$AGX is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.57%, with an average of 0.17% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 1.57%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ARGAN INC COM
13F holders
489
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 489 · Source: 13F-HR01
Independent Investors Inc.
—
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02
Eads & Heald Wealth Management
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—
03
Solus Alternative Asset Management LP
—
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04
Bahl & Gaynor Inc.
—
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05
Axa S.a.
—
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06
Marshall & Sullivan Inc.
—
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07
Brightline Capital Management, LLC
—
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08
Security National Bank of Sioux City Iowa
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09
Massachusetts Institute of Technology
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10
Immersion Corp.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
13 holders · Q1 202601
Hel Ved Capital Management Ltd
1.57% ↓ 0.8pp
α +36.9pts
02
Freemont Management S.A.
0.31% NEW
α +20.1pts
03
Oxford Asset Management LLP
0.17% held
α +10.3pts
04
WINTON GROUP Ltd
0.06% held
α +27.0pts
05
Knightsbridge Asset Management, LLC
0.02% held
α +24.2pts
06
Fulton Bank, N.a.
0.01% held
α +23.8pts
07
Eventide Asset Management, LLC
0.01% held
α +22.5pts
08
Principal Securities, Inc.
0.00% held
α +21.3pts
09
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
11
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
12
Citigroup Inc.
0.00% held
α +26.3pts
13
Quarry LP
0.00% held
α +10.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 10 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AGX in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AGX lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AGX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:50 UTC.