Cross-institution positioning
Jul 14, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchHTB Institutional Ownership
HomeTrust Bancshares, Inc.
Latest stored close $45.71 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
63/100
3 tracked · 1 comparable
Latest filing
Jul 14, 2026
Positive breadth
3 positive · 0 negative
Recent close
$45.71
Research confidence
Limited
Institutional Research 70/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 14, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported2
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 63/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Conflicting evidence
- Institutions are bullish while recent insider P/S activity leans bearish.
Institutional
73/100
Insiders
40/100
Fundamentals
55/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Jul 30, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 6, 20265 non-amendment material events in the last 90 days; Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Net income -9.2% YoY; Free cash flow +81.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 67% through its reported 52-week range; +17.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Dimensional Fund Advisors.
Filed Jul 14, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 14, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 8, 2024
Direction locked
Dimensional Fund Advisors
Filed Jul 14, 2026
Direction locked
BlackRock
Filed Apr 24, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 8, 2024
Dimensional Fund Advisors
Filed Jul 14, 2026
BlackRock
Filed Apr 24, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | KENDALL LAURA C | MExercise or conversion of derivative · derivative | Stock Option | 10.0K | $0.00 | Direct | Aug 3, 2026 |
| Jul 30, 2026 | KENDALL LAURA C | SOpen-market or private sale | Common Stock | 10.0K | $51.13 | Direct | Aug 3, 2026 |
| Jul 30, 2026 | KENDALL LAURA C | MExercise or conversion of derivative | Common Stock | 10.0K | $24.95 | Direct | Aug 3, 2026 |
| Jun 2, 2026 | Lowe Rebekah M. | FTax/price withholding or payment | Common Stock | 297 | $46.83 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Switzer John | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Jacobs Dwight L. | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Cureton Jesse | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | HANCOCK BONNIE V | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | KENDALL LAURA C | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Neelagaru Narasimhulu | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Williams Richard Tyrone | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Lowe Rebekah M. | AGrant, award, or other acquisition | Common Stock | 867 | $0.00 | Direct | Jun 3, 2026 |
| May 27, 2026 | POWELL KRISTIN Y. | MExercise or conversion of derivative · derivative | Stock Option | 1.0K | $0.00 | Direct | May 28, 2026 |
| May 27, 2026 | POWELL KRISTIN Y. | SOpen-market or private sale | Common Stock | 1.0K | $46.78 | Direct | May 28, 2026 |
| May 27, 2026 | POWELL KRISTIN Y. | MExercise or conversion of derivative | Common Stock | 1.0K | $24.95 | Direct | May 28, 2026 |
| May 7, 2026 | Westbrook Hunter | MExercise or conversion of derivative · derivative | Stock Option | 3.9K | $0.00 | Direct | May 8, 2026 |
| May 7, 2026 | Westbrook Hunter | SOpen-market or private sale | Common Stock | 3.9K | $46.17 | Direct | May 8, 2026 |
| May 7, 2026 | Westbrook Hunter | MExercise or conversion of derivative | Common Stock | 3.9K | $26.00 | Direct | May 8, 2026 |
| May 6, 2026 | Westbrook Hunter | MExercise or conversion of derivative · derivative | Stock Option | 5.1K | $0.00 | Direct | May 7, 2026 |
| May 6, 2026 | Westbrook Hunter | SOpen-market or private sale | Common Stock | 5.1K | $46.00 | Direct | May 7, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events2
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 6, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Oct 5, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Aug 17, 2026 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Aug 4, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 7, 2026 | 8-K | 8.01 | Other event | — | Filing |
| May 19, 2026 | 8-K | 5.02, 5.07 | Director or executive change; Shareholder vote results | — | Filing |
| May 15, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Apr 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 7, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Feb 11, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jan 22, 2026 | 8-K | 2.02, 7.01, 8.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Net income
$15.6M
Q2 2026
-9.2% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$0.94
Q2 2026
-6.0% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$112.3M
YTD through Jun 30, 2026
+78.1% YoY 10-Q filed Aug 6, 2026
Free cash flow
$110.1M
YTD through Jun 30, 2026
+81.4% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$272.5M
As of Jun 30, 2026
-8.3% YoY 10-Q filed Aug 6, 2026
Assets
$4.4B
As of Jun 30, 2026
-3.0% YoY 10-Q filed Aug 6, 2026
Liabilities
$3.8B
As of Jun 30, 2026
-4.0% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$600.6M
As of Jun 30, 2026
+3.7% YoY 10-Q filed Aug 6, 2026
Shares outstanding
16.7M
As of Jul 30, 2026
-4.6% YoY 10-Q filed Aug 6, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$47.82
View live quote ↗
52-week low
$38.30
Oct 10, 2025
52-week high
$52.50
Aug 4, 2026
Below 52-week high
8.9%
1W return
+0.6%
1M return
-4.3%
3M return
+0.1%
6M return
+13.3%
YTD return
+11.4%
1Y return
+17.4%
30-day volatility
19.1%
90-day volatility
18.1%
1Y max drawdown
-10.4%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 8 filing(s) · 5 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors CIK0000354204 | Jun 30, 2026 observed Jul 14, 2026 filed · 14d Initial Schedule 13G | Initial Schedule 13G | 856.6K | 5.10% | $49.89 | $48.53 | $45.71 |
| BlackRock CIK0002012383 | Mar 31, 2025 observed Apr 24, 2025 filed · 24d Schedule 13G amendment | Earliest Schedule 13G amendment found | 1.2M | 6.70% | $34.28 | $34.60 | $45.71 |
| BlackRock CIK0002012383 | Sep 30, 2024 quarter end Nov 13, 2024 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.7M | $45.71 |
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