The cluster is entirely one-sided buying from active asset managers, but the 45-day reporting lag means positions may have been adjusted since quarter-end. Monitor next 10-Q for continued institutional accumulation and whether AI revenue growth sustains above 30% of total revenue.
How the stock moved after the report
⚠ Clustered BULLISH VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $13.75entry
- T+1 · 14h ago −1.56%α +2.85% · $13.54
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional investors increased their GDYN positions by a combined $9.1M in Q3 2026, with Dimensional Fund Advisors adding $7.6M and Creative Planning doubling its stake. The cluster follows a strong Q3 earnings beat reported on October 29, where revenue of $114.3M and non-GAAP EPS of $0.18 both exceeded consensus, and AI revenue reached 31% of total.
Key Financial Metrics
Institutional Positions
Net institutional flow: $9.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Creative Planning | DOUBLED | +101.6% | $2.4M | $1.5M |
| Dimensional Fund Advisors | ADD | +59.2% | $13.9M | $7.6M |
| Farther Finance Advisors | ADD | +63.6% | $9.0K | $5.0K |
Key Facts
- 3 institutional buyers added $9.1M in net new positions during Q3 2026
- Dimensional Fund Advisors added 655.7K shares (+59.2%), value increasing from $6.3M to $13.9M
- Creative Planning doubled its stake from 150.4K to 303.2K shares, value rising from $854K to $2.4M
- No institutional sellers in the cluster
- Q3 2026 earnings (reported Oct 29) beat consensus: revenue $114.3M vs $112.8M, non-GAAP EPS $0.18 vs $0.13
- AI revenue reached 31% of total revenue in Q3
- Insider activity shows no open-market buying to corroborate the institutional cluster (confluence score 6/100)
Financial Impact
3 institutions accumulated $9.1M in net new GDYN positions during Q3 2026, with total holdings rising to $16.3M
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound since quarter-end
- No insider open-market buying to corroborate the institutional signal (confluence score 6/100)
- 6 insider sells totaling $634K in the 30 days before the snapshot suggest mixed signals from company insiders
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-GDYN-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | 144 | $13.68 | awaiting T+1 | awaiting T+1 | No price |
Nov 4, 2026 1d ago | Institutional Cluster | $13.75 $13.54 | ▼ −1.56% | ▲ +2.85% | No price |
Nov 3, 2026 2d ago | Insider Cluster | $13.75 $13.54 | ▼ −1.56% | ▲ +2.85% | No price |
Nov 3, 2026 2d ago | 144 | $13.75 $13.54 | ▼ −1.56% | ▲ +2.85% | No price |
Oct 30, 2026 6d ago | Insider Cluster | $13.69 $13.37 | ▲ +2.34% | ▲ +2.64% | No price |
Oct 30, 2026 6d ago | 144 | $13.69 $13.37 | ▼ −2.34% | ▼ −2.64% | No price |
Oct 30, 2026 6d ago | 144 | $13.69 $13.37 | ▼ −2.34% | ▼ −2.64% | No price |
Oct 30, 2026 6d ago | 144 | $13.69 $13.37 | ▼ −2.34% | ▼ −2.64% | No price |
Oct 29, 2026 7d ago | 8-K | $13.36 $13.69 | ▲ +2.47% | ▲ +2.95% | No price |
Oct 29, 2026 7d ago | 144 | $13.36 $13.69 | ▲ +2.47% | ▲ +2.95% | No price |
US Market Status
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