13FPulse
SP

SPXC SPX TECHNOLOGIES INC

2026Q2 · CUSIP 78473E103 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
497
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 469 → now 497
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

497 funds held SPXC at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 88.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.5B(YoY +20.6%), the P/E is 34.6x, return on equity is 11.9%. SPXC has had 9 buying rushes in its history, and the price moved +7.7% 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 Industrials sector.

How many funds owned it, quarter by quarter

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

2014Q1: holders=1 2014Q2: holders=1 2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=2 2016Q2: holders=2 2016Q3: holders=2 2016Q4: holders=2 2017Q1: holders=1 2017Q2: holders=1 2017Q3: holders=1 2017Q4: holders=2 2018Q1: holders=2 2018Q2: holders=2 2018Q3: holders=2 2018Q4: holders=2 2019Q1: holders=2 2019Q2: holders=2 2019Q3: holders=2 2019Q4: holders=2 2020Q1: holders=2 2020Q2: holders=2 2020Q3: holders=2 2020Q4: holders=2 2021Q1: holders=2 2021Q2: holders=2 2021Q3: holders=2 2021Q4: holders=2 2022Q1: holders=2 2022Q2: holders=4 2022Q3: holders=203 2022Q4: holders=237 2023Q1: holders=235 2023Q2: holders=288 2023Q3: holders=278 2023Q4: holders=281 2024Q1: holders=324 2024Q2: holders=344 2024Q3: holders=369 2024Q4: holders=372 2025Q1: holders=399 2025Q2: holders=389 2025Q3: holders=444 2025Q4: holders=466 2026Q1: holders=469 2026Q2: holders=497 -199 -99.5 +0 +99.5 +199 0261522 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 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 20%
2025Q3 Top 5% -0.9% +16.3%
2025Q1 Top 10% +8.8% +20.3%
2024Q3 Top 20% -9.0% -14.4%
2024Q2 Top 20% +4.1% +7.3%
2024Q1 Top 5% +2.3% +10.0%
2023Q2 Top 5% +1.1% +9.6%
2022Q4 Top 20% -0.9% +8.8%
2022Q3 Top 1% in the market -5.8% +4.1%

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
226
Change in large funds
+22
Total value they hold
$11.5B
Funds buying for the first time
106
Funds that sold out entirely
78
Price change that quarter
-3.6%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
5

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)
34.6
EPS (TTM)
$5.58
EPS YoY
+25.1%
Revenue (TTM)
$2.5B
Revenue YoY
+20.6%
Net margin
11.3%
ROE
11.9%
Debt ratio
40.4%
FCF (TTM)
$303M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-02: EPS 7.08 2021-12-31: EPS 0.14 2022-04-02: EPS 0.25 2022-07-02: EPS 0.28 2022-10-01: EPS 0.07 2022-12-31: EPS -0.60 2023-04-01: EPS 0.92 2023-07-01: EPS 0.77 2023-09-30: EPS -0.44 2023-12-31: EPS 0.68 2024-03-30: EPS 1.05 2024-06-29: EPS 0.94 2024-09-28: EPS 1.06 2024-12-31: EPS 1.21 2025-03-29: EPS 1.09 2025-06-28: EPS 1.10 2025-09-27: EPS 1.28 2025-12-31: EPS 1.56 2026-03-28: EPS 1.19 2026-06-27: EPS 1.55 0M 340M 679M $M -0.66 3.56 7.79 2016201720182019202020212022202320242025202606/26 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 48 7 683024938231136300 1366049876462272500 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
-59M49M157M 20162017201820192020202120222023202420252026
Latest quarter $12M (2026-03-28)

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

As of 2026-06-27 · 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.