Stagwell Inc.· STGW

🇺🇸 US · MidBroad USNASDAQ

Communication ServicesAdvertising AgenciesWebsite

Price: $9.01
Day: +3.56%
Mkt Cap: $2.23B
52W Range: $4.29 – $9.01
Volume: 2.15M
Beta: 1.23

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Stagwell Inc.

STGW|Communication Services|Advertising Agencies

Current price: $9

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$13.0M

Net share flow-2.1M

Purchases1 ($117.6K)

Sales1 ($13.1M)

Top Notable Transactions

Insider

Type

Value

Date

AlpInvest GA Secondary C.V.

Sale

$150.0M

May 9

AlpInvest Partners B.V.

Sale

$150.0M

May 9

NADAL MILES

Sale

$81.0M

May 16

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership41.3%

13F share flow+29.0%

Investors holding190

+132 adding-95 reducing

New 41Inc 91Red 64Closed 31

Top Institutional Holders

Institution

Value

Change

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$145.0M

+21.2%

MADISON AVENUE PARTNERS, LP

$50.4M

+16.0%

BLACKROCK, INC.

$49.2M

+13.2%

DIMENSIONAL FUND ADVISORS LP

$31.7M

+42.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting68

Total shares held23.9M

Share flow-5.1%

25 buying13 selling

Buying 25Unchanged 30Selling 13

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

1.1M

0.41%

+5.0K

RBB FUND, INC.

698.9K

0.46%

-5.1K

VANGUARD SCOTTSDALE FUNDS

672.1K

0.03%

+6.3K

SCHWAB STRATEGIC TRUST

593.1K

0.19%

+10.9K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

STGW Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+52

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for STGW

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Insiders bought and sold in Q2 2026

Modest: 1 purchase totaling $117.6K (20.0K shares)

1 sale totaling $13.1M (2.2M shares)

Limited history to compare against

Buying is rare, only seen in 2 of 7 quarters

Net insider flow has improved over recent quarters

Notable Recent Transactions, STGW

Top 8 highest-value recent insider trades

AlpInvest GA Secondary C.V.

Insider

Sell

23,328,154 shares at $6.43

May 9, 2023$150.00M

AlpInvest Partners B.V.

Insider

Sell

23,328,154 shares at $6.43

May 9, 2023$150.00M

NADAL MILES

CEO

Sell

3,500,000 shares at $23.14

May 16, 2014$80.99M

Penn Mark Jeffery

Director

Sell

12,000,000 shares at $6.43

Mar 14, 2023$77.15M

NADAL MILES

Insider

Sell

1,842,000 shares at $20.50

Oct 29, 2015$37.76M

GOLDMAN SACHS GROUP INC

Insider

Sell

4,000,000 shares at $6.43

Mar 14, 2023$25.72M

Gross Bradley J.

Director

Sell

4,000,000 shares at $6.43

Mar 14, 2023$25.72M

Gross Bradley J.

Director

Sell

4,000,000 shares at $6.34

Jun 13, 2024$25.36M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for STGW

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

41.3% institutional ownership

Slight accumulation: 132 adding vs 95 reducing

13F shares increased by 8.9%, a significant shift

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+22 growing-157 shrinkingNet: -135

142

New (4)

Increased (18)

Reduced (15)

Closed (142)

Top Institutional Holders, STGW

Largest 8 institutional positions by ownership percentage as of Q2 2026

BOSTON PARTNERS

3.5M

$25.8M

Ownership

1.38%

-3.5%

HIGHTOWER ADVISORS, LLC

2.6M

$19.2M

Ownership

1.03%

+62.0%

PENN CAPITAL MANAGEMENT COMPANY, LLC

2.4M

$17.6M

Ownership

0.94%

+9.3%

CIDEL ASSET MANAGEMENT INC

1.9M

$14.0M

Ownership

0.75%

-7.9%

DIVERSIFY WEALTH MANAGEMENT, LLC

1.7M

$13.3M

Ownership

0.69%

-0.5%

ABLE FINANCIAL GROUP, LLC

1.6M

$11.6M

Ownership

0.62%

-0.0%

NEW YORK STATE COMMON RETIREMENT FUND

1.5M

$10.8M

Ownership

0.58%

+10.9%

CORRADO ADVISORS, LLC

315.7K

$2.3M

Ownership

0.13%

No change

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 68 ETFs and mutual funds reporting

25 buying13 sellingNet: +12

Buying (25)

Unchanged (30)

Selling (13)

Very Bullish

Funds accumulating in Q2 2026

68 ETFs and mutual funds reporting

25 funds buying vs 13 selling

Top Fund Holders, STGW

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

1.1M

Weight

0.41%

Increased

RBB FUND, INC.

698.9K

Weight

0.46%

Decreased

VANGUARD SCOTTSDALE FUNDS

672.1K

Weight

0.03%

Increased

SCHWAB STRATEGIC TRUST

593.1K

Weight

0.19%

Increased

VANGUARD WORLD FUND

461.1K

Weight

0.16%

Increased

JPMORGAN TRUST II

250.7K

Weight

0.01%

No change

AMERICAN CENTURY ETF TRUST

244.0K

Weight

0.10%

Increased

WisdomTree Trust

217.7K

Weight

0.01%

No change

Stagwell Inc.· STGW

Holdings Analysis

Insider Trading Activity

1.3Transaction History91Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings65Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History91Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings65Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights