13FPulse
BL

BLD TopBuild Corp.

2026Q2 · CUSIP 89055F103 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
431
Institutions that reported holding it to the SEC
Net decrease in holders
112
Last quarter 543 → now 431
How unusual is that
Bottom 20%
Stronger than only 0.6% of US stocks
What the filings say, in one paragraph

431 funds held BLD at the end of 2026Q2, down 112 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $5.6B(YoY +6.4%), return on equity is 20.9%. BLD has had 17 buying rushes in its history. It sits in the Industrials sector.

How many funds owned it, quarter by quarter

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

2015Q3: holders=226 2015Q4: holders=220 2016Q1: holders=214 2016Q2: holders=220 2016Q3: holders=205 2016Q4: holders=212 2017Q1: holders=212 2017Q2: holders=229 2017Q3: holders=237 2017Q4: holders=280 2018Q1: holders=272 2018Q2: holders=272 2018Q3: holders=246 2018Q4: holders=232 2019Q1: holders=232 2019Q2: holders=248 2019Q3: holders=258 2019Q4: holders=304 2020Q1: holders=272 2020Q2: holders=314 2020Q3: holders=315 2020Q4: holders=342 2021Q1: holders=323 2021Q2: holders=327 2021Q3: holders=325 2021Q4: holders=371 2022Q1: holders=354 2022Q2: holders=344 2022Q3: holders=349 2022Q4: holders=373 2023Q1: holders=389 2023Q2: holders=408 2023Q3: holders=434 2023Q4: holders=476 2024Q1: holders=508 2024Q2: holders=528 2024Q3: holders=524 2024Q4: holders=518 2025Q1: holders=487 2025Q2: holders=487 2025Q3: holders=552 2025Q4: holders=547 2026Q1: holders=543 2026Q2: holders=431 -179 -89.5 +0 +89.5 +179 184382580 15Q316Q418Q119Q220Q321Q423Q124Q225Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 5%
2024Q2 Top 20%
2024Q1 Top 10%
2023Q4 Top 20%
2023Q3 Top 10%
2023Q2 Top 20%
2023Q1 Top 20%
2022Q4 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
193
Change in large funds
-29
Total value they hold
$9.5B
Funds buying for the first time
91
Funds that sold out entirely
203
Price change that quarter
Funds holding puts (bearish)
10
Funds holding calls (bullish)
8

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)
$17.78
EPS YoY
-9.9%
Revenue (TTM)
$5.6B
Revenue YoY
+6.4%
Net margin
8.9%
ROE
20.9%
Debt ratio
64.2%
FCF (TTM)
$704M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 4.41 2022-09-30: EPS 4.76 2022-12-31: EPS 4.50 2023-03-31: EPS 4.28 2023-06-30: EPS 5.18 2023-09-30: EPS 5.27 2023-12-31: EPS 4.60 2024-03-31: EPS 4.79 2024-06-30: EPS 4.78 2024-09-30: EPS 5.65 2024-12-31: EPS 5.07 2025-03-31: EPS 4.23 2025-06-30: EPS 5.32 2025-09-30: EPS 5.04 2025-12-31: EPS 3.69 2026-03-31: EPS 3.73 0B 0.7B 1.5B $B 0.00 3.11 6.22 20162017201820192020202120222023202420252026 Revenue EPS

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

Quarterly free cash flow
-330K127M254M 20162017201820192020202120222023202420252026
Latest quarter $147M (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.