MX

MXL MAXLINEAR INC

2026Q2 · CUSIP 57776J100 · Analog & Power · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
432
Institutions that reported holding it to the SEC
Net increase in holders
+195
Last quarter 237 → now 432
How unusual is that
Top 1% in the market
Stronger buying than 99.1% of US stocks
What the filings say, in one paragraph

432 funds held MXL at the end of 2026Q2, up 195 from the quarter before. That is stronger buying than 99.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $661M(YoY +56.0%), return on equity is -5.5%. MXL has had 8 buying rushes in its history, and the price moved +9.4% 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 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=90 2013Q4: holders=90 2014Q1: holders=100 2014Q2: holders=115 2014Q3: holders=110 2014Q4: holders=99 2015Q1: holders=104 2015Q2: holders=145 2015Q3: holders=143 2015Q4: holders=183 2016Q1: holders=184 2016Q2: holders=195 2016Q3: holders=191 2016Q4: holders=191 2017Q1: holders=176 2017Q2: holders=193 2017Q3: holders=172 2017Q4: holders=179 2018Q1: holders=169 2018Q2: holders=163 2018Q3: holders=155 2018Q4: holders=151 2019Q1: holders=158 2019Q2: holders=156 2019Q3: holders=156 2019Q4: holders=160 2020Q1: holders=154 2020Q2: holders=161 2020Q3: holders=171 2020Q4: holders=187 2021Q1: holders=203 2021Q2: holders=204 2021Q3: holders=234 2021Q4: holders=286 2022Q1: holders=289 2022Q2: holders=276 2022Q3: holders=277 2022Q4: holders=278 2023Q1: holders=276 2023Q2: holders=248 2023Q3: holders=231 2023Q4: holders=213 2024Q1: holders=208 2024Q2: holders=214 2024Q3: holders=205 2024Q4: holders=211 2025Q1: holders=216 2025Q2: holders=218 2025Q3: holders=238 2025Q4: holders=239 2026Q1: holders=237 2026Q2: holders=432 -195 -97.5 +0 +97.5 +195 81268454 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 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 1% in the market — —
2025Q3 Top 20% +40.0% +38.0%
2021Q4 Top 10% -12.6% -38.5%
2021Q3 Top 5% +5.0% -13.5%
2017Q2 Top 20% +9.6% +18.8%
2015Q4 Top 5% +25.9% +32.1%
2015Q2 Top 5% +20.0% +55.1%
2014Q2 Top 20% -29.7% -26.2%

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
207
Change in large funds
+78
Total value they hold
$9.5B
Funds buying for the first time
228
Funds that sold out entirely
33
Price change that quarter
-3.1%
Funds holding puts (bearish)
10
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.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-0.37
EPS YoY
—
Revenue (TTM)
$0.7B
Revenue YoY
+56.0%
Net margin
-4.5%
ROE
-5.5%
Debt ratio
41.8%
FCF (TTM)
-$21M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-12-31: EPS 0.35 2022-03-31: EPS 0.42 2022-06-30: EPS 0.40 2022-09-30: EPS 0.35 2022-12-31: EPS 0.38 2023-03-31: EPS 0.12 2023-06-30: EPS -0.05 2023-09-30: EPS -0.49 2023-12-31: EPS -0.49 2024-03-31: EPS -0.88 2024-06-30: EPS -0.47 2024-09-30: EPS -0.90 2024-12-31: EPS -0.68 2025-03-31: EPS -0.58 2025-06-30: EPS -0.31 2025-09-30: EPS -0.52 2025-12-31: EPS -0.17 2026-03-31: EPS -0.52 2026-06-30: EPS 0.02 2026-09-30: EPS 0.30 0M 145M 291M $M -0.99 -0.26 0.46 2016201720182019202020212022202320242025202609/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
19 25 31 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
-35M47M129M 20162017201820192020202120222023202420252026
Latest quarter $-10M (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 2026-09-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.