13FPulse
CR

CRTO CRITEO SA-SPON ADR

2026Q2 · CUSIP 226718104 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
122
Institutions that reported holding it to the SEC
Net decrease in holders
18
Last quarter 140 → now 122
How unusual is that
Bottom 20%
Stronger than only 8% of US stocks
What the filings say, in one paragraph

122 funds held CRTO at the end of 2026Q2, down 18 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.9B(YoY +0.6%), the P/E is 9.2x. CRTO has had 13 buying rushes in its history, and the price moved -3.4% 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 Other sector.

How many funds owned it, quarter by quarter

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

2014Q1: holders=79 2014Q2: holders=69 2014Q3: holders=91 2014Q4: holders=111 2015Q1: holders=139 2015Q2: holders=146 2015Q3: holders=140 2015Q4: holders=136 2016Q1: holders=139 2016Q2: holders=163 2016Q3: holders=147 2016Q4: holders=157 2017Q1: holders=181 2017Q2: holders=178 2017Q3: holders=164 2017Q4: holders=133 2018Q1: holders=145 2018Q2: holders=141 2018Q3: holders=125 2018Q4: holders=129 2019Q1: holders=152 2019Q2: holders=137 2019Q3: holders=134 2019Q4: holders=132 2020Q1: holders=124 2020Q2: holders=115 2020Q3: holders=113 2020Q4: holders=122 2021Q1: holders=151 2021Q2: holders=157 2021Q3: holders=138 2021Q4: holders=165 2022Q1: holders=144 2022Q2: holders=127 2022Q3: holders=124 2022Q4: holders=126 2023Q1: holders=131 2023Q2: holders=142 2023Q3: holders=134 2023Q4: holders=128 2024Q1: holders=143 2024Q2: holders=158 2024Q3: holders=177 2024Q4: holders=180 2025Q1: holders=167 2025Q2: holders=146 2025Q3: holders=146 2025Q4: holders=143 2026Q1: holders=140 2026Q2: holders=122 -31 -15.5 +0 +15.5 +31 62127191 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q3 Top 20% +14.5% -27.5%
2024Q2 Top 20% -21.9% -8.7%
2024Q1 Top 20% +33.8% +1.2%
2023Q2 Top 20% -17.3% +8.5%
2021Q4 Top 20% -17.3% -9.6%
2021Q1 Top 20% -0.7% +15.8%
2019Q1 Top 20% -6.2% -16.8%
2018Q1 Top 20% +10.7% -10.5%

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
69
Change in large funds
+1
Total value they hold
$751M
Funds buying for the first time
13
Funds that sold out entirely
31
Price change that quarter
+12.9%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
5

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)
9.2
EPS (TTM)
$1.98
EPS YoY
+39.0%
Revenue (TTM)
$1.9B
Revenue YoY
+0.6%
Net margin
ROE
Debt ratio
43.6%
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · 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.