13FPulse
AR

ARQ ARQ INC

2026Q2 · CUSIP 00770C101 · Sector: Materials

Normal

Fund flows are within the usual range

Funds that own it
98
Institutions that reported holding it to the SEC
Net increase in holders
+3
Last quarter 95 → now 98
How unusual is that
Below average
Stronger than only 49% of US stocks
What the filings say, in one paragraph

98 funds held ARQ at the end of 2026Q2, up 3 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $123M(YoY +4.9%), return on equity is -31.0%. ARQ has had 6 buying rushes in its history, and the price moved -2.5% 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 Materials 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=81 2013Q4: holders=87 2014Q1: holders=87 2014Q2: holders=82 2014Q3: holders=80 2014Q4: holders=76 2015Q1: holders=9 2015Q2: holders=5 2015Q3: holders=3 2015Q4: holders=3 2016Q1: holders=3 2016Q2: holders=3 2016Q3: holders=30 2016Q4: holders=31 2017Q1: holders=36 2017Q2: holders=47 2017Q3: holders=60 2017Q4: holders=56 2018Q1: holders=56 2018Q2: holders=63 2018Q3: holders=65 2018Q4: holders=59 2019Q1: holders=63 2019Q2: holders=80 2019Q3: holders=86 2019Q4: holders=79 2020Q1: holders=78 2020Q2: holders=76 2020Q3: holders=66 2020Q4: holders=61 2021Q1: holders=66 2021Q2: holders=74 2021Q3: holders=63 2021Q4: holders=65 2022Q1: holders=65 2022Q2: holders=55 2022Q3: holders=49 2022Q4: holders=43 2023Q1: holders=37 2023Q2: holders=35 2023Q3: holders=38 2023Q4: holders=45 2024Q1: holders=57 2024Q2: holders=72 2024Q3: holders=86 2024Q4: holders=91 2025Q1: holders=89 2025Q2: holders=83 2025Q3: holders=94 2025Q4: holders=102 2026Q1: holders=95 2026Q2: holders=98 -74 -37 +0 +37 +74 255108 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q2 Top 20%
2019Q2 Top 10% -12.4% +7.9%
2017Q3 Top 20% -17.2% +11.1%
2017Q2 Top 20% +12.7% -10.8%
2016Q3 Top 5%
2013Q3 Top 1% in the market +14.7% -18.0%

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
58
Change in large funds
+3
Total value they hold
$39M
Funds buying for the first time
28
Funds that sold out entirely
25
Price change that quarter
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

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)
$-1.25
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+4.9%
Net margin
-42.2%
ROE
-31.0%
Debt ratio
27.8%
FCF (TTM)
-$5M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.31 2021-12-31: EPS 0.31 2022-03-31: EPS -0.17 2022-06-30: EPS -0.02 2022-09-30: EPS -0.13 2022-12-31: EPS -0.16 2023-03-31: EPS -0.32 2023-06-30: EPS -0.21 2023-09-30: EPS -0.07 2023-12-31: EPS 0.18 2024-03-31: EPS -0.09 2024-06-30: EPS -0.06 2024-09-30: EPS 0.04 2024-12-31: EPS -0.03 2025-03-31: EPS 0.00 2025-06-30: EPS -0.06 2025-09-30: EPS -0.02 2025-12-31: EPS -1.19 2026-03-31: EPS -0.02 2026-06-30: EPS -0.02 0M 18M 35M $M -1.31 0.07 1.44 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
4 54 103 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
-38M-9M21M 20162017201820192020202120222023202420252026
Latest quarter $-676K (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.