Counterpoint Mutual Funds LLC Makes New $4.70 Million Investment in Ondas Holdings Inc. $ONDS

Posted by Geri Gentry on Jul 4th, 2026

Counterpoint Mutual Funds LLC purchased a new position in Ondas Holdings Inc. (NASDAQ:ONDS – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 520,089 shares of the company’s stock, valued at approximately $4,702,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ONDS. Van ECK Associates Corp purchased a new position in shares of Ondas during the 4th quarter worth about $71,202,000. Vanguard Group Inc. grew its holdings in Ondas by 39.9% in the fourth quarter. Vanguard Group Inc. now owns 18,767,157 shares of the company’s stock valued at $183,167,000 after purchasing an additional 5,351,725 shares during the period. Two Sigma Investments LP grew its holdings in Ondas by 1,325.9% in the third quarter. Two Sigma Investments LP now owns 4,568,238 shares of the company’s stock valued at $35,267,000 after purchasing an additional 4,247,859 shares during the period. Marshall Wace LLP acquired a new position in Ondas during the fourth quarter worth approximately $33,473,000. Finally, Caitong International Asset Management Co. Ltd increased its position in Ondas by 9,274.9% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,466,373 shares of the company’s stock worth $33,832,000 after purchasing an additional 3,429,398 shares during the last quarter. Hedge funds and other institutional investors own 37.73% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on ONDS. Wall Street Zen downgraded shares of Ondas from a “hold” rating to a “sell” rating in a research note on Sunday, May 24th. LADENBURG THALM/SH SH upgraded Ondas to a “strong-buy” rating in a report on Wednesday, May 6th. Zacks Research raised Ondas from a “strong sell” rating to a “hold” rating in a research report on Monday, May 25th. Needham & Company LLC reiterated a “buy” rating and issued a $23.00 target price on shares of Ondas in a report on Tuesday, May 19th. Finally, Weiss Ratings downgraded Ondas from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, June 23rd. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Ondas presently has an average rating of “Moderate Buy” and a consensus price target of $17.25.

Get Our Latest Research Report on Ondas

Insider Transactions at Ondas

In related news, Director Randy Seidl sold 10,000 shares of Ondas stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $9.83, for a total transaction of $98,300.00. Following the transaction, the director owned 295,504 shares in the company, valued at approximately $2,904,804.32. The trade was a 3.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Eric A. Brock sold 2,378,245 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $13.43, for a total transaction of $31,939,830.35. Following the sale, the chief executive officer directly owned 3,583,010 shares of the company’s stock, valued at approximately $48,119,824.30. This trade represents a 39.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 2,395,745 shares of company stock valued at $32,109,380 over the last 90 days. Corporate insiders own 1.60% of the company’s stock.

Ondas Price Performance

Shares of ONDS stock opened at $7.41 on Friday. The stock has a market cap of $3.88 billion, a price-to-earnings ratio of 185.25 and a beta of 2.69. Ondas Holdings Inc. has a fifty-two week low of $1.71 and a fifty-two week high of $15.28. The firm’s 50 day moving average price is $9.72 and its two-hundred day moving average price is $10.13.

Ondas Profile

(Free Report)

Ondas Holdings, Inc (NASDAQ: ONDS) develops secure private wireless networking solutions and unmanned aircraft systems tailored to mission-critical industrial applications. Its Ondas Networks division offers the proprietary FullMAX platform, a long-range, high-bandwidth broadband network designed to support real-time data transmission, remote monitoring and IoT deployments across rail, maritime and infrastructure environments. The broadband platform integrates edge-to-cloud architecture to ensure operational resilience and regulatory compliance for transportation and utility operators.

The company’s Ondas Autonomous Systems segment builds heavy-lift cargo drones and uncrewed aircraft platforms for logistics, pipeline and infrastructure inspection, emergency response and other government and commercial use cases.