13FPulse
HP

HPE HEWLETT PACKARD ENTERPRISE

2026Q2 · CUSIP 42824C109 · AI Servers & Hardware · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,407
Institutions that reported holding it to the SEC
Net increase in holders
+298
Last quarter 1,109 → now 1,407
How unusual is that
Top 1% in the market
Stronger buying than 99.6% of US stocks
What the filings say, in one paragraph

1,407 funds held HPE at the end of 2026Q2, up 298 from the quarter before. That is stronger buying than 99.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $38.8B(YoY +22.6%), the P/E is 47.9x, return on equity is 6.2%. HPE has had 19 buying rushes in its history, and the price moved +5.2% 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.

2016Q1: holders=716 2016Q2: holders=710 2016Q3: holders=758 2016Q4: holders=802 2017Q1: holders=767 2017Q2: holders=709 2017Q3: holders=677 2017Q4: holders=713 2018Q1: holders=758 2018Q2: holders=749 2018Q3: holders=754 2018Q4: holders=769 2019Q1: holders=781 2019Q2: holders=745 2019Q3: holders=719 2019Q4: holders=778 2020Q1: holders=718 2020Q2: holders=706 2020Q3: holders=703 2020Q4: holders=749 2021Q1: holders=739 2021Q2: holders=773 2021Q3: holders=751 2021Q4: holders=823 2022Q1: holders=838 2022Q2: holders=809 2022Q3: holders=779 2022Q4: holders=836 2023Q1: holders=830 2023Q2: holders=845 2023Q3: holders=845 2023Q4: holders=893 2024Q1: holders=891 2024Q2: holders=972 2024Q3: holders=1003 2024Q4: holders=1078 2025Q1: holders=1020 2025Q2: holders=1026 2025Q3: holders=1106 2025Q4: holders=1111 2026Q1: holders=1109 2026Q2: holders=1407 -298 -149 +0 +149 +298 60910441478 16Q117Q218Q319Q421Q122Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 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
2025Q3 Top 5% +1.4% +61.2%
2024Q4 Top 10% -17.6% +1.2%
2024Q3 Top 10% -0.5% -16.7%
2024Q2 Top 1% in the market +15.1% +18.6%
2023Q4 Top 20% +20.5% +28.2%
2023Q2 Top 20% -3.0% -9.1%
2022Q4 Top 10% -11.7% +4.9%

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
351
Change in large funds
+57
Total value they hold
$53.0B
Funds buying for the first time
401
Funds that sold out entirely
103
Price change that quarter
+58.8%
Funds holding puts (bearish)
30
Funds holding calls (bullish)
39

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)
47.9
EPS (TTM)
$1.09
EPS YoY
+6.9%
Revenue (TTM)
$38.8B
Revenue YoY
+22.6%
Net margin
4.0%
ROE
6.2%
Debt ratio
68.2%
FCF (TTM)
$4.0B
Dividend (TTM)
$0.54
Quarterly Revenue & EPS
2022-07-31: EPS 0.31 2022-10-31: EPS -0.23 2023-01-31: EPS 0.38 2023-04-30: EPS 0.32 2023-07-31: EPS 0.35 2023-10-31: EPS 0.49 2024-01-31: EPS 0.29 2024-04-30: EPS 0.24 2024-07-31: EPS 0.38 2024-10-31: EPS 1.02 2025-01-31: EPS 0.44 2025-04-30: EPS -0.82 2025-07-31: EPS 0.21 2025-10-31: EPS 0.13 2026-01-31: EPS 0.31 2026-04-30: EPS 0.44 0B 6.2B 12.5B $B -0.90 0.11 1.12 2016201720182019202020212022202320242025202604/26 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 15 7 27 47 2023202420252026

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
-2.4B-101M2.2B 20162017201820192020202120222023202420252026
Latest quarter $827M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-04-30 · 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.