Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vertiv Holdings Co (VRT)

2K + Investors. Track Smart Money conviction in VRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +218
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — VRT

Based on 1825 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VRT 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
1,825 hedge funds hold VRT 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 — +62% more funds vs a year ago

fund count last 6Q
+697 new funds entered over the past year (+62% 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.
🟡

Slight buying edge — 57% buying

1062 buying809 selling
Last quarter: 1,062 funds bought or added vs 809 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 (+57 vs last Q)

new funds entering per quarter
Funds opening a new VRT position: 306 → 259 → 316 → 373. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 35% new

■ 29% conviction (2yr+) ■ 36% medium ■ 35% new
Of the 1,825 current holders: 534 (29%) held >2 years, 661 held 1–2 years, and 630 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +51% but shares only +0% — price-driven

Value
+51%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +51%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

219 → 306 → 259 → 316 → 373 new funds/Q
New funds entering each quarter: 306 → 259 → 316 → 373. A growing number of institutions are discovering VRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 42% new entrants

■ 30% veterans ■ 28% 1-2yr ■ 42% new
Of 1,906 current holders: 575 (30%) held 2+ years, 526 held 1–2 years, 805 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
69 of 1815 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in VRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VRT

In 2026 Q1, 1062 hedge funds were net buyers of VRT (373 opened a new position, 689 added to an existing one), while 809 reduced or exited (654 trimmed, 155 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in VRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +218 funds (more new holders than closures). Total institutional holders: 1825.

Hedge Fund Ownership: VRT

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

Market Analysis: VRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRT

-- --

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

Is It Too Late to Buy Vertiv Holdings Co (VRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VRT has moved relative to its sector benchmark (XLI) 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 · 46d ago
VRT
-12.2%
XLI
+0.7%

VRT outperformed XLI by -12.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
VRT
+0.0%
XLI
+0.0%

Since the filing became public, VRT outperformed XLI by +0.0% .

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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

112 top-rated funds 73 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
7.8
/ 10
conviction
Hedge Fund Positioning: VRT
2026 Q2 Stats Unlock in 4 days 2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1807 1605 12.59%
13F Shares 339M 342M -0.83%
Total Value $81.39B $53.96B 50.84%
New Positions 364 315 +49
Increased Positions 656 600 +56
Closed Positions 162 126 +36
Reduced Positions 630 543 +87
Total Calls 43 41 4.88%
Total Puts 47 51 -7.84%
PUT/CALL Ratio 1.09 1.24 Neutral

Statistics: VRT

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)

2K + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 VRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corsair Capital Management, L.P. 23.96% 572,643 $191.7M
2 Highlander Partners, L.P. 22.17% 197,569 $66.2M
3 Cooperman Leon G 20.37% 2,157,789 $722.5M
4 First Growth Capital LLC 18.41% 72,532 $24.3M
5 Atika Capital Management LLC 14.66% 666,100 $223.0M
6 New South Capital Management Inc 11.03% 751,364 $251.6M
7 Chescapmanager LLC 10.61% 372,000 $124.6M
8 Zuckerman Investment Group, LLC 9.41% 332,438 $111.3M
9 Styrax Capital, LP 7.73% 350,000 $117.2M
10 N10 Wealth, LLC 7.15% 60,194 $20.2M
11 Stanley Capital Management, LLC 7.09% 159,694 $53.5M
12 Crystal Rock Capital Management 7.00% 41,025 $13.7M
13 Carroll Investors, Inc 6.73% 47,176 $15.8M
14 Telligent Fund, LP 6.17% 25,000 $8.4M
15 Crestwood Capital Management, L.P. 6.08% 27,711 $9.3M
16 Chescapmanager LLC 5.70% 200,000 $67.0M
17 Wormser Freres Gestion 5.69% 31,408 $10.1M
18 Glynn Capital Management LLC 5.48% 59,489 $19.9M
19 Pennant Investors, LP 5.40% 54,000 $18.1M
20 Incline Global Management LLC 5.28% 56,183 $18.8M
21 Aragon Global Management, LP 5.06% 39,900 $13.4M
22 Eagle Bluffs Wealth Management LLC 4.94% 44,150 $14.8M
23 Kessler Investment Group, LLC 4.85% 33,957 $11.4M
24 Arnhold LLC 4.77% 203,794 $68.2M
25 Beck Capital Management, LLC 4.70% 76,186 $25.5M
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 — Vertiv Holdings Co (VRT)

What does the Smart Money Trend signal show for VRT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VRT 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 VRT?

Slight buying edge — 57% buying: Last quarter: 1,062 funds bought or added vs 809 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 VRT holders?

Elite ownership — 55% AUM from top-100 funds: 69 of 1815 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in VRT. 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 VRT?

Mixed — 29% long-term, 35% new: Of the 1,825 current holders: 534 (29%) held >2 years, 661 held 1–2 years, and 630 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Vertiv Holdings Co (VRT) following the 2026 Q2 hedge fund 13F filings?

As of today, VRT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VRT has gained -12.2% vs +0.7% for XLI. 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 →