Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Verisign Inc (VRSN)

870 + 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
↑ +34
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — VRSN

Based on 880 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 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
880 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+44 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 — 56% buying

494 buying396 selling
Last quarter: 494 funds bought or added vs 396 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new VRSN position: 121 → 140 → 125 → 136. 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+) ■ 22% medium ■ 18% new
520 out of 880 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.
💎

Buying through price weakness — shares +63%, value +20%

Value
+19%
Shares
+63%
Last quarter: funds added +63% more shares while total portfolio value only changed +20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~136 new funds/quarter

166 → 121 → 140 → 125 → 136 new funds/Q
New funds entering each quarter: 121 → 140 → 125 → 136. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 906 holders: 573 (63%) are 2+ year veterans, 128 entered 1–2 years ago, and 205 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
67 of 877 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.5
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 — VRSN

In 2026 Q2, 494 hedge funds were net buyers of VRSN (136 opened a new position, 358 added to an existing one), while 396 reduced or exited (294 trimmed, 102 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 58% of total institutional value in VRSN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 880.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 3 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: VRSN
870 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 870 846 2.84%
13F Shares 89M 76M 17.09%
Total Value $22.02B $18.59B 18.46%
New Positions 134 125 +9
Increased Positions 351 305 +46
Closed Positions 107 130 -23
Reduced Positions 283 302 -19
Total Calls 14 15 -6.67%
Total Puts 14 10 40.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: VRSN

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Institutional Holders (2026 Q2)

870 + investors

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

QUARTER:
Top 25 VRSN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hawk Ridge Capital Management LP 6.44% 798,295 $200.8M
2 Seldon Capital LP 5.73% 72,839 $18.3M
3 Troy Asset Management Ltd 4.71% 670,837 $168.8M
4 Bayberry Capital Partners LP 4.10% 47,300 $11.9M
5 GFI Investment Counsel Ltd. 3.88% 113,640 $28.6M
6 Parsifal Capital Management, LP 3.67% 120,484 $30.3M
7 Schwartz Investment Counsel Inc 3.07% 367,300 $92.4M
8 Asset Management Advisors, LLC 2.84% 20,405 $5.1M
9 Foxhaven Asset Management, LP 2.52% 373,991 $94.1M
10 Blue Grotto Capital, LLC 2.40% 114,148 $28.7M
11 Hutchinson Capital Management/Ca 2.39% 55,557 $14.0M
12 Nishkama Capital, LLC 2.36% 305,000 $76.7M
13 Te Ahumairangi Investment Management Ltd 2.29% 56,395 $14.2M
14 Ninety One North America, Inc. 1.86% 157,466 $39.6M
15 Nishkama Capital, LLC 1.69% 218,352 $54.9M
16 Cadian Capital Management, LP 1.50% 79,000 $19.9M
17 Sawgrass Asset Management LLC 1.38% 41,612 $10.5M
18 Liontrust Investment Partners LLP 1.31% 355,072 $89.3M
19 Abacus FCF Advisors LLC 1.29% 27,992 $7.0M
20 Taylor Hoffman Capital Management LLC 1.28% 20,997 $5.3M
21 Shariaportfolio, INC. 1.21% 13,647 $3.4M
22 Ninety One UK Ltd 1.17% 2,075,004 $522.0M
23 Mill Capital Management, LLC 1.12% 66,941 $16.8M
24 NS Partners Ltd 1.07% 99,126 $24.9M
25 Nutshell Asset Management Ltd 0.99% 11,800 $3.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 56% buying: Last quarter: 494 funds bought or added vs 396 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 VRSN holders?

Elite ownership — 58% AUM from top-100 funds: 67 of 877 holders are among the 100 largest funds by AUM, controlling 58% 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: 520 out of 880 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.

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