13FPulse
TC

TCBI TEXAS CAPITAL BANCSHARES INC

2026Q2 · CUSIP 88224Q107 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
365
Institutions that reported holding it to the SEC
Net increase in holders
+27
Last quarter 338 → now 365
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

365 funds held TCBI at the end of 2026Q2, up 27 from the quarter before. That is stronger buying than 87.9% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 12.5x, return on equity is 10.0%. TCBI has had 13 buying rushes in its history, and the price moved +2.6% 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 Financials 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=161 2013Q4: holders=185 2014Q1: holders=200 2014Q2: holders=192 2014Q3: holders=196 2014Q4: holders=206 2015Q1: holders=201 2015Q2: holders=203 2015Q3: holders=190 2015Q4: holders=195 2016Q1: holders=180 2016Q2: holders=201 2016Q3: holders=194 2016Q4: holders=250 2017Q1: holders=263 2017Q2: holders=251 2017Q3: holders=264 2017Q4: holders=283 2018Q1: holders=272 2018Q2: holders=284 2018Q3: holders=292 2018Q4: holders=273 2019Q1: holders=264 2019Q2: holders=251 2019Q3: holders=245 2019Q4: holders=251 2020Q1: holders=212 2020Q2: holders=197 2020Q3: holders=190 2020Q4: holders=207 2021Q1: holders=241 2021Q2: holders=244 2021Q3: holders=241 2021Q4: holders=239 2022Q1: holders=246 2022Q2: holders=223 2022Q3: holders=242 2022Q4: holders=238 2023Q1: holders=236 2023Q2: holders=225 2023Q3: holders=244 2023Q4: holders=254 2024Q1: holders=259 2024Q2: holders=246 2024Q3: holders=258 2024Q4: holders=306 2025Q1: holders=303 2025Q2: holders=303 2025Q3: holders=333 2025Q4: holders=341 2026Q1: holders=338 2026Q2: holders=365 -56 -28 +0 +28 +56 144264384 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q3 Top 20% +11.0% +26.6%
2024Q4 Top 20% -8.2% -6.4%
2023Q3 Top 10% +11.1% +7.8%
2022Q3 Top 10% +2.7% +14.9%
2021Q1 Top 10% -8.9% -6.1%
2018Q2 Top 20% -12.5% -34.9%
2017Q3 Top 20% +13.3% +14.9%

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
186
Change in large funds
+9
Total value they hold
$4.8B
Funds buying for the first time
62
Funds that sold out entirely
35
Price change that quarter
-1.6%
Funds holding puts (bearish)
1
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)
12.5
EPS (TTM)
$7.68
EPS YoY
+204.8%
Revenue (TTM)
Revenue YoY
Net margin
ROE
10.0%
Debt ratio
89.2%
FCF (TTM)
$472M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.74 2022-12-31: EPS 4.23 2023-03-31: EPS 0.70 2023-06-30: EPS 1.33 2023-09-30: EPS 1.18 2023-12-31: EPS 0.33 2024-03-31: EPS 0.46 2024-06-30: EPS 0.80 2024-09-30: EPS -1.41 2024-12-31: EPS 1.43 2025-03-31: EPS 0.92 2025-06-30: EPS 1.58 2025-09-30: EPS 2.18 2025-12-31: EPS 2.11 2026-03-31: EPS 1.56 2026-06-30: EPS 1.83 -1.55 1.55 4.65 2022202320242025202606/26 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 17 7 257 507 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
-1.5B161M1.8B 201820192020202120222023202420252026
Latest quarter $86M (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.