The mixed cluster with net selling, especially the large Mackenzie trim, suggests cautious institutional positioning ahead of Q3 earnings. Monitor next 13F for continued selling or a reversal after the earnings report.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $5.34entry
- T+1 · 13h ago −3.93%α +0.48% · $5.13
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
In Q3 2026, six institutions added $2.9M to MBLY positions while three trimmed $14.4M, led by Mackenzie Financial's $13.8M reduction. The cluster is mixed with net selling of $11.5M, and the 13F data (45+ days stale) predates the Q3 earnings report that showed a 2% revenue decline and lowered gross margins.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$11.5M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Dimensional Fund Advisors | ADD | +46% | $22.7M | $2.4M |
| Creative Planning | DOUBLED | +255.9% | $497.0K | $314.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Mackenzie Financial | TRIM | -31.5% | $28.9M | -$13.8M |
| B. Metzler Seel. Sohn & Co | TRIM | -38.6% | $917.0K | -$487.0K |
Key Facts
- 6 buyers added $2.9M in new positions; 3 sellers reduced by $14.4M
- Mackenzie Financial trimmed 31.5% of its stake, selling $13.8M
- Dimensional Fund Advisors added $2.4M, increasing its position by 46%
- Net institutional selling of $11.5M in Q3 2026
- 13F data is 45+ days stale and predates Q3 2026 earnings (revenue -2% YoY, margins down 304bps)
Financial Impact
Net institutional selling of $11.5M in Q3 2026, with total buyer activity of $2.9M and total seller activity of $14.4M
Risk Factors
- 13F data is stale (45+ day lag); current positions may differ materially
- No insider buying corroboration (confluence score 32/100, institutions only)
- Q3 revenue decline and margin compression may have prompted further institutional selling after quarter-end
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-MBLY-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 1d ago | Institutional Cluster | $5.34 | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 7d ago | 8-K/A | $5.96 | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 7d ago | 8-K | $6.41 $5.13 | ▲ +19.97% | ▲ +15.24% | No price |
Sep 10, 2026 8w ago | 8-K | $8.21 $8.04 | ▼ −2.07% | ▼ −1.57% | No price |
Sep 10, 2026 8w ago | 8-K | $8.21 $8.04 | ▼ −2.07% | ▼ −1.57% | No price |
Aug 10, 2026 12w ago | Insider Cluster | $8.87 $8.87 | · 0.00% | ▲ +0.40% | No price |
Jul 23, 2026 15w ago | 8-K | $7.47 $7.90 | ▲ +5.76% | ▲ +5.28% | No price |
Jul 23, 2026 15w ago | 8-K | $7.47 $7.90 | ▲ +5.76% | ▲ +5.28% | No price |
Jun 11, 2026 21w ago | Institutional Cluster | $9.58 $8.73 | ▼ −8.87% | ▼ −9.31% | No price |
Apr 24, 2026 27w ago | DEFA14A | $9.23 $8.69 | ▼ −5.85% | ▼ −6.76% | No price |
US Market Status
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