13FPulse
PO

POWI POWER INTEGRATIONS INC

2026Q2 · CUSIP 739276103 · Analog & Power · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
366
Institutions that reported holding it to the SEC
Net increase in holders
+61
Last quarter 305 → now 366
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

366 funds held POWI at the end of 2026Q2, up 61 from the quarter before. That is stronger buying than 96.0% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 111.8x, return on equity is 3.7%. POWI has had 12 buying rushes in its history, and the price moved +4.2% 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=176 2013Q4: holders=188 2014Q1: holders=192 2014Q2: holders=189 2014Q3: holders=187 2014Q4: holders=183 2015Q1: holders=187 2015Q2: holders=191 2015Q3: holders=180 2015Q4: holders=186 2016Q1: holders=189 2016Q2: holders=208 2016Q3: holders=211 2016Q4: holders=234 2017Q1: holders=217 2017Q2: holders=229 2017Q3: holders=209 2017Q4: holders=241 2018Q1: holders=212 2018Q2: holders=219 2018Q3: holders=215 2018Q4: holders=207 2019Q1: holders=217 2019Q2: holders=212 2019Q3: holders=231 2019Q4: holders=254 2020Q1: holders=277 2020Q2: holders=278 2020Q3: holders=272 2020Q4: holders=288 2021Q1: holders=295 2021Q2: holders=296 2021Q3: holders=328 2021Q4: holders=343 2022Q1: holders=358 2022Q2: holders=335 2022Q3: holders=330 2022Q4: holders=325 2023Q1: holders=331 2023Q2: holders=337 2023Q3: holders=337 2023Q4: holders=344 2024Q1: holders=342 2024Q2: holders=353 2024Q3: holders=333 2024Q4: holders=326 2025Q1: holders=339 2025Q2: holders=343 2025Q3: holders=314 2025Q4: holders=299 2026Q1: holders=305 2026Q2: holders=366 -61 -30.5 +0 +30.5 +61 158272385 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 5%
2025Q1 Top 20% +13.7% -11.2%
2022Q1 Top 20% -14.5% +1.6%
2021Q3 Top 5% -13.8% -13.8%
2020Q1 Top 5% +8.7% +9.2%
2019Q4 Top 20% -15.9% -3.4%
2019Q3 Top 10% +10.8% +12.6%
2017Q4 Top 20% +5.0% +11.7%

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
171
Change in large funds
+23
Total value they hold
$5.2B
Funds buying for the first time
99
Funds that sold out entirely
38
Price change that quarter
-25.4%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
9

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)
111.8
EPS (TTM)
$0.45
EPS YoY
-21.1%
Revenue (TTM)
Revenue YoY
Net margin
ROE
3.7%
Debt ratio
12.6%
FCF (TTM)
$79M
Dividend (TTM)
$0.85
Quarterly Revenue & EPS
2021-09-30: EPS 0.69 2021-12-31: EPS 0.65 2022-03-31: EPS 0.77 2022-06-30: EPS 0.96 2022-09-30: EPS 0.80 2022-12-31: EPS 0.40 2023-03-31: EPS 0.12 2023-06-30: EPS 0.26 2023-09-30: EPS 0.34 2023-12-31: EPS 0.25 2024-03-31: EPS 0.07 2024-06-30: EPS 0.09 2024-09-30: EPS 0.25 2024-12-31: EPS 0.15 2025-03-31: EPS 0.15 2025-06-30: EPS 0.02 2025-09-30: EPS -0.02 2025-12-31: EPS 0.24 2026-03-31: EPS 0.06 2026-06-30: EPS 0.17 -0.02 0.52 1.06 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 81 21 139 256 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
-2M85M172M 20162017201820192020202120222023202420252026
Latest quarter $18M (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.