13FPulse
CV

CVSA COVISTA INC

2026Q2 · CUSIP 00737L103 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
368
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 351 → now 368
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

368 funds held CVSA at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.0B(YoY +9.3%), the P/E is 19.1x, return on equity is 17.4%. CVSA has had 15 buying rushes in its history, and the price moved +12.5% 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.

2017Q2: holders=221 2017Q3: holders=221 2017Q4: holders=225 2018Q1: holders=213 2018Q2: holders=206 2018Q3: holders=193 2018Q4: holders=212 2019Q1: holders=198 2019Q2: holders=191 2019Q3: holders=218 2019Q4: holders=190 2020Q1: holders=152 2020Q2: holders=184 2020Q3: holders=177 2020Q4: holders=171 2021Q1: holders=193 2021Q2: holders=180 2021Q3: holders=178 2021Q4: holders=169 2022Q1: holders=167 2022Q2: holders=194 2022Q3: holders=178 2022Q4: holders=210 2023Q1: holders=189 2023Q2: holders=197 2023Q3: holders=207 2023Q4: holders=244 2024Q1: holders=241 2024Q2: holders=257 2024Q3: holders=271 2024Q4: holders=312 2025Q1: holders=339 2025Q2: holders=384 2025Q3: holders=404 2025Q4: holders=370 2026Q1: holders=351 2026Q2: holders=368 -220 -110 +0 +110 +220 136281425 17Q218Q219Q220Q221Q222Q223Q224Q225Q226Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q3 Top 20% +3.2% +34.4%
2025Q2 Top 10% -24.9% -24.1%
2025Q1 Top 10% -4.2% -30.5%
2024Q4 Top 20% +30.2% +24.2%
2024Q2 Top 20% +16.3% +46.0%
2023Q4 Top 20% +38.5% +52.1%
2023Q3 Top 20% -16.7% +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
179
Change in large funds
+7
Total value they hold
$6.4B
Funds buying for the first time
57
Funds that sold out entirely
40
Price change that quarter
+4.9%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
3

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)
19.1
EPS (TTM)
$7.04
EPS YoY
+13.9%
Revenue (TTM)
$2.0B
Revenue YoY
+9.3%
Net margin
12.9%
ROE
17.4%
Debt ratio
52.0%
FCF (TTM)
$393M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -1.17 2021-12-31: EPS 0.36 2022-03-31: EPS 7.04 2022-06-30: EPS 0.18 2022-09-30: EPS 0.01 2022-12-31: EPS 0.53 2023-03-31: EPS 1.00 2023-06-30: EPS 0.51 2023-09-30: EPS 0.25 2023-12-31: EPS 0.98 2024-03-31: EPS 0.93 2024-06-30: EPS 1.23 2024-09-30: EPS 1.18 2024-12-31: EPS 1.98 2025-03-31: EPS 1.59 2025-06-30: EPS 1.43 2025-09-30: EPS 1.67 2025-12-31: EPS 2.11 2026-03-31: EPS 1.20 2026-06-30: EPS 2.06 0M 252M 503M $M -1.29 3.23 7.74 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
4Y median 19 5 15 26 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
-75M61M198M 20162017201820192020202120222023202420252026
Latest quarter $166M (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.