Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Verisign Inc (VRSN)

838 + 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
↓ -8
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — VRSN

Based on 843 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VRSN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
843 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 — +14% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

436 buying437 selling
Last quarter: 436 funds bought or added vs 437 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 164 → 121 → 139 → 124. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
495 out of 843 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 — ~124 new funds/quarter

129 → 164 → 121 → 139 → 124 new funds/Q
New funds entering each quarter: 164 → 121 → 139 → 124. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 865 holders: 547 (63%) are 2+ year veterans, 111 entered 1–2 years ago, and 207 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
62 of 839 holders are among the 100 largest funds by AUM, controlling 52% 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 Q1, 436 hedge funds were net buyers of VRSN (124 opened a new position, 312 added to an existing one), while 437 reduced or exited (305 trimmed, 132 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 52% of total institutional value in VRSN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 843.

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.

Is It Too Late to Buy Verisign Inc (VRSN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VRSN has moved relative to its sector benchmark (XLK) since the 2026 Q1 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 March 31, 2026 · 79d ago
VRSN
+6.0%
XLK
+43.9%

VRSN outperformed XLK by -37.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VRSN
-11.3%
XLK
+8.5%

Since the filing became public, VRSN outperformed XLK by -19.8% .

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 ?
Broad Consensus, Selective Conviction

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

51 top-rated funds 2 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: VRSN
838 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 838 851 -1.53%
13F Shares 75M 88M -15.4%
Total Value $18.31B $21.34B -14.19%
New Positions 122 139 -17
Increased Positions 302 278 +24
Closed Positions 135 134 +1
Reduced Positions 300 332 -32
Total Calls 15 11 36.36%
Total Puts 10 11 -9.09%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: VRSN

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

838 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Amiral Gestion 15.54% 112,666 $28.0M
2 Parsifal Capital Management, LP 8.77% 300,000 $74.5M
3 Hawk Ridge Capital Management LP 8.26% 915,012 $227.3M
4 Troy Asset Management Ltd 5.80% 783,354 $194.6M
5 Asset Management Advisors, LLC 3.06% 20,380 $5.1M
6 Sora Investors LLC 2.65% 115,701 $28.7M
7 Hutchinson Capital Management/Ca 2.55% 55,869 $13.9M
8 Te Ahumairangi Investment Management Ltd 2.36% 56,678 $14.1M
9 Soros Capital Management LLC 2.23% 20,615 $5.1M
10 Schwartz Investment Counsel Inc 2.16% 244,300 $60.7M
11 Alight Capital Management LP 2.08% 35,000 $8.7M
12 Ninety One North America, Inc. 1.81% 162,220 $40.3M
13 Taylor Hoffman Capital Management LLC 1.58% 20,612 $5.1M
14 Sawgrass Asset Management LLC 1.56% 41,659 $10.3M
15 Abacus FCF Advisors LLC 1.54% 27,552 $6.8M
16 Shariaportfolio, INC. 1.48% 13,443 $3.3M
17 GFI Investment Counsel Ltd. 1.48% 43,470 $10.8M
18 Cadian Capital Management, LP 1.36% 45,000 $11.2M
19 Titan Investment Management LLC 1.33% 6,089 $1.5M
20 Liontrust Investment Partners LLP 1.30% 359,500 $87.3M
21 Mill Capital Management, LLC 1.27% 66,973 $16.6M
22 Ninety One UK Ltd 1.20% 2,077,233 $515.9M
23 NS Partners Ltd 1.13% 101,770 $25.3M
24 Renaissance Technologies LLC 1.09% 2,818,151 $699.9M
25 Science & Technology Partners, L.P. 1.06% 16,342 $4.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VRSN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VRSN?

Slight buying edge — 50% buying: Last quarter: 436 funds bought or added vs 437 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 — 52% AUM from top-100 funds: 62 of 839 holders are among the 100 largest funds by AUM, controlling 52% 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: 495 out of 843 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.

Is it too late to buy Verisign Inc (VRSN) following the 2026 Q1 hedge fund 13F filings?

As of today, VRSN has moved -11.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.5% for the XLK sector ETF — an outperformance of -19.8%. Since the quarter end (March 31, 2026), VRSN has gained +6.0% vs +43.9% 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.

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