13FPulse
Q

Q QNITY ELECTRONICS INC

2026Q2 · CUSIP 74743L100 · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,291
Institutions that reported holding it to the SEC
Net increase in holders
+127
Last quarter 1,164 → now 1,291
How unusual is that
Top 5%
Stronger buying than 99% of US stocks
What the filings say, in one paragraph

1,291 funds held Q at the end of 2026Q2, up 127 from the quarter before. That is stronger buying than 98.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $5.2B, the P/E is 42.2x, return on equity is 8.7%. Q has had 3 buying rushes in its history, and the price moved +35.7% 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.

How many funds owned it, quarter by quarter

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

2025Q4: holders=998 2026Q1: holders=1164 2026Q2: holders=1291 -997 -498.5 +0 +498.5 +997 89811271356 25Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 1% in the market -1.5%
2025Q4 Top 1% in the market +5.5% +35.7%

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
340
Change in large funds
+36
Total value they hold
$26.2B
Funds buying for the first time
246
Funds that sold out entirely
119
Price change that quarter
-21.0%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
18

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)
42.2
EPS (TTM)
$2.79
EPS YoY
Revenue (TTM)
$5.2B
Revenue YoY
Net margin
12.1%
ROE
8.7%
Debt ratio
47.3%
FCF (TTM)
$825M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2024-09-30: EPS 0.95 2025-03-31: EPS 0.92 2025-06-30: EPS 0.90 2025-09-30: EPS 1.01 2025-12-31: EPS 0.47 2026-03-31: EPS 0.72 2026-06-30: EPS 0.59 0B 0.7B 1.4B $B 0.00 0.56 1.11 20242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
20 37 54 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

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.