Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zevia Pbc (ZVIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
46%

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%
Shares
-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 — 12% AUM from top-100

12% from top-100 AUM funds
28 of 100 holders rank in the top 100 by AUM, but together hold only 12% 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.

Institutional Sentiment Summary — ZVIA

In 2026 Q2, 62 hedge funds were net buyers of ZVIA (27 opened a new position, 35 added to an existing one), while 73 reduced or exited (29 trimmed, 44 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 100.

Hedge Fund Ownership: ZVIA

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

Market Analysis: ZVIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZVIA

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ZVIA
100 + Investors

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

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

Statistics: ZVIA

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Financial Highlights

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Institutional Holders (2026 Q2)

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:
Top 25 ZVIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Topline Capital Management, LLC 3.03% 7,177,524 $11.7M
2 Stoic Point Capital Management LLC 1.53% 1,134,964 $1.8M
3 Kanen Wealth Management LLC 1.11% 2,693,236 $4.6M
4 BCS Private Wealth Management, Inc. 0.34% 699,189 $1.1M
5 Potrero Capital Research LLC 0.29% 315,181 $514K
6 OneAscent Financial Services LLC 0.06% 750,375 $1.2M
7 Caisse de Depot Et Placement Du Quebec 0.03% 11,400,428 $18.6M
8 Jefferies Financial Group Inc. 0.02% 2,099,879 $3.4M
9 Brighton Jones LLC 0.02% 584,709 $953K
10 Ruggaard & Associates LLC 0.01% 17,000 $28K
11 Mackenzie Financial Corp 0.00% 2,670,699 $4.4M
12 XTX Topco Ltd 0.00% 177,421 $289K
13 Field & Main Bank 0.00% 10,000 $16K
14 Nwam LLC 0.00% 35,866 $58K
15 Bridgeway Capital Management, LLC 0.00% 85,600 $140K
16 Axq Capital, LP 0.00% 10,593 $17K
17 Centiva Capital, LP 0.00% 127,104 $207K
18 Renaissance Technologies LLC 0.00% 765,891 $1.2M
19 Squarepoint Ops LLC 0.00% 769,655 $1.3M
20 Essential Partners LLC 0.00% 1,844 $3K
21 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.00% 12,116 $20K
22 TD Waterhouse Canada Inc. 0.00% 198,150 $359K
23 Ieq Capital, LLC 0.00% 121,812 $199K
24 Pallas Capital Advisors LLC 0.00% 13,970 $23K
25 Tower Research Capital LLC (TRC) 0.00% 16,707 $27K
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 — 12% AUM from top-100: 28 of 100 holders rank in the top 100 by AUM, but together hold only 12% 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.

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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