Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ziprecruiter Inc (ZIP)

136 + Investors. Track Smart Money conviction in ZIP. 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
↑ +7
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — ZIP

Based on 138 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ZIP 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
138 funds currently hold this stock — 92% of the 3.0-year high of 150 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+7 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.
🟢

More buyers than sellers — 63% buying

83 buying48 selling
Last quarter: 83 funds were net buyers (22 opened a brand new position + 61 added to an existing one). Only 48 were sellers (33 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 28 → 31 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 22% medium 25% new
73 out of 138 hedge funds have held ZIP 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 +105% but shares only +1% — price-driven

Value
+105%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +105%, but actual share count only changed +1%. 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.
📊

Peak discovery — momentum slowing

19 → 37 → 28 → 31 → 22 new funds/Q
New funds entering each quarter: 37 → 28 → 31 → 22. ZIP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

62% veterans 11% 1-2yr 26% new
Entry-cohort mix of 141 holders: 88 (62%) are 2+ year veterans, 16 entered 1–2 years ago, and 37 (26%) 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
38 of 137 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in ZIP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — ZIP

In 2026 Q2, 83 hedge funds were net buyers of ZIP (22 opened a new position, 61 added to an existing one), while 48 reduced or exited (33 trimmed, 15 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 49% of total institutional value in ZIP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 138.

Hedge Fund Ownership: ZIP

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

Market Analysis: ZIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZIP

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: ZIP
136 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 136 131 3.82%
13F Shares 52M 52M 1.35%
Total Value $185M $90M 104.2%
New Positions 22 31 -9
Increased Positions 60 41 +19
Closed Positions 16 43 -27
Reduced Positions 32 41 -9
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: ZIP

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Institutional Holders (2026 Q2)

136 + investors

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

QUARTER:
Top 25 ZIP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Institutional Venture Management XV, LLC 3.73% 1,209,018 $4.5M
2 Varde Management, L.P. 2.04% 371,456 $1.4M
3 Edmond de Rothschild Holding S.A. 0.28% 5,605,965 $21.0M
4 Disciplined Growth Investors Inc /Mn 0.26% 4,091,619 $15.3M
5 nVerses Capital, LLC 0.17% 29,143 $109K
6 Sunstone Asset Management, LP 0.16% 38,810 $146K
7 Formula Growth Ltd 0.13% 100,000 $375K
8 Militia Capital Management LLC 0.04% 217,072 $399K
9 Argos Wealth Advisors, LLC 0.03% 29,141 $109K
10 Frec Markets, Inc. 0.03% 75,755 $284K
11 Caerus Investment Advisors, LLC 0.02% 15,530 $58K
12 Abel Hall, LLC 0.02% 29,826 $112K
13 Jacobs Levy Equity Management, Inc 0.02% 1,287,606 $4.8M
14 Hillsdale Investment Management Inc. 0.01% 115,900 $435K
15 Renaissance Technologies LLC 0.01% 1,912,000 $7.2M
16 State of Wyoming 0.01% 22,170 $83K
17 Bridgeway Capital Management, LLC 0.01% 120,000 $450K
18 Marshall Wace, LLP 0.01% 2,026,673 $7.6M
19 Susquehanna Portfolio Strategies, LLC 0.01% 94,085 $353K
20 Aqr Capital Management LLC 0.01% 4,002,189 $15.0M
21 PDT Partners, LLC 0.00% 23,363 $88K
22 Divisadero Street Capital Management, LP 0.00% 49,510 $186K
23 Axq Capital, LP 0.00% 10,069 $38K
24 Essential Partners LLC 0.00% 1,612 $6K
25 Voya Investment Management LLC 0.00% 756,883 $2.8M
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 — Ziprecruiter Inc (ZIP)

What does the Smart Money Trend signal show for ZIP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ZIP 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 ZIP?

More buyers than sellers — 63% buying: Last quarter: 83 funds were net buyers (22 opened a brand new position + 61 added to an existing one). Only 48 were sellers (33 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ZIP holders?

Elite ownership — 49% AUM from top-100 funds: 38 of 137 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in ZIP. 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 ZIP?

53% of holders stayed for 2+ years: 73 out of 138 hedge funds have held ZIP 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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