MT

MTCH MATCH GROUP INC

2026Q2 · CUSIP 57667L107 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
596
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 571 → now 596
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

596 funds held MTCH at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 81.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.5B(YoY +1.7%), the P/E is 16.0x. MTCH has had 8 buying rushes in its history, and the price moved -7.1% 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.

How many funds owned it, quarter by quarter

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

2018Q2: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=1 2019Q4: holders=1 2020Q2: holders=14 2020Q3: holders=562 2020Q4: holders=682 2021Q1: holders=702 2021Q2: holders=704 2021Q3: holders=746 2021Q4: holders=779 2022Q1: holders=737 2022Q2: holders=700 2022Q3: holders=630 2022Q4: holders=614 2023Q1: holders=600 2023Q2: holders=603 2023Q3: holders=628 2023Q4: holders=603 2024Q1: holders=609 2024Q2: holders=566 2024Q3: holders=568 2024Q4: holders=564 2025Q1: holders=544 2025Q2: holders=556 2025Q3: holders=616 2025Q4: holders=611 2026Q1: holders=571 2026Q2: holders=596 -548 -274 +0 +274 +548 0409818 18Q219Q320Q321Q222Q122Q423Q324Q225Q125Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q3 Top 5% +2.8% -2.2%
2023Q3 Top 10% +15.2% +14.5%
2021Q4 Top 20% -7.1% -38.7%
2021Q3 Top 5% -9.1% -24.2%
2021Q1 Top 20% +16.2% -3.7%
2020Q4 Top 5% -11.2% -14.4%
2020Q3 Top 1% in the market +14.4% +19.3%

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
229
Change in large funds
+21
Total value they hold
$9.3B
Funds buying for the first time
102
Funds that sold out entirely
77
Price change that quarter
+4.3%
Funds holding puts (bearish)
16
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.

Fundamentals

PE (TTM)
16.0
EPS (TTM)
$2.83
EPS YoY
+39.4%
Revenue (TTM)
$3.5B
Revenue YoY
+1.7%
Net margin
20.2%
ROE
—
Debt ratio
105.9%
FCF (TTM)
$1.1B
Dividend (TTM)
$0.78
Quarterly Revenue & EPS
2021-09-30: EPS 0.43 2021-12-31: EPS -0.60 2022-03-31: EPS 0.60 2022-06-30: EPS -0.11 2022-09-30: EPS 0.44 2022-12-31: EPS 0.31 2023-03-31: EPS 0.42 2023-06-30: EPS 0.48 2023-09-30: EPS 0.57 2023-12-31: EPS 0.79 2024-03-31: EPS 0.44 2024-06-30: EPS 0.48 2024-09-30: EPS 0.51 2024-12-31: EPS 0.59 2025-03-31: EPS 0.44 2025-06-30: EPS 0.49 2025-09-30: EPS 0.62 2025-12-31: EPS 0.83 2026-03-31: EPS 0.68 2026-06-30: EPS 0.70 0B 0.6B 1.2B $B -0.66 0.13 0.91 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 16 11 112 213 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
-222M43M308M 20162017201820192020202120222023202420252026
Latest quarter $174M (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.