Signals

CYDY

13 in-universe funds with a nonzero position in CYDY within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-05-11 Ownership Dilution filing by CytoDyn Inc. (D)
2026-04-30 8-K Item(s) 7.01, 9.01
2026-03-24 8-K Item(s) 1.01
2026-03-05 8-K Item(s) 3.02
2025-12-01 8-K Item(s) 8.01
2025-11-21 8-K Item(s) 5.03, 5.07, 9.01
2025-11-04 Ownership Dilution filing by CytoDyn Inc. (S-3)
2025-11-03 8-K Item(s) 1.01, 3.02, 7.01, 9.01
2025-07-25 Ownership Dilution filing by CytoDyn Inc. (S-3)
2025-05-16 8-K Item(s) 4.01, 9.01 -- negative
2025-05-06 8-K Item(s) 5.02, 7.01, 9.01
2024-11-22 8-K Item(s) 5.07
2024-07-09 8-K Item(s) 7.01, 8.01, 9.01
2022-09-14 Ownership Dilution filing by CytoDyn Inc. (S-3)
2022-08-23 Ownership Dilution filing by CytoDyn Inc. (S-3)
2022-04-22 Ownership Dilution filing by CytoDyn Inc. (D)
2021-12-03 Ownership Dilution filing by CytoDyn Inc. (D)
2021-09-16 Ownership Dilution filing by CytoDyn Inc. (D)
2021-08-19 Ownership Dilution filing by CytoDyn Inc. (S-3)
2021-03-03 Ownership Dilution filing by CytoDyn Inc. (S-3)

Flow ranking

Rank#16312
Score / z-0.000 / -0.02
Consensus3.75 over 6 funds
Momentumnot computed

Price & positioning

163 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0
FiledFormItems
2026-04-30 8-K 7.01, 9.01
2026-03-24 8-K 1.01
2026-03-05 8-K 3.02
2025-12-01 8-K 8.01
2025-11-21 8-K 5.03, 5.07, 9.01
2025-11-03 8-K 1.01, 3.02, 7.01, 9.01
2025-05-16 8-K 4.01, 9.01
2025-05-06 8-K 5.02, 7.01, 9.01
2024-11-22 8-K 5.07
2024-07-09 8-K 7.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-11 D CytoDyn Inc.
2025-11-04 S-3 CytoDyn Inc.
2025-07-25 S-3 CytoDyn Inc.
2022-09-14 S-3 CytoDyn Inc.
2022-08-23 S-3 CytoDyn Inc.
2022-04-22 D CytoDyn Inc.
2021-12-03 D CytoDyn Inc.
2021-09-16 D CytoDyn Inc.
2021-08-19 S-3 CytoDyn Inc.
2021-03-03 S-3 CytoDyn Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAZ INVESTMENTS LP CIK 0001159363 0.045 49 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CYDY). Qtrs Held counts distinct quarters this fund has actually held CYDY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CYDY position size. Δ columns are the percentage-point change in CYDY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status