13FPulse
MX

MXL MAXLINEAR INC

2026Q2 · CUSIP 57776J100 · Analog & Power · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
419
Institutions that reported holding it to the SEC
Net increase in holders
+182
Last quarter 237 → now 419
How unusual is that
Top 1% in the market
Stronger buying than 99.3% of US stocks
What the filings say, in one paragraph

419 funds held MXL at the end of 2026Q2, up 182 from the quarter before. That is stronger buying than 99.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $569M(YoY +50.5%), return on equity is -21.4%. MXL has had 8 buying rushes in its history, and the price moved +9.4% 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, tagged Analog & Power.

How many funds owned it, quarter by quarter

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

2013Q3: holders=90 2013Q4: holders=90 2014Q1: holders=100 2014Q2: holders=115 2014Q3: holders=110 2014Q4: holders=99 2015Q1: holders=104 2015Q2: holders=145 2015Q3: holders=143 2015Q4: holders=183 2016Q1: holders=184 2016Q2: holders=195 2016Q3: holders=191 2016Q4: holders=191 2017Q1: holders=176 2017Q2: holders=193 2017Q3: holders=172 2017Q4: holders=179 2018Q1: holders=169 2018Q2: holders=163 2018Q3: holders=155 2018Q4: holders=151 2019Q1: holders=158 2019Q2: holders=156 2019Q3: holders=156 2019Q4: holders=160 2020Q1: holders=154 2020Q2: holders=161 2020Q3: holders=171 2020Q4: holders=187 2021Q1: holders=203 2021Q2: holders=204 2021Q3: holders=234 2021Q4: holders=286 2022Q1: holders=289 2022Q2: holders=276 2022Q3: holders=277 2022Q4: holders=278 2023Q1: holders=276 2023Q2: holders=248 2023Q3: holders=231 2023Q4: holders=213 2024Q1: holders=208 2024Q2: holders=214 2024Q3: holders=205 2024Q4: holders=211 2025Q1: holders=216 2025Q2: holders=218 2025Q3: holders=238 2025Q4: holders=239 2026Q1: holders=237 2026Q2: holders=419 -182 -91 +0 +91 +182 81261440 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 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 20% +37.1% +38.0%
2021Q4 Top 10% -12.6% -38.5%
2021Q3 Top 5% +5.0% -13.5%
2017Q2 Top 20% +9.6% +18.8%
2015Q4 Top 5% +22.7% +32.1%
2015Q2 Top 5% +15.7% +55.1%
2014Q2 Top 20% -29.0% -26.2%

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
202
Change in large funds
+73
Total value they hold
$9.4B
Funds buying for the first time
219
Funds that sold out entirely
37
Price change that quarter
-31.3%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
15

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)
$-1.19
EPS YoY
Revenue (TTM)
$0.6B
Revenue YoY
+50.5%
Net margin
-18.2%
ROE
-21.4%
Debt ratio
41.1%
FCF (TTM)
$3M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.35 2022-12-31: EPS 0.38 2023-03-31: EPS 0.12 2023-06-30: EPS -0.05 2023-09-30: EPS -0.49 2023-12-31: EPS -0.49 2024-03-31: EPS -0.88 2024-06-30: EPS -0.47 2024-09-30: EPS -0.90 2024-12-31: EPS -0.68 2025-03-31: EPS -0.58 2025-06-30: EPS -0.31 2025-09-30: EPS -0.52 2025-12-31: EPS -0.17 2026-03-31: EPS -0.52 2026-06-30: EPS 0.02 0M 145M 291M $M -0.99 -0.29 0.42 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
26 28 31 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
-35M47M129M 20162017201820192020202120222023202420252026
Latest quarter $-10M (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)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.