Monitor upcoming ICFI earnings and any 8-K filings for the catalyst driving this accumulation. The 45-day 13F reporting lag means the cluster may have already been unwound — watch for insider buying or subsequent 13F filings to confirm conviction.
Executive Summary
Three institutional investors accumulated ICFI shares in Q3 2026, led by Wasatch Advisors nearly doubling its position to $95.8M. No sellers were reported, indicating a unanimous bullish conviction among tracked filers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $53.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | ADD | +99.2% | $95.8M | $53.6M |
| Farther Finance Advisors | ADD | +73.2% | $28.0K | $14.0K |
| Mather Group | DOUBLED | +290% | $3.0K | $3.0K |
Key Facts
- Wasatch Advisors increased its ICFI stake by 99.2% (578.4K → 1.15M shares), adding $53.6M in value
- Farther Finance Advisors added 73.2% to its position (194 → 336 shares)
- Mather Group more than tripled its position (+290.0%, 10 → 39 shares)
- No institutional sellers were identified in the cluster
- Total net institutional buying: $53.6M across 3 funds
Financial Impact
3 institutions accumulated $53.6M in net new ICFI positions during Q3 2026, with Wasatch Advisors accounting for the entire dollar increase
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced since quarter-end
- Cluster is dominated by one large active manager (Wasatch) — signal is concentrated
- No insider buying corroboration provided in the context
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-ICFI-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | Institutional Cluster | $88.77 $93.33 | ▲ +5.14% | ▲ +6.15% | — |
Oct 9, 2026 17d ago | SC 13G | $87.55 $89.43 | ▲ +2.15% | ▲ +4.12% | — |
Oct 9, 2026 17d ago | SC 13G | $87.55 $89.43 | ▲ +2.15% | ▲ +4.12% | — |
Sep 28, 2026 28d ago | Press Release | $83.12 $83.09 | ▼ −0.04% | ▼ −1.98% | — |
Sep 2, 2026 7w ago | Insider Cluster | $89.86 $85.95 | ▼ −4.35% | ▼ −3.20% | — |
Jun 25, 2026 17w ago | 8-K | $71.51 $74.99 | ▲ +4.87% | ▲ +2.70% | — |
Jun 24, 2026 17w ago | 8-K | $65.11 $72.45 | ▲ +11.27% | ▲ +9.71% | — |
Apr 24, 2026 26w ago | DEFA14A | $67.47 $71.66 | ▲ +6.21% | ▲ +5.30% | — |
Apr 22, 2026 26w ago | DEFA14A | $66.95 $68.57 | ▲ +2.42% | ▲ +0.94% | — |
Apr 16, 2026 27w ago | 8-K | $70.53 $67.47 | ▼ −4.34% | ▼ −4.89% | — |
US Market Status
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