The mixed cluster with net selling and no insider buying provides no clear directional signal. Monitor for upcoming catalysts such as product announcements or earnings that could drive renewed institutional interest. The 13F data is already 45+ days old, so current positioning may have shifted.
Executive Summary
Institutional activity in MVIS was mixed during Q1 2026, with 6 buyers (mostly passive funds) adding $606K in aggregate and 8 sellers (including Morgan Stanley and Wells Fargo) trimming $991K. The net selling of ~$385K suggests a lack of strong conviction, and the absence of insider buying weakens the signal further. The 13F data is stale (45-day lag), so current positioning may differ.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$385.1K
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | DOUBLED | +627% | $16.0K | $14.0K |
| BofA | DOUBLED | +206.1% | $895.0K | $517.0K |
| Prudential Financial | DOUBLED | +211.5% | $29.0K | $17.0K |
| Cwm | DOUBLED | +1117.5% | $20.0K | $20.0K |
| JPMorgan | ADD | +61.3% | $121.0K | $14.0K |
| Private Advisor Group | ADD | +91.8% | $71.0K | $23.0K |
▼ Sellers (8)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -29.1% | $857.0K | -$386.8K |
| Mariner | TRIM | -69.5% | $34.0K | -$26.3K |
| Metlife Investment Management | TRIM | -59.9% | $109.0K | -$75.1K |
| Lpl Financial | TRIM | -71.7% | $103.0K | -$80.4K |
| Squarepoint Ops | NEAR_EXIT | -89.1% | $179.0K | -$163.6K |
| Mai Capital Management | TRIM | -63.6% | $1.0K | -$842.00 |
| Intech Investment Management | TRIM | -30.3% | $97.0K | -$44.6K |
| Wells Fargo | TRIM | -64.9% | $293.0K | -$213.4K |
Key Facts
- 6 institutional buyers (Fidelity, BofA, JPMorgan, Prudential, Cwm, Private Advisor Group) added $606K in net value.
- 8 institutional sellers (Morgan Stanley, Wells Fargo, Squarepoint, LPL, Metlife, Mariner, Intech, Mai) reduced holdings by $991K.
- Net institutional selling of approximately $385K, representing ~0.3% of MVIS's $133M market cap.
- No insider open-market buying detected in the same window (confluence score 30/100, verdict 'institutions_only').
Financial Impact
Institutional net selling of approximately $385,000 (0.3% of market cap) during Q1 2026, with buyers accumulating $1.2M in current holdings and sellers reducing from $1.67M to $682K.
Risk Factors
- 13F data is stale (45-day reporting lag); current positions may differ materially.
- Small dollar amounts relative to market cap limit the signal's reliability.
- Passive funds dominate the buying side, reducing conviction significance.
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-MVIS-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | 8-K | $1.31 | awaiting T+20 | — | — |
Sep 18, 2026 5w ago | SC 13G | $1.66 $1.13 | ▼ −31.93% | ▼ −32.13% | — |
Aug 17, 2026 10w ago | 424B5 | $2.14 $1.53 | ▲ +28.50% | ▲ +26.53% | — |
Aug 10, 2026 11w ago | 8-K | $3.72 $1.67 | ▼ −55.11% | ▼ −54.19% | — |
Jul 16, 2026 14w ago | EFFECT | $0.2969 $0.2513 | ▲ +15.35% | ▲ +18.97% | — |
Jul 9, 2026 15w ago | Institutional Cluster | $0.4000 $0.2173 | ▼ −45.67% | ▼ −47.91% | — |
Jul 7, 2026 16w ago | DEFA14A / 8-K | $0.3779 $0.2437 | ▼ −35.52% | ▼ −38.68% | — |
Jun 24, 2026 17w ago | EFFECT | $0.3113 $0.2753 | ▲ +11.56% | ▲ +12.24% | — |
Jun 23, 2026 18w ago | 424B5 | $0.3113 $0.2753 | ▲ +11.56% | ▲ +12.24% | — |
Jun 12, 2026 19w ago | 8-K | $0.3851 $0.3094 | ▲ +19.66% | ▲ +19.65% | — |
US Market Status
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