13FPulse
PB

PBI PITNEY BOWES INC

2026Q2 · CUSIP 724479100 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
343
Institutions that reported holding it to the SEC
Net increase in holders
+24
Last quarter 319 → now 343
How unusual is that
Top 20%
Stronger buying than 86% of US stocks
What the filings say, in one paragraph

343 funds held PBI at the end of 2026Q2, up 24 from the quarter before. That is stronger buying than 86.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.9B(YoY -5.3%), the P/E is 14.0x. PBI has had 8 buying rushes in its history, and the price moved +14.1% 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=353 2013Q4: holders=369 2014Q1: holders=378 2014Q2: holders=372 2014Q3: holders=369 2014Q4: holders=362 2015Q1: holders=360 2015Q2: holders=348 2015Q3: holders=331 2015Q4: holders=358 2016Q1: holders=339 2016Q2: holders=349 2016Q3: holders=337 2016Q4: holders=382 2017Q1: holders=363 2017Q2: holders=349 2017Q3: holders=318 2017Q4: holders=348 2018Q1: holders=345 2018Q2: holders=314 2018Q3: holders=301 2018Q4: holders=305 2019Q1: holders=315 2019Q2: holders=275 2019Q3: holders=257 2019Q4: holders=268 2020Q1: holders=243 2020Q2: holders=211 2020Q3: holders=243 2020Q4: holders=266 2021Q1: holders=248 2021Q2: holders=259 2021Q3: holders=266 2021Q4: holders=265 2022Q1: holders=256 2022Q2: holders=270 2022Q3: holders=263 2022Q4: holders=267 2023Q1: holders=260 2023Q2: holders=234 2023Q3: holders=222 2023Q4: holders=237 2024Q1: holders=245 2024Q2: holders=237 2024Q3: holders=275 2024Q4: holders=283 2025Q1: holders=310 2025Q2: holders=319 2025Q3: holders=322 2025Q4: holders=329 2026Q1: holders=319 2026Q2: holders=343 -45 -22.5 +0 +22.5 +45 189296402 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 20%
2025Q1 Top 10% +20.8% +24.3%
2024Q3 Top 10% +3.3% +42.4%
2022Q2 Top 10% -33.0% +2.1%
2020Q3 Top 10% +17.0% +41.7%
2017Q4 Top 20% -11.3% -25.9%
2016Q4 Top 10% -3.3% +12.0%
2015Q4 Top 10% +22.2% +2.3%

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
164
Change in large funds
+15
Total value they hold
$2.1B
Funds buying for the first time
73
Funds that sold out entirely
49
Price change that quarter
+4.6%
Funds holding puts (bearish)
9
Funds holding calls (bullish)
12

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)
14.0
EPS (TTM)
$1.23
EPS YoY
Revenue (TTM)
$1.9B
Revenue YoY
-5.3%
Net margin
10.0%
ROE
Debt ratio
128.6%
FCF (TTM)
$415M
Dividend (TTM)
$0.36
Quarterly Revenue & EPS
2022-09-30: EPS 0.03 2022-12-31: EPS 0.04 2023-03-31: EPS -0.04 2023-06-30: EPS -0.81 2023-09-30: EPS -0.07 2023-12-31: EPS -1.27 2024-03-31: EPS -0.02 2024-06-30: EPS -0.14 2024-09-30: EPS -0.75 2024-12-31: EPS -0.21 2025-03-31: EPS 0.19 2025-06-30: EPS 0.17 2025-09-30: EPS 0.30 2025-12-31: EPS 0.18 2026-03-31: EPS 0.39 2026-06-30: EPS 0.36 0B 0.5B 1.0B $B -1.40 -0.48 0.43 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
11 16 21 20252026

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
-92M55M201M 20162017201820192020202120222023202420252026
Latest quarter $28M (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.