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Benchmark Electronics, Inc.

BHE Technology
$85.12 +$2.68 (3.25%)
Market Cap: $3.05 B
Gurus Holding
7
Popularity Rank
#968
% of Shares Held
1.52%
Net Activity (Q1 2026)
+$7.48 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $46.33 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $7.48 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 193.2%. Conversely, Chuck Royce reduced exposure by 15.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$9.49 M
Total Buy Value
New Buys 3
Additions 3
-$2.01 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Benchmark Electronics, Inc. (BHE)

Major holders include First Eagle Investment ($16.63 M), Paul Tudor Jones ($4.53 M), Cliff Asness ($3.37 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 544,308 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.48 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited BHE. The total reported sell value was $2.01 M.

Yes, 3 managers opened new positions in BHE, and 3 increased their existing holdings. The total reported buy value was $9.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 18.4% 296,569 $16.63 M Q1 2026
0.01% Add 193.2% 80,855 $4.53 M Q1 2026
0.00% Add 1.1% 60,099 $3.37 M Q1 2026
0.01% New Buy 38,582 $2.16 M Q1 2026
0.02% Reduce -15.8% 37,540 $2.1 M Q1 2026
0.00% New Buy 18,128 $1.02 M Q1 2026
0.01% New Buy 12,535 $702,712 Q1 2026
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