Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Workhorse Group Inc (WKHS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
38%

Smart Money Signals — WKHS

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their WKHS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 37% of 3.0Y high

37% of all-time peak
Only 63 funds hold WKHS today versus a peak of 169 funds at 2023 Q2 — just 37% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WKHS is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

20 buying32 selling
Last quarter: 32 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 15 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 27% medium 16% new
36 out of 63 hedge funds have held WKHS 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.
💎

Buying through price weakness — shares +9%, value -36%

Value
-35%
Shares
+8%
Last quarter: funds added +9% more shares while total portfolio value only changed -36%. 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

61 → 9 → 10 → 15 → 15 new funds/Q
New funds entering each quarter: 9 → 10 → 15 → 15. A growing number of institutions are discovering WKHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 5% 1-2yr 29% new
Of 63 current holders: 42 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
10 of 63 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — 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 — WKHS

In 2026 Q1, 20 hedge funds were net buyers of WKHS (15 opened a new position, 5 added to an existing one), while 32 reduced or exited (14 trimmed, 18 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 29% of total institutional value in WKHS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 63.

Hedge Fund Ownership: WKHS

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

Market Analysis: WKHS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WKHS

-- --

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

Is It Too Late to Buy Workhorse Group Inc (WKHS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WKHS has moved relative to its sector benchmark (XLY) 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 · 81d ago
WKHS
+1.0%
XLY
nan%

WKHS outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
WKHS
+1.5%
XLY
nan%

Since the filing became public, WKHS outperformed XLY by nan% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: WKHS
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 66 -4.55%
13F Shares 210K 193K 8.59%
Total Value $718K $1M -35.69%
New Positions 15 15 -
Increased Positions 5 7 -2
Closed Positions 18 17 +1
Reduced Positions 14 33 -19
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: WKHS

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Institutional Holders (2026 Q1)

63 + investors

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

QUARTER:
Top 25 WKHS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XTX Topco Ltd 0.00% 10,685 $32K
2 Millennium Management LLC 0.00% 18,814 $57K
3 Vanguard Fiduciary Trust Co 0.00% 11,619 $35K
4 Vanguard Capital Management LLC 0.00% 84,410 $255K
5 Investors Portfolio Services LLC 0.00% 1
6 Legacy Wealth Managment, LLC/ID 0.00% 1
7 BlackRock, Inc. 0.00% 32,234 $97K
8 Kohmann Bosshard Financial Services, LLC 0.00% 6
9 SBI Securities Co., Ltd. 0.00% 18
10 Horizon Financial Services, LLC 0.00% 1
11 Lodestone Wealth Management LLC 0.00% 1
12 Vermillion Wealth Management, Inc. 0.00% 1
13 Acumen Wealth Advisors, LLC 0.00% 1
14 NFSG Corp 0.00% 2
15 Indiana Trust & Investment Management Co 0.00% 1
16 Medallion Wealth Advisors, LLC 0.00% 1
17 Main Street Group, LTD 0.00% 1
18 Clean Yield Group 0.00% 1
19 Group One Trading LLC 0.00% 142
20 Mbm Wealth Consultants, LLC 0.00% 1
21 Investors Research Corp 0.00% 1
22 TD Capital Management LLC 0.00% 2
23 Activest Wealth Management 0.00% 1
24 International Assets Investment Management, LLC 0.00% 2
25 Sound Income Strategies, LLC 0.00% 3
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 — Workhorse Group Inc (WKHS)

What does the Smart Money Trend signal show for WKHS?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their WKHS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WKHS?

Heavy selling pressure — only 38% buying: Last quarter: 32 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for WKHS holders?

Strong quality — 29% AUM from major funds: 10 of 63 holders rank in the top 100 by AUM, accounting for 29% 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 WKHS?

57% of holders stayed for 2+ years: 36 out of 63 hedge funds have held WKHS 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 Workhorse Group Inc (WKHS) following the 2026 Q1 hedge fund 13F filings?

As of today, WKHS has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WKHS has gained +1.0% vs nan% for XLY. 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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