Loading...
Loading...
Stocks where 3 or more active managers (index giants excluded) opened or added the same quarter (Q1 2026). But a crowd isn't a signal on its own — we grade each name by how many of its buyers actually beat the market, and rank by that, so a consensus of skilled managers rises above a merely popular one.
We backtested this signal (2021–2025, 2,246 trades, entries after the 45-day disclosure lag): ~50% win rate and ≈0% average excess return vs the S&P 500. Use it to discover what institutions are researching — not as a buy list. Why →
| # | Ticker | Funds | Beat mkt | YTD | Type |
|---|---|---|---|---|---|
| 1 | GOOGL | 22 | 14/19 | +13% | Added |
| 2 | AMZN | 22 | 13/19 | +21% | Added |
| 3 | V | 21 | 13/17 | +5% | Added |
| 4 | META | 20 | 13/18 | -14% | Added |
| 5 | TSM | 18 | 12/15 | +27% | Added |
| 6 | AVGO | 21 | 11/16 | +12% | Added |
| 7 | DASH | 15 | 10/11 | -13% | Added |
| 8 | INTC | 14 | 10/12 | +129% | Added |
| 9 | CVNA | 13 | 10/12 | -22% | Added |
| 10 | NVDA | 20 | 9/15 | +6% | Added |
| 11 | SPOT | 14 | 9/12 | -16% | Added |
| 12 | LITE | 12 | 9/10 | +89% | New |
| 13 | SE | 10 | 9/9 | -21% | Added |
| 14 | NFLX | 16 | 8/12 | -21% | Added |
| 15 | CRWV | 14 | 8/10 | +14% | Added |
| 16 | UNH | 13 | 8/10 | +23% | Added |
| 17 | AMAT | 13 | 8/11 | +125% | Added |
| 18 | MA | 12 | 8/11 | +1% | Added |
| 19 | AMD | 12 | 8/8 | +113% | Added |
| 20 | TMO | 12 | 8/11 | +1% | Added |
| 21 | MU | 12 | 8/9 | +209% | Added |
| 22 | MDLN | 12 | 8/10 | +6% | Added |
| 23 | VST | 12 | 8/10 | -8% | Added |
| 24 | RKT | 12 | 8/9 | -21% | Added |
| 25 | TOST | 12 | 8/9 | -15% | Added |
| 26 | PNFP | 11 | 8/8 | — | New |
| 27 | CSX | 11 | 8/10 | +36% | Added |
| 28 | MCD | 11 | 8/8 | -7% | Added |
| 29 | KO | 10 | 8/8 | +23% | Added |
| 30 | LMT | 10 | 8/8 | +19% | Added |
| 31 | WCN | 10 | 8/8 | -3% | Added |
| 32 | GEV | 9 | 8/8 | +46% | Added |
| 33 | ORCL | 9 | 8/8 | -33% | Added |
| 34 | BKR | 9 | 8/9 | +13% | Added |
| 35 | U | 8 | 8/8 | -34% | Added |
| 36 | ASML | 15 | 7/12 | +41% | Added |
| 37 | AAPL | 14 | 7/10 | +16% | Added |
| 38 | CPNG | 13 | 7/11 | -21% | Added |
| 39 | LIN | 12 | 7/9 | +28% | Added |
| 40 | GLW | 12 | 7/9 | +83% | Added |
| 41 | AFRM | 12 | 7/9 | -3% | Added |
| 42 | YUM | 11 | 7/8 | +11% | Added |
| 43 | SF | 11 | 7/7 | — | Added |
| 44 | SNDK | 11 | 7/9 | +534% | New |
| 45 | STX | 10 | 7/8 | +186% | Added |
| 46 | WDC | 10 | 7/9 | +187% | Added |
| 47 | IOT | 10 | 7/7 | +6% | Added |
| 48 | CDE | 10 | 7/8 | — | Added |
| 49 | NTRA | 10 | 7/8 | +22% | Added |
| 50 | TEX | 10 | 7/7 | +25% | Added |
| 51 | ROIV | 10 | 7/7 | +60% | Added |
| 52 | VSNT | 10 | 7/8 | — | New |
| 53 | IDXX | 10 | 7/9 | -17% | Added |
| 54 | EQPT | 10 | 7/7 | — | New |
| 55 | PAAS | 10 | 7/8 | -9% | Added |
| 56 | TRMB | 10 | 7/8 | — | Added |
| 57 | GE | 9 | 7/8 | +13% | Added |
| 58 | RTX | 9 | 7/7 | +7% | Added |
| 59 | AMGN | 9 | 7/8 | +16% | Added |
| 60 | CB | 9 | 7/7 | +14% | Added |
A stock where three or more active managers (index giants excluded) opened a new position or added to an existing one in the same quarter, based on their 13F filings. The table ranks these names by how many of the buyers have a market-beating track record — not just by headcount.
We backtested it honestly: buying the most-agreed-upon 13F names after their filings became public earned roughly zero excess return over the S&P 500 — the crowd's favorites are usually already priced. The full methodology and results are in our consensus-buys study. That's why this page grades buyers by track record instead of celebrating the crowd.
Vanguard or BlackRock adding to a stock reflects index flows, not an investment opinion. Counting them would make almost every large-cap a 'consensus buy.' We count only active managers whose positions represent actual decisions.
Consensus computed from local 13F data (correct change flags), ranked by beat-the-market buyer count. “Beat mkt” = buyers whose 3-year clone beat the S&P, of those with a track record. Active managers only; index funds excluded. Not investment advice.
