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Radian Group Inc.

RDN Financials
$34.66 +$0.52 (1.52%)
Market Cap: $4.61 B
Gurus Holding
10
Popularity Rank
#485
% of Shares Held
4.94%
Net Activity (Q1 2026)
+$42.75 M

Guru Ownership Trend

Guru Analysis for Radian Group Inc. (RDN)

Radian Group Inc. (RDN), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $227.7 M.

Top institutional holders include Donald Smith & Co and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $42.75 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 180.9%. Conversely, Paul Tudor Jones reduced exposure by 79.7%.

Key Holders

Top 5 by Value

$152.36 M
$17.2 M
$13.34 M
$10.2 M
$7.94 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$64.44 M
Total Buy Value
New Buys 0
Additions 4
-$21.69 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
4

FAQs for Radian Group Inc. (RDN)

Major holders include Donald Smith & Co ($152.36 M), Steven Cohen ($17.2 M), HOTCHKIS & WILEY ($13.34 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 6.57 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $42.75 M, with 4 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited RDN. The total reported sell value was $21.69 M.

Yes, 0 managers opened new positions in RDN, and 4 increased their existing holdings. The total reported buy value was $64.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.74% Add 52.9% 4,605,775 $152.36 M Q1 2026
0.02% Add 79.8% 520,006 $17.2 M Q1 2026
0.04% Add 10.3% 403,272 $13.34 M Q1 2026
0.00% Reduce -24.0% 308,241 $10.2 M Q1 2026
0.02% Reduce -24.3% 239,986 $7.94 M Q1 2026
0.01% Reduce -29.7% 179,801 $5.95 M Q1 2026
0.01% Add 180.9% 133,700 $4.42 M Q1 2026
0.03% Reduce -0.2% 91,774 $3.04 M Q1 2026
0.01% Reduce -5.2% 60,352 $2 M Q1 2026
0.00% Reduce -79.7% 26,578 $879,200 Q1 2026
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SEC Form