13FPulse
中
SX

SXT SENSIENT TECHNOLOGIES CORP

2026Q2 · CUSIP 81725T100 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
374
Institutions that reported holding it to the SEC
Net increase in holders
+48
Last quarter 326 → now 374
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

374 funds held SXT at the end of 2026Q2, up 48 from the quarter before. That is stronger buying than 94.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.7B(YoY +8.1%), the P/E is 36.3x, return on equity is 12.5%. SXT has had 8 buying rushes in its history, and the price moved -4.8% 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=195 2013Q4: holders=218 2014Q1: holders=214 2014Q2: holders=208 2014Q3: holders=199 2014Q4: holders=206 2015Q1: holders=203 2015Q2: holders=212 2015Q3: holders=221 2015Q4: holders=227 2016Q1: holders=223 2016Q2: holders=229 2016Q3: holders=234 2016Q4: holders=244 2017Q1: holders=245 2017Q2: holders=234 2017Q3: holders=235 2017Q4: holders=273 2018Q1: holders=254 2018Q2: holders=246 2018Q3: holders=242 2018Q4: holders=239 2019Q1: holders=228 2019Q2: holders=242 2019Q3: holders=238 2019Q4: holders=235 2020Q1: holders=226 2020Q2: holders=215 2020Q3: holders=222 2020Q4: holders=234 2021Q1: holders=224 2021Q2: holders=228 2021Q3: holders=230 2021Q4: holders=247 2022Q1: holders=251 2022Q2: holders=251 2022Q3: holders=240 2022Q4: holders=229 2023Q1: holders=225 2023Q2: holders=232 2023Q3: holders=223 2023Q4: holders=222 2024Q1: holders=234 2024Q2: holders=249 2024Q3: holders=270 2024Q4: holders=286 2025Q1: holders=290 2025Q2: holders=310 2025Q3: holders=327 2025Q4: holders=346 2026Q1: holders=326 2026Q2: holders=374 -48 -24 +0 +24 +48 175284393 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q2 Top 20% -20.8% -18.8%
2024Q3 Top 20% -8.9% -9.7%
2024Q2 Top 20% +7.5% +7.3%
2019Q2 Top 10% +2.1% -4.6%
2017Q4 Top 20% -4.4% -4.6%
2015Q3 Top 20% -7.0% -12.3%
2013Q4 Top 20% +12.8% +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
165
Change in large funds
+26
Total value they hold
$5.2B
Funds buying for the first time
91
Funds that sold out entirely
43
Price change that quarter
+18.8%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
3

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)
36.3
EPS (TTM)
$3.71
EPS YoY
+17.0%
Revenue (TTM)
$1.7B
Revenue YoY
+8.1%
Net margin
9.3%
ROE
12.5%
Debt ratio
46.9%
FCF (TTM)
$4M
Dividend (TTM)
$1.64
Quarterly Revenue & EPS
2021-09-30: EPS 0.80 2021-12-31: EPS 0.65 2022-03-31: EPS 0.88 2022-06-30: EPS 0.92 2022-09-30: EPS 0.85 2022-12-31: EPS 0.69 2023-03-31: EPS 0.80 2023-06-30: EPS 0.81 2023-09-30: EPS 0.75 2023-12-31: EPS -0.15 2024-03-31: EPS 0.73 2024-06-30: EPS 0.73 2024-09-30: EPS 0.77 2024-12-31: EPS 0.71 2025-03-31: EPS 0.81 2025-06-30: EPS 0.88 2025-09-30: EPS 0.87 2025-12-31: EPS 0.60 2026-03-31: EPS 1.04 2026-06-30: EPS 1.20 0M 231M 462M $M -0.16 0.58 1.32 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 29 16 27 39 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
-59M2M64M 20162017201820192020202120222023202420252026
Latest quarter $-42M (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 2026-06-30 · 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.