13FPulse
RO

ROG ROGERS CORP

2026Q2 · CUSIP 775133101 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
306
Institutions that reported holding it to the SEC
Net increase in holders
+50
Last quarter 256 → now 306
How unusual is that
Top 10%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

306 funds held ROG at the end of 2026Q2, up 50 from the quarter before. That is stronger buying than 94.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $821M(YoY +1.7%), return on equity is -4.7%. ROG has had 9 buying rushes in its history, and the price moved +3.0% 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 Materials 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=122 2013Q4: holders=140 2014Q1: holders=143 2014Q2: holders=140 2014Q3: holders=142 2014Q4: holders=154 2015Q1: holders=156 2015Q2: holders=161 2015Q3: holders=147 2015Q4: holders=150 2016Q1: holders=158 2016Q2: holders=185 2016Q3: holders=180 2016Q4: holders=195 2017Q1: holders=206 2017Q2: holders=208 2017Q3: holders=244 2017Q4: holders=255 2018Q1: holders=244 2018Q2: holders=210 2018Q3: holders=205 2018Q4: holders=196 2019Q1: holders=214 2019Q2: holders=240 2019Q3: holders=228 2019Q4: holders=235 2020Q1: holders=196 2020Q2: holders=189 2020Q3: holders=194 2020Q4: holders=212 2021Q1: holders=221 2021Q2: holders=227 2021Q3: holders=227 2021Q4: holders=266 2022Q1: holders=258 2022Q2: holders=258 2022Q3: holders=253 2022Q4: holders=230 2023Q1: holders=230 2023Q2: holders=220 2023Q3: holders=224 2023Q4: holders=233 2024Q1: holders=214 2024Q2: holders=236 2024Q3: holders=223 2024Q4: holders=217 2025Q1: holders=222 2025Q2: holders=233 2025Q3: holders=230 2025Q4: holders=246 2026Q1: holders=256 2026Q2: holders=306 -50 -25 +0 +25 +50 109216322 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2024Q2 Top 20% +3.0% -2.1%
2021Q4 Top 20% +0.0% -6.6%
2019Q2 Top 5% -4.2% -6.2%
2019Q1 Top 20% +23.2% -3.7%
2017Q3 Top 5% +6.5% -1.4%
2017Q1 Top 20% +1.8% +9.0%
2016Q2 Top 10% +9.8% +32.4%
2013Q4 Top 20% +6.9% +2.8%

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
154
Change in large funds
+24
Total value they hold
$3.0B
Funds buying for the first time
76
Funds that sold out entirely
26
Price change that quarter
-8.1%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
4

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)
EPS (TTM)
$-3.07
EPS YoY
-441.1%
Revenue (TTM)
$0.8B
Revenue YoY
+1.7%
Net margin
-6.8%
ROE
-4.7%
Debt ratio
16.4%
FCF (TTM)
$70M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.94 2022-09-30: EPS 0.78 2022-12-31: EPS 3.56 2023-03-31: EPS -0.19 2023-06-30: EPS 0.96 2023-09-30: EPS 1.02 2023-12-31: EPS 1.24 2024-03-31: EPS 0.42 2024-06-30: EPS 0.44 2024-09-30: EPS 0.58 2024-12-31: EPS -0.04 2025-03-31: EPS -0.08 2025-06-30: EPS -4.00 2025-09-30: EPS 0.48 2025-12-31: EPS 0.20 2026-03-31: EPS 0.25 0M 126M 252M $M -4.40 -0.24 3.92 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 34 22 52 81 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
-42M28M98M 20162017201820192020202120222023202420252026
Latest quarter $1M (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)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.