13FPulse
中
AG

AGX ARGAN INC

2026Q2 · CUSIP 04010E109 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
549
Institutions that reported holding it to the SEC
Net increase in holders
+67
Last quarter 482 → now 549
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

549 funds held AGX at the end of 2026Q2, up 67 from the quarter before. That is stronger buying than 96.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.2B(YoY +29.0%), the P/E is 32.5x, return on equity is 35.4%. AGX has had 15 buying rushes in its history, and the price moved +39.1% 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 Industrials sector.

How many funds owned it, quarter by quarter

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

2013Q3: holders=75 2013Q4: holders=89 2014Q1: holders=113 2014Q2: holders=124 2014Q3: holders=127 2014Q4: holders=121 2015Q1: holders=120 2015Q2: holders=135 2015Q3: holders=138 2015Q4: holders=145 2016Q1: holders=128 2016Q2: holders=131 2016Q3: holders=168 2016Q4: holders=207 2017Q1: holders=188 2017Q2: holders=181 2017Q3: holders=176 2017Q4: holders=167 2018Q1: holders=163 2018Q2: holders=145 2018Q3: holders=133 2018Q4: holders=126 2019Q1: holders=122 2019Q2: holders=111 2019Q3: holders=113 2019Q4: holders=112 2020Q1: holders=101 2020Q2: holders=112 2020Q3: holders=119 2020Q4: holders=127 2021Q1: holders=130 2021Q2: holders=119 2021Q3: holders=110 2021Q4: holders=123 2022Q1: holders=130 2022Q2: holders=110 2022Q3: holders=112 2022Q4: holders=113 2023Q1: holders=119 2023Q2: holders=121 2023Q3: holders=133 2023Q4: holders=143 2024Q1: holders=153 2024Q2: holders=199 2024Q3: holders=238 2024Q4: holders=274 2025Q1: holders=292 2025Q2: holders=349 2025Q3: holders=385 2025Q4: holders=427 2026Q1: holders=482 2026Q2: holders=549 -67 -33.5 +0 +33.5 +67 67322577 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 5% — —
2025Q4 Top 20% +46.0% —
2025Q3 Top 10% +24.9% +82.4%
2025Q2 Top 5% +56.4% +84.4%
2025Q1 Top 20% +13.3% +84.0%
2024Q4 Top 20% +27.2% +52.4%
2024Q3 Top 10% -4.1% +41.8%

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
217
Change in large funds
+32
Total value they hold
$11.1B
Funds buying for the first time
147
Funds that sold out entirely
80
Price change that quarter
-38.2%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
12

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)
32.5
EPS (TTM)
$12.64
EPS YoY
+51.2%
Revenue (TTM)
$1.2B
Revenue YoY
+29.0%
Net margin
15.1%
ROE
35.4%
Debt ratio
63.8%
FCF (TTM)
$546M
Dividend (TTM)
$2.00
Quarterly Revenue & EPS
2021-10-31: EPS 0.78 2022-01-31: EPS 0.14 2022-04-30: EPS 0.50 2022-07-31: EPS 0.30 2022-10-31: EPS 0.56 2023-01-31: EPS 0.97 2023-04-30: EPS 0.16 2023-07-31: EPS 0.94 2023-10-31: EPS 0.40 2024-01-31: EPS 0.89 2024-04-30: EPS 0.58 2024-07-31: EPS 1.31 2024-10-31: EPS 2.00 2025-01-31: EPS 2.26 2025-04-30: EPS 1.60 2025-07-31: EPS 2.50 2025-10-31: EPS 2.17 2026-01-31: EPS 3.47 2026-04-30: EPS 3.24 2026-07-31: EPS 3.76 0M 192M 384M $M 0.00 2.07 4.14 201720182019202020212022202320242025202607/26 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 27 15 39 64 20222023202420252026

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
-65M54M172M 20162017201820192020202120222023202420252026
Latest quarter $111M (2026-04-30)

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

As of 2026-07-31 · 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.