Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Versant Media Group Inc (VSNT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +768
Streak
1Q ▲
Buyers last Q
99%

Smart Money Signals — VSNT

Based on 792 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added VSNT 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 VSNT right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 99% buying

782 buying11 selling
Last quarter: 782 funds were net buyers (770 opened a brand new position + 12 added to an existing one). Only 11 were sellers (9 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +13338%, value +11291%

Value
+11290%
Shares
+13338%
Last quarter: funds added +13338% more shares while total portfolio value only changed +11291%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 803 current holders: 803 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
58 of 790 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — VSNT

In 2026 Q1, 782 hedge funds were net buyers of VSNT (770 opened a new position, 12 added to an existing one), while 11 reduced or exited (9 trimmed, 2 sold completely) — a 99% buyer ratio, indicating clear institutional accumulation. 36% of total institutional value in VSNT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +768 funds (more new holders than closures). Total institutional holders: 792.

Hedge Fund Ownership: VSNT

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

Market Analysis: VSNT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VSNT

-- --

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

Is It Too Late to Buy Versant Media Group Inc (VSNT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VSNT has moved relative to its sector benchmark (XLC) 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 · 85d ago
VSNT
+3.5%
XLC
-3.4%

VSNT outperformed XLC by +6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
VSNT
-10.8%
XLC
-7.7%

Since the filing became public, VSNT outperformed XLC by -3.1% .

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 ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: VSNT
785 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 785 24 3170.83%
13F Shares 117M 874K 13336.96%
Total Value $4.23B $37M 11289.73%
New Positions 763 24 +739
Increased Positions 12 0 +12
Closed Positions 2 0 +2
Reduced Positions 9 0 +9
Total Calls 7 2 250.0%
Total Puts 6 2 200.0%
PUT/CALL Ratio 0.86 1.0 Neutral

Statistics: VSNT

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 Q1)

785 + investors

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

QUARTER:
Top 25 VSNT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ranmore Fund Management Ltd 8.29% 1,694,946 $62.7M
2 AWH Capital, L.P. 6.04% 179,500 $6.6M
3 DME Capital Management, LP 3.51% 3,028,615 $112.1M
4 Goldentree Asset Management LP 2.86% 1,305,960 $48.3M
5 Harbor Island Capital LLC 2.84% 206,420 $7.6M
6 Kettle Hill Capital Management, LLC 2.73% 294,393 $10.9M
7 Valueworks LLC 2.68% 265,121 $9.8M
8 First Sabrepoint Capital Management LP 2.01% 150,000 $5.6M
9 Melqart Asset Management (UK) Ltd 1.99% 544,245 $20.1M
10 Wittenberg Investment Management, INC. 1.87% 135,870 $5.0M
11 Avantyr Capital Partners, LP 1.84% 1,035,872 $38.3M
12 Gates Capital Management, Inc. 1.52% 1,507,561 $55.8M
13 Hi-Line Capital Management, LLC 1.46% 125,213 $4.6M
14 Tandem Capital Management Corp /Adv 1.40% 75,780 $2.8M
15 Murphy Pohlad Asset Management LLC 1.19% 90,022 $3.3M
16 Verdad Advisers, LP 0.79% 18,997 $703K
17 Prelude Capital Management, LLC 0.79% 278,123 $10.3M
18 Cambiar Investors LLC 0.79% 458,921 $17.0M
19 MN Wealth Advisors, LLC 0.66% 36,635 $1.4M
20 RWC Asset Management LLP 0.64% 416,499 $15.4M
21 Quinn Opportunity Partners LLC 0.60% 310,435 $11.5M
22 Diametric Capital, LP 0.59% 61,217 $2.3M
23 Boussard & Gavaudan Investment Management LLP 0.52% 152,952 $5.6M
24 Blume Capital Management, Inc. 0.49% 78,480 $2.9M
25 Occudo Quantitative Strategies LP 0.48% 220,592 $8.9M
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 — Versant Media Group Inc (VSNT)

What does the Smart Money Trend signal show for VSNT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VSNT 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 VSNT?

More buyers than sellers — 99% buying: Last quarter: 782 funds were net buyers (770 opened a brand new position + 12 added to an existing one). Only 11 were sellers (9 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VSNT holders?

Strong quality — 36% AUM from major funds: 58 of 790 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VSNT?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Versant Media Group Inc (VSNT) following the 2026 Q1 hedge fund 13F filings?

As of today, VSNT has moved -10.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -7.7% for the XLC sector ETF — an outperformance of -3.1%. Since the quarter end (March 31, 2026), VSNT has gained +3.5% vs -3.4% for XLC. 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 →