13FPulse
AX

AXTA Axalta Coating Systems Ltd.

2026Q2 · CUSIP G0750C108 · Sector: Materials

Normal

Fund flows are within the usual range

Funds that own it
351
Institutions that reported holding it to the SEC
Net decrease in holders
25
Last quarter 376 → now 351
How unusual is that
Bottom 20%
Stronger than only 5% of US stocks
What the filings say, in one paragraph

351 funds held AXTA at the end of 2026Q2, down 25 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $5.1B(YoY -2.6%), return on equity is 15.2%. AXTA has had 15 buying rushes in its history. 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.

2015Q1: holders=106 2015Q2: holders=185 2015Q3: holders=182 2015Q4: holders=212 2016Q1: holders=233 2016Q2: holders=250 2016Q3: holders=277 2016Q4: holders=281 2017Q1: holders=288 2017Q2: holders=294 2017Q3: holders=284 2017Q4: holders=330 2018Q1: holders=345 2018Q2: holders=345 2018Q3: holders=331 2018Q4: holders=303 2019Q1: holders=326 2019Q2: holders=325 2019Q3: holders=338 2019Q4: holders=361 2020Q1: holders=321 2020Q2: holders=308 2020Q3: holders=319 2020Q4: holders=347 2021Q1: holders=328 2021Q2: holders=337 2021Q3: holders=305 2021Q4: holders=322 2022Q1: holders=298 2022Q2: holders=296 2022Q3: holders=274 2022Q4: holders=309 2023Q1: holders=312 2023Q2: holders=329 2023Q3: holders=321 2023Q4: holders=364 2024Q1: holders=364 2024Q2: holders=376 2024Q3: holders=399 2024Q4: holders=401 2025Q1: holders=393 2025Q2: holders=387 2025Q3: holders=395 2025Q4: holders=414 2026Q1: holders=376 2026Q2: holders=351 -79 -39.5 +0 +39.5 +79 95265435 15Q116Q217Q318Q420Q121Q222Q323Q425Q126Q2 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
2024Q3 Top 20%
2023Q4 Top 20%
2023Q2 Top 20%
2022Q4 Top 20%
2019Q4 Top 20%
2019Q3 Top 20%
2019Q1 Top 20%
2018Q1 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
176
Change in large funds
0
Total value they hold
$7.7B
Funds buying for the first time
47
Funds that sold out entirely
72
Price change that quarter
Funds holding puts (bearish)
2
Funds holding calls (bullish)
4

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)
$1.71
EPS YoY
-16.6%
Revenue (TTM)
$5.1B
Revenue YoY
-2.6%
Net margin
7.2%
ROE
15.2%
Debt ratio
67.4%
FCF (TTM)
$488M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.20 2022-09-30: EPS 0.28 2022-12-31: EPS 0.20 2023-03-31: EPS 0.27 2023-06-30: EPS 0.27 2023-09-30: EPS 0.33 2023-12-31: EPS 0.34 2024-03-31: EPS 0.18 2024-06-30: EPS 0.51 2024-09-30: EPS 0.46 2024-12-31: EPS 0.63 2025-03-31: EPS 0.45 2025-06-30: EPS 0.50 2025-09-30: EPS 0.51 2025-12-31: EPS 0.28 2026-03-31: EPS 0.42 0B 0.7B 1.4B $B 0.00 0.35 0.69 20162017201820192020202120222023202420252026 Revenue EPS

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

Quarterly free cash flow
-93M96M286M 20162017201820192020202120222023202420252026
Latest quarter $18M (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 2026-03-31 · 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.