13FPulse
AI

AIP ARTERIS INC

2026Q2 · CUSIP 04302A104 · EDA & IP · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
207
Institutions that reported holding it to the SEC
Net increase in holders
+57
Last quarter 150 → now 207
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

207 funds held AIP at the end of 2026Q2, up 57 from the quarter before. That is stronger buying than 95.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $85M(YoY +33.8%), return on equity is -58.4%. AIP has had 4 buying rushes in its history, and the price moved +51.2% 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 Semiconductors sector, tagged EDA & IP.

How many funds owned it, quarter by quarter

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

2022Q1: holders=39 2022Q2: holders=52 2022Q3: holders=55 2022Q4: holders=55 2023Q1: holders=61 2023Q2: holders=72 2023Q3: holders=63 2023Q4: holders=65 2024Q1: holders=70 2024Q2: holders=80 2024Q3: holders=82 2024Q4: holders=103 2025Q1: holders=102 2025Q2: holders=127 2025Q3: holders=120 2025Q4: holders=137 2026Q1: holders=150 2026Q2: holders=207 -57 -28.5 +0 +28.5 +57 35127218 22Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q2 Top 20% +44.1% +51.2%
2023Q2 Top 20%
2022Q2 Top 20%

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
117
Change in large funds
+33
Total value they hold
$1.5B
Funds buying for the first time
80
Funds that sold out entirely
23
Price change that quarter
-37.4%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
6

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)
EPS (TTM)
$-0.87
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+33.8%
Net margin
-46.7%
ROE
-58.4%
Debt ratio
69.9%
FCF (TTM)
$7M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.24 2021-12-31: EPS -0.26 2022-03-31: EPS -0.22 2022-06-30: EPS -0.18 2022-09-30: EPS -0.23 2022-12-31: EPS -0.21 2023-03-31: EPS -0.26 2023-06-30: EPS -0.26 2023-09-30: EPS -0.23 2023-12-31: EPS -0.28 2024-03-31: EPS -0.25 2024-06-30: EPS -0.22 2024-09-30: EPS -0.20 2024-12-31: EPS -0.19 2025-03-31: EPS -0.20 2025-06-30: EPS -0.22 2025-09-30: EPS -0.21 2025-12-31: EPS -0.19 2026-03-31: EPS -0.17 2026-06-30: EPS -0.30 0M 12M 24M $M -0.33 -0.16 0.00 202020212022202320242025202606/26 Revenue EPS

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

Quarterly free cash flow
-9M-3M3M 2020202120222023202420252026
Latest quarter $-7M (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.