13FPulse
TE

TER TERADYNE INC

2026Q2 · CUSIP 880770102 · Semi Equipment · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,390
Institutions that reported holding it to the SEC
Net increase in holders
+162
Last quarter 1,228 → now 1,390
How unusual is that
Top 1% in the market
Stronger buying than 99.1% of US stocks
What the filings say, in one paragraph

1,390 funds held TER at the end of 2026Q2, up 162 from the quarter before. That is stronger buying than 99.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.5B(YoY +57.9%), the P/E is 48.1x, return on equity is 33.5%. TER has had 23 buying rushes in its history, and the price moved +8.5% 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 Semiconductors sector, tagged Semi Equipment.

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=281 2013Q4: holders=269 2014Q1: holders=261 2014Q2: holders=262 2014Q3: holders=257 2014Q4: holders=259 2015Q1: holders=260 2015Q2: holders=280 2015Q3: holders=277 2015Q4: holders=303 2016Q1: holders=304 2016Q2: holders=311 2016Q3: holders=309 2016Q4: holders=343 2017Q1: holders=357 2017Q2: holders=390 2017Q3: holders=384 2017Q4: holders=427 2018Q1: holders=433 2018Q2: holders=370 2018Q3: holders=381 2018Q4: holders=385 2019Q1: holders=407 2019Q2: holders=417 2019Q3: holders=464 2019Q4: holders=504 2020Q1: holders=493 2020Q2: holders=567 2020Q3: holders=580 2020Q4: holders=663 2021Q1: holders=684 2021Q2: holders=703 2021Q3: holders=679 2021Q4: holders=745 2022Q1: holders=722 2022Q2: holders=653 2022Q3: holders=633 2022Q4: holders=641 2023Q1: holders=663 2023Q2: holders=688 2023Q3: holders=684 2023Q4: holders=710 2024Q1: holders=684 2024Q2: holders=757 2024Q3: holders=755 2024Q4: holders=776 2025Q1: holders=745 2025Q2: holders=729 2025Q3: holders=831 2025Q4: holders=1041 2026Q1: holders=1228 2026Q2: holders=1390 -210 -105 +0 +105 +210 2318461460 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 1% in the market +15.0%
2025Q4 Top 1% in the market -0.1% +9.0%
2025Q3 Top 5% +24.1% +88.9%
2024Q2 Top 5% -3.0% -19.9%
2023Q2 Top 10% -0.7% -10.4%
2023Q1 Top 10% +17.6% +6.1%
2021Q4 Top 10% -2.2% -13.6%

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
353
Change in large funds
+42
Total value they hold
$72.9B
Funds buying for the first time
330
Funds that sold out entirely
168
Price change that quarter
+9.0%
Funds holding puts (bearish)
32
Funds holding calls (bullish)
35

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)
48.1
EPS (TTM)
$7.28
EPS YoY
+152.8%
Revenue (TTM)
$4.5B
Revenue YoY
+57.9%
Net margin
25.8%
ROE
33.5%
Debt ratio
29.5%
FCF (TTM)
$800M
Dividend (TTM)
$0.50
Quarterly Revenue & EPS
2021-10-03: EPS 1.41 2021-12-31: EPS 1.27 2022-04-03: EPS 0.92 2022-07-03: EPS 1.16 2022-10-02: EPS 1.10 2022-12-31: EPS 1.04 2023-04-02: EPS 0.50 2023-07-02: EPS 0.73 2023-10-01: EPS 0.78 2023-12-31: EPS 0.72 2024-03-31: EPS 0.40 2024-06-30: EPS 1.14 2024-09-29: EPS 0.89 2024-12-31: EPS 0.89 2025-03-30: EPS 0.61 2025-06-29: EPS 0.49 2025-09-28: EPS 0.75 2025-12-31: EPS 1.62 2026-03-29: EPS 2.53 2026-06-28: EPS 2.38 0B 0.7B 1.3B $B 0.00 1.39 2.78 201720182019202020212022202320242025202606/26 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 34 18 57 95 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
-117M188M493M 2017201820192020202120222023202420252026
Latest quarter $200M (2026-03-29)

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

As of 2026-06-28 · 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.