13FPulse
UC

UCTT ULTRA CLEAN HOLDINGS INC

2026Q2 · CUSIP 90385V107 · Semi Equipment · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
428
Institutions that reported holding it to the SEC
Net increase in holders
+100
Last quarter 328 → now 428
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

428 funds held UCTT at the end of 2026Q2, up 100 from the quarter before. That is stronger buying than 98.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.2B(YoY +2.5%), return on equity is -3.7%. UCTT has had 16 buying rushes in its history, and the price moved +7.2% 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=81 2013Q4: holders=103 2014Q1: holders=119 2014Q2: holders=112 2014Q3: holders=112 2014Q4: holders=103 2015Q1: holders=103 2015Q2: holders=88 2015Q3: holders=101 2015Q4: holders=83 2016Q1: holders=80 2016Q2: holders=87 2016Q3: holders=88 2016Q4: holders=113 2017Q1: holders=132 2017Q2: holders=136 2017Q3: holders=156 2017Q4: holders=165 2018Q1: holders=191 2018Q2: holders=176 2018Q3: holders=161 2018Q4: holders=147 2019Q1: holders=150 2019Q2: holders=146 2019Q3: holders=157 2019Q4: holders=176 2020Q1: holders=179 2020Q2: holders=199 2020Q3: holders=201 2020Q4: holders=222 2021Q1: holders=236 2021Q2: holders=260 2021Q3: holders=237 2021Q4: holders=274 2022Q1: holders=263 2022Q2: holders=230 2022Q3: holders=212 2022Q4: holders=218 2023Q1: holders=202 2023Q2: holders=200 2023Q3: holders=206 2023Q4: holders=195 2024Q1: holders=202 2024Q2: holders=216 2024Q3: holders=248 2024Q4: holders=232 2025Q1: holders=226 2025Q2: holders=229 2025Q3: holders=240 2025Q4: holders=237 2026Q1: holders=328 2026Q2: holders=428 -100 -50 +0 +50 +100 72261450 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5% +35.9%
2024Q3 Top 10% +10.8% +6.1%
2024Q2 Top 20% -2.9% -10.0%
2021Q4 Top 20% -21.0% -39.0%
2021Q2 Top 20% +3.4% +48.0%
2020Q2 Top 20% -24.9% -10.8%
2020Q1 Top 20% +20.5% +55.1%

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
189
Change in large funds
+36
Total value they hold
$6.5B
Funds buying for the first time
141
Funds that sold out entirely
41
Price change that quarter
-14.9%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
12

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)
EPS (TTM)
$-0.52
EPS YoY
Revenue (TTM)
$2.2B
Revenue YoY
+2.5%
Net margin
-1.1%
ROE
-3.7%
Debt ratio
62.6%
FCF (TTM)
-$113M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-24: EPS 0.70 2021-12-31: EPS 1.00 2022-04-01: EPS 0.61 2022-07-01: EPS -0.56 2022-09-30: EPS 0.21 2022-12-30: EPS 0.62 2023-03-31: EPS -0.08 2023-06-30: EPS -0.21 2023-09-29: EPS -0.32 2023-12-29: EPS -0.09 2024-03-29: EPS -0.21 2024-06-28: EPS 0.42 2024-09-27: EPS -0.05 2024-12-27: EPS 0.36 2025-03-28: EPS -0.11 2025-06-27: EPS -3.58 2025-09-26: EPS -0.24 2025-12-26: EPS -0.07 2026-03-27: EPS -0.40 2026-06-26: EPS 0.19 0M 322M 645M $M -3.94 -1.42 1.10 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 61 17 1430 2842 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
-96M-16M64M 20162017201820192020202120222023202420252026
Latest quarter $-43M (2026-03-27)

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

As of 2026-06-26 · 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.