.1M
3 Ninety One North America, Inc. 1.81% 162,220 $40.3M
4 SAWGRASS ASSET MANAGEMENT LLC 1.56% 41,659 $10.3M
5 Abacus FCF Advisors LLC 1.54% 27,552 $6.8M
6 Titan Investment Management LLC 1.33% 6,089 $1.5M
7 Ninety One UK Ltd 1.20% 2,077,233 $515.9M
8 LECAP ASSET MANAGEMENT LTD 0.90% 9,668 $2.4M
9 Kepler Cheuvreux (Suisse) SA 0.77% 46,364 $11.5M
10 Board of the Pension Protection Fund 0.75% 3,280 $815K
11 Argyle Capital Management, LLC 0.60% 7,434 $1.8M
12 Oxbow Advisors, LLC 0.58% 27,339 $6.8M
13 ASO GROUP Ltd 0.55% 5,271 $1K
14 Birch Capital Management, LLC 0.44% 3,408 $846K
15 BENNETT SELBY INVESTMENTS LP 0.40% 4,634 $1.2M
16 GraniteShares Advisors LLC 0.37% 2,051 $509K
17 DGS Capital Management, LLC 0.35% 8,612 $2.1M
18 Cross Staff Investments Inc 0.34% 2,671 $663K
19 Stronghold Wealth Management L.L.C. 0.31% 836 $208K
20 Index Technologies Group LLC 0.30% 1,113 $276K
21 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 0.28% 14,989 $3.7M
22 BRAUN STACEY ASSOCIATES INC 0.27% 33,255 $8.3M
23 Robeco Institutional Asset Management B.V. 0.27% 768,274 $190.8M
24 Waterfront Wealth Inc. 0.26% 5,788 $1.4M
25 Essex LLC 0.26% 5,882 $1.5M
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 — VERISIGN INC (VRSN)

What does the Smart Money Trend signal show for VRSN?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added VRSN 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 VRSN?

More sellers than buyers — 47% buying: Last quarter: 444 funds reduced or exited vs 400 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 VRSN holders?

Elite ownership — 56% AUM from top-100 funds: 44 of 792 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in VRSN. 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 VRSN?

59% of holders stayed for 2+ years: 468 out of 792 hedge funds have held VRSN 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.