The cluster is small and stale (45-day lag). Monitor upcoming 10-Q for revenue growth trajectory and Shield test adoption — these fundamentals will drive the next institutional re-rating, not a Q3 wealth-manager accumulation.
Executive Summary
Four institutional asset managers added to their Guardant Health positions in Q3 2026, with total buying of $10.1M and no institutional selling. The cluster is small in absolute dollar terms ($15.0M aggregate current holdings) and dominated by passive/wealth-management firms rather than activist or event-driven funds, limiting the signal's conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $10.1M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +87.9% | $402.0K | $222.0K |
| Td Waterhouse Canada | DOUBLED | +624.7% | $7.4M | $6.4M |
| Nisa Investment Advisors | DOUBLED | +364.9% | $2.3M | $1.9M |
| Assetmark | ADD | +27.2% | $4.9M | $1.7M |
Key Facts
- 4 institutions accumulated $10.1M in net new GH positions during Q3 2026
- 0 institutions reduced or exited GH positions in the quarter
- Largest buyer: Td Waterhouse Canada doubled its position (+624.7% shares, $6.4M added)
- All buyers are asset managers/wealth advisors — no activist or event-driven funds detected
- Aggregate current holdings of the cluster: $15.0M
Financial Impact
4 institutions added $10.1M in net new positions; total cluster holdings now $15.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All buyers are passive/wealth-management firms, not high-conviction active managers
- No insider buying corroboration provided to strengthen the signal
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-GH-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $162.94 | awaiting T+20 | — | — |
Oct 14, 2026 13d ago | 144 | $165.88 | awaiting T+20 | — | — |
Sep 17, 2026 5w ago | Insider Cluster | $179.38 $158.60 | ▲ +11.58% | ▲ +11.79% | — |
Sep 17, 2026 5w ago | Insider Cluster | $179.38 $158.60 | ▲ +11.58% | ▲ +11.79% | — |
Sep 17, 2026 5w ago | Insider Cluster | $179.38 $158.60 | ▼ −11.58% | ▼ −11.79% | — |
Aug 24, 2026 9w ago | Insider Cluster | $164.92 $176.31 | ▲ +6.91% | ▲ +6.66% | — |
Aug 13, 2026 10w ago | Insider Cluster | $157.21 $167.84 | ▲ +6.76% | ▲ +8.75% | — |
Aug 13, 2026 10w ago | Insider Cluster | $157.21 $167.84 | ▲ +6.76% | ▲ +8.75% | — |
Aug 11, 2026 11w ago | Insider Cluster | $165.11 $159.03 | ▼ −3.68% | ▼ −1.78% | — |
Aug 11, 2026 11w ago | Insider Cluster | $165.11 $159.03 | ▼ −3.68% | ▼ −1.78% | — |
US Market Status
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