Weave Communications Inc (WEAV) — Who's Buying and Selling (13F, Q2 2026)

WEAV ranks #3184 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WEAV is a top-conviction position for Gumshoe Capital Management LLC — at 11.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WEAV belongs to Newtyn Management, LLC, but the position matters far more to Gumshoe Capital Management LLC, who has 11.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its WEAV position for two straight quarters, increasing it by $7.8M to reach $8.8M today.

Gumshoe Capital Management LLC has trimmed its WEAV position for two straight quarters, cutting it by $9.8M while still holding $12.9M.

WEAV is down 0% today, but institutions show net buying of $52.2M this quarter — a divergence between today's price move and the underlying institutional flow.

WEAV reported a net loss of $20.5M over the trailing twelve months.

• Not yet profitable — net loss of $20.5M over the trailing twelve months
• Revenue grew 16.7% year over year
• Net income improved year over year, from -$30.1M to -$20.5M
• Generated $17.5M in positive operating cash flow
• Current ratio of 1.24x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.52x equity — within a conventional range