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ADEA ADEIA INC

2026Q2 · CUSIP 00676P107 · Sector: Media & Telecom

Piling in

Net holder growth ranks near the top of the market

Funds that own it
297
Institutions that reported holding it to the SEC
Net increase in holders
+41
Last quarter 256 → now 297
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

297 funds held ADEA at the end of 2026Q2, up 41 from the quarter before. That is stronger buying than 93.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $471M(YoY +24.3%), the P/E is 22.9x, return on equity is 25.7%. ADEA has had 5 buying rushes in its history, and the price moved -6.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Media & Telecom sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2016Q1: holders=1 2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=1 2018Q1: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=1 2019Q4: holders=1 2020Q1: holders=1 2020Q2: holders=1 2020Q3: holders=1 2020Q4: holders=1 2021Q1: holders=1 2021Q2: holders=1 2021Q3: holders=1 2021Q4: holders=1 2022Q1: holders=1 2022Q2: holders=1 2022Q3: holders=56 2022Q4: holders=207 2023Q1: holders=207 2023Q2: holders=196 2023Q3: holders=194 2023Q4: holders=191 2024Q1: holders=202 2024Q2: holders=196 2024Q3: holders=202 2024Q4: holders=206 2025Q1: holders=228 2025Q2: holders=230 2025Q3: holders=240 2025Q4: holders=237 2026Q1: holders=256 2026Q2: holders=297 -151 -75.5 +0 +75.5 +151 0156312 14Q316Q418Q119Q421Q122Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 20% — —
2025Q1 Top 10% +10.8% -6.9%
2022Q4 Top 1% in the market -14.4% -7.4%
2022Q3 Top 1% in the market +6.1% -6.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
156
Change in large funds
+26
Total value they hold
$3.7B
Funds buying for the first time
74
Funds that sold out entirely
33
Price change that quarter
-8.7%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.9
EPS (TTM)
$1.09
EPS YoY
+47.3%
Revenue (TTM)
$0.5B
Revenue YoY
+24.3%
Net margin
26.1%
ROE
25.7%
Debt ratio
52.9%
FCF (TTM)
$189M
Dividend (TTM)
$0.20
Quarterly Revenue & EPS
2021-09-30: EPS -0.42 2021-12-31: EPS -0.13 2022-03-31: EPS 0.24 2022-06-30: EPS -0.06 2022-09-30: EPS -3.67 2022-12-31: EPS 0.65 2023-03-31: EPS 0.26 2023-06-30: EPS 0.01 2023-09-30: EPS 0.21 2023-12-31: EPS 0.12 2024-03-31: EPS 0.01 2024-06-30: EPS 0.07 2024-09-30: EPS 0.17 2024-12-31: EPS 0.32 2025-03-31: EPS 0.10 2025-06-30: EPS 0.15 2025-09-30: EPS 0.08 2025-12-31: EPS 0.66 2026-03-31: EPS 0.20 2026-06-30: EPS 0.15 0M 217M 434M $M -4.04 -1.66 0.73 2019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 7 21 34 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K147M294M 20192020202120222023202420252026
Latest quarter $58M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.