13FPulse
VI

VICR VICOR CORP

2026Q2 · CUSIP 925815102 · Analog & Power · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
501
Institutions that reported holding it to the SEC
Net increase in holders
+133
Last quarter 368 → now 501
How unusual is that
Top 5%
Stronger buying than 99% of US stocks
What the filings say, in one paragraph

501 funds held VICR at the end of 2026Q2, up 133 from the quarter before. That is stronger buying than 98.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $427M(YoY +15.6%), the P/E is 58.9x, return on equity is 18.1%. VICR has had 14 buying rushes in its history, and the price moved +6.1% 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 Technology sector, tagged Analog & Power.

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=84 2013Q4: holders=80 2014Q1: holders=82 2014Q2: holders=84 2014Q3: holders=84 2014Q4: holders=89 2015Q1: holders=90 2015Q2: holders=95 2015Q3: holders=91 2015Q4: holders=87 2016Q1: holders=89 2016Q2: holders=89 2016Q3: holders=89 2016Q4: holders=93 2017Q1: holders=92 2017Q2: holders=91 2017Q3: holders=100 2017Q4: holders=101 2018Q1: holders=114 2018Q2: holders=132 2018Q3: holders=159 2018Q4: holders=149 2019Q1: holders=138 2019Q2: holders=133 2019Q3: holders=131 2019Q4: holders=138 2020Q1: holders=149 2020Q2: holders=184 2020Q3: holders=175 2020Q4: holders=193 2021Q1: holders=191 2021Q2: holders=190 2021Q3: holders=216 2021Q4: holders=243 2022Q1: holders=225 2022Q2: holders=193 2022Q3: holders=203 2022Q4: holders=198 2023Q1: holders=200 2023Q2: holders=200 2023Q3: holders=225 2023Q4: holders=202 2024Q1: holders=174 2024Q2: holders=171 2024Q3: holders=178 2024Q4: holders=202 2025Q1: holders=217 2025Q2: holders=208 2025Q3: holders=217 2025Q4: holders=289 2026Q1: holders=368 2026Q2: holders=501 -133 -66.5 +0 +66.5 +133 72300527 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 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 5%
2026Q1 Top 5% +14.6%
2025Q4 Top 10% +4.6% +72.9%
2025Q1 Top 20% +5.2% +9.5%
2023Q3 Top 10% -1.2% +21.1%
2022Q3 Top 20% +2.9% +14.4%
2021Q4 Top 20% -31.3% -44.5%
2021Q3 Top 10% -23.9% -39.4%

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
212
Change in large funds
+42
Total value they hold
$8.2B
Funds buying for the first time
185
Funds that sold out entirely
52
Price change that quarter
-29.3%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
15

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)
58.9
EPS (TTM)
$2.99
EPS YoY
+464.1%
Revenue (TTM)
$0.4B
Revenue YoY
+15.6%
Net margin
32.0%
ROE
18.1%
Debt ratio
6.3%
FCF (TTM)
$87M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.24 2022-09-30: EPS 0.04 2022-12-31: EPS 0.18 2023-03-31: EPS 0.25 2023-06-30: EPS 0.38 2023-09-30: EPS 0.37 2023-12-31: EPS 0.19 2024-03-31: EPS -0.33 2024-06-30: EPS -0.03 2024-09-30: EPS 0.26 2024-12-31: EPS 0.24 2025-03-31: EPS 0.06 2025-06-30: EPS 0.91 2025-09-30: EPS 0.63 2025-12-31: EPS 1.01 2026-03-31: EPS 0.44 0M 204M 408M $M -0.36 0.37 1.11 20162017201820192020202120222023202420252026 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 69 29 318 606 2023202420252026

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
-18M20M59M 20162017201820192020202120222023202420252026
Latest quarter $-16M (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 2026-03-31 · 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.