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Benchmark Electronics, Inc.

BHE Technology
$65.81 $-0.49 (-0.74%)
Market Cap: $2.36 B
Gurus Holding
8
Popularity Rank
#866
% of Shares Held
1.92%
Net Activity (Q2 2026)
+$14.96 M

Guru Ownership Trend

Guru Analysis for Benchmark Electronics, Inc. (BHE)

Benchmark Electronics, Inc. (BHE), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $45.44 M.

Top institutional holders include First Eagle Investment and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $14.96 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 36.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$17.99 M
Total Buy Value
New Buys 2
Additions 3
-$3.03 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Benchmark Electronics, Inc. (BHE)

Major holders include First Eagle Investment ($34.63 M), Paul Tudor Jones ($13.21 M), Jefferies Group ($5.8 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 690,539 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.96 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BHE. The total reported sell value was $3.03 M.

Yes, 2 managers opened new positions in BHE, and 3 increased their existing holdings. The total reported buy value was $17.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 18.3% 350,964 $34.63 M Q2 2026
0.02% Add 65.6% 133,869 $13.21 M Q2 2026
0.04% Add 52.4% 58,800 $5.8 M Q2 2026
0.00% Reduce -18.3% 49,122 $4.85 M Q2 2026
0.02% Reduce -16.2% 31,442 $3.1 M Q2 2026
0.00% New Buy 29,273 $2.89 M Q2 2026
0.00% New Buy 25,474 $2.51 M Q2 2026
0.00% Reduce -36.0% 11,595 $1.14 M Q2 2026
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