Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WEAV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Newtyn Management, LLC | 7.0M | $32.3M | β | 8.900% | 3.46% |
| 2 | BlackRock, Inc. | 4.7M | $21.8M | -2.4% | 6.003% | 0.00% |
| 3 | CROSSLINK CAPITAL INC | 4.2M | $19.6M | +16.8% | 5.400% | 1.92% |
| 4 | Gumshoe Capital Management LLC | 3.1M | $14.2M | +2.6% | 3.902% | 11.52% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $12.8M | β | 3.510% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | $11.2M | β | 3.089% | 0.00% |
| 7 | DISCIPLINED GROWTH INVESTORS INC /MN | 2.3M | $10.5M | -1.5% | 2.894% | 0.22% |
| 8 | STATE STREET CORP | 2.2M | $10.1M | +0.9% | 2.788% | 0.00% |
| 9 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2.1M | $9.7M | -26.4% | 2.669% | 0.10% |
| 10 | Divisar Capital Management LLC | 1.8M | $8.5M | +217.0% | 2.340% | 2.17% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $7.4M | +6.4% | 2.028% | 0.00% |
| 12 | Pale Fire Capital SE | 1.5M | $6.9M | β | 1.898% | 0.61% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 1.5M | $6.9M | -12.2% | 1.892% | 0.01% |
| 14 | Huber Capital Management LLC | 1.4M | $6.3M | +53.1% | 1.727% | 0.97% |
| 15 | ArrowMark Colorado Holdings LLC | 1.2M | $5.7M | +1.1% | 1.575% | 0.15% |
| 16 | BNP Paribas Asset Management Holding S.A. | 1.2M | $5.7M | -0.1% | 1.560% | 0.01% |
| 17 | CenterBook Partners LP | 1.2M | $5.4M | +60.8% | 1.484% | 0.29% |
| 18 | Engine Capital Management, LP | 1.1M | $4.9M | β | 1.337% | 0.59% |
| 19 | MORGAN STANLEY | 1.1M | $4.9M | -17.7% | 1.337% | 0.00% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 929K | $4.3M | +5.1% | 1.182% | 0.02% |
| 21 | MARSHALL WACE, LLP | 878K | $4.1M | β | 1.117% | 0.00% |
| 22 | FEDERATED HERMES, INC. | 861K | $4.0M | +618.1% | 1.095% | 0.01% |
| 23 | Lane Generational LLC | 826K | $3.8M | +62.2% | 1.050% | 3.04% |
| 24 | Bank of New York Mellon Corp | 806K | $3.7M | +17.7% | 1.024% | 0.00% |
| 25 | RAYMOND JAMES FINANCIAL INC | 776K | $3.6M | +28.5% | 0.987% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WEAV β a direct measure of their conviction.
Filings activity in WEAV during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 177 | +0.0% | 67.42% | 34.03 pp | $293M | 34% |
| Q4 2025 | 177 | +8.6% | 101.45% | +3.23 pp | $440M | +3.3% |
| Q3 2025 | 163 | 4.1% | 98.22% | 24.08 pp | $426M | 20% |
| Q2 2025 | 170 | +0.0% | 122.30% | 43.04 pp | $531M | 26% |
| Q1 2025 | 170 | 7.1% | 165.34% | 34.65 pp | $718M | 20% |
| Q4 2024 | 183 | +17% | 199.99% | +53.75 pp | $900M | +42% |
| Q3 2024 | 156 | +11% | 146.24% | +47.01 pp | $635M | +47% |
| Q2 2024 | 140 | β | 99.23% | β | $431M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WEAV stock.
Based on Q1 2026 13F filings, institutional ownership of Weave Communications, Inc. stands at 67.4%, held across 177 reporting institutions.
Newtyn Management, LLC is the largest reported institutional holder of WEAV, with approximately 7,000,000 shares worth $0.03B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of WEAV, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for WEAV is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in WEAV during Q1 2026, while 44 fully exited. 23 added to existing positions and 107 trimmed.
WEAV institutional ownership fell by 34.03 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 51.5% of all reported 13F value in WEAV, and the top 25 account for 78.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.