Monitor for a specific catalyst (earnings, contract win, or restructuring) that could reverse the trend. The 13F lag means positions may already be unwound.
Executive Summary
Institutional cluster for INSG shows 7 active managers accumulating $9.9M net in Q1 2026, led by Royce & Associates ($3.7M increase) and Marshall Wace (doubled position). The buying is broad-based across quant and asset managers, while only 2 small sellers trimmed.
Key Financial Metrics
Institutional Positions
Net institutional flow: $9.9M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Royce & Associates | ADD | +58.4% | $8.9M | $3.7M |
| Marshall Wace | DOUBLED | +192.4% | $2.6M | $1.8M |
| First Eagle Investment Management | ADD | +31% | $6.3M | $1.9M |
| RenTech | ADD | +64.7% | $1.3M | $578.0K |
| Russell Investments Group | DOUBLED | +12897.3% | $1.5M | $1.5M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Group One Trading | TRIM | -66.2% | $197.0K | -$124.7K |
| Wolverine Asset Management | TRIM | -34.7% | $1.5M | -$447.7K |
Key Facts
- 7 buyers vs 2 sellers in Q1 2026 institutional cluster
- Net institutional buying of $9.9M, representing ~5.5% of $181M market cap
- Royce & Associates added $3.7M (largest buyer), Marshall Wace doubled to $2.6M
- All 9 institutions are active managers (no passive/index funds)
Financial Impact
Net institutional accumulation of $9.9M in Q1 2026, with buyers holding $22.3M and sellers reducing by $572K
Risk Factors
- 13F reporting lag (45 days) — positions may have been exited since quarter-end
- Small market cap ($181M) increases volatility and liquidity risk
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-INSG-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | SC 13G/A | $4.41 | awaiting T+60 | — | — |
Oct 15, 2026 12d ago | Press Release | $4.15 | awaiting T+60 | — | — |
Oct 1, 2026 26d ago | 8-K | $4.37 | awaiting T+60 | — | — |
Oct 1, 2026 26d ago | Press Release | $4.37 | awaiting T+60 | — | — |
Jul 16, 2026 14w ago | Press Release | $7.58 $4.58 | ▼ −39.58% | ▼ −43.29% | — |
Jun 13, 2026 19w ago | Institutional Cluster | $11.38 $4.30 | ▼ −62.21% | ▼ −63.22% | — |
Apr 30, 2026 25w ago | Press Release | $18.23 $7.02 | ▼ −61.49% | ▼ −64.60% | — |
Apr 30, 2026 25w ago | Press Release | $18.23 $7.02 | ▼ −61.49% | ▼ −64.60% | — |
Apr 23, 2026 26w ago | DEFA14A | $14.82 $7.50 | ▼ −49.39% | ▼ −54.41% | — |
Apr 16, 2026 27w ago | Press Release | $15.18 $8.01 | ▼ −47.23% | ▼ −53.38% | — |
US Market Status
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