13FPulse
SA

SAIC SCIENCE APPLICATIONS INTE

2026Q2 · CUSIP 808625107 · Defense · Sector: Technology

Cooling

Net holder growth weakened from last quarter

Funds that own it
423
Institutions that reported holding it to the SEC
Net increase in holders
+4
Last quarter 419 → now 423
How unusual is that
Above average
Stronger buying than 52% of US stocks
What the filings say, in one paragraph

423 funds held SAIC at the end of 2026Q2, up 4 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $7.4B(YoY -0.8%), the P/E is 14.8x, return on equity is 26.5%. SAIC has had 17 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 Technology sector, tagged Defense.

How many funds owned it, quarter by quarter

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

2013Q4: holders=183 2014Q1: holders=191 2014Q2: holders=192 2014Q3: holders=194 2014Q4: holders=217 2015Q1: holders=228 2015Q2: holders=241 2015Q3: holders=228 2015Q4: holders=234 2016Q1: holders=246 2016Q2: holders=240 2016Q3: holders=246 2016Q4: holders=280 2017Q1: holders=271 2017Q2: holders=272 2017Q3: holders=240 2017Q4: holders=255 2018Q1: holders=272 2018Q2: holders=274 2018Q3: holders=277 2018Q4: holders=254 2019Q1: holders=298 2019Q2: holders=308 2019Q3: holders=310 2019Q4: holders=309 2020Q1: holders=324 2020Q2: holders=347 2020Q3: holders=341 2020Q4: holders=384 2021Q1: holders=349 2021Q2: holders=341 2021Q3: holders=320 2021Q4: holders=355 2022Q1: holders=364 2022Q2: holders=342 2022Q3: holders=328 2022Q4: holders=378 2023Q1: holders=366 2023Q2: holders=360 2023Q3: holders=367 2023Q4: holders=403 2024Q1: holders=402 2024Q2: holders=392 2024Q3: holders=399 2024Q4: holders=440 2025Q1: holders=435 2025Q2: holders=419 2025Q3: holders=414 2025Q4: holders=398 2026Q1: holders=419 2026Q2: holders=423 -131 -65.5 +0 +65.5 +131 164313462 13Q415Q216Q418Q219Q421Q222Q424Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% +15.6%
2024Q4 Top 20% +14.6% +22.7%
2023Q4 Top 20% -4.3% +1.4%
2022Q4 Top 10% -0.7% -7.3%
2021Q4 Top 20% +10.0% +0.6%
2020Q4 Top 20% -9.0% -6.6%
2020Q2 Top 20% -6.2% +6.7%
2020Q1 Top 10% -8.8% -0.8%

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
193
Change in large funds
+14
Total value they hold
$4.0B
Funds buying for the first time
65
Funds that sold out entirely
61
Price change that quarter
+32.5%
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)
14.8
EPS (TTM)
$8.56
EPS YoY
+3.9%
Revenue (TTM)
$7.4B
Revenue YoY
-0.8%
Net margin
5.1%
ROE
26.5%
Debt ratio
73.5%
FCF (TTM)
$619M
Dividend (TTM)
$0.37
Quarterly Revenue & EPS
2021-10-29: EPS 1.22 2022-01-28: EPS 0.76 2022-04-29: EPS 1.29 2022-07-29: EPS 1.30 2022-10-28: EPS 1.45 2023-02-03: EPS 1.34 2023-05-05: EPS 1.79 2023-08-04: EPS 4.56 2023-11-03: EPS 1.76 2024-02-02: EPS 0.77 2024-05-03: EPS 1.48 2024-08-02: EPS 1.58 2024-11-01: EPS 2.13 2025-01-31: EPS 1.98 2025-05-02: EPS 1.42 2025-08-01: EPS 2.71 2025-10-31: EPS 1.69 2026-01-30: EPS 1.88 2026-05-01: EPS 2.61 2026-07-31: EPS 2.38 0B 1.0B 2.0B $B 0.00 2.51 5.02 2016201720182019202020212022202320242025202607/26 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 15 10 17 25 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
-38M160M358M 20162017201820192020202120222023202420252026
Latest quarter $118M (2026-05-01)

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

As of 2026-07-31 · 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.