Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cactus Inc (WHD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — WHD

Based on 322 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WHD 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
322 hedge funds hold WHD 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 WHD is almost the same as a year ago (+9 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 65% buying

205 buying112 selling
Last quarter: 205 funds were net buyers (67 opened a brand new position + 138 added to an existing one). Only 112 were sellers (80 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new WHD position: 53 → 33 → 56 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
170 out of 322 hedge funds have held WHD 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.
📈

Growing discovery — still being found

58 → 53 → 33 → 56 → 67 new funds/Q
New funds entering each quarter: 53 → 33 → 56 → 67. A growing number of institutions are discovering WHD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 331 holders: 208 (63%) are 2+ year veterans, 42 entered 1–2 years ago, and 81 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
54 of 320 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in WHD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — WHD

In 2026 Q1, 205 hedge funds were net buyers of WHD (67 opened a new position, 138 added to an existing one), while 112 reduced or exited (80 trimmed, 32 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in WHD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 322.

Hedge Fund Ownership: WHD

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

Market Analysis: WHD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WHD

-- --

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

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

Signal Freshness measures how much WHD has moved relative to its sector benchmark (XLE) 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 · 78d ago
WHD
+19.1%
XLE
+60594.4%

WHD outperformed XLE by -60575.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WHD
-0.9%
XLE
+49559.1%

Since the filing became public, WHD outperformed XLE by -49560.0% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: WHD
320 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 320 287 11.5%
13F Shares 73M 72M 1.88%
Total Value $3.20B $3.26B -1.97%
New Positions 66 56 +10
Increased Positions 137 97 +40
Closed Positions 33 45 -12
Reduced Positions 76 104 -28
Total Calls 6 4 50.0%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.83 0.75 Neutral

Statistics: WHD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

320 + investors

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

QUARTER:
Top 25 WHD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Webs Creek Capital Management LP 7.87% 959,218 $45.4M
2 Paradice Investment Management LLC 5.66% 635,778 $30.1M
3 Makaira Partners LLC 5.05% 141,286 $6.5M
4 Dean Capital Management 1.59% 81,280 $3.9M
5 VELA Investment Management, LLC 1.57% 144,703 $6.9M
6 Fulcrum Asset Management LLP 1.57% 222,480 $10.4M
7 Encompass Capital Advisors LLC 1.09% 765,514 $36.3M
8 Bridge City Capital, LLC 0.89% 67,929 $3.2M
9 Deprince Race & Zollo Inc 0.79% 884,418 $41.9M
10 Dean Investment Associates, LLC 0.77% 116,007 $5.5M
11 SIR Capital Management, L.P. 0.73% 165,729 $7.9M
12 Leeward Investments, LLC - MA 0.61% 261,607 $12.4M
13 Atom Investors LP 0.56% 163,868 $7.8M
14 Freedom Day Solutions, LLC 0.51% 40,508 $1.9M
15 Carlson Capital, L.P. 0.51% 34,018 $1.6M
16 Kerrisdale Advisers, LLC 0.50% 27,780 $1.3M
17 Palisade Capital Management, LP 0.44% 279,407 $13.2M
18 Wasatch Advisors LP 0.42% 1,349,420 $63.9M
19 Champlain Investment Partners, LLC 0.39% 646,489 $30.6M
20 Boston Trust Walden Corp 0.37% 938,486 $44.5M
21 Odyssean, LLC 0.28% 16,347 $774K
22 Yorktown Management & Research Co Inc 0.28% 6,950 $329K
23 Harbour Wealth Management Group, Inc. 0.27% 7,598 $360K
24 Ceredex Value Advisors LLC 0.26% 176,250 $8.3M
25 Twinbeech Capital LP 0.26% 52,809 $2.5M
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 — Cactus Inc (WHD)

What does the Smart Money Trend signal show for WHD?

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

More buyers than sellers — 65% buying: Last quarter: 205 funds were net buyers (67 opened a brand new position + 138 added to an existing one). Only 112 were sellers (80 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WHD holders?

Elite ownership — 49% AUM from top-100 funds: 54 of 320 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in WHD. 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 WHD?

53% of holders stayed for 2+ years: 170 out of 322 hedge funds have held WHD 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 Cactus Inc (WHD) following the 2026 Q1 hedge fund 13F filings?

As of today, WHD has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +49559.1% for the XLE sector ETF — an outperformance of -49560.0%. Since the quarter end (March 31, 2026), WHD has gained +19.1% vs +60594.4% for XLE. 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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