The cluster is dominated by asset managers (Dimensional, Creative Planning, Strs Ohio) with no activist or hedge fund presence, suggesting a passive or quantitative thesis rather than a catalyst-driven bet. The 45-day reporting lag means these positions may already be adjusted. Monitor next 13F for continuation or reversal.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $113.52entry
- T+1 · 12h ago −3.97%α +0.44% · $109.01
- T+5 · in 6d Pending
- T+20 · in 28d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional investors (Dimensional Fund Advisors, Creative Planning, Strs Ohio) increased their Xometry positions by a net $6.8M in Q3 2026, while Principal Financial Group trimmed $1.5M. The buying cluster aligns with Xometry's record Q3 revenue (+40% YoY) and raised full-year guidance reported the prior day, though 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.3M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Dimensional Fund Advisors | ADD | +65.4% | $13.9M | $6.0M |
| Creative Planning | ADD | +87.7% | $1.0M | $503.0K |
| Strs Ohio | DOUBLED | +103.8% | $545.0K | $294.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Principal Financial Group | TRIM | -27.3% | $6.6M | -$1.5M |
Key Facts
- 3 institutional buyers added $6.8M in net new positions during Q3 2026
- Dimensional Fund Advisors added $6.0M (+65.4% shares), the largest buyer
- Principal Financial Group trimmed $1.5M (-27.3% shares), the only seller
- No insider open-market buying corroborates the cluster (confluence score 6/100)
- Xometry reported Q3 2026 revenue of $252.4M (+40% YoY) and raised FY2026 guidance on Nov 3, 2026
Financial Impact
3 institutions accumulated $6.8M in net new positions while 1 reduced holdings by $1.5M; aggregate net inflow of $5.3M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroboration weakens the conviction signal
- Cluster is small in dollar terms relative to Xometry's $5.4B market cap
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-XMTR-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | 8-K | $110.49 | awaiting T+1 | awaiting T+1 | No price |
Nov 5, 2026 today | 144 | $109.01 | awaiting T+1 | awaiting T+1 | No price |
Nov 5, 2026 today | SC 13G/A | $111.27 | awaiting T+1 | awaiting T+1 | No price |
Nov 4, 2026 1d ago | Institutional Cluster | $113.52 $109.01 | ▼ −3.97% | ▲ +0.44% | No price |
Nov 3, 2026 2d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Nov 3, 2026 2d ago | Press Release | $111.29 $113.52 | ▲ +2.00% | ▲ +0.35% | No price |
Oct 20, 2026 16d ago | Press Release | $93.64 | awaiting T+1 | awaiting T+1 | No price |
Oct 2, 2026 4w ago | Insider Cluster | $107.70 $110.66 | ▲ +2.75% | ▲ +2.20% | No price |
Sep 15, 2026 7w ago | Press Release | $87.59 $93.15 | ▲ +6.35% | ▲ +6.79% | No price |
Sep 3, 2026 9w ago | Insider Cluster | $92.53 $92.45 | ▼ −0.09% | ▲ +0.46% | No price |
US Market Status
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