13FPulse
RO

ROST ROSS STORES INC

2026Q2 · CUSIP 778296103 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,389
Institutions that reported holding it to the SEC
Net increase in holders
+38
Last quarter 1,351 → now 1,389
How unusual is that
Top 10%
Stronger buying than 92% of US stocks
What the filings say, in one paragraph

1,389 funds held ROST at the end of 2026Q2, up 38 from the quarter before. That is stronger buying than 92.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $24.5B(YoY +14.0%), the P/E is 27.9x, return on equity is 39.4%. ROST has had 24 buying rushes in its history, and the price moved +3.1% 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 Consumer 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=541 2013Q4: holders=574 2014Q1: holders=556 2014Q2: holders=546 2014Q3: holders=559 2014Q4: holders=595 2015Q1: holders=615 2015Q2: holders=600 2015Q3: holders=600 2015Q4: holders=630 2016Q1: holders=663 2016Q2: holders=653 2016Q3: holders=658 2016Q4: holders=731 2017Q1: holders=708 2017Q2: holders=673 2017Q3: holders=661 2017Q4: holders=752 2018Q1: holders=745 2018Q2: holders=748 2018Q3: holders=775 2018Q4: holders=774 2019Q1: holders=814 2019Q2: holders=822 2019Q3: holders=843 2019Q4: holders=921 2020Q1: holders=829 2020Q2: holders=817 2020Q3: holders=777 2020Q4: holders=840 2021Q1: holders=845 2021Q2: holders=856 2021Q3: holders=839 2021Q4: holders=863 2022Q1: holders=827 2022Q2: holders=797 2022Q3: holders=794 2022Q4: holders=897 2023Q1: holders=889 2023Q2: holders=875 2023Q3: holders=900 2023Q4: holders=971 2024Q1: holders=1021 2024Q2: holders=1031 2024Q3: holders=1048 2024Q4: holders=1095 2025Q1: holders=1013 2025Q2: holders=1041 2025Q3: holders=1058 2025Q4: holders=1217 2026Q1: holders=1351 2026Q2: holders=1389 -159 -79.5 +0 +79.5 +159 4869731459 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2026Q1 Top 1% in the market +0.3%
2025Q4 Top 5% +8.2% +8.9%
2025Q2 Top 20% +5.2% +10.2%
2024Q4 Top 20% -6.7% +10.6%
2024Q1 Top 5% +9.1% +11.7%
2023Q4 Top 10% -1.5% -7.9%
2023Q3 Top 10% +12.5% +20.5%

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
355
Change in large funds
+30
Total value they hold
$63.5B
Funds buying for the first time
177
Funds that sold out entirely
139
Price change that quarter
+9.6%
Funds holding puts (bearish)
27
Funds holding calls (bullish)
23

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)
27.9
EPS (TTM)
$8.26
EPS YoY
+31.1%
Revenue (TTM)
$24.5B
Revenue YoY
+14.0%
Net margin
10.8%
ROE
39.4%
Debt ratio
57.8%
FCF (TTM)
$2.8B
Dividend (TTM)
$1.70
Quarterly Revenue & EPS
2021-10-30: EPS 1.09 2022-01-29: EPS 1.05 2022-04-30: EPS 0.97 2022-07-30: EPS 1.11 2022-10-29: EPS 1.00 2023-01-28: EPS 1.30 2023-04-29: EPS 1.09 2023-07-29: EPS 1.32 2023-10-28: EPS 1.33 2024-02-03: EPS 1.82 2024-05-04: EPS 1.46 2024-08-03: EPS 1.59 2024-11-02: EPS 1.48 2025-02-01: EPS 1.79 2025-05-03: EPS 1.47 2025-08-02: EPS 1.56 2025-11-01: EPS 1.58 2026-01-31: EPS 2.00 2026-05-02: EPS 2.02 2026-08-01: EPS 2.66 0B 3.3B 6.6B $B 0.00 1.46 2.93 2016201720182019202020212022202320242025202608/26 Revenue EPS

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

P/E (TTM) over time
4Y median 24 18 26 34 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
-1.2B162M1.5B 20162017201820192020202120222023202420252026
Latest quarter $627M (2026-05-02)

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

As of 2026-08-01 · 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.