Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Worthington Enterprises Inc (WOR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — WOR

Based on 279 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 (99% of max)

99% of all-time peak
279 hedge funds hold WOR 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 — +5% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+5% 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 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

124 buying132 selling
Last quarter: 132 funds reduced or exited vs 124 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 51 → 40 → 44 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 18% new
180 out of 279 hedge funds have held WOR 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.
➡️

Steady discovery — ~41 new funds/quarter

54 → 51 → 40 → 44 → 41 new funds/Q
New funds entering each quarter: 51 → 40 → 44 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 289 holders: 196 (68%) are 2+ year veterans, 31 entered 1–2 years ago, and 62 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
50 of 277 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WOR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — WOR

In 2026 Q1, 124 hedge funds were net buyers of WOR (41 opened a new position, 83 added to an existing one), while 132 reduced or exited (91 trimmed, 41 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in WOR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 279.

Hedge Fund Ownership: WOR

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

Market Analysis: WOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WOR

-- --

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

Is It Too Late to Buy Worthington Enterprises Inc (WOR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WOR has moved relative to its sector benchmark (XLI) since the 2026 Q2 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 June 30, 2026 · 35d ago
WOR
+5.7%
XLI
-1.1%

WOR outperformed XLI by +6.8% since June 30, 2026.

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.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: WOR
2026 Q2 Stats Unlock in 15 days 277 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 277 279 -0.72%
13F Shares 26M 25M 1.9%
Total Value $1.30B $1.30B 0.62%
New Positions 39 44 -5
Increased Positions 83 85 -2
Closed Positions 41 46 -5
Reduced Positions 88 97 -9
Total Calls 7 4 75.0%
Total Puts 5 1 400.0%
PUT/CALL Ratio 0.71 0.25 Neutral

Statistics: WOR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

277 + investors

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

QUARTER:
Top 25 WOR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Windsor Advisory Group, LLC 20.03% 459,633 $24.0M
2 VELA Investment Management, LLC 2.60% 217,109 $11.3M
3 IFG Advisory, LLC 1.79% 12,000 $626K
4 Amplify Investments, LLC 1.68% 1,802 $94K
5 Gerber, LLC 0.93% 32,108 $1.7M
6 VARCOV Co. 0.80% 41,280 $2.2M
7 De Lisle Partners LLP 0.55% 88,339 $4.6M
8 Frazier Financial Advisors, LLC 0.47% 16,439 $857K
9 Riverwater Partners LLC 0.44% 25,136 $1.3M
10 Verity Asset Management, Inc. 0.39% 17,968 $937K
11 Aster Capital Management (DIFC) Ltd 0.37% 22,620 $1.1M
12 Cardinal Capital Management 0.21% 30,964 $1.6M
13 Nfj Investment Group, LLC 0.19% 95,893 $5.0M
14 SHUTTLEWORTH & Co 0.19% 3,990 $208K
15 Hillsdale Investment Management Inc. 0.17% 121,520 $6.3M
16 G2 Capital Management, LLC / Oh 0.15% 11,810 $616K
17 Fort Washington Investment Advisors Inc /Oh/ 0.13% 456,925 $23.8M
18 Dark Forest Capital Management LP 0.09% 19,602 $1.0M
19 Beacon Financial Advisory LLC 0.08% 6,839 $357K
20 Wedge Capital Management L L P/Nc 0.07% 77,755 $4.1M
21 AlphaQuest LLC 0.07% 25,122 $1.3M
22 Occudo Quantitative Strategies LP 0.07% 23,743 $1.3M
23 Lone Peak Global Investors LLC 0.07% 7,907 $412K
24 Aigen Investment Management, LP 0.06% 4,566 $238K
25 Nomura Asset Management International INC. 0.06% 680,799 $35.5M
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 — Worthington Enterprises Inc (WOR)

What does the Smart Money Trend signal show for WOR?

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 WOR?

More sellers than buyers — 48% buying: Last quarter: 132 funds reduced or exited vs 124 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WOR holders?

Elite ownership — 40% AUM from top-100 funds: 50 of 277 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in WOR. 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 WOR?

65% of holders stayed for 2+ years: 180 out of 279 hedge funds have held WOR 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 Worthington Enterprises Inc (WOR) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), WOR has gained +5.7% vs -1.1% for XLI. 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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