13FPulse
VC

VCYT VERACYTE INC

2026Q2 · CUSIP 92337F107 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
361
Institutions that reported holding it to the SEC
Net increase in holders
+31
Last quarter 330 → now 361
How unusual is that
Top 20%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

361 funds held VCYT at the end of 2026Q2, up 31 from the quarter before. That is stronger buying than 89.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $562M(YoY +17.3%), the P/E is 32.1x, return on equity is 8.3%. VCYT has had 14 buying rushes in its history, and the price moved +3.6% 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 Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

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

2014Q1: holders=41 2014Q2: holders=49 2014Q3: holders=52 2014Q4: holders=48 2015Q1: holders=48 2015Q2: holders=56 2015Q3: holders=60 2015Q4: holders=63 2016Q1: holders=54 2016Q2: holders=59 2016Q3: holders=55 2016Q4: holders=74 2017Q1: holders=84 2017Q2: holders=88 2017Q3: holders=87 2017Q4: holders=79 2018Q1: holders=78 2018Q2: holders=73 2018Q3: holders=111 2018Q4: holders=125 2019Q1: holders=148 2019Q2: holders=190 2019Q3: holders=184 2019Q4: holders=175 2020Q1: holders=165 2020Q2: holders=163 2020Q3: holders=185 2020Q4: holders=219 2021Q1: holders=230 2021Q2: holders=212 2021Q3: holders=212 2021Q4: holders=214 2022Q1: holders=202 2022Q2: holders=191 2022Q3: holders=207 2022Q4: holders=223 2023Q1: holders=229 2023Q2: holders=231 2023Q3: holders=234 2023Q4: holders=248 2024Q1: holders=244 2024Q2: holders=239 2024Q3: holders=290 2024Q4: holders=317 2025Q1: holders=285 2025Q2: holders=277 2025Q3: holders=295 2025Q4: holders=330 2026Q1: holders=330 2026Q2: holders=361 -51 -25.5 +0 +25.5 +51 36208380 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% -11.4% +24.6%
2025Q3 Top 20% +11.1% -7.6%
2024Q4 Top 20% -28.1% -29.0%
2024Q3 Top 5% +18.3% +6.7%
2022Q3 Top 10% -18.1% -7.9%
2020Q4 Top 20% -18.9% -47.5%
2020Q3 Top 20% +0.6% +31.4%

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
188
Change in large funds
+22
Total value they hold
$5.2B
Funds buying for the first time
77
Funds that sold out entirely
46
Price change that quarter
+8.1%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
5

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)
32.1
EPS (TTM)
$1.40
EPS YoY
+311.8%
Revenue (TTM)
$0.6B
Revenue YoY
+17.3%
Net margin
20.4%
ROE
8.3%
Debt ratio
6.6%
FCF (TTM)
$166M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.20 2021-12-31: EPS -0.12 2022-03-31: EPS -0.20 2022-06-30: EPS -0.13 2022-09-30: EPS -0.12 2022-12-31: EPS -0.06 2023-03-31: EPS -0.11 2023-06-30: EPS -0.12 2023-09-30: EPS -0.41 2023-12-31: EPS -0.38 2024-03-31: EPS -0.02 2024-06-30: EPS 0.07 2024-09-30: EPS 0.19 2024-12-31: EPS 0.07 2025-03-31: EPS 0.09 2025-06-30: EPS -0.01 2025-09-30: EPS 0.24 2025-12-31: EPS 0.50 2026-03-31: EPS 0.35 2026-06-30: EPS 0.31 0M 75M 150M $M -0.45 0.05 0.55 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
27 83 139 202420252026

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
-42M4M49M 20162017201820192020202120222023202420252026
Latest quarter $32M (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.