13FPulse
AR

AROC ARCHROCK INC

2026Q2 · CUSIP 03957W106 · Sector: Energy

Cooling

Net holder growth weakened from last quarter

Funds that own it
442
Institutions that reported holding it to the SEC
Net increase in holders
+14
Last quarter 428 → now 442
How unusual is that
Above average
Stronger buying than 77% of US stocks
What the filings say, in one paragraph

442 funds held AROC at the end of 2026Q2, up 14 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $1.5B(YoY +11.5%), the P/E is 17.0x, return on equity is 21.2%. AROC has had 9 buying rushes in its history, and the price moved +28.9% 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 Energy sector.

How many funds owned it, quarter by quarter

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

2015Q4: holders=167 2016Q1: holders=161 2016Q2: holders=162 2016Q3: holders=164 2016Q4: holders=175 2017Q1: holders=178 2017Q2: holders=171 2017Q3: holders=163 2017Q4: holders=173 2018Q1: holders=197 2018Q2: holders=204 2018Q3: holders=211 2018Q4: holders=207 2019Q1: holders=209 2019Q2: holders=188 2019Q3: holders=201 2019Q4: holders=215 2020Q1: holders=194 2020Q2: holders=186 2020Q3: holders=183 2020Q4: holders=195 2021Q1: holders=209 2021Q2: holders=204 2021Q3: holders=203 2021Q4: holders=210 2022Q1: holders=211 2022Q2: holders=205 2022Q3: holders=201 2022Q4: holders=203 2023Q1: holders=207 2023Q2: holders=201 2023Q3: holders=234 2023Q4: holders=243 2024Q1: holders=271 2024Q2: holders=303 2024Q3: holders=301 2024Q4: holders=336 2025Q1: holders=376 2025Q2: holders=371 2025Q3: holders=365 2025Q4: holders=372 2026Q1: holders=428 2026Q2: holders=442 -163 -81.5 +0 +81.5 +163 144305465 15Q417Q118Q219Q320Q422Q123Q224Q325Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5%
2025Q1 Top 5% -3.8% -6.4%
2024Q4 Top 20% -7.2% -11.0%
2024Q2 Top 10% +19.6% +45.7%
2024Q1 Top 10% -4.4% +14.7%
2023Q3 Top 5% +26.6% +54.2%
2019Q3 Top 20% +6.0% -27.6%
2018Q1 Top 10% +1.4% -14.9%
2015Q4 Top 1% in the market +60.8% +176.4%

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
203
Change in large funds
+18
Total value they hold
$7.2B
Funds buying for the first time
89
Funds that sold out entirely
75
Price change that quarter
-17.9%
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)
17.0
EPS (TTM)
$1.86
EPS YoY
+39.9%
Revenue (TTM)
$1.5B
Revenue YoY
+11.5%
Net margin
21.8%
ROE
21.2%
Debt ratio
65.1%
FCF (TTM)
$291M
Dividend (TTM)
$0.86
Quarterly Revenue & EPS
2021-09-30: EPS 0.06 2021-12-31: EPS 0.03 2022-03-31: EPS 0.01 2022-06-30: EPS 0.11 2022-09-30: EPS 0.10 2022-12-31: EPS 0.06 2023-03-31: EPS 0.10 2023-06-30: EPS 0.16 2023-09-30: EPS 0.20 2023-12-31: EPS 0.21 2024-03-31: EPS 0.26 2024-06-30: EPS 0.22 2024-09-30: EPS 0.22 2024-12-31: EPS 0.35 2025-03-31: EPS 0.40 2025-06-30: EPS 0.36 2025-09-30: EPS 0.40 2025-12-31: EPS 0.67 2026-03-31: EPS 0.41 2026-06-30: EPS 0.38 0M 192M 383M $M 0.00 0.37 0.74 2016201720182019202020212022202320242025202606/26 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 14 23 33 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
-73M27M127M 20162017201820192020202120222023202420252026
Latest quarter $72M (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.