This cluster is driven by passive index rebalancing, not active conviction. Monitor for active fund 13F filings in coming weeks to gauge genuine institutional interest. The 96% analyst bullish consensus and strong historical T+20 performance (78% win rate) suggest the stock has momentum, but this filing alone provides no new fundamental catalyst.
Executive Summary
Four mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity) collectively added $468.9M in SYRE during Q4 2025, increasing their combined holdings to $768.5M. The buying is dominated by index-fund rebalancing rather than active conviction, and the sole seller (Morgan Stanley) trimmed a small position. The cluster reflects passive index weight adjustments following SYRE's significant market cap growth, not a fundamental thesis change.
Key Financial Metrics
Institutional Positions
Net institutional flow: $468.9M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +28.5% | $381.3M | $229.4M |
| BlackRock | ADD | +38.7% | $180.9M | $114.2M |
| Vanguard | ADD | +32.3% | $132.2M | $81.1M |
| State Street | ADD | +26.8% | $74.1M | $44.2M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -45.4% | $5.6M | $376.0K |
Key Facts
- 4 mega-passive funds added $468.9M in aggregate, bringing total holdings to $768.5M
- Fidelity led with a $229.4M increase (28.5% share growth), now holding $381.3M
- BlackRock added $114.2M (38.7% share growth), now at $180.9M
- Vanguard added $81.1M (32.3% share growth), now at $132.2M
- State Street added $44.2M (26.8% share growth), now at $74.1M
- Morgan Stanley trimmed 45.4% of its position but value increased $376K due to price appreciation
- All five funds are mega-passive/index managers — zero active or activist funds participated
- The cluster reflects passive index rebalancing, not active investment thesis
Financial Impact
4 passive funds accumulated $468.9M in new SYRE positions; 1 passive fund trimmed a small position with net value increase of $376K
Risk Factors
- All buyers are passive/index funds — no active manager signal to validate the thesis
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Morgan Stanley's trim, while small, is the only non-buying signal in the cluster
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-SYRE-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 4, 2026 28d ago | Insider Cluster | $88.98 $90.80 | ▼ −2.05% | ▼ −3.25% | — |
Aug 11, 2026 7w ago | Insider Cluster | $102.74 $107.82 | ▼ −4.94% | ▼ −5.35% | — |
Aug 6, 2026 8w ago | Insider Cluster | $103.42 $101.85 | ▲ +1.52% | ▲ +2.73% | — |
Jul 3, 2026 13w ago | Insider Cluster | $86.63 $98.75 | ▲ +13.99% | ▲ +13.06% | — |
Jun 27, 2026 13w ago | Insider Cluster | $90.16 $88.74 | ▲ +1.57% | ▲ +2.96% | — |
Jun 26, 2026 14w ago | S-3ASR | $90.16 $88.74 | ▼ −1.57% | ▼ −2.96% | — |
Jun 24, 2026 14w ago | Insider Cluster | $86.24 $88.89 | ▼ −3.07% | ▼ −1.37% | — |
Jun 15, 2026 15w ago | 8-K | $83.58 $100.32 | ▲ +20.03% | ▲ +21.41% | — |
Jun 12, 2026 16w ago | Institutional Cluster | $80.79 $88.34 | ▲ +9.35% | ▲ +8.67% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $80.77 $87.49 | ▲ +8.32% | ▲ +7.89% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access