13FPulse
VE

VECO VEECO INSTRUMENTS INC

2026Q2 · CUSIP 922417100 · Semi Equipment · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
322
Institutions that reported holding it to the SEC
Net increase in holders
+76
Last quarter 246 → now 322
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

322 funds held VECO at the end of 2026Q2, up 76 from the quarter before. That is stronger buying than 97.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $683M(YoY -2.5%), the P/E is 119.5x, return on equity is 2.6%. VECO has had 9 buying rushes in its history, and the price moved -3.9% 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=163 2013Q4: holders=155 2014Q1: holders=177 2014Q2: holders=171 2014Q3: holders=166 2014Q4: holders=163 2015Q1: holders=148 2015Q2: holders=148 2015Q3: holders=143 2015Q4: holders=152 2016Q1: holders=154 2016Q2: holders=148 2016Q3: holders=148 2016Q4: holders=165 2017Q1: holders=169 2017Q2: holders=194 2017Q3: holders=171 2017Q4: holders=169 2018Q1: holders=170 2018Q2: holders=160 2018Q3: holders=146 2018Q4: holders=151 2019Q1: holders=134 2019Q2: holders=131 2019Q3: holders=140 2019Q4: holders=129 2020Q1: holders=125 2020Q2: holders=146 2020Q3: holders=151 2020Q4: holders=163 2021Q1: holders=165 2021Q2: holders=169 2021Q3: holders=165 2021Q4: holders=186 2022Q1: holders=197 2022Q2: holders=185 2022Q3: holders=173 2022Q4: holders=181 2023Q1: holders=188 2023Q2: holders=207 2023Q3: holders=195 2023Q4: holders=200 2024Q1: holders=236 2024Q2: holders=264 2024Q3: holders=252 2024Q4: holders=233 2025Q1: holders=224 2025Q2: holders=216 2025Q3: holders=227 2025Q4: holders=227 2026Q1: holders=246 2026Q2: holders=322 -76 -38 +0 +38 +76 112226339 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 20% +3.3%
2024Q2 Top 10% -16.2% -28.8%
2024Q1 Top 10% +18.5% -5.7%
2023Q2 Top 20% -4.6% -2.1%
2022Q1 Top 20% -18.2% +7.6%
2020Q2 Top 20% -10.3% +10.9%
2017Q2 Top 5% +9.2% -21.7%
2014Q1 Top 10% +14.6% +12.2%

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
163
Change in large funds
+37
Total value they hold
$5.2B
Funds buying for the first time
112
Funds that sold out entirely
36
Price change that quarter
-22.7%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
6

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)
119.5
EPS (TTM)
$0.36
EPS YoY
-64.4%
Revenue (TTM)
$0.7B
Revenue YoY
-2.5%
Net margin
3.4%
ROE
2.6%
Debt ratio
36.2%
FCF (TTM)
$85M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.17 2021-12-31: EPS 0.15 2022-03-31: EPS 0.24 2022-06-30: EPS 0.18 2022-09-30: EPS 0.27 2022-12-31: EPS 2.02 2023-03-31: EPS 0.17 2023-06-30: EPS -1.61 2023-09-30: EPS 0.42 2023-12-31: EPS 0.46 2024-03-31: EPS 0.37 2024-06-30: EPS 0.25 2024-09-30: EPS 0.36 2024-12-31: EPS 0.25 2025-03-31: EPS 0.20 2025-06-30: EPS 0.20 2025-09-30: EPS 0.17 2025-12-31: EPS 0.02 2026-03-31: EPS -0.01 2026-06-30: EPS 0.18 0M 97M 193M $M -1.77 0.23 2.22 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 26 7 85 162 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
-47M-3M41M 20162017201820192020202120222023202420252026
Latest quarter $3M (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.