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RM

RMBS RAMBUS INC

2026Q2 · CUSIP 750917106 · EDA & IP · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
603
Institutions that reported holding it to the SEC
Net increase in holders
+51
Last quarter 552 → now 603
How unusual is that
Top 10%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

603 funds held RMBS at the end of 2026Q2, up 51 from the quarter before. That is stronger buying than 94.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $721M(YoY +19.1%), the P/E is 40.2x, return on equity is 16.5%. RMBS has had 18 buying rushes in its history, and the price moved +12.5% 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 EDA & IP.

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=116 2013Q4: holders=118 2014Q1: holders=120 2014Q2: holders=136 2014Q3: holders=135 2014Q4: holders=141 2015Q1: holders=127 2015Q2: holders=123 2015Q3: holders=141 2015Q4: holders=147 2016Q1: holders=160 2016Q2: holders=163 2016Q3: holders=172 2016Q4: holders=169 2017Q1: holders=159 2017Q2: holders=162 2017Q3: holders=165 2017Q4: holders=170 2018Q1: holders=185 2018Q2: holders=171 2018Q3: holders=176 2018Q4: holders=185 2019Q1: holders=175 2019Q2: holders=177 2019Q3: holders=194 2019Q4: holders=180 2020Q1: holders=177 2020Q2: holders=202 2020Q3: holders=190 2020Q4: holders=221 2021Q1: holders=209 2021Q2: holders=217 2021Q3: holders=234 2021Q4: holders=255 2022Q1: holders=276 2022Q2: holders=250 2022Q3: holders=241 2022Q4: holders=302 2023Q1: holders=336 2023Q2: holders=392 2023Q3: holders=349 2023Q4: holders=399 2024Q1: holders=375 2024Q2: holders=364 2024Q3: holders=376 2024Q4: holders=394 2025Q1: holders=415 2025Q2: holders=460 2025Q3: holders=517 2025Q4: holders=553 2026Q1: holders=552 2026Q2: holders=603 -61 -30.5 +0 +30.5 +61 104369634 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 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
2026Q2 Top 10% — —
2025Q4 Top 20% -11.8% +28.3%
2025Q3 Top 5% +7.0% +14.3%
2025Q2 Top 10% +36.9% +25.7%
2025Q1 Top 20% +14.3% +25.0%
2023Q4 Top 10% +5.1% +3.4%
2023Q2 Top 5% +5.6% +27.2%
2023Q1 Top 5% +19.4% -4.6%

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
253
Change in large funds
+34
Total value they hold
$13.3B
Funds buying for the first time
139
Funds that sold out entirely
88
Price change that quarter
-31.8%
Funds holding puts (bearish)
12
Funds holding calls (bullish)
17

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)
40.2
EPS (TTM)
$2.10
EPS YoY
+10.0%
Revenue (TTM)
$0.7B
Revenue YoY
+19.1%
Net margin
31.9%
ROE
16.5%
Debt ratio
9.1%
FCF (TTM)
$335M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.31 2022-09-30: EPS 0.01 2022-12-31: EPS 0.15 2023-03-31: EPS 0.03 2023-06-30: EPS 1.51 2023-09-30: EPS 0.93 2023-12-31: EPS 0.54 2024-03-31: EPS 0.30 2024-06-30: EPS 0.33 2024-09-30: EPS 0.45 2024-12-31: EPS 0.57 2025-03-31: EPS 0.56 2025-06-30: EPS 0.53 2025-09-30: EPS 0.44 2025-12-31: EPS 0.58 2026-03-31: EPS 0.55 0M 95M 190M $M 0.00 0.83 1.66 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
4Y median 32 16 64 112 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
0K47M93M 20162017201820192020202120222023202420252026
Latest quarter $72M (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 2026-03-31 · 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.