13FPulse
中
CO

COHR COHERENT CORP

2026Q2 · CUSIP 19247G107 · Optical · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,273
Institutions that reported holding it to the SEC
Net increase in holders
+179
Last quarter 1,094 → now 1,273
How unusual is that
Top 1% in the market
Stronger buying than 99.2% of US stocks
What the filings say, in one paragraph

1,273 funds held COHR at the end of 2026Q2, up 179 from the quarter before. That is stronger buying than 99.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.1B(YoY +22.5%), the P/E is 67.4x, return on equity is 7.4%. COHR has had 10 buying rushes in its history, and the price moved +50.0% 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 Optical.

How many funds owned it, quarter by quarter

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

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=2 2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=1 2021Q2: holders=1 2021Q3: holders=1 2021Q4: holders=4 2022Q1: holders=2 2022Q2: holders=2 2022Q3: holders=403 2022Q4: holders=419 2023Q1: holders=420 2023Q2: holders=402 2023Q3: holders=389 2023Q4: holders=402 2024Q1: holders=465 2024Q2: holders=492 2024Q3: holders=525 2024Q4: holders=625 2025Q1: holders=579 2025Q2: holders=639 2025Q3: holders=695 2025Q4: holders=896 2026Q1: holders=1094 2026Q2: holders=1273 -401 -200.5 +0 +200.5 +401 06691337 14Q315Q417Q118Q219Q322Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market — —
2026Q1 Top 1% in the market — —
2025Q4 Top 5% +54.2% —
2025Q3 Top 5% +67.2% +157.8%
2025Q2 Top 5% +54.0% +147.4%
2024Q4 Top 5% -9.4% +4.3%
2024Q3 Top 10% -13.3% -17.3%
2024Q2 Top 10% +30.5% +12.7%
2024Q1 Top 5% +33.3% +63.6%
2022Q3 Top 1% in the market +19.3% -18.6%

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
349
Change in large funds
+53
Total value they hold
$67.4B
Funds buying for the first time
334
Funds that sold out entirely
155
Price change that quarter
-23.4%
Funds holding puts (bearish)
35
Funds holding calls (bullish)
32

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)
67.4
EPS (TTM)
$4.12
EPS YoY
—
Revenue (TTM)
$7.1B
Revenue YoY
+22.5%
Net margin
11.3%
ROE
7.4%
Debt ratio
38.6%
FCF (TTM)
-$1.0B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.50 2021-12-31: EPS 0.44 2022-03-31: EPS 0.28 2022-06-30: EPS 0.23 2022-09-30: EPS -0.56 2022-12-31: EPS -0.58 2023-03-31: EPS -0.24 2023-06-30: EPS -1.55 2023-09-30: EPS -0.65 2023-12-31: EPS -0.38 2024-03-31: EPS -0.29 2024-06-30: EPS -0.52 2024-09-30: EPS -0.04 2024-12-31: EPS 0.44 2025-03-31: EPS -0.11 2025-06-30: EPS -0.81 2025-09-30: EPS 1.19 2025-12-31: EPS 0.76 2026-03-31: EPS 0.97 2026-06-30: EPS 1.20 0B 1.0B 2.0B $B -1.71 -0.19 1.32 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
34 128 221 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
-383M-104M176M 20162017201820192020202120222023202420252026
Latest quarter $-383M (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.