13FPulse
LA

LASR NLIGHT INC

2026Q2 · CUSIP 65487K100 · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
356
Institutions that reported holding it to the SEC
Net increase in holders
+30
Last quarter 326 → now 356
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

356 funds held LASR at the end of 2026Q2, up 30 from the quarter before. That is stronger buying than 89.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $311M(YoY +43.2%), return on equity is -2.8%. LASR has had 7 buying rushes in its history, and the price moved +46.4% 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 Semiconductors sector.

How many funds owned it, quarter by quarter

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

2018Q3: holders=96 2018Q4: holders=105 2019Q1: holders=105 2019Q2: holders=106 2019Q3: holders=104 2019Q4: holders=109 2020Q1: holders=106 2020Q2: holders=115 2020Q3: holders=115 2020Q4: holders=150 2021Q1: holders=160 2021Q2: holders=143 2021Q3: holders=135 2021Q4: holders=130 2022Q1: holders=141 2022Q2: holders=132 2022Q3: holders=138 2022Q4: holders=142 2023Q1: holders=148 2023Q2: holders=139 2023Q3: holders=143 2023Q4: holders=140 2024Q1: holders=137 2024Q2: holders=144 2024Q3: holders=162 2024Q4: holders=169 2025Q1: holders=155 2025Q2: holders=178 2025Q3: holders=225 2025Q4: holders=249 2026Q1: holders=326 2026Q2: holders=356 -77 -38.5 +0 +38.5 +77 86230374 18Q319Q320Q321Q322Q323Q324Q325Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 5%
2025Q3 Top 5% +88.9% +141.9%
2025Q2 Top 20% +11.3% +98.4%
2024Q3 Top 20% -3.8% +36.3%
2022Q1 Top 20% +16.8% -5.7%
2020Q4 Top 20% -29.2% -38.9%

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
182
Change in large funds
+31
Total value they hold
$3.6B
Funds buying for the first time
82
Funds that sold out entirely
52
Price change that quarter
-43.1%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
7

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)
$-0.25
EPS YoY
Revenue (TTM)
$0.3B
Revenue YoY
+43.2%
Net margin
-4.0%
ROE
-2.8%
Debt ratio
15.0%
FCF (TTM)
$42M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.16 2021-12-31: EPS -0.20 2022-03-31: EPS -0.20 2022-06-30: EPS -0.23 2022-09-30: EPS -0.29 2022-12-31: EPS -0.51 2023-03-31: EPS -0.17 2023-06-30: EPS -0.19 2023-09-30: EPS -0.26 2023-12-31: EPS -0.28 2024-03-31: EPS -0.29 2024-06-30: EPS -0.25 2024-09-30: EPS -0.21 2024-12-31: EPS -0.52 2025-03-31: EPS -0.16 2025-06-30: EPS -0.07 2025-09-30: EPS -0.14 2025-12-31: EPS -0.10 2026-03-31: EPS 0.01 2026-06-30: EPS -0.02 0M 41M 83M $M -0.57 -0.28 0.01 201720182019202020212022202320242025202606/26 Revenue EPS

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

Quarterly free cash flow
-16M-167K16M 2017201820192020202120222023202420252026
Latest quarter $8M (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.