13FPulse
MB

MBLY MOBILEYE GLOBAL INC-A

2026Q2 · CUSIP 60741F104 · EV & Autonomous · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
287
Institutions that reported holding it to the SEC
Net decrease in holders
2
Last quarter 289 → now 287
How unusual is that
Below average
Stronger than only 28% of US stocks
What the filings say, in one paragraph

287 funds held MBLY at the end of 2026Q2, down 2 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.0B(YoY +5.0%), return on equity is -49.5%. MBLY has had 4 buying rushes in its history, and the price moved -14.5% 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 Technology sector, tagged EV & Autonomous.

How many funds owned it, quarter by quarter

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

2023Q1: holders=182 2023Q2: holders=229 2023Q3: holders=246 2023Q4: holders=255 2024Q1: holders=268 2024Q2: holders=255 2024Q3: holders=244 2024Q4: holders=257 2025Q1: holders=254 2025Q2: holders=268 2025Q3: holders=310 2025Q4: holders=296 2026Q1: holders=289 2026Q2: holders=287 -47 -23.5 +0 +23.5 +47 163245326 23Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% -2.7% -22.3%
2023Q3 Top 20% -26.9% -38.4%
2023Q2 Top 5% +13.4% +9.3%
2023Q1 Top 5% +3.0% -6.5%

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
144
Change in large funds
+8
Total value they hold
$1.8B
Funds buying for the first time
63
Funds that sold out entirely
65
Price change that quarter
-9.0%
Funds holding puts (bearish)
9
Funds holding calls (bullish)
13

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)
$-4.98
EPS YoY
Revenue (TTM)
$2.0B
Revenue YoY
+5.0%
Net margin
-201.5%
ROE
-49.5%
Debt ratio
7.1%
FCF (TTM)
$388M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-10-01: EPS -0.06 2022-12-31: EPS 0.04 2023-04-01: EPS -0.10 2023-07-01: EPS -0.04 2023-09-30: EPS 0.02 2023-12-30: EPS 0.09 2024-03-30: EPS -0.27 2024-06-29: EPS -0.11 2024-09-28: EPS -3.35 2024-12-28: EPS -0.09 2025-03-29: EPS -0.13 2025-06-28: EPS -0.08 2025-09-27: EPS -0.12 2025-12-27: EPS -0.15 2026-03-28: EPS -4.68 2026-06-27: EPS -0.03 0M 319M 637M $M -5.15 -2.52 0.10 20212022202320242025202606/26 Revenue EPS

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

Quarterly free cash flow
-6M97M199M 202120222023202420252026
Latest quarter $45M (2026-03-28)

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

As of 2026-06-27 · 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.