Zevia Pbc (ZVIA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Zevia Pbc (ZVIA) following the 2026 Q3 hedge fund 13F filings?

As of today, ZVIA has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ZVIA gained -10.2% vs +14.4% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Zevia Pbc (ZVIA)

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

Smart Money Signals — ZVIA

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ZVIA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 85% of 3.0Y peak

85% of all-time peak

100 funds currently hold this stock — 85% of the 3.0-year high of 117 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 46% buying

62 buying73 selling

Last quarter: 73 funds reduced or exited vs 62 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 — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 28 → 30 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 45% new

■ 32% conviction (2yr+) ■ 23% medium ■ 45% new

Of the 100 current holders: 32 (32%) held >2 years, 23 held 1–2 years, and 45 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Price up while funds trimmed (+27% value, -8% shares)

Value

+27%

-8%

Last quarter: total value of institutional ZVIA holdings rose +27% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

44 → 21 → 28 → 30 → 27 new funds/Q

New funds entering each quarter: 21 → 28 → 30 → 27. A growing number of institutions are discovering ZVIA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 45% veterans vs 43% newcomers

■ 45% veterans ■ 12% 1-2yr ■ 43% new

Entry-cohort mix of 102 holders: 46 (45%) are 2+ year veterans, 12 entered 1–2 years ago, and 44 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

28 of 100 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	100	117	-14.53%
13F Shares	41M	45M	-8.27%
Total Value	$67M	$53M	26.97%
New Positions	27	30	-3
Increased Positions	34	39	-5
Closed Positions	44	23	+21
Reduced Positions	28	34	-6
Total Calls	1	3	-66.67%
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

100

117

-14.53%

13F Shares

41M

45M

-8.27%

Total Value

$67M

$53M

26.97%

New Positions

-3

Increased Positions

-5

Closed Positions

+21

Reduced Positions

-6

Total Calls

-66.67%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q3)

100 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ZVIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kanen Wealth Management LLC	1.22%	2,908,236	$3.5M
2	Stoic Point Capital Management LLC	0.89%	1,151,715	$1.4M
3	BCS Private Wealth Management, Inc.	0.23%	699,189	$825K
4	OneAscent Financial Services LLC	0.05%	750,275	$885K
5	R Squared Ltd	0.02%	37,516	$44K
6	Jefferies Financial Group Inc.	0.02%	1,841,590	$2.2M
7	Brighton Jones LLC	0.01%	575,712	$679K
8	Mackenzie Financial Corp	0.00%	1,885,226	$2.2M
9	Nwam LLC	0.00%	35,866	$42K
10	MAI Capital Management	0.00%	400,180	$472K
11	Renaissance Technologies LLC	0.00%	1,014,026	$1.2M
12	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.00%	12,116	$14K
13	TD Waterhouse Canada Inc.	0.00%	197,711	$237K
14	Squarepoint Ops LLC	0.00%	422,922	$499K
15	Essential Partners LLC	0.00%	784	—
16	Capital Investment Advisors, LLC	0.00%	14,300	$17K
17	Focus Partners Wealth	0.00%	144,055	$170K
18	SBI Securities Co., Ltd.	0.00%	5,174	$6K
19	Panagora Asset Management Inc	0.00%	36,392	$43K
20	Fortitude Family Office, LLC	0.00%	487	—
21	Vanguard Fiduciary Trust Co	0.00%	337,928	$399K
22	Ieq Capital, LLC	0.00%	16,642	$20K
23	Vanguard Capital Management LLC	0.00%	2,459,248	$2.9M
24	Mariner, LLC	0.00%	45,892	$54K
25	Qube Research & Technologies Ltd	0.00%	31,215	$37K

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 — Zevia Pbc (ZVIA)

What does the Smart Money Trend signal show for ZVIA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ZVIA 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 ZVIA?

More sellers than buyers — 46% buying: Last quarter: 73 funds reduced or exited vs 62 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 ZVIA holders?

Smaller funds dominant — 14% AUM from top-100: 28 of 100 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZVIA?

Mixed — 32% long-term, 45% new: Of the 100 current holders: 32 (32%) held >2 years, 23 held 1–2 years, and 45 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Zevia Pbc (ZVIA) following the 2026 Q3 hedge fund 13F filings?

As of today, ZVIA has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ZVIA has gained -10.2% vs +14.4% for XLP. 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.

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Zevia Pbc (ZVIA)

Smart Money Signals — ZVIA

Selling streak — 1 quarter in a row

High ownership — 85% of 3.0Y peak

Steady growth — +4% more funds vs a year ago

More sellers than buyers — 46% buying

Steady new buyers — ~27 new funds per quarter

Mixed — 32% long-term, 45% new

Price up while funds trimmed (+27% value, -8% shares)

Growing discovery — still being found

Veteran-anchored — 45% veterans vs 43% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — ZVIA

Hedge Fund Ownership: ZVIA

Market Analysis: ZVIA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ZVIA

Is It Too Late to Buy Zevia Pbc (ZVIA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ZVIA

Statistics: ZVIA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Zevia Pbc (ZVIA)

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