13FPulse
TP

TPR TAPESTRY INC

2026Q2 · CUSIP 876030107 · Sector: Other

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
1,069
Institutions that reported holding it to the SEC
Net decrease in holders
14
Last quarter 1,083 → now 1,069
How unusual is that
Bottom 20%
Stronger than only 10% of US stocks
What the filings say, in one paragraph

1,069 funds held TPR at the end of 2026Q2, down 14 from the quarter before. Buying is stronger than only 9.9% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $8.0B(YoY +14.2%), the P/E is 16.8x, return on equity is 220.7%. TPR has had 17 buying rushes in its history, and the price moved +3.1% 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 Other sector.

How many funds owned it, quarter by quarter

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

2016Q1: holders=2 2016Q2: holders=2 2016Q3: holders=2 2016Q4: holders=4 2017Q1: holders=4 2017Q2: holders=4 2017Q3: holders=22 2017Q4: holders=599 2018Q1: holders=606 2018Q2: holders=597 2018Q3: holders=620 2018Q4: holders=611 2019Q1: holders=609 2019Q2: holders=576 2019Q3: holders=521 2019Q4: holders=543 2020Q1: holders=481 2020Q2: holders=429 2020Q3: holders=408 2020Q4: holders=474 2021Q1: holders=539 2021Q2: holders=559 2021Q3: holders=511 2021Q4: holders=552 2022Q1: holders=548 2022Q2: holders=551 2022Q3: holders=548 2022Q4: holders=578 2023Q1: holders=587 2023Q2: holders=587 2023Q3: holders=572 2023Q4: holders=609 2024Q1: holders=637 2024Q2: holders=619 2024Q3: holders=668 2024Q4: holders=738 2025Q1: holders=812 2025Q2: holders=874 2025Q3: holders=952 2025Q4: holders=1017 2026Q1: holders=1083 2026Q2: holders=1069 -577 -288.5 +0 +288.5 +577 15701138 16Q117Q218Q319Q421Q122Q223Q324Q426Q126Q2 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
2026Q1 Top 5% +10.3%
2025Q4 Top 10% -5.4% -10.6%
2025Q3 Top 5% +27.3% +50.2%
2025Q2 Top 5% +14.4% +1.9%
2025Q1 Top 1% in the market +10.0% +19.4%
2024Q4 Top 10% -16.5% -5.2%
2024Q3 Top 5% +18.7% +50.4%
2024Q1 Top 10% -4.3% -3.3%

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
327
Change in large funds
+25
Total value they hold
$28.8B
Funds buying for the first time
127
Funds that sold out entirely
141
Price change that quarter
-6.6%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
18

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)
16.8
EPS (TTM)
$7.27
EPS YoY
+786.6%
Revenue (TTM)
$8.0B
Revenue YoY
+14.2%
Net margin
19.1%
ROE
220.7%
Debt ratio
89.7%
FCF (TTM)
$1.8B
Dividend (TTM)
$1.60
Quarterly Revenue & EPS
2021-10-02: EPS 0.80 2022-01-01: EPS 1.15 2022-04-02: EPS 0.46 2022-07-02: EPS 0.76 2022-10-01: EPS 0.79 2022-12-31: EPS 1.36 2023-04-01: EPS 0.78 2023-07-01: EPS 0.95 2023-09-30: EPS 0.84 2023-12-30: EPS 1.39 2024-03-30: EPS 0.60 2024-06-29: EPS 0.67 2024-09-28: EPS 0.79 2024-12-28: EPS 1.38 2025-03-29: EPS 0.95 2025-06-28: EPS -2.30 2025-09-27: EPS 1.28 2025-12-27: EPS 2.68 2026-03-28: EPS 1.65 2026-06-27: EPS 1.66 0B 1.3B 2.5B $B -2.53 0.21 2.95 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 12 6 64 121 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
-198M420M1.0B 20162017201820192020202120222023202420252026
Latest quarter $226M (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)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.