Weave Communications Inc (WEAV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Weave Communications Inc (WEAV) following the 2026 Q1 hedge fund 13F filings?

As of today, WEAV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WEAV gained nan% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Weave Communications Inc (WEAV)

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

Smart Money Signals — WEAV

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

177 hedge funds hold WEAV 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding WEAV is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 50% buying

97 buying97 selling

Last quarter: 97 funds bought or added vs 97 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.

➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 33 → 26 → 38 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new

Of the 177 current holders: 64 (36%) held >2 years, 53 held 1–2 years, and 60 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.

💎

Buying through price weakness — shares +6%, value -35%

Value

-35%

+6%

Last quarter: funds added +6% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

23 → 33 → 26 → 38 → 42 new funds/Q

New funds entering each quarter: 33 → 26 → 38 → 42. A growing number of institutions are discovering WEAV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 43% veterans vs 38% newcomers

■ 43% veterans ■ 20% 1-2yr ■ 38% new

Entry-cohort mix of 178 holders: 76 (43%) are 2+ year veterans, 35 entered 1–2 years ago, and 67 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds

36 of 177 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	175	177	-1.13%
13F Shares	64M	60M	6.47%
Total Value	$294M	$455M	-35.33%
New Positions	40	38	+2
Increased Positions	54	79	-25
Closed Positions	42	25	+17
Reduced Positions	54	37	+17
Total Calls	1	3	-66.67%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

175

177

-1.13%

13F Shares

64M

60M

6.47%

Total Value

$294M

$455M

-35.33%

New Positions

Increased Positions

-25

Closed Positions

+17

Reduced Positions

+17

Total Calls

-66.67%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

175 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WEAV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gumshoe Capital Management LLC	11.52%	3,068,938	$14.2M
2	Newtyn Management, LLC	3.46%	7,000,000	$32.3M
3	Lane Generational LLC	3.04%	826,201	$3.8M
4	Harber Asset Management LLC	2.17%	735,795	$3.4M
5	Divisar Capital Management LLC	2.17%	1,840,100	$8.5M
6	Crosslink Capital Inc	1.92%	4,246,858	$19.6M
7	Potrero Capital Research LLC	1.76%	619,392	$2.9M
8	Meros Investment Management, LP	1.51%	755,404	$3.5M
9	Western Standard LLC	1.25%	514,093	$2.4M
10	Huber Capital Management LLC	0.97%	1,358,682	$6.3M
11	Pale Fire Capital SE	0.61%	1,492,806	$6.9M
12	Engine Capital Management, LP	0.59%	1,051,525	$4.9M
13	Scalar Gauge Management, LLC	0.46%	104,188	$481K
14	CenterBook Partners LP	0.29%	1,167,427	$5.4M
15	Disciplined Growth Investors Inc /Mn	0.22%	2,276,381	$10.5M
16	Palatine Hill Wealth Management, LLC	0.21%	52,001	$240K
17	ArrowMark Colorado Holdings LLC	0.15%	1,238,974	$5.7M
18	Teton Advisors, LLC	0.14%	43,164	$199K
19	Andina Capital Management, LLC	0.12%	28,325	$131K
20	Frontier Capital Management Co LLC	0.10%	2,099,389	$9.7M
21	Z3 Capital Partners, LLC	0.09%	47,450	$360K
22	Sterling Investment Counsel, LLC	0.06%	47,812	$221K
23	Aspen Grove Capital, LLC	0.05%	60,103	$278K
24	Crescent Grove Advisors, LLC	0.05%	103,101	$476K
25	Inspire Investing, LLC	0.04%	112,672	$521K

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 — Weave Communications Inc (WEAV)

What does the Smart Money Trend signal show for WEAV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for WEAV?

Slight buying edge — 50% buying: Last quarter: 97 funds bought or added vs 97 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 WEAV holders?

Smaller funds dominant — 17% AUM from top-100: 36 of 177 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WEAV?

Mixed — 36% long-term, 34% new: Of the 177 current holders: 64 (36%) held >2 years, 53 held 1–2 years, and 60 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 Weave Communications Inc (WEAV) following the 2026 Q1 hedge fund 13F filings?

As of today, WEAV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WEAV has gained nan% vs +2.1% for XLV. 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.

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Weave Communications Inc (WEAV)

Smart Money Signals — WEAV

No change last quarter

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 50% buying

Steady new buyers — ~42 new funds per quarter

Mixed — 36% long-term, 34% new

Buying through price weakness — shares +6%, value -35%

Growing discovery — still being found

Veteran-anchored — 43% veterans vs 38% newcomers

Smaller funds dominant — 17% AUM from top-100

Institutional Sentiment Summary — WEAV

Hedge Fund Ownership: WEAV

Market Analysis: WEAV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WEAV

Is It Too Late to Buy Weave Communications Inc (WEAV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: WEAV

Statistics: WEAV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Weave Communications Inc (WEAV)

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