13FPulse
HI

HIMS HIMS & HERS HEALTH INC

2026Q2 · CUSIP 433000106 · GLP-1 / Weight Loss · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
495
Institutions that reported holding it to the SEC
Net increase in holders
+63
Last quarter 432 → now 495
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

495 funds held HIMS at the end of 2026Q2, up 63 from the quarter before. That is stronger buying than 96.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.6B(YoY +28.0%), return on equity is -43.8%. HIMS has had 11 buying rushes in its history, and the price moved +23.7% 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 Healthcare & Biotech sector, tagged GLP-1 / Weight Loss.

How many funds owned it, quarter by quarter

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

2020Q4: holders=1 2021Q1: holders=81 2021Q2: holders=86 2021Q3: holders=110 2021Q4: holders=139 2022Q1: holders=132 2022Q2: holders=138 2022Q3: holders=152 2022Q4: holders=157 2023Q1: holders=190 2023Q2: holders=190 2023Q3: holders=192 2023Q4: holders=198 2024Q1: holders=243 2024Q2: holders=296 2024Q3: holders=308 2024Q4: holders=394 2025Q1: holders=428 2025Q2: holders=511 2025Q3: holders=514 2025Q4: holders=484 2026Q1: holders=432 2026Q2: holders=495 -86 -43 +0 +43 +86 0270540 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q2 Top 5% -18.0% -64.9%
2025Q1 Top 5% -32.3% -42.9%
2024Q4 Top 5% +6.9% -25.4%
2024Q2 Top 5% +33.8% +341.2%
2024Q1 Top 5% +13.7% +32.6%
2023Q1 Top 5% -34.7% -27.3%
2022Q3 Top 10% +66.6% +69.0%

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
187
Change in large funds
+17
Total value they hold
$5.4B
Funds buying for the first time
142
Funds that sold out entirely
79
Price change that quarter
+27.6%
Funds holding puts (bearish)
35
Funds holding calls (bullish)
42

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)
$-0.63
EPS YoY
-179.8%
Revenue (TTM)
$2.6B
Revenue YoY
+28.0%
Net margin
-5.5%
ROE
-43.8%
Debt ratio
91.1%
FCF (TTM)
$62M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.08 2021-12-31: EPS -0.11 2022-03-31: EPS -0.08 2022-06-30: EPS -0.10 2022-09-30: EPS -0.09 2022-12-31: EPS -0.05 2023-03-31: EPS -0.05 2023-06-30: EPS -0.03 2023-09-30: EPS -0.04 2023-12-31: EPS 0.01 2024-03-31: EPS 0.05 2024-06-30: EPS 0.06 2024-09-30: EPS 0.32 2024-12-31: EPS 0.10 2025-03-31: EPS 0.20 2025-06-30: EPS 0.17 2025-09-30: EPS 0.06 2025-12-31: EPS 0.08 2026-03-31: EPS -0.40 2026-06-30: EPS -0.37 0M 377M 753M $M -0.44 -0.04 0.35 202020212022202320242025202606/26 Revenue EPS

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

P/E (TTM) over time
29 117 204 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
-70M5M79M 202420252026
Latest quarter $53M (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.