The cluster is small and concentrated in one active manager (Wasatch). Monitor for additional 13F filings or insider buying to confirm the thesis. The 45-day reporting lag means positions may have changed since quarter-end.
Executive Summary
Three asset managers, led by Wasatch Advisors, added to their SKWD positions in Q3 2026, with aggregate buying of $8.3M and no institutional selling. Wasatch's $8.3M addition (+27% shares) dominates the cluster, while Nisa and Assetmark made trivial additions. The cluster is small in scale and dominated by a single active manager, suggesting a focused conviction but limited breadth.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.3M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | ADD | +27% | $64.0M | $8.3M |
| Nisa Investment Advisors | ADD | +78.4% | $96.0K | $36.0K |
| Assetmark | ADD | +29.3% | $64.0K | $9.0K |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026 cluster
- Aggregate net buying: $8.3M (current holdings $64.1M)
- Wasatch Advisors added $8.3M (+27% shares, 1.21M shares held)
- Nisa Investment Advisors added $36K (+78.4% shares, 1.8K shares held)
- Assetmark added $9K (+29.3% shares, 1.2K shares held)
- No institutional sellers in the cluster
Financial Impact
3 institutions accumulated $8.3M in new SKWD positions during Q3 2026, with no selling. Wasatch Advisors accounted for essentially all of the buying ($8.3M).
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Cluster is small in absolute dollar terms and limited to 3 funds, with only Wasatch being material
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-SKWD-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $62.16 | awaiting T+60 | — | — |
Aug 20, 2026 9w ago | 8-K | $55.86 | awaiting T+60 | — | — |
Aug 7, 2026 11w ago | 3 | $62.00 | awaiting T+60 | — | — |
Jul 15, 2026 14w ago | 8-K | $58.47 $58.32 | ▼ −0.26% | ▼ −3.97% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $50.05 $56.53 | ▲ +12.95% | ▲ +9.68% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $50.80 $57.34 | ▲ +12.87% | ▲ +8.48% | — |
May 6, 2026 24w ago | 8-K | $45.51 $60.87 | ▲ +33.75% | ▲ +29.92% | — |
May 6, 2026 24w ago | Press Release | $45.51 $60.87 | ▲ +33.75% | ▲ +29.92% | — |
Mar 25, 2026 30w ago | DEFA14A | $43.15 $51.02 | ▲ +18.23% | ▲ +4.77% | — |
Feb 27, 2026 34w ago | Insider Cluster | $48.58 $45.79 | ▼ −5.74% | ▼ −15.08% | — |
US Market Status
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