13FPulse
OM

OMCL OMNICELL INC

2026Q2 · CUSIP 68213N109 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
296
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 271 → now 296
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

296 funds held OMCL at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.2B(YoY +8.5%), the P/E is 41.3x, return on equity is 3.0%. OMCL has had 12 buying rushes in its history, and the price moved -3.3% 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.

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=160 2013Q4: holders=162 2014Q1: holders=168 2014Q2: holders=163 2014Q3: holders=170 2014Q4: holders=178 2015Q1: holders=181 2015Q2: holders=198 2015Q3: holders=185 2015Q4: holders=179 2016Q1: holders=192 2016Q2: holders=192 2016Q3: holders=189 2016Q4: holders=198 2017Q1: holders=202 2017Q2: holders=194 2017Q3: holders=207 2017Q4: holders=220 2018Q1: holders=227 2018Q2: holders=230 2018Q3: holders=239 2018Q4: holders=281 2019Q1: holders=299 2019Q2: holders=292 2019Q3: holders=276 2019Q4: holders=292 2020Q1: holders=299 2020Q2: holders=287 2020Q3: holders=296 2020Q4: holders=350 2021Q1: holders=372 2021Q2: holders=369 2021Q3: holders=380 2021Q4: holders=415 2022Q1: holders=393 2022Q2: holders=376 2022Q3: holders=367 2022Q4: holders=323 2023Q1: holders=315 2023Q2: holders=309 2023Q3: holders=309 2023Q4: holders=286 2024Q1: holders=266 2024Q2: holders=239 2024Q3: holders=256 2024Q4: holders=279 2025Q1: holders=272 2025Q2: holders=245 2025Q3: holders=259 2025Q4: holders=263 2026Q1: holders=271 2026Q2: holders=296 -54 -27 +0 +27 +54 144290436 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2021Q4 Top 20% -5.1% -18.6%
2021Q3 Top 20% -0.6% -28.5%
2021Q1 Top 20% +12.1% +10.9%
2020Q4 Top 20% +2.8% +4.0%
2020Q1 Top 20% +3.2% +6.6%
2019Q1 Top 20% +7.5% -12.1%
2018Q4 Top 5% -2.6% -2.8%

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
150
Change in large funds
+9
Total value they hold
$2.0B
Funds buying for the first time
56
Funds that sold out entirely
31
Price change that quarter
-19.7%
Funds holding puts (bearish)
2
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)
41.3
EPS (TTM)
$0.84
EPS YoY
+68.0%
Revenue (TTM)
$1.2B
Revenue YoY
+8.5%
Net margin
3.1%
ROE
3.0%
Debt ratio
35.4%
FCF (TTM)
$143M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.61 2021-12-31: EPS 0.28 2022-03-31: EPS 0.17 2022-06-30: EPS 0.20 2022-09-30: EPS 0.37 2022-12-31: EPS -0.62 2023-03-31: EPS -0.33 2023-06-30: EPS 0.08 2023-09-30: EPS 0.12 2023-12-31: EPS -0.32 2024-03-31: EPS -0.34 2024-06-30: EPS 0.08 2024-09-30: EPS 0.19 2024-12-31: EPS 0.34 2025-03-31: EPS -0.15 2025-06-30: EPS 0.12 2025-09-30: EPS 0.12 2025-12-31: EPS -0.05 2026-03-31: EPS 0.25 2026-06-30: EPS 0.52 0M 174M 348M $M -0.68 -0.01 0.67 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
4Y median 88 40 499 958 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
-27M22M71M 2017201820192020202120222023202420252026
Latest quarter $42M (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.