13FPulse
QR

QRVO QORVO INC

2026Q2 · CUSIP 74736K101 · RF · Sector: Semiconductors

Normal

Fund flows are within the usual range

Funds that own it
527
Institutions that reported holding it to the SEC
Net decrease in holders
3
Last quarter 530 → now 527
How unusual is that
Below average
Stronger than only 25% of US stocks
What the filings say, in one paragraph

527 funds held QRVO at the end of 2026Q2, down 3 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.7B(YoY -1.1%), the P/E is 27.8x, return on equity is 10.1%. QRVO has had 18 buying rushes in its history, and the price moved +0.6% 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 RF.

How many funds owned it, quarter by quarter

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

2014Q4: holders=5 2015Q1: holders=320 2015Q2: holders=394 2015Q3: holders=315 2015Q4: holders=352 2016Q1: holders=324 2016Q2: holders=346 2016Q3: holders=360 2016Q4: holders=355 2017Q1: holders=362 2017Q2: holders=382 2017Q3: holders=356 2017Q4: holders=389 2018Q1: holders=429 2018Q2: holders=427 2018Q3: holders=416 2018Q4: holders=412 2019Q1: holders=436 2019Q2: holders=423 2019Q3: holders=444 2019Q4: holders=545 2020Q1: holders=509 2020Q2: holders=573 2020Q3: holders=616 2020Q4: holders=687 2021Q1: holders=700 2021Q2: holders=716 2021Q3: holders=725 2021Q4: holders=704 2022Q1: holders=646 2022Q2: holders=591 2022Q3: holders=532 2022Q4: holders=570 2023Q1: holders=535 2023Q2: holders=539 2023Q3: holders=538 2023Q4: holders=592 2024Q1: holders=585 2024Q2: holders=565 2024Q3: holders=570 2024Q4: holders=497 2025Q1: holders=468 2025Q2: holders=480 2025Q3: holders=525 2025Q4: holders=532 2026Q1: holders=530 2026Q2: holders=527 -315 -157.5 +0 +157.5 +315 4383762 14Q416Q117Q218Q319Q421Q122Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% +6.7% -0.4%
2023Q4 Top 10% +0.7% -12.2%
2022Q4 Top 10% -3.4% -9.0%
2021Q2 Top 20% -5.9% -11.4%
2020Q4 Top 10% +15.9% +1.8%
2020Q3 Top 5% +17.2% +19.3%
2020Q2 Top 5% -3.6% +10.3%
2019Q4 Top 5% -23.9% -10.7%

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
218
Change in large funds
+7
Total value they hold
$7.9B
Funds buying for the first time
76
Funds that sold out entirely
79
Price change that quarter
+6.8%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
7

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)
27.8
EPS (TTM)
$3.62
EPS YoY
+524.1%
Revenue (TTM)
$3.7B
Revenue YoY
-1.1%
Net margin
9.2%
ROE
10.1%
Debt ratio
42.6%
FCF (TTM)
$680M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-07-02: EPS 0.65 2022-10-01: EPS 1.82 2022-12-31: EPS -0.16 2023-04-01: EPS -1.31 2023-07-01: EPS -0.44 2023-09-30: EPS 0.99 2023-12-30: EPS -1.31 2024-03-30: EPS 0.04 2024-06-29: EPS 0.00 2024-09-28: EPS -0.18 2024-12-28: EPS 0.43 2025-03-29: EPS 0.33 2025-06-28: EPS 0.27 2025-09-27: EPS 1.28 2025-12-27: EPS 1.75 2026-03-28: EPS 0.32 0B 0.6B 1.3B $B -1.44 0.28 2.00 20162017201820192020202120222023202420252026 Revenue EPS

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

P/E (TTM) over time
21 151 281 2023202420252026

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
-71M198M467M 20162017201820192020202120222023202420252026
Latest quarter $255M (2026-03-28)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-28 · 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.