13FPulse
CL

CLS CELESTICA INC

2026Q2 · CUSIP 15101Q207 · AI Servers & Hardware · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
855
Institutions that reported holding it to the SEC
Net increase in holders
+83
Last quarter 772 → now 855
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

855 funds held CLS at the end of 2026Q2, up 83 from the quarter before. That is stronger buying than 97.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $15.6B(YoY +47.3%), the P/E is 28.9x, return on equity is 45.0%. CLS has had 8 buying rushes in its history, and the price moved +77.9% 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 Technology sector, tagged AI Servers & Hardware.

How many funds owned it, quarter by quarter

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

2024Q1: holders=11 2024Q2: holders=318 2024Q3: holders=347 2024Q4: holders=432 2025Q1: holders=482 2025Q2: holders=592 2025Q3: holders=704 2025Q4: holders=803 2026Q1: holders=772 2026Q2: holders=855 -307 -153.5 +0 +153.5 +307 9454898 24Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q4 Top 5% +18.9%
2025Q3 Top 5% -5.8% +12.0%
2025Q2 Top 5% +59.5% +49.5%
2025Q1 Top 5% +65.5% +177.2%
2024Q4 Top 5% -14.2% +47.6%
2024Q3 Top 20% +42.0% +40.9%
2024Q2 Top 1% in the market +46.9% +140.2%

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
257
Change in large funds
+31
Total value they hold
$29.3B
Funds buying for the first time
177
Funds that sold out entirely
94
Price change that quarter
-18.9%
Funds holding puts (bearish)
28
Funds holding calls (bullish)
34

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)
28.9
EPS (TTM)
$9.60
EPS YoY
+108.7%
Revenue (TTM)
$15.6B
Revenue YoY
+47.3%
Net margin
7.2%
ROE
45.0%
Debt ratio
74.7%
FCF (TTM)
$519M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2024-03-31: EPS 0.77 2024-06-30: EPS 0.80 2024-09-30: EPS 0.75 2024-12-31: EPS 1.29 2025-03-31: EPS 0.74 2025-06-30: EPS 1.82 2025-09-30: EPS 2.31 2025-12-31: EPS 2.29 2026-03-31: EPS 1.83 2026-06-30: EPS 3.17 0B 2.3B 4.7B $B 0.00 1.74 3.49 20242025202606/26 Revenue EPS

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

P/E (TTM) over time
28 41 53 202420252026

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
0K78M156M 202420252026
Latest quarter $127M (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)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.