Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Werner Enterprises Inc (WERN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — WERN

Based on 271 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WERN 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
271 hedge funds hold WERN 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 — +16% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟢

More buyers than sellers — 60% buying

171 buying112 selling
Last quarter: 171 funds were net buyers (68 opened a brand new position + 103 added to an existing one). Only 112 were sellers (74 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new WERN position: 26 → 43 → 50 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 21% new
175 out of 271 hedge funds have held WERN 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.
💰

Value +60% but shares only +10% — price-driven

Value
+60%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +60%, but actual share count only changed +10%. 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.
🚀

Acceleration phase — new buyers rushing in

35 → 26 → 43 → 50 → 68 new funds/Q
New funds entering each quarter: 26 → 43 → 50 → 68. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 277 holders: 189 (68%) are 2+ year veterans, 30 entered 1–2 years ago, and 58 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
56 of 269 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in WERN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — WERN

In 2026 Q2, 171 hedge funds were net buyers of WERN (68 opened a new position, 103 added to an existing one), while 112 reduced or exited (74 trimmed, 38 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 65% of total institutional value in WERN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 271.

Hedge Fund Ownership: WERN

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

Market Analysis: WERN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WERN

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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.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: WERN
265 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 265 241 9.96%
13F Shares 66M 65M 0.95%
Total Value $2.82B $1.88B 49.69%
New Positions 67 50 +17
Increased Positions 102 85 +17
Closed Positions 41 28 +13
Reduced Positions 69 72 -3
Total Calls 4 1 300.0%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 3.0 Neutral

Statistics: WERN

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Financial Highlights

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Institutional Holders (2026 Q2)

265 + investors

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

QUARTER:
Top 25 WERN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beaconlight Capital, LLC 4.25% 276,026 $12.0M
2 Meros Investment Management, LP 3.87% 279,870 $12.2M
3 Deprince Race & Zollo Inc 2.19% 2,991,056 $130.4M
4 Dean Capital Management 1.67% 105,597 $4.6M
5 Nuance Investments, LLC 1.41% 189,945 $8.3M
6 Penn Capital Management Company, LLC 1.36% 491,541 $21.5M
7 Essex Investment Management Co LLC 1.32% 231,625 $10.1M
8 Maple Rock Capital Partners Inc. 1.17% 1,366,167 $59.6M
9 Dean Investment Associates, LLC 0.83% 145,569 $6.3M
10 Moody Aldrich Partners LLC 0.75% 95,875 $4.2M
11 SummerHaven Investment Management, LLC 0.57% 24,530 $1.1M
12 nVerses Capital, LLC 0.50% 7,407 $323K
13 Eagle Harbor Asset Management Inc /Adv 0.46% 7,307 $348K
14 Legato Capital Management LLC 0.35% 97,443 $4.2M
15 Bridgeway Capital Management, LLC 0.33% 425,408 $18.6M
16 Jacobs Levy Equity Management, Inc 0.27% 1,717,200 $74.9M
17 Advisors Preferred, LLC 0.24% 35,832 $1.5M
18 Pflug Koory, LLC 0.23% 13,320 $581K
19 Riverwater Partners LLC 0.23% 17,883 $780K
20 Mirabella Financial Services LLP 0.18% 42,996 $1.9M
21 Campbell & CO Investment Adviser LLC 0.16% 72,057 $3.1M
22 Kennedy Capital Management LLC 0.16% 204,790 $8.9M
23 Royce & Associates LP 0.14% 393,110 $17.1M
24 Caxton Associates LLP 0.14% 165,928 $7.2M
25 Fulcrum Asset Management LLP 0.12% 27,552 $1.2M
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 — Werner Enterprises Inc (WERN)

What does the Smart Money Trend signal show for WERN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WERN 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 WERN?

More buyers than sellers — 60% buying: Last quarter: 171 funds were net buyers (68 opened a brand new position + 103 added to an existing one). Only 112 were sellers (74 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WERN holders?

Elite ownership — 65% AUM from top-100 funds: 56 of 269 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in WERN. 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 WERN?

65% of holders stayed for 2+ years: 175 out of 271 hedge funds have held WERN 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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