13FPulse
中
BH

BHE BENCHMARK ELECTRONICS INC

2026Q2 · CUSIP 08160H101 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
324
Institutions that reported holding it to the SEC
Net increase in holders
+57
Last quarter 267 → now 324
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

324 funds held BHE 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 $2.8B(YoY +8.9%), the P/E is 48.4x, return on equity is 4.8%. BHE has had 7 buying rushes in its history, and the price moved +9.6% 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 Technology 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=168 2013Q4: holders=181 2014Q1: holders=200 2014Q2: holders=197 2014Q3: holders=183 2014Q4: holders=192 2015Q1: holders=183 2015Q2: holders=178 2015Q3: holders=176 2015Q4: holders=193 2016Q1: holders=188 2016Q2: holders=184 2016Q3: holders=191 2016Q4: holders=199 2017Q1: holders=204 2017Q2: holders=209 2017Q3: holders=199 2017Q4: holders=212 2018Q1: holders=208 2018Q2: holders=197 2018Q3: holders=179 2018Q4: holders=180 2019Q1: holders=199 2019Q2: holders=186 2019Q3: holders=195 2019Q4: holders=207 2020Q1: holders=173 2020Q2: holders=173 2020Q3: holders=160 2020Q4: holders=166 2021Q1: holders=178 2021Q2: holders=183 2021Q3: holders=183 2021Q4: holders=169 2022Q1: holders=175 2022Q2: holders=181 2022Q3: holders=188 2022Q4: holders=202 2023Q1: holders=194 2023Q2: holders=190 2023Q3: holders=194 2023Q4: holders=197 2024Q1: holders=224 2024Q2: holders=235 2024Q3: holders=235 2024Q4: holders=237 2025Q1: holders=229 2025Q2: holders=220 2025Q3: holders=229 2025Q4: holders=241 2026Q1: holders=267 2026Q2: holders=324 -57 -28.5 +0 +28.5 +57 144243341 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 20% — —
2024Q1 Top 20% +4.7% +15.2%
2022Q3 Top 20% -12.1% -20.6%
2019Q1 Top 20% +10.2% +40.2%
2015Q4 Top 20% -10.0% +10.1%
2014Q1 Top 20% +5.5% +3.3%

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
160
Change in large funds
+26
Total value they hold
$3.6B
Funds buying for the first time
86
Funds that sold out entirely
29
Price change that quarter
-14.5%
Funds holding puts (bearish)
3
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)
48.4
EPS (TTM)
$1.46
EPS YoY
+49.0%
Revenue (TTM)
$2.8B
Revenue YoY
+8.9%
Net margin
1.9%
ROE
4.8%
Debt ratio
49.6%
FCF (TTM)
$127M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.23 2021-12-31: EPS 0.34 2022-03-31: EPS 0.31 2022-06-30: EPS 0.49 2022-09-30: EPS 0.53 2022-12-31: EPS 0.58 2023-03-31: EPS 0.35 2023-06-30: EPS 0.39 2023-09-30: EPS 0.57 2023-12-31: EPS 0.61 2024-03-31: EPS 0.38 2024-06-30: EPS 0.43 2024-09-30: EPS 0.42 2024-12-31: EPS 0.43 2025-03-31: EPS 0.10 2025-06-30: EPS 0.03 2025-09-30: EPS 0.39 2025-12-31: EPS 0.16 2026-03-31: EPS 0.36 2026-06-30: EPS 0.55 0M 386M 772M $M 0.00 0.34 0.67 20212022202320242025202606/26 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 21 9 52 95 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
-85M21M128M 20162017201820192020202120222023202420252026
Latest quarter $31M (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.