13FPulse
SN

SNX TD SYNNEX CORP

2026Q2 · CUSIP 87162W100 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
725
Institutions that reported holding it to the SEC
Net increase in holders
+123
Last quarter 602 → now 725
How unusual is that
Top 5%
Stronger buying than 99% of US stocks
What the filings say, in one paragraph

725 funds held SNX at the end of 2026Q2, up 123 from the quarter before. That is stronger buying than 98.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $69.8B(YoY +16.3%), the P/E is 18.2x, return on equity is 12.7%. SNX has had 17 buying rushes in its history, and the price moved +11.1% 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=166 2013Q4: holders=179 2014Q1: holders=171 2014Q2: holders=180 2014Q3: holders=176 2014Q4: holders=177 2015Q1: holders=183 2015Q2: holders=186 2015Q3: holders=197 2015Q4: holders=213 2016Q1: holders=212 2016Q2: holders=211 2016Q3: holders=227 2016Q4: holders=220 2017Q1: holders=233 2017Q2: holders=224 2017Q3: holders=222 2017Q4: holders=227 2018Q1: holders=241 2018Q2: holders=242 2018Q3: holders=258 2018Q4: holders=265 2019Q1: holders=285 2019Q2: holders=293 2019Q3: holders=317 2019Q4: holders=328 2020Q1: holders=303 2020Q2: holders=315 2020Q3: holders=327 2020Q4: holders=315 2021Q1: holders=322 2021Q2: holders=332 2021Q3: holders=326 2021Q4: holders=349 2022Q1: holders=341 2022Q2: holders=325 2022Q3: holders=307 2022Q4: holders=320 2023Q1: holders=344 2023Q2: holders=320 2023Q3: holders=340 2023Q4: holders=380 2024Q1: holders=468 2024Q2: holders=477 2024Q3: holders=482 2024Q4: holders=462 2025Q1: holders=478 2025Q2: holders=472 2025Q3: holders=479 2025Q4: holders=540 2026Q1: holders=602 2026Q2: holders=725 -123 -61.5 +0 +61.5 +123 149456762 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 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
2026Q2 Top 5%
2026Q1 Top 5% +7.4%
2025Q4 Top 10% +19.7% +43.3%
2025Q1 Top 20% +12.7% +17.9%
2024Q1 Top 5% -10.2% -6.6%
2023Q4 Top 20% +17.1% +25.5%
2023Q3 Top 10% +8.0% +4.1%
2023Q1 Top 10% +2.6% +8.7%

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
261
Change in large funds
+42
Total value they hold
$19.4B
Funds buying for the first time
176
Funds that sold out entirely
53
Price change that quarter
+11.7%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
12

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)
18.2
EPS (TTM)
$13.95
EPS YoY
+63.2%
Revenue (TTM)
$69.8B
Revenue YoY
+16.3%
Net margin
1.6%
ROE
12.7%
Debt ratio
76.8%
FCF (TTM)
$375M
Dividend (TTM)
$1.84
Quarterly Revenue & EPS
2022-08-31: EPS 1.55 2022-11-30: EPS 2.30 2023-02-28: EPS 1.75 2023-05-31: EPS 1.41 2023-08-31: EPS 1.49 2023-11-30: EPS 2.05 2024-02-29: EPS 1.93 2024-05-31: EPS 1.66 2024-08-31: EPS 2.08 2024-11-30: EPS 2.28 2025-02-28: EPS 1.98 2025-05-31: EPS 2.21 2025-08-31: EPS 2.74 2025-11-30: EPS 3.02 2026-02-28: EPS 4.04 2026-05-31: EPS 4.15 0B 9.8B 19.6B $B 0.00 2.28 4.57 2016201720182019202020212022202320242025202605/26 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 16 12 15 18 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
-1.3B38M1.4B 20162017201820192020202120222023202420252026
Latest quarter $-332M (2026-05-31)

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

As of 2026-05-31 · 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.