13FPulse
ON

ONTO ONTO INNOVATION INC

2026Q2 · CUSIP 683344105 · Semi Equipment · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
674
Institutions that reported holding it to the SEC
Net increase in holders
+100
Last quarter 574 → now 674
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

674 funds held ONTO at the end of 2026Q2, up 100 from the quarter before. That is stronger buying than 98.2% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 100.1x, return on equity is 6.9%. ONTO has had 13 buying rushes in its history, and the price moved +12.4% 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 Semi Equipment.

How many funds owned it, quarter by quarter

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

2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=7 2019Q4: holders=200 2020Q1: holders=187 2020Q2: holders=201 2020Q3: holders=188 2020Q4: holders=218 2021Q1: holders=243 2021Q2: holders=260 2021Q3: holders=265 2021Q4: holders=300 2022Q1: holders=312 2022Q2: holders=298 2022Q3: holders=299 2022Q4: holders=298 2023Q1: holders=296 2023Q2: holders=326 2023Q3: holders=357 2023Q4: holders=388 2024Q1: holders=434 2024Q2: holders=510 2024Q3: holders=519 2024Q4: holders=521 2025Q1: holders=474 2025Q2: holders=448 2025Q3: holders=476 2025Q4: holders=492 2026Q1: holders=574 2026Q2: holders=674 -193 -96.5 +0 +96.5 +193 0354708 16Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5% +19.4%
2025Q3 Top 20% +40.0% +77.0%
2024Q2 Top 5% +0.2% -21.2%
2024Q1 Top 5% +2.2% -4.3%
2023Q4 Top 20% +1.3% +22.6%
2023Q3 Top 5% +1.6% +24.9%
2023Q2 Top 10% +14.8% +23.5%

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
257
Change in large funds
+31
Total value they hold
$18.3B
Funds buying for the first time
169
Funds that sold out entirely
69
Price change that quarter
+5.0%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
14

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)
100.1
EPS (TTM)
$2.67
EPS YoY
-33.9%
Revenue (TTM)
Revenue YoY
Net margin
ROE
6.9%
Debt ratio
48.0%
FCF (TTM)
$252M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-25: EPS 0.73 2022-01-01: EPS 0.93 2022-04-02: EPS 1.07 2022-07-02: EPS 1.03 2022-10-01: EPS 1.05 2022-12-31: EPS 1.34 2023-04-01: EPS 0.59 2023-07-01: EPS 0.53 2023-09-30: EPS 0.73 2023-12-30: EPS 0.61 2024-03-30: EPS 0.94 2024-06-29: EPS 1.07 2024-09-28: EPS 1.07 2024-12-28: EPS 0.98 2025-03-29: EPS 1.30 2025-06-28: EPS 0.69 2025-09-27: EPS 0.57 2026-01-03: EPS 0.22 2026-03-31: EPS 0.67 2026-06-30: EPS 1.21 0.00 0.74 1.47 20212022202320242025202606/26 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 42 16 74 133 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
-9M40M90M 20192020202120222023202420252026
Latest quarter $23M (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.