13FPulse
NV

NVST ENVISTA HOLDINGS CORP

2026Q2 · CUSIP 29415F104 · Sector: Healthcare & Biotech

Funds left

Funds are exiting, but the price is holding

Funds that own it
376
Institutions that reported holding it to the SEC
Net decrease in holders
12
Last quarter 388 → now 376
How unusual is that
Bottom 20%
Stronger than only 12% of US stocks
What the filings say, in one paragraph

376 funds held NVST at the end of 2026Q2, down 12 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $2.9B(YoY +11.9%), the P/E is 47.2x, return on equity is 3.1%. NVST has had 8 buying rushes in its history, and the price moved +6.9% 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.

How many funds owned it, quarter by quarter

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

2019Q4: holders=211 2020Q1: holders=191 2020Q2: holders=182 2020Q3: holders=201 2020Q4: holders=265 2021Q1: holders=292 2021Q2: holders=328 2021Q3: holders=319 2021Q4: holders=321 2022Q1: holders=349 2022Q2: holders=336 2022Q3: holders=321 2022Q4: holders=329 2023Q1: holders=311 2023Q2: holders=316 2023Q3: holders=310 2023Q4: holders=315 2024Q1: holders=298 2024Q2: holders=293 2024Q3: holders=297 2024Q4: holders=292 2025Q1: holders=290 2025Q2: holders=286 2025Q3: holders=312 2025Q4: holders=335 2026Q1: holders=388 2026Q2: holders=376 -137 -68.5 +0 +68.5 +137 163286408 19Q420Q321Q222Q122Q423Q324Q225Q125Q426Q2 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
2026Q1 Top 5% +19.4%
2025Q3 Top 20% +18.0% +50.3%
2022Q1 Top 10% -7.5% -4.3%
2021Q2 Top 10% +4.6% +5.9%
2021Q1 Top 20% -2.3% -8.9%
2020Q4 Top 10% +8.5% +17.3%
2020Q3 Top 20% +21.7% +33.6%
2019Q4 Top 5% -51.1% -45.7%

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
+12
Total value they hold
$5.0B
Funds buying for the first time
52
Funds that sold out entirely
64
Price change that quarter
+18.3%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
3

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)
47.2
EPS (TTM)
$0.58
EPS YoY
+87.1%
Revenue (TTM)
$2.9B
Revenue YoY
+11.9%
Net margin
3.3%
ROE
3.1%
Debt ratio
45.0%
FCF (TTM)
$248M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-01: EPS 0.52 2021-12-31: EPS 0.24 2022-04-01: EPS 0.42 2022-07-01: EPS 0.26 2022-09-30: EPS 0.27 2022-12-31: EPS 0.42 2023-03-31: EPS 0.25 2023-06-30: EPS 0.29 2023-09-29: EPS 0.12 2023-12-31: EPS -1.26 2024-03-29: EPS 0.14 2024-06-28: EPS -6.69 2024-09-27: EPS 0.05 2024-12-31: EPS 0.00 2025-03-28: EPS 0.10 2025-06-27: EPS 0.16 2025-09-26: EPS -0.18 2025-12-31: EPS 0.20 2026-04-03: EPS 0.23 2026-07-03: EPS 0.33 0M 380M 759M $M -7.36 -3.39 0.57 20182019202020212022202320242025202607/26 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 31 19 142 264 20222023202420252026

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
-76M52M180M 201820192020202120222023202420252026
Latest quarter $-16M (2026-04-03)

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

As of 2026-07-03 · 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.